3001.T Katakura Industries Co.,Ltd. Loading... : Bullish and Bearish Analyst Opinions
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00:10
Aug 18
Aug 18
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
Jul 30
Jul 30
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.
HIGH
07:01
Jul 29
Jul 29
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
Jul 29
Jul 29
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.
HIGH
About 3001.T Analyst Coverage
Buzzberg tracks 3001.T (Katakura Industries Co.,Ltd.) across 1 sources. 2 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (50%). 4 total trade ideas tracked. Latest voices: AltayCap.