5541 Taiheiyo Metals
- Japan Guru
- Sep 1, 2025
- 1 min read
Nippon Steel Group. World-class ferro-nickel smelter for stainless steel. Performance fluctuates with nickel prices.
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"Taiheiyo Metals has the technology to extract nickel and cobalt from deep-sea sediments, which are used in lithium-ion batteries, and is a national policy brand
this stock seems to go up and up"
https://x.com/kiyohara_stock/status/1961597542422225106
"MTMP targets for 2031:
Sales: 27.4 billion yen
OP: 3.2 billion yen
Total pre-tax profit: 9.4 billion yen
ROE: 8%
The company has begun a shift from smelting nickel matte for stainless steel to smelting nickel matte for lithium-ion batteries. The company is withdrawing from the nickel business. The key to success of MTMP is whether the new contract smelting business for seabed resources can successfully start operations in 2029."
Company Handbook
at 2103 yen/share, 41.2 bil yen mkt cap vs 44 bil yen net cash
unprofitable in past 4 yrs / 0.63x pbr / 5.71% yield