6777 Santec Holdings
- Japan Guru
- Jun 15
- 1 min read
The company's mainstay is various optical measuring instruments for optical communications and industry. It also sells optical components such as wavelength monitors. The company will transition to a holding company in 2023.
"Fiber-optic telecoms component maker. Has grown revs at 30% cagr since 2020 and profits at 44%. Trades at p/e of 11 and cheap to its history. Pays decent and growing dividend. Expanding globally with Vietnam production facility."
https://x.com/RocksOver/status/1928297806084665509
mkt cap 60 bil yen (@5040 per share) vs net cash 14 bil yen
12.35x per / 2.77x pbr / 2.98% div