Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

Jurgis Bekepuris

To: Spekulatius who wrote (41755)	3/24/2014 1:07:01 AM
From: Spekulatius	1 Recommendation of 78542

Sumitomo Rubber 5110.T @1274 ¥. This is a Japanese Tire manufacturer, selling under the Falken and Dunlop brand. It's trading around book and 7.5x earnings (~170¥/share). Based on what I see, this is one of the better managed Japanese companies. I used to own this in the 900¥ range in 2011, but the Yen was ~25% higher than. In a way, the stock is cheaper now than in was back then. Earnings have benefited from auto industry recovery and the lower Yen quite a bit. srigroup.co.jp The biggest knock on this stock is that FCF is fairly week, the fairly decent cash flow is accompanied by heavy Capex due to capacity expansion expenses. Still, their financial metrics have improved quite a bit and they also have raised the dividend quite a bit. I think it is one if the cheapest stocks in their respective business.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next