A platform roll-up with 40%+ ROCE and trading at less than 3.5x EV/EBIT
Just have to say, I really appreciate just how comprehensive these write ups are and how you put them out to the public. It's greatly appreciated.
How did you get access to Ichiyoshi Research? I don't see any contacts on Ichiyoshi Research website. Thanks in advance
Such a detailed and high-quality full write-up. Thank you so much for sharing the work! It was difficult for me to find information on interesting Japanese companies.
very nice! cheap, a bit cyclical, I wonder wether to watch this for a while and buy as the economy slows due to inflation
Just have to say, I really appreciate just how comprehensive these write ups are and how you put them out to the public. It's greatly appreciated.
How did you get access to Ichiyoshi Research? I don't see any contacts on Ichiyoshi Research website. Thanks in advance
Such a detailed and high-quality full write-up. Thank you so much for sharing the work! It was difficult for me to find information on interesting Japanese companies.
very nice! cheap, a bit cyclical, I wonder wether to watch this for a while and buy as the economy slows due to inflation