Added to YB: 2026-06-15
Pitch date: 2026-03-31
6963.T [neutral]
ROHM Co., Ltd.
Author Info
No bio for this author
Company Info
ROHM Co., Ltd. manufactures and sells electronic components worldwide. The company operates through: LSI, semiconductor element, Module, and others segments.
Market Cap
JPY 1.9T
Pitch Price
N/A
Price Target
N/A
Dividend
1.01%
EV/EBITDA
27.54
P/E
-12.02
EV/Sales
3.89
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
Artisan Non-U.S. Small-Mid Growth Strategy Portfolio Holding: ROHM Co.
6963.T (holding update): Vertically integrated analog/SiC semiconductor maker rallied on unsolicited Denso (Toyota-affiliated) takeover bid. Bull case: restructuring/pricing margin upside, higher premium needed for control, potential Toshiba power-semi merger creating Japanese champion. Net cash >1/3 mkt cap + ~14% Toshiba stake (possible IPO).
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