Professional
Added to YB: 2025-09-22
Pitch date: 2025-06-30
5444.T [neutral]
Yamato Kogyo Co., Ltd.
+23.86%
current return
Author Info
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Company Info
Yamato Kogyo Co., Ltd., through its subsidiaries, engages in the manufacture and sale of steel products in Japan, and internationally.
Market Cap
JPY 598.4B
Pitch Price
JPY 8.5K
Price Target
N/A
Dividend
4.10%
EV/EBITDA
10.35
P/E
30.42
EV/Sales
2.40
Sector
Metals and Mining
Category
special_situation
Show full summary:
Orbis Japan Equity Portfolio Holding: Yamato Kogyo Co., Ltd.
5444.T (holding update): Japanese steelmaker w/ US JV (Nucor) producing domestically - benefits from 50% US steel tariffs vs hurt by them. Cash pile = 40% market cap, increasing dividends/buybacks. Offshore profits from protected US market + domestic cash returns create attractive setup.
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