Kamakura Shinsho, Ltd. (6184.T)
ValueMarkers Composite Index
20% above intrinsic value ($3)
Kamakura Shinsho, Ltd. (6184.T) — VMCI valuation read
Headline read on 6184.T: VMCI of 66/100 versus a Consumer Cyclical sector median of 50. The 16-point above-median position is what makes Kamakura Shinsho, Ltd. a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on 6184.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 6184.T: value (6184.T trades at 21.0x earnings, 17% above the Consumer Cyclical median of 18.0x), quality (ROIC of 19.0% sits 9.0pp above the Consumer Cyclical median (10.0%)), and risk (net debt to EBITDA of -0.2x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Consumer Cyclical 12.0x baseline.
6184.T rose 0.5% over the trailing 7 days, with a -11.9% read on a 30-day basis.
Kamakura Shinsho, Ltd. operates a portal site that provides information services related to lifelong life in Japan. The company was founded in 1979 and is headquartered in Tokyo, Japan.
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