6349 Komori
- Japan Guru

- Sep 21
- 1 min read
The leading company specializing in printing machines. Strengths include offset printing machines, rotary presses, and banknote printing machines. High export ratio, mainly to Europe and the United States.
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The leading company specializing in printing machines. Strengths include offset printing machines, rotary presses, and banknote printing machines. High export ratio, mainly to Europe and the United States.
"Although the 1Q financial results were less than stellar, the 1Q order backlog has increased since the end of the previous fiscal year"
https://x.com/nano_nano2001/status/1975532815887614150
Company Handbook ("shikiho") says Komori "will pass on all the cost of tariff to the customers as there is no competitor in the US market"
"interesting co. They make the printing machines used to make Pokemon + other TCGs (tiny part of biz). They also make printers for currencies as well as packaging equipment.
P/E: 11.2
P/B: 0.7x
Mcap: $550m
NCAV+Inv Securities: $622m
Dividend: 4.5%"
https://x.com/AltayCapital/status/1967748462113681447