Added to YB: 2026-07-29
Pitch date: 2026-07-26
6777.T [neutral]
santec Holdings Corporation
Author Info
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Company Info
santec Holdings Corporation develops, manufactures, and sells components and optical measuring instruments, and telecommunication systems.
Market Cap
JPY 222.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.86
P/E
29.07
EV/Sales
6.64
Sector
Electronic Equipment, Instruments and Components
Category
growth
2026 Half-Year Update (+20%) - Santec Holdings Corporation
6777.T (trimmed position): Optical instruments co, first pitched May 2025 at 6.5x EBIT. Optical division exceptional growth + guidance upgrades on data centre demand; rerating fueled by co-packaged optics (CPO) potential. ~700% return in 1yr, largely exited on valuation. Retains smaller position post-selloff, still sees CPO upside.
Read full article (1 min)