Added to YB: 2026-04-22
Pitch date: 2026-04-20
7523.T [bullish]
Art Vivant Co., Ltd.
+0.82%
current return
Author Info
Company Info
Art Vivant Co., Ltd. operates in the art business. The company sells paintings, including printed, oil painting, and watercolor products; and arts and crafts, such as sculptures and glass crafts, as well as miscellaneous art goods.
Market Cap
JPY 13.5B
Pitch Price
JPY 1.6K
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.19
P/E
9.43
EV/Sales
1.50
Sector
Specialty Retail
Category
special_situation
Art Vivant (TYO 7523): Cheap Adjusted Net-Net at 11x PE Trading Below Failed ¥1,670 MBO Price as Activist Builds 40.13% Stake
7523.T: Japanese art print co trading at ¥1,480 vs failed ¥1,670 MBO price. Adjusted net-net at ¥1,708/share NCAV+investments, ~11x FY25 P/E, 4% yield. Q3 op profit ¥2.55B already beats FY guide ¥2.1B. Activist Maki built 40.13% stake at ¥1,677 avg cost (above tender), seeking mgmt control. Artist Nagasaka paid 12% premium for 7.16% block at ¥1,680. ~83% shares held by founder (36%), activist, artist. Tight float, improving fundamentals, potential re-bid catalyst.
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