5210 Nihon Yamamura Glass
- Japan Guru
- Aug 23, 2025
- 1 min read
The largest manufacturer of glass bottles. In addition to glass for automotive and electronic parts, it also produces bottle caps for beverages. Profits are concentrated in the first half of the year.
Imura Fund, led by charismatic investor Imura, may report 5% ownership on this stock in near future
"Nippon Yamamura Glass's Tokyo factory land is said to have unrealized gains of tens of billions of yen, so its effective PBR is low.
The approval rate for the recent shareholder proposal was high at 25%, so it might be an easy target.
Murakami Fund is also involved"
more analysis can be found👇
https://x.com/kabukomechan/status/1957370299747635437
at 3095 yen/share, 34.5 bil yen mkt cap vs 3 bil yen net cash
*it is rumored to have real estate worth tens of bil of yen
10.55x per / 0.58x pbr / 4.85% yield