6768 Tamura

Japan Guru
Nov 15
1 min read

A major manufacturer of transformers and reactors. Also makes solder materials, insulating films, and LEDs. Over 70% of production is overseas.

3 Comments

Japan Guru

Nov 14

"Tamura 6768 has seen a strategic shift under Mr. Nakamura, who took the helm in April. The company has since divested its China biz, and re-allocated resources to the US, where it's seeing AI server and DC deand for electronic components. ROE improvement is central to its MTP."

https://x.com/teddy_okuyama/status/1988016036139118885?s=20

Japan Guru

Nov 14

"Tamura Corp $6768 makes soldering materials for PCBs and components for transformers. Up 12% today. Revised its forecasted revenue next year up 7%."

https://x.com/illyquid/status/1987903162058219833?s=20

Japan Guru

Nov 14

at 657 yen/share, 54.4 bil yen mkt cap vs 18 bil yen net cash

33.15x per / 0.87x pbr / 1.52% yield