Added to YB: 2025-02-19
Pitch date: 2025-01-02
6364.T [bullish]
Airman Corporation
+46.81%
current return
Author Info
No bio for this author
Company Info
Airman Corporation engages in the manufacture and sale of construction machinery, including construction equipment for heavy machinery and industrial machinery in Japan and internationally.
Market Cap
JPY 69.3B
Pitch Price
JPY 1.7K
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.06
P/E
11.11
EV/Sales
1.17
Sector
Machinery
Category
growth
Hokuetsu Industries Co., Ltd. - $6364.T
6364.T: Top Japanese maker of construction compressors & #2 in generators. Gaining US share via Airman brand. 30% drop in 2024 due to US weakness. Catalysts: US rebound mid-2025, new 3-yr plan May. 90% Japan market share, expanding globally. 5x EBIT, 16% OPM target. Risks: construction downturn, FX, buyer power, new CEO.
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