Discoveries - Week of September 9th
Japan & Sweden
🇯🇵 JAPAN
Japanese e-commerce website listing products used at manufacturing and construction sites, valued at $8B, trading at 42x forward P/E, 25x EV/EBITDA, ROIC 27%, projected revenue and EPS growth of 13-16%, net cash.
MonotaRO Co. $3064 $3064.JP
🇯🇵 JAPAN
Japanese retail store operator valued at $6.3B, trading at 35x forward P/E, 20x EV/EBITDA, 40x P/FCF, 22% ROIC, 25% ROE, 4.9% net margin, projected EPS growth of 15%, net cash.
Kobe Bussan Co. $3038 $3038.JP
🇸🇪 SWEDEN
Swedish producer of personal communication and hearing protection systems for professionals (e.g. military, police) valued at $1B, trading at 38x forward P/E, 23x EV/EBITDA, 51x P/FCF, 20% ROIC, 13% net margin, 30%+ projected EPS growth.
Invisio AB $IVSO $IVSO.ST
🇸🇪 SWEDEN
Swedish company that provides messaging services for all applications, valued at $55M, trading at 20x forward P/E, 15x EV/EBITDA, 21x P/FCF, 124% ROIC, 14%+ projected EPS growth, net cash.
Generic Sweden AB $GENI $GENI.ST
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