5958 Sanyo Industries
- Japan Guru
- Jun 11
- 1 min read
A leading manufacturer of ceiling, floor, and wall base materials. High market share in public facilities, especially school gymnasiums. Sales offices nationwide.
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"Amazing what improved capital allocation can do! All they did was double the dividend"
https://x.com/AltayCapital/status/1929331032400056369
at share price of 3905, mkt cap 13.7 bil yen vs net cash of 12 bil yen
recently improved capital allocation, and stocks are naturally reacting to the upside