Yodoko Ltd. (YDWAF)
ValueMarkers Composite Index
93% above intrinsic value ($0)
Yodoko Ltd. (YDWAF) — VMCI valuation read
Headline read on YDWAF: VMCI of 68/100 versus a Basic Materials sector median of 50. The 18-point above-median position is what makes Yodoko Ltd. a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on YDWAF: 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 YDWAF: value (YDWAF trades at 17.0x earnings, 6% below the Basic Materials median of 18.0x), quality (ROIC of 15.0% sits 5.0pp above the Basic Materials median (10.0%)), and risk (net debt to EBITDA of -1.3x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Basic Materials 12.0x baseline.
YDWAF fell 1.1% over the trailing 7 days, with a -6.6% read on a 30-day basis.
Yodogawa Steel Works, Ltd. manufactures and sells steel products for industrial and consumer products in Japan. The company offers steel sheets products comprising pre-painted and galvanized steel sheets, chromate-free treated steel sheets, cold rolled steel strips, special steel strips, steel strapping, and cold rolled steel sheets, as well as plated steel sheets, colored plated and printed steel sheets, and other types of steel sheets. It also provides exterior products for storage sheds, garages, carports, bicycle parks, warehouses, lodges, and trash bins; and building materials comprising roofing and siding, and environmental products. In addition, the company offers rolls for section steel, including plate and hot strip mill work rolls; paper manufacturing rolls; drilled rolls for rubber and vinyl; calendar equipment for paper making; and cast iron rollers and other types of rollers. Further, it provides high-function grating products, as well as other gratings products, including grating, and pit and U-shaped covers. Additionally, the company is involved in the design and contracting of construction work; warehousing, packaging, and shipping activities; and sale, purchase, and lease of real estate, as well as building of facilities and landscaping activities. Yodogawa Steel Works, Ltd. was incorporated in 1935 and is headquartered in Osaka, Japan.
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