Added to YB: 2026-09-09
Pitch date: 2026-09-07
8699.T [neutral]
HS Holdings Co., Ltd.
-2.97%
current return
Author Info
No bio for this author
Company Info
HS Holdings Co., Ltd. provides merger and acquisition intermediary services in Japan and the Kyrgyz Republic.
Market Cap
JPY 34.8B
Pitch Price
JPY 1.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
2.46
EV/Sales
N/A
Sector
Capital Markets
Category
value
Mongolian Stocks, Part II - HS Holdings Co., Ltd.
8699.T (pass): HS Holdings appears to offer Khan Bank at a 33% discount after liabilities, with several other businesses effectively free, but management and dominant shareholder Upsilon favor acquisitions over shareholder returns. The company pays a fixed ¥10 dividend at a 2% payout ratio, retains repurchased shares for potential M&A and opposed greater capital-allocation disclosure. Continued empire building and rising conglomerate complexity make the discount unlikely to close.
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