Added to YB: 2026-02-06
Pitch date: 2026-02-04
3110.T [bullish]
Nitto Boseki Co., Ltd.
+2.32%
current return
Author Info
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Company Info
Nitto Boseki Co., Ltd. manufactures, processes, and sells glass fiber products, chemical and pharmaceutical products, and textile products in Japan.
Market Cap
JPY 553.4B
Pitch Price
JPY 16.8K
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.72
P/E
38.69
EV/Sales
5.18
Sector
Building Products
Category
value
Nittobo (3110) - we are early
3110.T: Nittobo controls 90% of T-glass supply, mission-critical for AI substrates. Physics-backed moat vs competitors who fail at scale despite lab success. Trading 8.5x base-case FY3/28 EPS of ¥1,945 vs ¥503 consensus. Fukushima 3x capacity expansion, pricing power as LTAs reset.
Read full article (4 min)