Added to YB: 2025-10-24
Pitch date: 2025-10-23
7735.T [bullish]
SCREEN Holdings Co., Ltd.
-0.27%
current return
Author Info
No bio for this author
Company Info
SCREEN Holdings Co., Ltd. develops, manufactures, and markets semiconductor production equipment in Japan, Taiwan, South Korea, China, the United States, Europe, and internationally.
Market Cap
JPY 1.3T
Pitch Price
JPY 13.2K
Price Target
N/A
Dividend
2.03%
EV/EBITDA
7.82
P/E
13.61
EV/Sales
1.82
Sector
Semiconductors and Semiconductor Equipment
Category
value
The Wafer Cleaning Kingpin Riding China's Semiconductor Wave - SCREEN Holdings Co., Ltd.
7735.T: SCREEN dominates single-wafer cleaning w/ 80% market share, 26.3% op margins. Q3 sales ¥183B (+32% YoY), 23.2% margins. China exposure 49% of semi rev (risk/opportunity). Trades 14x forward P/E vs peers at 19-21x. Bulls: AI/memory buildout, sticky customers, tech moat. Bears: China export controls, margin pressure.
Read full article (9 min)