Added to YB: 2026-08-07
Pitch date: 2026-08-05
4441.T [bullish]
Tobila Systems Inc.
-1.04%
current return
Author Info
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Company Info
Tobila Systems Inc. develops and sells nuisance call filter products in Japan. The company offers spam call filter products for mobiles, landlines, and business phones.
Market Cap
JPY 15.9B
Pitch Price
JPY 1.5K
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.15
P/E
25.88
EV/Sales
3.74
Sector
Software
Category
value
The Fox on the Japanese Phone Line - Tobila Systems Inc.
4441.T: Nagoya micro-cap ($100M) screening 5B+ calls/yr for Japan's fraud epidemic (¥141B stolen 2025). Carrier-distributed (Docomo/KDDI/SoftBank) + 47-prefecture police feed = unreplicable ledger. JGAAP hides cash: OCF ¥1.75B vs NI ¥626M; ~6x EV/OCF, net cash ¥3.5B, founder owns 45%. Kasuhara law (Oct catalyst), Biz renewals FY27. Risk: 60% rev from 4 customers, KDDI repricing, platform threat.
Read full article (56 min)