Added to YB: 2025-07-18
Pitch date: 2025-07-17
6632.T [neutral]
JVCKENWOOD Corporation
+6.06%
current return
Author Info
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Company Info
JVCKENWOOD Corporation manufactures and sells products in the mobility and telematics services, public service, and media service sectors in Japan and internationally.
Market Cap
JPY 164.9B
Pitch Price
JPY 1.1K
Price Target
1.4K (+16%)
Dividend
N/A
EV/EBITDA
3.96
P/E
8.40
EV/Sales
0.47
Sector
Household Durables
Category
value
Japanese Stock Ideas - JVC Kenwood
6632.T (watchlist): JVC Kenwood, post-merger electronics firm w/ 3 segments. S&S generates 74% of op profits (high teens margin) despite only 45% of revenue vs M&T (55% rev, low margins). Trades at 11x P/E, 4.5x EV/EBITDA, 1.6% yield. If maintaining ¥10B FCF, worth ~¥1,400. Potential activist case for spinoffs.
Read full article (2 min)