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9036 Tobu Network
- Jun 16, 2025
- 1 min read
Updated: Jul 15, 2025
Tobu Network originated from the merger of 13 transportation companies in eastern Yokohama. Primarily focused on beverage and cement transportation, with an expansion into industrial gas transportation, including hydrogen.
This one has been on an absolute tear lately. Have added a bit on the way up, but it's an oversized position now. This is dang cheap and gasoline/diesal tax cuts will help them.
"Will 9036 Tobu Network face a takeover bid?"
With a market cap of 4.7 billion yen, it holds 3 billion yen in net cash and has a PBR of just 0.23.
https://japanguru.substack.com/p/will-9036-tobu-network-face-a-takeover