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Added to YB: 2024-02-23

Pitch date: 2024-02-22

6192.TW [bullish]

Lumax International Corp., Ltd.

+65.06%

current return

Author Info

Company Info

Lumax International Corp., Ltd., together with its subsidiaries, trades in electronic components and process control instruments in Taiwan, China, and internationally.

Market Cap

TWD 12.2B

Pitch Price

TWD 79.37

Price Target

N/A

Dividend

N/A

EV/EBITDA

5.89

P/E

13.11

EV/Sales

1.04

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)