Added to YB: 2026-02-20
Pitch date: 2026-02-18
3445.T [bullish]
RS Technologies Co., Ltd.
+0.41%
current return
Author Info
@ArmsGarrett is a a research analyst and portfolio manager whoe stock pitches on Twitter. Follow on Twitter
Company Info
RS Technologies Co., Ltd. provides silicon wafer reclamation and sale services in Japan, Taiwan, China, South Korea, the United States, Europe, and internationally.
Market Cap
JPY 92.5B
Pitch Price
JPY 3.7K
Price Target
7.0K (+90%)
Dividend
1.58%
EV/EBITDA
4.92
P/E
9.96
EV/Sales
1.20
Sector
Semiconductors and Semiconductor Equipment
Category
growth
RS Technologies $3445.T is a long @ 3,450
3445.T: RS Technologies, reclaimed wafer leader w/30%+ global 12' share serving TSMC. Core 65% op profit at 35% margins, 26% ROIC, 20% op income CAGR. FY28: ¥115B rev (17% CAGR), ¥19B op profit. Net cash ¥76B (23% mkt cap). 40% GRITEK JV stake worth $1B (1.7x RS mkt cap). 6x EV/EBIT, 15% ROE. Target ¥7k (2x), 20%+ IRR.
Read full article (2 min)