2612 Kadoya
- Sep 15, 2025
- 1 min read
Japan's leading sesame oil manufacturer. Founded in Shodoshima in 1858. Has a long-standing, close relationship with Mitsui & Co., Ltd. in the procurement and sales of raw materials.
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Fun fact: Kadoya was founded in 1858 - nine years *before* the Edo Government returned ruling power to the Japanese Emperor
Now Kadoya is a TSE-listed company jointly owned by 8058 Mitsubishi Corp and 8031 Mitsui & Co, sitting on 22 bil yen of net cash
Absolutely wild and my hunch is that they don't wanna deal with activists by remaining listed
lots of speculation among Japanese fintwit crowd on imminent TOB on Kadoya:
https://x.com/TOB_MBO_MA/status/1949282769592254935
https://x.com/TOB_MBO_MA/status/1950026837117067585
"My gut says Mitsubishi will takeover 2612 Kadoya too. Massively net cash. Trading around book. Mitsubishi owns 26.8% already.
What's the downside to holding something like this? Some opportunity cost for sure. Durable/safe biz that never loses money. On margin looks good."
https://x.com/AltayCapital/status/1965953825610805754
at 3770 yen/share, 35.4 bil yen mkt cap vs 22 bil yen net cash
16.14x per / 0.98x pbr / 2.52% yield