Added to YB: 2025-09-03
Pitch date: 2025-08-31
4251.T [neutral]
KEIWA Incorporated
+10.75%
current return
Author Info
Quipus Capital is an investment knowledge repository, i.e. a growing compendium of information about companies and industries, from the perspective of a long-only, long-term, operator-mindset investor. I look at hundreds of global companies, read a lot, and build expert networks. I condense all that information in Quipus and send it to you, ideally not more than once or twice a month. Sign up for the newsletter.
Company Info
KEIWA Incorporated develops, manufactures, and sells optical films in Japan. The company’s product include composite diffusion plate, diffusion plate, advanced functional film, process film, processing papers packaging materials, clean energy materials, agricultural films, and other products.
Market Cap
N/A
Pitch Price
JPY 1.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Chemicals
Category
value
Four Japanese Chemical Small Caps - KEIWA Incorporated
4251.T (quick overview): Japanese optical film manufacturer for LCD displays, 80% revenue from China exports. High margins (15-25%) despite cyclicality. Trades 7-8x P/E, 3% dividend yield. Cash 40% of market cap, completed 4.5% buyback. Expects flat revenues, lower margins in 2025 due to impairments & FX.
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