Added to YB: 2026-05-07
Pitch date: 2026-05-05
268A.T [bullish]
Rigaku Holdings Corporation
Author Info
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Company Info
Rigaku Holdings Corporation engages in the manufacture and sale of scientific equipment in Japan, the United States, Europe, and Asia.
Market Cap
JPY 603.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
28.60
P/E
53.88
EV/Sales
6.81
Sector
Electronic Equipment, Instruments and Components
Category
special_situation
Walden 3 Research | April Portfolio - New Position: Rigaku Holdings
268A.T (new position): Largest position. Semiconductor fabs need X-ray tools for advanced node measurement as light-based tools fail at 2nm/200+ layer memory. 75yr X-ray leader, vertically integrated. Relisted Oct'24 post-Carlyle buyout, low coverage. Apr 21: Onto Innovation bought 27% for $710M, 2 customers selected combined offering. Analysts see $1B+ X-ray process control market in 5yrs. Stock hit ATH on deal validation.
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