Added to YB: 2026-08-05
Pitch date: 2026-08-03
1605.T [neutral]
Inpex Corporation
-0.43%
current return
Author Info
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Company Info
Inpex Corporation engages in the research, exploration, development, production, and sale of oil, natural gas, and other mineral resources in Japan and internationally.
Market Cap
JPY 4.2T
Pitch Price
JPY 3.5K
Price Target
N/A
Dividend
2.98%
EV/EBITDA
3.87
P/E
11.18
EV/Sales
2.82
Sector
Oil, Gas and Consumable Fuels
Category
N/A
Monday Delight: 03/08/2026 - Inpex Corporation
1605.T (pass): Japan's largest oil/gas producer, 24% METI-owned w/ golden share blocking any takeover re-rating. MC ¥4.2T, EV ¥5.6T, 14.3% ROIC, 11.2 P/E. Trailing multiple flattered by July $85.95 crude war spike; curve backwardated sub-$70. Normalized ~$55/boe earnings & reserve NAV point below current price. Reserves declined 2yrs. Cheap headline number to distrust.
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