Professional
Added to YB: 2025-08-01
Pitch date: 2025-07-23
6368.T [neutral]
Organo Corporation
+77.35%
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 operates as a water treatment engineering company in Japan, Taiwan, China, Southeast Asia, and internationally.
Market Cap
JPY 425.2B
Pitch Price
JPY 9.3K
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.00
P/E
17.61
EV/Sales
2.64
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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