Guasty Winds Investment Ideas, Guasty Winds

Guasty Winds

Guasty Winds Investment Ideas

I am a full-time private investor, ex-L/S. I document my investment portfolio decisions and share my work here.

Equity Bottom-Up

<ul><li>Open House (3288-JP) is a niche homebuilder in Japan that has a special expertise in building/selling cheap detached homes in urban cities.</li><li>It participates in many segments of the residential property market, though earns the lions share (~60-65%) of its profits from the single-family homes business.</li><li>Despite its relatively modest profile in the investment community, the company has a ~US$4bn capitalization. It trades at ~1.3x 2023e P/B and ~6.8x P/E.</li></ul>

Open House (3288-JP) is a niche homebuilder in Japan that has a special expertise in building/selling cheap detached homes in urban cities.It participates in many segments of the residential property market, though earns the lions share (~60-65%) of its profits from the single-family homes business.Despite its relatively modest profile in the investment community, the company has a ~US$4bn capitalization. It trades at ~1.3x 2023e P/B and ~6.8x P/E.

Japan

Open House Co.,Ltd. provides real estate services. The Company offers services including renting, buying, selling and appraising real estate.

Open House (3288 JP)

Open House (3288-JP): Part 1

Open House (3288-JP) is a niche homebuilder in Japan that has a special expertise in building/selling cheap detached homes in urban cities.

Guasty Winds