bullish

StubWorld: On Valuing Toyota Industries (6201)'s Stub Ops

342 Views02 May 2025 11:03
My valuation approach backs out a an implied 6x forward EBITDA for the headline ¥6tn rumoured bid.  I'm not outright bearish; however my preference is to only enter on material dips.
What is covered in the Full Insight:
  • Introduction to Toyota Industries Valuation
  • Recent News on TOYODA's Take-private Proposal
  • Valuation Analysis of Toyota Industries
  • NAV Discount and Market Comparisons
  • Peer Comparisons and Valuation Multiples
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