Added to YB: 2026-06-03
Pitch date: 2026-06-01
7220.T [bullish]
Musashi Seimitsu Industry Co., Ltd.
Author Info
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Company Info
Musashi Seimitsu Industry Co., Ltd. manufactures and sells automotive parts in Japan, the United States, Asia, China, and Europe.
Market Cap
JPY 610.2B
Pitch Price
N/A
Price Target
N/A
Dividend
0.43%
EV/EBITDA
18.14
P/E
482.70
EV/Sales
1.97
Sector
Automobile Components
Category
growth
Show full summary:
Sizing up position in Musashi ($7220.T)
7220.T: Japanese auto parts maker pivoting into supercapacitors (SPC) that smooth AI power spikes—a high-torque play on 800V theme vs MLCC names Murata/Taiyo. SPC TAM >$15B in few yrs, 20-30% op margins vs 5% base biz. SPC could lift op profits >10x. Compelling despite recent run-up.
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