Added to YB: 2026-02-19
Pitch date: 2026-02-05
4251.T [bullish]
KEIWA Incorporated
-5.71%
current return
Author Info
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Company Info
KEIWA Incorporated develops, manufactures, and sells optical films in Japan, Vietnam, Germany, and the United States.
Market Cap
JPY 23.9B
Pitch Price
JPY 1.4K
Price Target
N/A
Dividend
3.87%
EV/EBITDA
2.76
P/E
10.60
EV/Sales
0.81
Sector
Chemicals
Category
value
Keiwa (4251) Quick Stock Pitch
4251.T: Optical films maker w/ 40-60% share in edge-lit LED & 80-90% in mini-LED for laptops/tablets. 80% rev from optical products. Key risk: OLED cost parity, but mini-LED has advantages (brightness, lifespan, cost). Trading at 5.2x EV/EBIT, 9.7x P/E, 1.1x P/B w/ net cash. 2.6% yield, 4.15% buyback approved. Growth in auto & solar applications.
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