Raysum Co., Ltd. (8890.T)
ValueMarkers Composite Index
84% below intrinsic value ($236)
Raysum Co., Ltd. (8890.T) — VMCI valuation read
Headline read on 8890.T: VMCI of 61/100 versus a Real Estate sector median of 50. The 11-point above-median position is what makes Raysum Co., Ltd. a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on 8890.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 8890.T: value (8890.T trades at 23.0x earnings, 28% above the Real Estate median of 18.0x), quality (ROIC of 19.0% sits 9.0pp above the Real Estate median (10.0%)), and risk (net debt to EBITDA of -0.3x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Real Estate 12.0x baseline.
8890.T fell 0.8% over the trailing 7 days, with a +3.3% read on a 30-day basis.
Raysum Co., Ltd. engages in the real estate investment business in Japan. It also operates community hostels; and a specialized surgery center that offers medical care services to assist the elderly. The company was formerly known as Recrm Research Co., Ltd. and changed its name to Raysum Co., Ltd. in 2008. Raysum Co., Ltd. was founded in 1992 and is based in Tokyo, Japan.
Related Stocks in Real Estate
Top peers ranked by VM Score. Compare valuation, quality, and risk metrics across the sector.
- 1766.T - Token Corporation
- 3245.T - Dear Life Co.,Ltd.
- 6049.HK - Poly Property Services Co., Ltd.
- TRGYO.IS - Torunlar Gayrimenkul Yatirim Ortakligi AS
- 2669.HK - China Overseas Property Holdings Limited
- CMRF - CIM Real Estate Finance Trust, Inc.
- CMRF - CIM Real Estate Finance Trust, Inc.
- 0071.HK - Miramar Hotel and Investment Company, Limited