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Added to YB: 2024-02-23

Pitch date: 2024-02-22

6192.TW [bullish]

Lumax International Corp., Ltd.

+24.45%

current return

Author Info

Company Info

Lumax International Corp., Ltd. provides electronic components and program-controlled instruments in Taiwan and China.

Market Cap

TWD 10.3B

Pitch Price

TWD 83.16

Price Target

N/A

Dividend

5.14%

EV/EBITDA

5.19

P/E

10.32

EV/Sales

0.81

Sector

Trading Companies and Distributors

Category

value

Show full summary:
6192:TW a distributor of process control components benefiting from big infrastructure spend

6192.TW: Undervalued process control distributor w/ NTD8.9B mkt cap. Serves TSMC & Delta, 25yr profit history. Set to gain from Taiwan grid upgrade w/o premium. EV NTD5.5B, NTD10M daily vol. Critical role w/ switching costs. 21% CAGR contract liabilities hint growth. 21% founder owned.

Read full article (5 min)