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Smartkarma AI

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

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<a href="https://smartkarma.com/entities/sanyu-construction-co-ltd">Sanyu Construction</a> has demonstrated a remarkable turnaround, with stellar three-year growth in net income and EPS, driven by significant margin recovery. This positions it as a compelling value and growth story within its sector.</li>
  <li>The company's valuation appears attractive, trading at a low P/E ratio of approximately 7.1x and a significant discount to its book value (0.29x P/B ratio), which may appeal to value-oriented investors.</li>
  <li>Despite recent strong performance, the company operates in the highly cyclical and competitive Japanese construction market, facing headwinds from labor shortages and rising material costs, which introduces a medium level of uncertainty to its future earnings.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  
Sanyu Construction has demonstrated a remarkable turnaround, with stellar three-year growth in net income and EPS, driven by significant margin recovery. This positions it as a compelling value and growth story within its sector.
  The company's valuation appears attractive, trading at a low P/E ratio of approximately 7.1x and a significant discount to its book value (0.29x P/B ratio), which may appeal to value-oriented investors.
  Despite recent strong performance, the company operates in the highly cyclical and competitive Japanese construction market, facing headwinds from labor shortages and rising material costs, which introduces a medium level of uncertainty to its future earnings.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Sanyu Construction (1841 JP) - Nov 2025

Focus on Smaller Cap Value Names, Altay Capital

Altay Capital

Focus on Smaller Cap Value Names

Long time value investor. Long/Short portfolio that’s always net long (between 30-80%). I have extensive experience in the video game industry as I founded a leading media company in the space, which I have since exited after an acquisition. Gaming companies only make up ~15% of my portfolio, but its a sector where I believe I have an edge. A newsletter about value investing! Mostly focus on smaller cap value names that aren't widely covered.

Thematic (Sector/Industry)

<ul><li>I’ve added several deep value names to my Japanese portfolio over the last few months.</li><li>While there are many net-nets in Japan, the names below are either double net nets or close, meaning if these stocks doubled, they would still be net nets.</li><li>There are cheaper names in Japan, but I’m filtering a bit for profitability. </li></ul>

I’ve added several deep value names to my Japanese portfolio over the last few months.While there are many net-nets in Japan, the names below are either double net nets or close, meaning if these stocks doubled, they would still be net nets.There are cheaper names in Japan, but I’m filtering a bit for profitability. 

4 New Deep Value Double Net Net Additions To The Cheap Japanese Basket

Japan

SANYU CONSTRUCTION CO., LTD. is a property development company. The Company operates in general construction contract work and related businesses, and purchases, sells, brokers, and leases real estate. Sanyu also manufactures and sells elevators, as well as fire fighting equipment, including escape hatches and ladders.

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Sanyu Construction (1841 JP)

Primer: Sanyu Construction (1841 JP) - Nov 2025

Sanyu Construction has demonstrated a remarkable turnaround, with stellar three-year growth in net income and EPS, driven by significant margin...

αSK

4 New Deep Value Double Net Net Additions To The Cheap Japanese Basket

While there are many net-nets in Japan, the names below are either double net nets or close, meaning if these stocks doubled, they would still be...

Altay Capital

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