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Emerging Value
Japan nano cap update
Ideas in Developed Markets

Japan nano cap update

New management plan suggest 3-6x upside by 2028 - if they deliver.

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Emerging Value
Sep 15, 2024
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Emerging Value
Japan nano cap update
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This is an update about a company I presented in the past. It’s a nano cap.

  • The management is very ambitious;

  • Plans to multiply operating income by 4 in 2028, and revenue by more than 2.

  • Company trades at 10 times depressed operating income.

  • Business is defensive, non cyclical

  • Highly illiquid

  • Review of the company plans

This post is for supporters. next week I will post a new public idea write up and what it means to be a value investor..stay tuned!

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