Added to YB: 2025-10-21
Pitch date: 2025-10-18
5915.T [bullish]
Komaihaltec Inc.
-0.61%
current return
Author Info
Net-Net-Hunter Japan invests in Net-Net stocks. In this channel, I will share my stock analysis of Net-Net stock in Japan.
Company Info
Komaihaltec Inc. designs and constructs steel bridges, steel frameworks, and wind energy generating systems.
Market Cap
N/A
Pitch Price
JPY 1.8K
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Construction and Engineering
Category
value
Komaihaltec Inc. - $5915.T
5915.T: Traditional bridge/steel frame biz at 12x P/E (vs 46x headline due to offshore wind capex). Net-Net stock w/ 1.33x net cash ratio, 4% dividend yield. Onshore wind replacement demand (420 aging plants) + offshore wind development (govt targets 5.7GW by 2030, 60% domestic content). Risk: offshore project delays/cancellations like Mitsubishi retreat.
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