Takasago International

4914-JP

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about 4914-JP

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 31, 2019
They are in the fragrances business. Half their business is now outside of Japan and growing. Excellent earning growth. They are in niche segments where there is not a lot of competition. A potential takeover target. The break value is double the price of the shares.
They are in the fragrances business. Half their business is now outside of Japan and growing. Excellent earning growth. They are in niche segments where there is not a lot of competition. A potential takeover target. The break value is double the price of the shares.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$0.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 9, 2018

(A Top Pick May 16, 2017, Up 14%) A flavours and fragrances company with products that go into foods and perfumes. Generates double-digit earnings and equity growth, as well as ROE unlike many Japanese companies. A strong Yen hurt their last few quarters. Their international presence is growing in a very niche business.

(A Top Pick May 16, 2017, Up 14%) A flavours and fragrances company with products that go into foods and perfumes. Generates double-digit earnings and equity growth, as well as ROE unlike many Japanese companies. A strong Yen hurt their last few quarters. Their international presence is growing in a very niche business.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$0.010
Owned
Yes
TOP PICK
TOP PICK
May 16, 2017

This is part of the new Japan, which are the great, long term businesses that have figured out how to grow internationally. This company has had phenomenal revenue growth, because they have increased market share in the US, Europe and the rest of Asia. Flavours and fragrances are very high-tech niche businesses. This sells for 13X earnings, and less than tangible BV with double digit earnings growth, revenue growth. In the US, they would be double what they are trading for now. Dividend yield of 1.3%.

This is part of the new Japan, which are the great, long term businesses that have figured out how to grow internationally. This company has had phenomenal revenue growth, because they have increased market share in the US, Europe and the rest of Asia. Flavours and fragrances are very high-tech niche businesses. This sells for 13X earnings, and less than tangible BV with double digit earnings growth, revenue growth. In the US, they would be double what they are trading for now. Dividend yield of 1.3%.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$0.010
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 19, 2016

(Top Pick June 2/15, Down 8.00%) Revenue growth and earnings growth are in the double digits, partially because of the currency changes.

(Top Pick June 2/15, Down 8.00%) Revenue growth and earnings growth are in the double digits, partially because of the currency changes.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$0.010
Owned
Yes
TOP PICK
TOP PICK
June 2, 2015

This is an international company. They are a flavours and fragrances company and sell to food, beverage and cosmetic businesses, which is a big growth area. Not a lot of competition. He is looking for earnings to probably double in the next 4 years. Buying a company at less than tangible BV at way less than breakup value today with earnings growth, you can’t find anywhere else. Yield of 4.25%.

This is an international company. They are a flavours and fragrances company and sell to food, beverage and cosmetic businesses, which is a big growth area. Not a lot of competition. He is looking for earnings to probably double in the next 4 years. Buying a company at less than tangible BV at way less than breakup value today with earnings growth, you can’t find anywhere else. Yield of 4.25%.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$0.010
Owned
Yes
TOP PICK
TOP PICK
July 14, 2011
(Tokyo Exchange) One of the largest fragrance and flavour companies globally. Make things for perfumes and food flavouring. Trading at a huge discount to tangible book value. 2% dividend yield. Over double digit growth. Trading at less than 10X earnings.
(Tokyo Exchange) One of the largest fragrance and flavour companies globally. Make things for perfumes and food flavouring. Trading at a huge discount to tangible book value. 2% dividend yield. Over double digit growth. Trading at less than 10X earnings.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$0.010
Owned
Yes
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