Ozeki 7617 W

April 22, 2009 - 7:55pm EST by

member

						2009	2010
Price:		2,380.00		EPS		$256.80	$283.80
Shares Out. (in M):		12		P/E		9.3x	8.4x
Market Cap (in $M):		284		P/FCF		8.0x	7.2x
Net Debt (in $M):		-148		EBIT		53	54
TEV (in $M):		136		TEV/EBIT		2.6x	2.5x

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13	member 8/14/09 11:55AM RE: Management Buyout announced 12
Even though she is stealing this company from us, i am actually quite excited to see something like this out of an asian management team. Maybe there is hope for Japan and Korea after all. view available tags
10	member 5/08/09 11:33AM Share buyback
You mention 5% of shares outstanding per year in share buybacks. Have you discussed this with management? I see the recent share repurchase, but unless they rapidly accelerate new store openings (which doesn't appear to... login to read the rest view available tags
9	member 4/26/09 11:26AM RE: RE: RE: Why not run a quant book in Japan? 8
Thank you for your comments. You raise an interesting question: is it easier to identify above average quality businesses when all the surrounding stocks (either in the same geography or industry) are also cheap, or... login to read the rest view available tags
6	member 4/24/09 3:52PM Why not run a quant book in Japan?
I think the idea here is good, but try running a Bloomberg screen on Japanese stocks and you'll quickly find that there are close to 300 names with a market cap over $100M that are... login to read the rest view available tags
4	member 4/23/09 10:56PM Management
Hi, Thanks for the interesting write up. Have you come across related party transaction disclosures? How much does management pay themselves? Any share grants or option grants? Do you have insider trading data? Have insiders been buying... login to read the rest view available tags

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