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InsightBLOGMarch 16, 20261 min read
Furubayashi Shiko (TYO 3944) - A Deep Value Packaging Nanocap Trading at 9x P/E, 0.27x Book, and Well Below NCAV+Investments
By altaycap
Primary Source Material
Published via substack_altaycap
Consistently Profitable but mediocre packaging business backed by under-marked land and a big securities portfolio, offset by an overpaid family chairman. Tiny ($16.4m mcap) and illiquid, but cheap
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