7725 Inter Action
- Japan Guru
- Apr 7, 2025
- 1 min read
Manufacturer of light source devices and pupil modules for image sensor inspection. Also manufactures environmental related devices, vibration isolation devices, gear testing machines, etc.
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Someone listed up large ownership reports by activists for August
Inter Action included:
https://x.com/moyashipurin2/status/1962293063965090246
"Interaction, owned by Kaname Capital, has a low stable shareholder ratio, a market capitalization of 14 billion yen, but cash and deposits of 9 billion yen, PBR 1.2x, EV/EBITDA 3.7x
FCF is not stable, but it is overflowing with 3.2 billion yen this fiscal year. Recently, the unprofitable energy business was sold, and Kaname has increased its purchase by more than 2%"
https://x.com/makemmd/status/1943616078653030469
the company released bad earning forecast while announcing buyback in relatively short timespan
https://x.com/26ooo/status/1943603408511881429
"Light sources devices for testing CMOS etc (NB: $SNE $6758 JP Sony 50% sales)
6x EBIT. 20% ROIC
Appearing on activist TV show in Jpn
(Silvercape and Kaname own 15%!)
Nozzers and CMD on 11 July"
https://x.com/Billypasdemates/status/1939265385380876734
at 1304/share, 15 bil yen mkt cap vs 11 bil yen of net cash
15.74x per / 1.22x pbr / 2.68% dividend