Added to YB: 2025-06-24
Pitch date: 2025-06-20
6165.T [bullish]
Punch Industry Co., Ltd.
+36.82%
current return
Author Info
Net-Net-Hunter Japan invests in Net-Net stocks. In this channel, I will share my stock analysis of Net-Net stock in Japan.
Company Info
Punch Industry Co., Ltd. manufactures and sells mold and die components in Japan and internationally.
Market Cap
JPY 11.2B
Pitch Price
JPY 359.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.89
P/E
12.43
EV/Sales
0.21
Sector
Machinery
Category
value
Punch Industry (TYO.6165)
6165.T: Net-Net trading at 0.5x PBR. Punch is #2 in mold components market (strong in customized products vs #1 Misumi's standardized). China is largest market (+14% FY24). Adj fwd PER 12x. Catalysts: Misumi alliance (shared logistics, raw materials, EC platform), FA business expansion (12% CAGR 2023-26). 5% div yield. Risks: China slowdown, 3D printing.
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