Added to YB: 2025-10-14
Pitch date: 2025-09-30
6951.T [bullish]
JEOL Ltd.
-1.89%
current return
Author Info
No bio for this author
Company Info
JEOL Ltd. engages in the research, development, manufacture, and marketing of scientific and metrology instruments, semiconductor and industrial equipment, and medical equipment in Japan, the United States, China, and internationally.
Market Cap
N/A
Pitch Price
JPY 5.0K
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Electronic Equipment, Instruments and Components
Category
value
Oakmark International Small Cap Fund New Position: JEOL Ltd.
6951.T (new position): Electron microscope/scientific equipment maker w/ oligopolistic moats + mask writing biz serving leading-edge foundries. Recurring service revenue smooths equipment sales volatility. Mgmt focusing on margin expansion in sci instruments to close gap vs peers. Two franchises for price of one.
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