CL Holdings Inc. (4286.T)

CL Holdings Inc. (4286.T) — VMCI valuation read

CL Holdings Inc. (4286.T) carries a VMCI composite of 46/100, 4 points below the Communication Services sector median of 50. Among mid-cap names, that gap places 4286.T in the bottom third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).

The 4286.T insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.

**Investor frame.** Value reads 4286.T trades at 20.0x earnings, 11% above the Communication Services median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Communication Services 12.0x. Quality: ROIC of 14.0% sits 4.0pp above the Communication Services median (10.0%). Risk: net debt to EBITDA of 2.3x is the rate-sensitivity line to watch, the line to track on CL Holdings Inc.'s next 10-Q.

4286.T fell 3.2% over the trailing 7 days, with a -11.4% read on a 30-day basis.