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Added to YB: 2023-12-15

Pitch date: 2023-12-13

7279.T [bullish]

Hi-Lex Corporation

+145.22%

current return

Author Info

No bio for this author

Company Info

Hi-Lex Corporation operates in automotive, industrial equipment, and medical equipment businesses in Japan and internationally.

Market Cap

JPY 58.5B

Pitch Price

JPY 1.2K

Price Target

N/A

Dividend

N/A

EV/EBITDA

2.12

P/E

-28.76

EV/Sales

0.10

Sector

Automobile Components

Category

value

Show full summary:
Japanese electric cable manufacturer trading at 0.27x book value.

$7279.T: Deep value play, 0.27x BV, net cash & stock = mcap. Activism needed to fix capital allocation & boost ROE. Trades $4M/day now. Upside: reduce x-holdings, margins recovering. 30% family, 12% x-hold. Liq allows activists to build for '24 AGM fight.

Read full article (2 min)