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7122 Kinki Sharyo
- May 6, 2025
- 1 min read
Kinki Sharyo specializes in railway vehicle manufacturing. JR is the main customer for domestic market. High overseas presence, with significant achievements in LRV (low-floor trams).
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obscure activist Rangeley Capital reports large ownership
https://x.com/kebimon_toshika/status/1957394816326832382
the investment property they own with FMV 10 billion (vs 1.2 bil book) is in the same lot as their hyuge factory in Osaka and worth a lot. property they own
with FMV 10 billion (vs 1.2 bil book) is in the same lot as their hyuge factory in Osaka and worth a lot.
"net-net rolling stock manufacturer in Japan with manufacturing and maintenance facilities in the U.S. It's cheap + a play on parent-child takeovers. 100% upside to NCAV+Securities, 175% if we include their rental RE"
https://x.com/AltayCapital/status/1918380212867539439