Added to YB: 2026-01-07
Pitch date: 2026-01-04
3110.T [neutral]
Nitto Boseki Co., Ltd.
+2.3%
current return
Author Info
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Company Info
Nitto Boseki Co., Ltd. manufactures, processes, and sells glass fiber products, chemical and pharmaceutical products, and textile products in Japan.
Market Cap
JPY 371.3B
Pitch Price
JPY 10.4K
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.99
P/E
25.96
EV/Sales
3.58
Sector
Building Products
Category
value
2025 Round Up & December Portfolio - Buy: Nitto Boseki Co., Ltd.
3110.T (holding overview): High-performance glass fiber monopolist for AI GPU servers down ~26% on competitor threats. Mgmt bets on 'business specs' over tech specs - qualification friction protects pricing despite NEG's rival 'Q-glass.' Historical precedent: Japanese photoresist kept 90%+ share vs better alternatives. 1% position size given tail risk if performance gap revolutionary.
Read full article (2 min)