Mitsubishi motors and CJENM are ridiculously cheap.
u/orishasinc2 ·
Reddit — r/ValueInvesting
· September 06, 2026 at 12:50
· ⬆ 15 pts
· 💬 3 comments
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Summary
The author argues that Mitsubishi Motors and CJ ENM are deep-value, "ugly" stocks trading at steep discounts to their net asset values.
Mitsubishi is trading at 0.5x NAV with improving US margins, while CJ ENM is trading at 0.25x NAV due to the Korean market's hyper-focus on AI rather than legacy media.
Quality assessment: Speculative value investing based on Price-to-Book metrics and anecdotal evidence; lacks deep financial modeling but presents a clear deep-value thesis.
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The market has thrown Mitsubishi Motors and CJNM in the dumpster, which is my preferred hunting ground.
Mitsubishi Motors is down 95% from its all-time high and has been dragged through the mud for decades by corporate scandals and lost market share. Despite recent strategic moves and visibly improved margins, the company is also gearing up for a cheaper Chinese foray into its ASEAN market, compounded by geopolitical tariff-related drags on its net earnings.
But I am seeing a lot of Mitsubishis in my city, and from my investigations, the offerings are quite appealing to the price-conscious auto buyers.
US margins have skyrocketed, and headquarters are committed to revitalizing the company into a dominant force by 2030.
The stock is cheap, at 1/2 its net Assets value; even a conservative rerating around BV would compel a 100% price surge. Why not?
CJ ENM is a South Korean dominant media company with tentacles spread across the country’s entertainment infrastructure.
But CJ ENM sells at near its 2008 GFC price and 1/4 its net assets despite its dominant brand and influence in the country’s economy. I did a quick sum-of-the-parts analysis and concluded that the company's current value is drastically lower than its peers in the US and China.
The AI-focused Korean market is ignoring a strong legacy firm in the doldrums.
Well, uglystock hunters couldn’t be happier!
(Not investment advice. Always consult a trusted investment advisor before trading financial securities.)
Mitsubishi Motors is trading at half its net asset value despite skyrocketing US margins and a commitment to revitalize by 2030. A conservative rerating to simply match its book value would result in a 100% price surge. Buy the beaten-down automaker as a deep-value turnaround play. Cheaper Chinese EV competition in the ASEAN market, geopolitical tariffs, and a history of corporate scandals. 035760 - LONG | confidence: 0.80 | sentiment: +0.70 Speaker: u/orishasinc2 Thesis: CJ ENM is trading at 1/4 of its net assets and near its 2008 GFC price levels despite being a dominant media company in South Korea. The Korean market is ignoring this legacy firm in favor of AI stocks, creating a massive valuation discount compared to US and Chinese peers. Buy the dominant South Korean media conglomerate at a steep sum-of-the-parts discount. Continued market apathy towards legacy media and structural declines in traditional entertainment.
This Reddit post, published September 06, 2026,
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