Added to YB: 2024-08-12
Pitch date: 2024-08-09
6323.T [neutral]
Rorze Corporation
+12.73%
current return
Author Info
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Company Info
Rorze Corporation engages in the design, development, manufacture, and sale of automation systems for the semiconductor and flat panel display production worldwide.
Market Cap
JPY 328.7B
Pitch Price
JPY 1.9K
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.53
P/E
13.29
EV/Sales
3.10
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Japan, found 3 gems in the rubble? - Rorze Corporation
Rorze (6323.T): Semiconductor equipment maker, 2x rev growth YoY. Dominant China sales. 25% forecast sales growth. Strong financials: high cash, low debt. Founder owns 35%. No dividend. 28% 5Y cash CAGR to 40B Yen. 7-8% EBIT yield. Cyclical risk. 2-year backlog visibility. Recent 50% price drop.
Read full article (2 min)