Added to YB: 2025-04-07
Pitch date: 2025-04-03
2157.T [neutral]
Koshidaka Holdings Co., Ltd.
+20.92%
current return
Author Info
Asian Century Stocks is a former buy-side investor in Asia that now focuses on researching value stocks in Asia and sharing them in his newsletter. Sign up for the newsletter.
Company Info
Koshidaka Holdings Co., Ltd. operates a karaoke business and a bath house business in Japan and internationally.
Market Cap
JPY 82.8B
Pitch Price
JPY 996.54
Price Target
N/A
Dividend
2.39%
EV/EBITDA
6.03
P/E
13.85
EV/Sales
1.38
Sector
Hotels, Restaurants and Leisure
Category
value
Portfolio Review March 2025: Key Holdings - Koshidaka Holdings Co., Ltd.
2157.T (holding update): Karaoke operator Koshidaka (8.6% position) announces marketing deal with Katana Inc. Implements PocketSign Verify for faster check-ins. Launches Manekare project for aspiring artists. Partners with dating app Pairs & Don Quijote. FY2025 EPS est. JPY 87, 12.0x fwd P/E. Undervalued but rerating unlikely until EPS growth resumes.
Read full article (2 min)