3104 Fujibo
- Japan Guru
- Dec 31, 2025
- 1 min read
A pioneer in cotton spinning in the Kanto region. BVD is the core of everyday clothing. Precision processed abrasives are the main source of profits, and chemical products are also growing.
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Question: "What’s the best stock under $500M market cap?" Teddy: "Fujibo $3104.T ($500M EV, 10.5x fwd EV/EBIT). Polishing pads used in advanced nodes. Recent write-up on s-bstack hurled the name into fame."
https://x.com/teddy_okuyama/status/2001905425273491518