Altay Capital - Mostly Value Investing

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Latest post16 Aug 2026


MegaChips Corporation	MegaChips Corp (TYO 6875): Trades at ¥11,250 but Gets You ¥19,842 of After-Tax SiTime (SITM) Value + NCAV and Is Buying Back Stock	-	16 Aug 2026
The Takigami Steel Construction Co., Ltd.	Two Near Net-Net Japanese Electrical Contractors at ~3.5x EV/EBIT with Industry Tailwinds	-	1 Jul 2026
Nippon Pigment Holdings Company Limited	Two Near Net-Net Japanese Electrical Contractors at ~3.5x EV/EBIT with Industry Tailwinds	-	1 Jul 2026
Mansei Corporation	Two Near Net-Net Japanese Electrical Contractors at ~3.5x EV/EBIT with Industry Tailwinds	-	1 Jul 2026
Moriya Corporation	Two Near Net-Net Japanese Electrical Contractors at ~3.5x EV/EBIT with Industry Tailwinds	-	1 Jul 2026
Tanabe Engineering Corporation	Two Near Net-Net Japanese Electrical Contractors at ~3.5x EV/EBIT with Industry Tailwinds	-	1 Jul 2026
Fujita Engineering Co., Ltd.	Two Near Net-Net Japanese Electrical Contractors at ~3.5x EV/EBIT with Industry Tailwinds	-	1 Jul 2026
Sanyo Engineering & Construction Inc.	Two Near Net-Net Japanese Electrical Contractors at ~3.5x EV/EBIT with Industry Tailwinds	-	1 Jul 2026
Takasago Tekko K.K.	Takasago Tekko (5458): A Profitable ¥3.3bn Nanocap near net-net @ 7.7x ntm P/E With ¥3.8bn of Appraised Rental Real Estate and a 36,009 sqm Tokyo Factory Site Carried at ¥2m (But worth ¥8bn+)	-	13 May 2026
Art Vivant Co., Ltd.	Art Vivant (TYO 7523): Cheap Adjusted Net-Net at 11x PE Trading Below Failed ¥1,670 MBO Price as Activist Builds 40.13% Stake	-	20 Apr 2026
Osaka Yuka Industry Ltd.	Nanocap Osaka Yuka Industry (4124): A Strategic Buyer Offered ¥3,201. An Activist Paid More to Stop the Deal. The stock trades at ¥2,746	-	29 Mar 2026
Nippon Carbon Co., Ltd.	Nippon Carbon (TYO 5302): A 120 Year Old $350 Million Japanese Carbon Manufacturer Trading at 1x Book, Net Cash, and 4.2% Dividend with a Growing Aerospace Materials Division (JV with GE / Safran)	-	12 Feb 2026