Professional
Added to YB: 2026-04-27
Pitch date: 2026-04-22
5726.T [bullish]
OSAKA Titanium technologies Co.,Ltd.
-1.56%
current return
Author Info
No bio for this author
Company Info
OSAKA Titanium technologies Co.,Ltd. manufactures and sells titanium products in Japan, the United States of America, China, and internationally.
Market Cap
JPY 97.3B
Pitch Price
JPY 2.7K
Price Target
N/A
Dividend
0.57%
EV/EBITDA
N/A
P/E
19.52
EV/Sales
2.97
Sector
Metals and Mining
Category
value
Third Avenue Value Fund New Position: OSAKA Titanium technologies Co.,Ltd.
5726.T (new position): Leading titanium sponge producer for aerospace/defense trading at discount to NAV & replacement cost. Near-term headwinds: elevated inventory, low utilization, Boeing/Airbus supply chain issues. Long-term catalyst: Western aerospace reducing Russian dependency as 25% capacity expansion completes Q1 2028. Positioned for margin expansion, working capital normalization & rapid deleveraging post-expansion.
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