7250 Taiheiyo Industry
- Japan Guru
- Sep 22, 2025
- 1 min read
World leader in tire valves and valve cores. Strengthening sales expansion of pressed parts, mainly to Toyota. Currently under MBO.
top of page
No.1 English-language social media platform for Japanese stocks
Powered by Japan Guru
3 Comments
bottom of page
Bloomberg reports on Japan's "cheap MBO" problem, referencing Taiheiyo:
"Although the [Taiheiyo MBO] purchase price represented a premium of approximately 40% over the stock price on the day before the announcement, the price-to-book ratio (PBR) was only 0.7 times. The company itself had stated a PBR of 1 times in its integrated report."
https://www.bloomberg.co.jp/news/articles/2025-08-31/T17Z59GOYMTE00
July 25, founding family announced MBO at 2050 yen/share, as opposed to the closing price of 1461 yen/share
but then Effissimo reported 5.54% ownership on Sept 3, and then kept buying up to 11.13% as of Sept 9
Taiheiyo founder family postponed TOB period thru Sept 24, without raising the bid price (2050 yen)
at 2657 yen/share, 163 bil yen mkt cap. Zero net cash.
13.8x per / 0.92x pbr / no dividend