Added to YB: 2025-08-05
Pitch date: 2025-08-02
6503.T [bullish]
Mitsubishi Electric Corporation
+40.82%
current return
Author Info
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Company Info
Mitsubishi Electric Corporation develops, manufactures, distributes, and sells electrical and electronic equipment in Japan, North America, Asia, Europe, and internationally.
Market Cap
JPY 7.2T
Pitch Price
JPY 3.4K
Price Target
6.0K (+25%)
Dividend
1.43%
EV/EBITDA
10.22
P/E
19.83
EV/Sales
1.24
Sector
Electrical Equipment
Category
growth
Mitsubishi Electric (TYO: 6503)
6503.T: Mitsubishi Electric upside 72% to ¥6000 as DC-cooling within Air-Con unit (+55% YoY OP on 6% rev growth) benefits from AI/cloud demand. Trading at 13.1x P/E with $3.7B net cash. Risks: compressor oversupply, tech disruption, power-grid delays, yen strength. SOTP valuation shows hidden value in 12% segment within conglomerate.
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