Toubujyuhan Co.,Ltd. (3297.T)
ValueMarkers Composite Index
67% below intrinsic value ($29)
Toubujyuhan Co.,Ltd. (3297.T) — VMCI valuation read
Headline read on 3297.T: VMCI of 63/100 versus a Real Estate sector median of 50. The 13-point above-median position is what makes Toubujyuhan Co.,Ltd. a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on 3297.T: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.
**Investor frame.** Three reads on 3297.T: value (3297.T trades at 21.0x earnings, 17% above the Real Estate median of 18.0x), quality (ROIC of 15.0% sits 5.0pp above the Real Estate median (10.0%)), and risk (net debt to EBITDA of 0.6x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Real Estate 12.0x baseline.
3297.T fell 3.4% over the trailing 7 days, with a -4.0% read on a 30-day basis.
Toubujyuhan Co.,Ltd. engages in the real estate business in Japan. The company is involved in the real estate trading, leasing, selling, and management businesses, as well as used homes and condominiums remodeling activities. It also sells and rents long-term care and welfare-related products; and undertakes long-term care remodeling work, as well as offers real estate insurance services. The company was founded in 1984 and is headquartered in Shimonoseki, Japan.
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