Added to YB: 2026-04-13
Pitch date: 2026-04-10
7902.T [bullish]
Sonocom Co.,Ltd.
Author Info
No bio for this author
Company Info
Sonocom Co.,Ltd. manufactures and sells screen printing materials and equipment in Japan. It offers screen printing plates, screen masks, metal masks, photo masks, and rotary screens, as well as screen printing equipment, including printers and mask washers.
Market Cap
JPY 3.9B
Pitch Price
N/A
Price Target
2.2K (+83%)
Dividend
N/A
EV/EBITDA
-0.74
P/E
15.39
EV/Sales
-0.13
Sector
Electronic Equipment, Instruments and Components
Category
special_situation
Sonocom (7902): The Cheapest Stock in Tokyo Just Got a Catalyst
7902.T: Precision screen mask maker trading at 0.43x book, 70% of mcap is cash (¥3.8B), NCAV floor ¥1,177 vs ¥1,082 price. Founder died July '24; estate (19.6%) went to widow under guardianship—guardian legally obligated to maximize her returns, holds swing 10.8%. Mystery foreign holder at 7%. Family control broken for first time in 63yrs. Operating biz at 0.4x EBITDA despite profitability, Taiyo Yuden customer strong on AI demand. Central valuation ¥1,500-1,700 (40-57% upside), M&A scenario ¥1,800-2,200. TSE pressure on sub-1x book cos. Risk: illiquidity, family inertia, cyclical biz.
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