2531 Takara Holdings
- Japan Guru
- Aug 23, 2025
- 1 min read
Takara Shuzo and Takara Bio are under its umbrella. The largest manufacturer of sake, shochu, and mirin. Overseas liquor sales and Japanese food wholesale are also growing as pillars of revenue.
Value Act reports 10% ownership on thesis of overseas expansion
https://x.com/moyashipurin2/status/1958109615188849095
at 1806 yen/share, 356 bil yen mkt cap vs 70 bil yen net cash
21.55x per / 1.49x pbr / 1.72% yield