8041 OUG Holdings

Japan Guru
Jul 5
1 min read

Wholesaler of seafood from Osaka Central Wholesale Market. The largest in Japan. Expanding business outside the Osaka Wholesale Market. Also engaged in aquaculture.

3 Comments

Japan Guru

Jul 22

"Seafood wholesale companies are cheap! I own 8041. Similar FY26 p/e, similar dividend, but they have DoE policy of 1.6% and responded to TSE, but they need to do a more. Better sales and profit growth last 5 years. 8030 is very cheap too. Don't think you will lose with either."

https://x.com/AltayCapital/status/1947039765624447307

Japan Guru

Jul 04

Altay's write-up, June 30, 2025:

https://altaycap.substack.com/p/oug-holdings-tyo-8041-a-05x-ptbv?utm_source=publication-search

Japan Guru

Jul 04

at 3645/share, 20 bil yen mkt cap vs 20 bil yen net cash

5.96x per / 055x pbr / 2.8% dividend