Added to YB: 2026-04-29
Pitch date: 2026-02-24
6952.T [bullish]
Casio Computer Co.,Ltd.
+0.25%
current return
Author Info
No bio for this author
Company Info
Casio Computer Co.,Ltd. engages in the development, production, sales, and services of watches, consumer products, systems, and other fields.
Market Cap
JPY 368.9B
Pitch Price
JPY 1.6K
Price Target
N/A
Dividend
2.74%
EV/EBITDA
8.23
P/E
19.47
EV/Sales
0.96
Sector
Household Durables
Category
turnaround
Casio Computer Co.,Ltd. - $6952.T
6952.T: Watch maker (70% rev) w/ 19% op margin in timepieces, +35% YoY Q3 growth driven by retro trend, MIP displays, slimmer metal models. New CEO Takano decentralizing org, Oasis 5.4% activist stake pushing restructuring. Trades 1.0x EV/Sales, ~19x P/E; target 10%+ corp margin (vs 7.7% TTM), <10x EV/EBIT by 2030e on product modernization & price hikes offsetting tariffs. JPY5B buyback, 60%+ payout. Risks: execution on Gen Z appeal, tariff impact.
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