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Added to YB: 2025-03-04

Pitch date: 2025-03-02

7887.T [bullish]

Nankai Plywood Co.,Ltd.

+47.1%

current return

Author Info

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Company Info

Nankai Plywood Co.,Ltd. manufactures and sells interior building materials in Japan. It offers storage, floor, and ceiling materials; and stairs, slide doors, fittings, and other products.

Market Cap

JPY 5.3B

Pitch Price

JPY 5.4K

Price Target

N/A

Dividend

N/A

EV/EBITDA

3.81

P/E

5.84

EV/Sales

0.27

Sector

Paper and Forest Products

Category

value

Show full summary:
Nankai Plywood - TYO:7887

7887.T: Cheap Japanese microcap wood paneling maker. 0.58x NCAV, 0.23x BV. $10M pre-tax earnings, but FCF drained by overseas subsidiaries. French acquisition struggle, Indonesia factory delays. Attractive downside protection. Potential FCF improvement as capex needs decline. 1.5% position size; would increase if French ops improved.

Read full article (2 min)