Added to YB: 2026-07-29
Pitch date: 2026-07-26
6083.T [neutral]
ERI Holdings Co., Ltd.
+1.43%
current return
Author Info
No bio for this author
Company Info
ERI Holdings Co., Ltd., together with its subsidiaries, provides building confirmation and inspection services in Japan.
Market Cap
JPY 36.5B
Pitch Price
JPY 1.5K
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.65
P/E
11.66
EV/Sales
1.24
Sector
Professional Services
Category
value
ERI Holdings ($6083.T), an interesting name.
6083.T (new position): Japan's largest building/housing performance evaluator, 23% owned by Hikari Tsushin. 40%+ ROE, net cash, 5.4x trailing EV/EBIT, ~3% div yield. April 2025 energy-code reforms expand mandatory inspections, boosting work/building. Targets Y35-40B rev by 2030 (vs Y20B). Bear: regulatory over-earning. Small starter position.
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