[Japan Activism/Value] - Mitsui Matsushima (1518) Raises; Low PER, High ROE/Growth (Still), Now Div!
Mitsui Matsushima is now 10+x Mar27 PER (when it has mostly hovered in the 6-7x area) and at a 5.6% dividend yield. The stock traded at that...
212 Views
[Japan Activism/Value] - Mitsui Matsushima (1518) Beats; Single Digit PER, Double Digit ROE & Growth
It seems practically anathema to talk about long-term value and outlook these days unless its AI in which case the sky is the limit. Or 100x sales...
328 Views
Mitsui Matsushima (1518 JP): Coverage Initiaion, Q1 FY03/27 flash update
Overall revenue grew by 15.2% YoY, with significant contributions from Sansei Denshi and Nippon Katan segments. Consumer Goods segment saw a 2.7%...
97 Views
Mitsui Matsushima (1518 JP): Synthetic Expert Call Transcript (22 Jul 2026)
Tactical Dividend Pump to Avoid TOPIX Deletion: The surprise raise of the FY27 annual dividend forecast to ¥130 per share (up from ¥74) is a...
110 Views
[Japan Activism] Murakami Owns ~42% and Company Announces 31.3% Buyback
Mitsui Matsushima popped after big 31% buyback news, but is now +7.5% vs the day before. If it bought back all shares at ¥4995 (the day after the...
1.3k Views