Professional
Added to YB: 2026-02-23
Pitch date: 2026-02-18
285A.T [bullish]
Kioxia Holdings Corporation
+222%
current return
Author Info
Arauca Capital is a long-biased alternative investment fund that invests in listed companies following Warren Buffett´s philosophy. Arauca thrives in finding and holding great businesses for long periods of time or as long as management executes. Visit the website.
Company Info
Kioxia Holdings Corporation engages in research, development, manufacturing, sales, and other services of memory and related products for solid state drives (SSDs) and storage and smart devices in Japan, North America, Europe, and Asia.
Market Cap
JPY 45.6T
Pitch Price
JPY 22.3K
Price Target
N/A
Dividend
N/A
EV/EBITDA
39.24
P/E
82.54
EV/Sales
19.83
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Arauca Capital New Position: Kioxia Holdings Corporation
285A.T (new position): Pure-play NAND Flash inventor at <9x FY2027 EPS est. Structural supply constraint from 300+ layer 3D NAND limits capacity expansion, supporting stronger pricing vs typical cycles. Recent $1.165B JV cash + Q3 guidance shows Q4 op profit surging to ¥436-526B (3x QoQ) on AI datacenter storage demand. Exponential earnings growth underappreciated.
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