Added to YB: 2024-11-13
Pitch date: 2024-11-11
6626.T [bullish]
SEMITEC Corporation
+1.64%
current return
Author Info
@blondesnmoney (aka cluseau) shares the stocks they are buying on Twitter and their newsletter. Sign up for the newsletter.
Company Info
SEMITEC Corporation engages in the manufacture and sale of electronic components in Japan and internationally.
Market Cap
JPY 18.6B
Pitch Price
JPY 1.8K
Price Target
N/A
Dividend
N/A
Sector
Electronic Equipment, Instruments and Components
Category
value
SEMITEC Corporation: Undervalued Sensor Leader with Solid Cash Reserves and Strong Dividends
6626.T: Specialty sensor maker at 0.8x P/TBV, 6.5x P/E. 39% family-owned. 85% int'l sales. Gross margins up 12% since 2013. 5.4% float repurchased in 9mo. 2% div. Strong cash position, low debt. Earnings soon; potential Yen impact. Undervalued given financials, ownership, and capital allocation.
Read full article (2 min)