Added to YB: 2026-05-08
Pitch date: 2026-05-07
AJNMY [bullish]
Ajinomoto Co., Inc.
Author Info
The Loh-Down is a portfolio strategist with 10+ years in fixed income and liquidity markets. Sign up for the newsletter.
Company Info
Ajinomoto Co., Inc. engages in the seasonings and foods, frozen foods, and healthcare and other businesses in Japan and internationally.
Market Cap
JPY 4.7T
Pitch Price
N/A
Price Target
N/A
Dividend
0.98%
EV/EBITDA
24.43
P/E
61.80
EV/Sales
3.31
Sector
Food Products
Category
growth
The Loh-Down | April 2026 Portfolio Recap - New Position: Ajinomoto Co., Inc.
AJNMY (new position): Japanese food co dominates ABF (Ajinomoto Build-up Film), specialized insulating material for advanced semiconductor substrates critical in high-performance chip packaging. Holds ~95%+ market share, viewed as near-monopoly supplier. Betting on semiconductor bottleneck theme.
Read full article (1 min)