Added to YB: 2026-06-16
Pitch date: 2026-06-11
4800.T [bullish]
Oricon Inc.
Author Info
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Company Info
Oricon Inc. designs and operates websites. It also offers news distribution, website management, and consulting services; database and solutions; content for mobile phones, such as rankings and music information; and customer satisfaction survey services.
Market Cap
JPY 17.0B
Pitch Price
N/A
Price Target
5.3K
Dividend
2.71%
EV/EBITDA
7.34
P/E
27.27
EV/Sales
2.00
Sector
Interactive Media and Services
Category
special_situation
Unveiling My Highest Conviction Stock! - Oricon Inc.
4800.T: Japanese rankings co performing MBO at ¥1332/sh; author argues undervalued even after 70% gain vs potential 2-7x bagger. Asset-light, 30%+ op margins, net cash ¥3.4bn, 4.9x EV/EBIT, 10.9x P/E, 18% ROE, 4.4% yield. Trademark flywheel; comp Kakaku trades 11-22x EV/EBIT. Urges holders block deal.
Read full article (21 min)