During the second quarter, the Tweedy Browne (Trades, Portfolio) Global Value Fund trimmed its stake in T Hasegawa (TSE:4958) at an average price of 1812.5 yen ($18.08).The trade had a -0.02% impact on the fund’s portfolio. It now owns 188,400 shares of the company.
T Hasegawa has a market cap of 74.29 billion yen, an enterprise value of 54.47 billion yen, a price-earnings (P/E) ratio of 22.31 and a price-book (P/B) ratio of 0.94.
T Hasegawa was founded in 1903 and is headquartered in Tokyo, Japan. T Hasegawa produces, sells, imports and exports fragrances, flavors, aromatic chemicals and food additives, as well as various foods.
According to GuruFocus, the company has a 9 of 10 financial rating with a cash to debt ratio of 151.18, ranking it above 77% of the 1080 companies in the global specialty chemicals industry. The company also has a 6 of 10 profitability and growth rating with ROE growth of 4.27% and EBITDA growth of 0.50, ranking it beneath 65% of the companies within its industry.
T Hasegawa has three medium warning signs according to GuruFocus, which may have influenced the fund’s decision to trim 74,400 shares of the company from its portfolio during the second quarter.
- The company’s price is close to its 5-year high.
- The company’s dividend yield is close to its 5- year low.
- The company’s P/S ratio is close to its 5-year high.
Below is a Peter Lynch chart that shows that it is trading above its intrinsic value
The Tweedy Browne Global Fund seeks long-term growth of capital by investing in stocks in  developed markets around the world. The fund has a diversified portfolio, consisting primarily of non-U.S marketable equity securities. The Tweedy Browne (Trades, Portfolio) Global Fund currently owns 107 stocks with a total estimated value of $7.2 million.
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Disclosure:Â Author does not own any shares of this company.
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