4704 Trend Micro
- Feb 14
- 1 min read
A Global cyber security player. Its strategy focuses on B2B integrated platform (XDR). Total shareholder return ratio 100%
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A Global cyber security player. Its strategy focuses on B2B integrated platform (XDR). Total shareholder return ratio 100%
"Trend micro in Japan one of the worst performing cybersec companies in the world over the last year because the privatization talks fell apart. Vs its peers it’s looks cheap ev/ebitda in the high 8’s with $1.5bn of net cash (30% of market cap) and the takeout call option"
https://x.com/JapanDeepValue1/status/2019838926106800154?s=20
"tend micro 4704 is going to zero sitting at 30 RSI… all because Reuters said private equity was going to take private and nobody did. Oh and also they are investing too much in AI"
https://x.com/JapanDeepValue1/status/2015826060777296375?s=20