Professional
Added to YB: 2026-07-20
Pitch date: 2026-07-15
2327.TW [neutral]
Yageo Corporation
Author Info
No bio for this author
Company Info
Yageo Corporation, together with its subsidiaries, manufactures and sells electronic components in China, Europe, the United States, and the rest of Asia.
Market Cap
TWD 1.6T
Pitch Price
N/A
Price Target
N/A
Dividend
0.77%
EV/EBITDA
37.99
P/E
61.20
EV/Sales
11.74
Sector
Electronic Equipment, Instruments and Components
Category
turnaround
Kathmandu Capital Portfolio Holding: Yageo Corporation
2327.TW (holding update): Only major MLCC supplier w/ idle Kaohsiung capacity amid AI server-driven high-cap shortage lasting to 2027. Lead times 4wk→20wk+, inventory 1mo vs 4.5mo normal. 50% price hike July 2026. Q1'26 rev +23% YoY (NT$38.2B), net profit +45%. Market underestimates 2027 upside.
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