Professional
Added to YB: 2025-08-01
Pitch date: 2025-07-23
6368.T [neutral]
Organo Corporation
+77.86%
current return
Author Info
Massif Capital invests in Basic Materials, Energy, and Industrial businesses, creating a unique portfolio that produces uncorrelated long-term capital appreciation. Follow on Twitter/X.
Company Info
Organo Corporation engages in water treatment engineering and performance product businesses in Japan, Taiwan, China, Southeast Asia, and internationally.
Market Cap
JPY 838.7B
Pitch Price
JPY 9.3K
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.16
P/E
29.53
EV/Sales
4.74
Sector
Machinery
Category
N/A
Massif Capital Real Assets Strategy Sold Portfolio Holding: Organo Corporation
6368.T exited position: Organo Corp initially bought as water industry play with semiconductor exposure. Stock approached valuation requiring precise semiconductor manufacturing demand forecast - beyond our confidence level. Exited with 34% return as price neared point where deeper semiconductor industry knowledge needed.
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