6768 Tamura
- Nov 15, 2025
- 1 min read
A major manufacturer of transformers and reactors. Also makes solder materials, insulating films, and LEDs. Over 70% of production is overseas.
top of page
No.1 English-language social media platform for Japanese stocks
Powered by Japan Guru
3 Comments
bottom of page
"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
"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
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