3001.T Katakura Industries Co.,Ltd. Загрузка... : Бычьи и медвежьи мнения аналитиков
Загрузка графика...
Лучшие сигналы
Лента
00:10
18 авг
18 авг
Author explicitly states bullishness on cheap Japanese RE names, names 8841 as favorite.
Author explicitly states bullishness on cheap Japanese RE names, names 8841 as favorite, and confirms long positions in Katakura and Inui Logistics.
04:34
30 июл
30 июл
Buy Katakura Industries as a sum-of-parts mispricing.
Buy Katakura Industries as a sum-of-parts mispricing — after backing out ¥64bn in net cash and securities, the adjusted EV of ¥36bn acquires ¥136bn FMV of prime rental real estate (Cocoon City, Saitama), a ~3.8x asset coverage gap.
Выс.
07:01
29 июл
29 июл
The author explains that Katakura Industries remains public after a failed MBO and values its.
The author explains that Katakura Industries remains public after a failed MBO and values its real estate leasing business as the key asset, but does not state a current position or forward call.
07:00
29 июл
29 июл
Buy Katakura Industries (3001.T) — after backing out ¥22bn net cash and ¥42bn securities.
Buy Katakura Industries (3001.T) — after backing out ¥22bn net cash and ¥42bn securities, the adjusted EV is only ¥36bn against ¥136bn fair market value of rental real estate, implying the core RE asset trades at roughly 74% discount to FMV.
Выс.
Об аналитическом покрытии 3001.T
Buzzberg отслеживает 3001.T (Katakura Industries Co.,Ltd.) в 1 источниках. Бычьих сигналов: 2, медвежьих: 0, от 1 аналитиков. Сентимент преимущественно бычий (50%). Всего отслеживаются 4 торговые идеи. Последние спикеры: AltayCap.