Professional
Added to YB: 2025-09-22
Pitch date: 2025-06-30
8035.T [bullish]
Tokyo Electron Limited
+16.2%
current return
Author Info
No bio for this author
Company Info
Tokyo Electron Limited, together with its subsidiaries, develops, manufactures, and sells semiconductor production equipment in Japan, Europe, North America, Taiwan, China, South Korea, and internationally.
Market Cap
JPY 11.1T
Pitch Price
JPY 27.1K
Price Target
N/A
Dividend
2.00%
EV/EBITDA
14.41
P/E
20.84
EV/Sales
4.43
Sector
Semiconductors and Semiconductor Equipment
Category
value
Platinum Japan Fund New Position: Tokyo Electron Limited
8035.T (new position): SME maker w/ strong execution & critical global position in semiconductor equipment space. Previously avoided sector due to AI-driven overvaluation, but TEL's recent underperformance creates reentry opportunity for quality name they've invested in before.
Read full article (1 min)