Added to YB: 2026-07-02
Pitch date: 2026-04-26
5889.T [bullish]
Japan Eyewear Holdings Co., Ltd.
+5.2%
current return
Author Info
No bio for this author
Company Info
Japan Eyewear Holdings Co., Ltd., through its subsidiaries, engages in the designing, manufacturing, and selling eyeglasses in Japan.
Market Cap
JPY 54.2B
Pitch Price
JPY 2.2K
Price Target
N/A
Dividend
3.84%
EV/EBITDA
8.23
P/E
13.49
EV/Sales
3.53
Sector
Specialty Retail
Category
value
Japan Eyeware Holdings - $5889.T
5889.T: Premium Japanese eyewear (Kaneko + 999.9), Hermes-like 79% GM/32% EBIT margins, vertically integrated in Sabae. 3yr rev CAGR 33%, EBIT 71%. Trades 14x PE vs 2030 target 36% op margin. Mispriced as tourism play; China inbound fear/PE overhang overdone. 999.9 mix shift = margin runway. Risks: China traffic, key-man CEO.
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