Added to YB: 2026-07-31
Pitch date: 2026-07-29
6208.T [bullish]
Ishikawa Seisakusho, Ltd.
+0.45%
current return
Author Info
Price to Tangible Bruce is a deep value investor. Buying what most investors don't like across global public markets. Sign up for the newsletter.
Company Info
Ishikawa Seisakusho, Ltd. engages in paper converting machinery business in Japan. It offers corrugated cardboard box making and printing machines, cardboard weight packaging machines, and yarn twisting machines, as well as defense equipment.
Market Cap
JPY 9.6B
Pitch Price
JPY 1.5K
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.77
P/E
15.26
EV/Sales
1.20
Sector
Machinery
Category
value
Buying Japan's Defence Build-Up on the Cheap - Ishikawa Seisakusho, Ltd.
6208.T: Sole domestic supplier of naval mines to Japan's Navy (77% rev defense) + cardboard box machinery. EPS 5x'd (22→101) in 5yrs, guiding +23% EPS. ROE 3%→10%. Backlog 23b vs 18.5b rev = strong visibility. Dividend reinstated. 15x P/E, 17x EV/EBIT, 1.75x P/TB (decade-low relative). Orders softening near-term; plays Japan rearmament via basket.
Read full article (2 min)