6734 Newtech
- Nov 9, 2025
- 1 min read
Newtech manufactures and sells storage devices connected to servers, etc. The high-capacity, high-speed server, "the Cloudy series", is its main product. Recently, Newtech released an "on-premise inference machine" equipped with a lightweight domestic LLM, jointly developed with a startup that has strengths in AI development, in a move toward growing new revenue source in an AI era.
others took deep dive into newtech as hidden beneficiary of Japanese AI revolution
https://x.com/note_money_info/status/1962363563919786470?s=20
retail investor buying Newtech as a laggard tech infrastructure play
https://x.com/nollp00000/status/1972642124047991207?s=20
notable that Hikari Tsushin, which some in Japan calls Berkshire Hathaway of Japan due to its permanent investment into cheap public companies with orientation toward B2B sales business, owns 7.22% of Newtech
at 1741 yen/share, 3.6 bil yen mkt cap
12.47x per / 1.21x pbr / 2.87% yield