Added to YB: 2026-07-03
Pitch date: 2026-07-01
5918.T [neutral]
The Takigami Steel Construction Co., Ltd.
-1.11%
current return
Author Info
Company Info
The Takigami Steel Construction Co., Ltd. designs, manufactures, and constructs bridges, steel frames, steel towers, and other steel structures primarily in Japan.
Market Cap
JPY 14.7B
Pitch Price
JPY 7.2K
Price Target
23.7K (+234%)
Dividend
N/A
EV/EBITDA
8.95
P/E
15.39
EV/Sales
0.51
Sector
Construction and Engineering
Category
value
Two Near Net-Net Japanese Electrical Contractors at ~3.5x EV/EBIT with Industry Tailwinds - The Takigami Steel Construction Co., Ltd.
5918.T (hold): Japanese electrical contractor = value trap but cheap. ¥7,110 stock vs ¥23,691/share NCAV + securities + rental RE. NCAV+securities+RE +20% since writeup, share count -7% via buyback. Core biz marginally profitable; basket of securities/RE. Insiders bought activist block, cementing control. Illiquid, 1.4% yield. Holding, not adding.
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