Added to YB: 2025-04-24
Pitch date: 2025-04-22
3445.T [bullish]
RS Technologies Co., Ltd.
+45.5%
current return
Author Info
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Company Info
RS Technologies Co., Ltd. provides silicon wafer reclamation and sale services in Japan, Taiwan, China, Korea, the Americas, Europe, and rest of Asia.
Market Cap
JPY 99.1B
Pitch Price
JPY 2.5K
Price Target
4.9K (+35%)
Dividend
N/A
EV/EBITDA
5.38
P/E
10.56
EV/Sales
1.43
Sector
Semiconductors and Semiconductor Equipment
Category
value
Japanese Semiconductor Stock enters deep value territory - Assets are 200% of Market Cap 3.4x EV/EBIT 6.8 PE - RS Technologies Co., Ltd.
3445.T: Japanese wafer recycler trading at 56B JPY vs stake in GRINM (688432.SH) worth 863M USD (double entire market cap). Core biz: 33% share in reclaimed wafers, Chinese prime wafer mfg via 45% GRINM stake, and semi-related products. M&A strategy to cross-sell via existing channels. 9.3% prime wafer CAGR. 70B JPY invest plan over 3yrs.
Read full article (5 min)