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Added to YB: 2024-10-31

Pitch date: 2024-10-29

6466.T [bullish]

TVE Co., Ltd.

-2.09%

current return

Author Info

No bio for this author

Company Info

TVE Co., Ltd. engages in the manufacture, sale, and maintenance of various valves and cast products in Japan.

Market Cap

JPY 5.3B

Pitch Price

JPY 2.2K

Price Target

N/A

Dividend

N/A

Sector

Machinery

Category

value

TVE Co Ltd (6466 JP)

6466.T: Japanese nuclear valve maker trading below cash, profitable. 60% rev from replacement/maintenance. 12/33 plants restarted, more coming. Trades below tangible book. Hikari Tsushin owns 23%. AI driving nuclear demand. Seika alignment suggests potential takeover. 11x P/E, ¥600m EBIT forecast. Multiple catalysts for share price increase.

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