6061 Universal Engeisha
- Aug 9, 2025
- 1 min read
A major company that rents ornamental plants for workplace. Also operates retail sale of gardening goods and fresh flowers, and is working to expand its overseas business.
top of page
No.1 English-language social media platform for Japanese stocks
Powered by Japan Guru
3 Comments
bottom of page
roll-ups are sexy, intuitive, but hard to execute. ones that do create SH value, like Universal Engeisha:
https://x.com/japan_guru_x/status/1963425488141172865
This company is a dominant roll-up acquirer in this niche
A famous Japanese retail investor who 10000x'ed his net worth observes as follows:
"The horticulture business does not have a particularly high profit margin, and many companies are troubled by the business succession issue as the founders get older. But Universal Engeisha is steadily acquiring those smaller players in this niche, expanding its operational scale.
It is like a major league baseball player joining an amateur baseball team. Universal is unrivaled in the horticulture industry."
at 6350 yen/share, 32 bil yen mkt cap vs 6 bil yen net cash
16.58x per / 2.22x pbr / 0.39% yield