Added to YB: 2026-05-29
Pitch date: 2026-05-27
6037.T [neutral]
RAKUMACHI,Inc.
Author Info
JII Compounders writes about Japanese compounders, IR, capital allocation, and the gap between how companies explain themselves and how investors actually hear them. Sign up for the newsletter.
Company Info
RAKUMACHI,Inc. operates a real estate investment portal site under the Rakumachi name in Japan. Its site offers services that enables users to learn about real estate investment, search for real estate, and sell real estate.
Market Cap
JPY 21.4B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.12
P/E
14.60
EV/Sales
6.12
Sector
Interactive Media and Services
Category
special_situation
JII Compounders: Rakumachi 6037
6037.T (overview): Japan's leading online marketplace for real-estate investors connecting brokers via platform/YouTube media. 10x EV/EBIT, 48.9% op margin, 10%+ 5yr rev growth. New ¥500M buyback (~3% s/o) announced but TSE 25% float rule limits further repurchases (founder owns 68.2%). ¥4.08bn USD bond portfolio (5.5% yield) earning 1/5 of biz ROIC. Path: secondary offering to lift float to ~35%, enable Prime upgrade & more buybacks.
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