Added to YB: 2026-05-07
Pitch date: 2026-05-05
4971.T [bullish]
MEC Company Ltd.
Author Info
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Company Info
MEC Company Ltd. engages in the research and development, production, and sale of chemicals, equipment, and related materials for the production of printed circuit boards in Japan, Taiwan, Hong Kong, China, Thailand, and Europe.
Market Cap
JPY 162.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.21
P/E
32.78
EV/Sales
7.28
Sector
Chemicals
Category
value
Walden 3 Research | April Portfolio - New Position: MEC Company Ltd.
MEC.T (new position): Specialty chemical w/ 100% global mkt share in copper surface treatment for CPU PCBs—every advanced chip package uses its products. 62% gross margin, zero meaningful debt, ¥10.35B cash. Monopoly position in critical AI/chip supply chain. Position 4.41%.
Read full article (1 min)