Director, Pearl Hill Advisors

Nicholas Tanner

Director

Pearl Hill Advisors

Equity Bottom-Up

Yurtec is 47% owned by Tohoku Electric Power. 47% of last year’s orders where to the parent where it is involved in transmission and distribution related work. It is not involved in power generation work. Another 49% of business related to work for the private sector (indoor wiring, air-conditioning work, water treatment work, solar and now wind related work). The rest includes similar work for the government, as well security and disaster prevention work. Orders last year fell 5% to Y215.8bn…

Yurtec is 47% owned by Tohoku Electric Power. 47% of last year’s orders where to the parent where it is involved in transmission and distribution related work. It is not involved in power generation work. Another 49% of business related to work for the private sector (indoor wiring, air-conditioning work, water treatment work, solar and now wind related work). The rest includes similar work for the government, as well security and disaster prevention work. Orders last year fell 5% to Y215.8bn…

Yurtec (1934) - Cheap but No Catalyst in Sight for Now.

Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

Thematic (Sector/Industry)

I was screening for names yesterday and started by limited the universe to names above ¥50bn mkt-cap. This parameter reduced the universe to 1,121 names in Japan. I then limited the screen to companies with 5 or more analysts with coverage. This brought my universe down to 428 names. It was crazy that 693 names were immediately eliminated from the screen. So we decided to screen for names that have very little coverage on the Street. Instead of consensus we used company guidance for FY1 PE and…

I was screening for names yesterday and started by limited the universe to names above ¥50bn mkt-cap. This parameter reduced the universe to 1,121 names in Japan. I then limited the screen to companies with 5 or more analysts with coverage. This brought my universe down to 428 names. It was crazy that 693 names were immediately eliminated from the screen. So we decided to screen for names that have very little coverage on the Street. Instead of consensus we used company guidance for FY1 PE and…

Good Stocks You Don't Hear About. Mainly Because There Is Very Little to No Coverage....

<ul>
<li>Yurtec is 47% owned by Tohoku Electric Power. 40% of its business is to the parent where it is involved in transmission and distribution related work. It is not involved in power generation work. Another 50% of business related to work for the private sector (indoor wiring, air-conditioning work, water treatment work, solar and now wind related work). The rest includes similar work for the government, as well security and disaster prevention work.</li>
<li>Last year was a good year. Sales rose 4% to…</li>
</ul>


Yurtec is 47% owned by Tohoku Electric Power. 40% of its business is to the parent where it is involved in transmission and distribution related work. It is not involved in power generation work. Another 50% of business related to work for the private sector (indoor wiring, air-conditioning work, water treatment work, solar and now wind related work). The rest includes similar work for the government, as well security and disaster prevention work.
Last year was a good year. Sales rose 4% to…


Shares Are Oversold - They Fell Significantly After 1Q Results and Are Now off 50% Year to Date

Japan

YURTEC CORPORATION designs, builds, and maintains comprehensive electrical facilities mainly in buildings and plants.  The Company, based in Tohoku region, constructs power distribution lines.  Yurtec also performs indoor wiring, air-conditioning, and water treatment works.  Additionally, the Company constructs security, disaster prevention, and communication facilities.

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Yurtec Corp (1934 JP)

Yurtec (1934) - Cheap but No Catalyst in Sight for Now.

Yurtec is 47% owned by Tohoku Electric Power. 47% of last year’s orders where to the parent where it is involved in transmission and distribution...

Pearl Hill Advisors

Good Stocks You Don't Hear About. Mainly Because There Is Very Little to No Coverage....

I was screening for names yesterday and started by limited the universe to names above ¥50bn mkt-cap. This parameter reduced the universe to 1,121...

Custom Products Group

Shares Are Oversold - They Fell Significantly After 1Q Results and Are Now off 50% Year to Date

Yurtec is 47% owned by Tohoku Electric Power. 40% of its business is to the parent where it is involved in transmission and distribution related...

Pearl Hill Advisors

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)