Added to YB: 2025-12-09
Pitch date: 2025-12-03
4816.T [neutral]
Toei Animation Co.,Ltd.
+13.28%
current return
Author Info
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Company Info
Toei Animation Co.,Ltd. engages in the production, marketing, and licensing of animation products in Japan, rest of Asia, North America, and Europe.
Market Cap
JPY 578.2B
Pitch Price
JPY 2.5K
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.98
P/E
22.35
EV/Sales
5.09
Sector
Entertainment
Category
growth
Walden 3 Research | November Portfolio - Toei Animation Co.,Ltd.
4816.T (holding update): Chinese film suspension selloff creates opportunity; conviction unchanged as global streaming/merchandising radically reprices Dragon Ball & One Piece IP upward. Scarcity of tier-one anime assets gives Toei pricing power, secular trend dwarfs China geopolitical noise.
Read full article (1 min)