Added to YB: 2026-09-09
Pitch date: 2026-09-07
6455.T [neutral]
Morita Holdings Corporation
-0.28%
current return
Author Info
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Company Info
Morita Holdings Corporation, through its subsidiaries, engages in the development, manufacture, and sale of ladder trucks, fire trucks, and specialty vehicles in Japan and internationally.
Market Cap
JPY 101.9B
Pitch Price
JPY 2.5K
Price Target
N/A
Dividend
3.22%
EV/EBITDA
4.70
P/E
10.96
EV/Sales
0.66
Sector
Machinery
Category
N/A
Monday Delight: 07/09/2026 - Morita Holdings Corporation
6455.T (quick overview): Morita dominates Japan’s fire-truck market with 57-60% share and nearly 90% in aerial ladder trucks, protected by certification, product-liability history and nationwide service infrastructure. Operating margin improved from 6.2% to a record 13.3%, alongside its first meaningful buyback-and-cancellation program. However, ~11.4x trailing earnings and ~1.03x book appear fair for a 9.6% ROE business, while flat FY2027 profit guidance and deteriorating cash conversion limit the case.
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