9009 Keisei
- Feb 14
- 1 min read
Railway company based in Chiba, eastern Tokyo, and Ibaraki. Main business is access to Narita Airport. Largest shareholder of Oriental Land (OLC).
Railway company based in Chiba, eastern Tokyo, and Ibaraki. Main business is access to Narita Airport. Largest shareholder of Oriental Land (OLC).
"While holding OLC shares worth 900 billion yen at market value, earning stable operating profits of around 35 billion yen, and sitting on unrealized gains of 100 billion yen from rental real estate, Keisei's market cap is only around 660 billion yen
This is market distortion waiting to be corrected"
https://x.com/cornwallcapital/status/2020846440101429710?s=20