Professional
Added to YB: 2026-07-09
Pitch date: 2026-07-03
3565.T [neutral]
Ascentech K.K.
+10.71%
current return
Author Info
Stone Sentinel Capital utilizes differentiated thinking and fundamental analysis in crafting a concentrated portfolio of global equities with very favorable risk-reward structures. Sign up for the newsletter.
Company Info
Ascentech K.K. engages virtual desktop business in Japan. The company offers virtual desktop infrastructure (VDI) software, VDI server, and VDI printing, as well as network, security, ThinClient, and infrastructure products.
Market Cap
JPY 18.0B
Pitch Price
JPY 407.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.69
P/E
11.84
EV/Sales
0.52
Sector
IT Services
Category
value
Stone Sentinel Capital Portfolio Holding: Ascentech K.K.
3565.T (holding update): Core business growing fast but stock punished on YoY revenue/profit declines—artifact of one-time prior-year order surge from business transformation, not deteriorating fundamentals. Q127 solid. Cheap at ~8x 2yr-forward PE, ~3x cash-adjusted.
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