2477 Temairazu
- May 21, 2025
- 1 min read
Temairazu develops and sells reservation management systems for accommodation facilities. Actively collaborates with system companies and website operators.
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Hikari Tsushin increases stake to 7%
https://x.com/makemmd/status/1958842713157378159
at 2945 yen/share, 19 bil yen mkt cap / 7 bil yen net cash
16.7x per / 2.73x pbr / 1.36% yield
founder holds 60%, Hikari Tsushin 6%, been public co for nearly 20 yrs, recently did buyback
mkt cap 22 bil yen, net cash 7 bil, net-cash-adjusted PER 15x, rev growing over 10% yoy
would be interesting to ask the management how sensitive their topline is to dollar/yen fluctuations
interesting beneficiary of inbound tourism that is, in effect, tariff-immune export for Japan
https://x.com/japan_guru_x/status/1908324169781248472