Added to YB: 2026-09-22
Pitch date: 2026-07-05
4624.T [bullish]
Isamu Paint Co., Ltd.
+16.72%
current return
Author Info
No bio for this author
Company Info
Isamu Paint Co., Ltd. manufactures and sells paints, solvents, and building materials in Japan. The company provides automotive, general purpose and industrial, and architectural paint products; and aerosol products.
Market Cap
JPY 7.6B
Pitch Price
JPY 3.4K
Price Target
4.3K (+8%)
Dividend
N/A
EV/EBITDA
1.52
P/E
9.26
EV/Sales
0.22
Sector
Chemicals
Category
special_situation
Isamu Paint Co., Ltd. - $4624.T
4624.T: Isamu Paint trades at 0.36x book and 8.6x trailing earnings, with ¥6,582 per share of cash, deposits and investments — 93% above the share price — effectively valuing its consistently profitable, debt-free paint business below zero before understated real estate. A return to the ¥4,300 52-week high implies 25%+ upside at only 0.45x book, but extreme illiquidity and family control may prolong the discount.
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