Professional
Added to YB: 2024-07-02
Pitch date: 2024-06-30
2222.T [bullish]
Kotobuki Spirits Co., Ltd.
+49.2%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
Kotobuki Spirits Co., Ltd. produces and sells sweets in Japan. It offers food and confectionary products, as well as operates as an insurance agent.
Market Cap
JPY 414.2B
Pitch Price
JPY 1.8K
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.30
P/E
31.90
EV/Sales
4.79
Sector
Food Products
Category
growth
Idea Brunch with “Made in Japan” - Kotobuki Spirits Co., Ltd.
Kotobuki Spirits (2222.T, ¥291B mkt cap): Premium confectionary maker for souvenirs/gifts. Strong pricing power, regional focus. Compared to See's Candy. Less affected by weak consumer spending. Building portfolio of premium brands. Poised for growth with rising tourism, 'Made in Japan' trend. Long runway for volume & pricing growth.
Read full article (1 min)