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InsightBLOGMay 14, 20261 min read
Takasago Tekko (5458): A Profitable ¥3.3bn Nanocap near net-net @ 7.7x ntm P/E With ¥3.8bn of Appraised Rental Real Estate and a 36,009 sqm Tokyo Factory Site Carried at ¥2m (But worth ¥8bn+)
By altaycap
Primary Source Material
Published via substack_altaycap
Factory site located in prime logistics hub where a previous steel site was redeveloped into major logistics project. Land could be worth ¥16bn+. We assume ¥8bn to be conservative.
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