Added to YB: 2026-07-01
Pitch date: 2026-06-26
045340.KQ [bullish]
Total Soft Bank Ltd.
+7.61%
current return
Author Info
Asian Century Stocks is a former buy-side investor in Asia that now focuses on researching value stocks in Asia and sharing them in his newsletter. Visit the website.
Company Info
Total Soft Bank Ltd. operates as maritime logistics solutions company in South Korea. The company provides computer automated terminal operating system for container terminals; ATC Supervisor, an intelligent equipment control job monitoring system in automated yard stack that integrates into a terminal operation system; off dock container yard system for off dock container terminal uses; and multi-purpose operation system for terminals, a web-based system.
Market Cap
KRW 44.8B
Pitch Price
KRW 5.7K
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.09
P/E
4.95
EV/Sales
0.37
Sector
Software
Category
value
Weird Shit Investing 2026 - Total Soft Bank Ltd.
045340.KQ: World's 2nd-largest container terminal software dev (CATOS in 110+ ports, 53% share in vessel stowage via CASP). 7x P/E, 27% ROE, 60% net cash/mkt cap, 0.8x EV/Sales vs WiseTech 5x. Zero churn, new dividend+buyback. 84yo founder, IB son could sell co. Risks: cloud lag, post-2028 air pocket.
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