4439 Toumei
- Jan 12
- 1 min read
The company's main business is monthly fee-based optical fiber line services for small and medium-sized businesses. Electricity retail sales are expanding rapidly. Information and communications products are also available.
"Toumei 4439. Hikari Tsushin would probably want to take this one private. Strong synergy. Already owns 32%. Valuation is dirt cheap for quality." - Teddy
https://x.com/unusual_whales/status/2010109646082847161?s=20
at 1067 yen/share, 32 bil yen mkt cap vs 8 bil yen in net cash
per 12.38x / pbr 3.27x / 1.03 yield