𝛼SK or Searchbullish
Two Near Net-Net Japanese Electrical Contractors at ~3.5x EV/EBIT with Industry Tailwinds
SUMMARY
- In late May, Kinden Corp. (1944) announced a takeover of Kodensha (1948) at a massive premium.
- Kodensha was trading around ¥2,500 per share in late 2025, then more than doubled before a Nikkei article came out in January 2026 suggesting that Mitsubishi Electric would sell its 50% stake in the company.
- By then, the stock was trading around ¥6,500. Kinden then announced it would take the company private at ¥11,501 per share.
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- Two Near Net-Net Japanese Electrical Contractors at ~3.5x EV/EBIT with Industry Tailwinds02 Jul 2026
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