Added to YB: 2025-10-14
Pitch date: 2025-10-12
6524.T [bullish]
Kohoku Kogyo CO.,LTD.
-11.04%
current return
Author Info
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Company Info
Kohoku Kogyo CO.,LTD. manufactures and sells lead terminals for aluminum electrolytic capacitors, optical components and devices for optical fiber communication network, and precision components using quartz glass materials in Japan, China, rest of Asia, England, the United States, and internationally.
Market Cap
JPY 86.7B
Pitch Price
JPY 3.3K
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.37
P/E
43.14
EV/Sales
5.09
Sector
Electronic Equipment, Instruments and Components
Category
growth
BGSJC - Baillie Giff Smaller Japanese Fund - Kohoku Kogyo
6524.T: Dominant niche player w/ 50% world share optical isolators, 60% capacitors for data centers/AI/5G. High-performance products sell 10x+ price premium vs standard. £116m NAV, forecast £12.5m net profit (34x P/E). Benefits from AI recurring replacement cycle, not just capex boom.
Read full article (3 min)