Tokyo Deep Value on Yamazawa Co., Ltd. (9993.T)

主要经营地 日本

详细生意模式 Yamazawa Co., Ltd. (9993.T), a 72-year-old family-run supermarket chain operating 70 stores across Japan's depopulating Yamagata, Miyagi, and Akita prefectures, is trading at 0.5x price-to-tangible bo

护城河 🟡中：需进一步评估竞争格局与护城河来源

估值水平 EV/EBITDA 3.8x

EV/Market Cap EV $17.7B / MC $12.7B

网络观点 9993.T: Yamagata supermarket, 70 stores, ¥104.7B rev. FY25 net loss ¥2.6B from ¥6.2B Sanko Foods impairment, but OCF ¥3.3B, FCF ¥2.5B (20.6% yield). ¥27.6B equity vs ¥11.9B mkt cap = 0.5x P/TBV. ¥6.5B cash, ¥4.2B net debt, 6.1x EV/EBITDA. Mgmt guides

AI观点 基于pitch数据分析，Yamazawa Co., Ltd.（9993.T）当前市值$12.7B，EV $17.7B。Yamazawa Co., Ltd. (9993.T), a 72-year-old family-run supermarket chain operating 70 stores across Japan's depopulating Yamagata, Miyagi, and Akita pr