Professional
Added to YB: 2024-09-10
Pitch date: 2024-06-30
6981.T [bullish]
Murata Manufacturing Co., Ltd.
+110.58%
current return
Author Info
No bio for this author
Company Info
Murata Manufacturing Co., Ltd. develops, manufactures, and sells ceramic-based passive electronic components and solutions in Japan and internationally.
Market Cap
JPY 11.1T
Pitch Price
JPY 3.2K
Price Target
N/A
Dividend
1.15%
EV/EBITDA
20.50
P/E
47.61
EV/Sales
5.72
Sector
Electronic Equipment, Instruments and Components
Category
growth
Platinum Japan Fund Portfolio Holding: Murata Manufacturing Co., Ltd.
6981.T: Global MLCC leader (50% mkt share) poised for AI-driven demand upcycle after 18-24mo oversupply. Crucial in smartphones (1000+/device), EVs & AI servers (10000+). Undervalued post-2021 underperformance due to weak auto/PC/smartphone demand, falling prices & margins. Attractive entry point for AI hardware growth.
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