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InsightBLOGMarch 16, 20261 min read
Isamu Paint (TYO 4624) - A $43m Double Net Net Automotive Paint Co Trading at 12x P/E with 30 Years of Consistent Profitability
By altaycap
Primary Source Material
Published via substack_altaycap
In 30 years the company only reported a single QUARTER of operating losses with the full year being firmly profitable. Share price is ¥3,515 vs NCAV+Investments of ¥8,003.
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