Added to YB: 2026-09-07
Pitch date: 2026-09-03
6626.T [bullish]
SEMITEC Corporation
Author Info
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Company Info
SEMITEC Corporation engages in the manufacture and sale of electronic components in Japan and internationally.
Market Cap
JPY 21.6B
Pitch Price
N/A
Price Target
2.6K
Dividend
N/A
EV/EBITDA
2.92
P/E
7.69
EV/Sales
0.55
Sector
Electronic Equipment, Instruments and Components
Category
value
Buying the Buyback - SEMITEC Corporation
6626.T: SEMITEC’s shift from cash hoarding to buybacks and productive expansion supports a long at ¥2,200 with a ¥2,600 2027 target. The shares trade at 9x forward earnings and 0.86x tangible book after repurchasing nearly 10% of shares; sold-out thin-film sensor production supports two new plants due in early 2028. The main uncertainty is whether plant capex precludes another Q4 buyback.
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