6890 Ferrotec
- 12 hours ago
- 1 min read
Ferrotec manufactures parts for semiconductor wafers and semiconductor equipment, and holds a 60% share of the global market for vacuum seals. Ferrotec also manufactures equipment, materials, and consumables.
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"The way to play this in japan: Ferrotec $6890.T - vacuum seals and quartz/silicon/ceramics parts co w/ China subsidiary "CCMC" worth 2x 6890's market cap. Ferrotec itself is still trading at 6.7x ebitda with 11% ebit margins. likely 2026 winner"
https://x.com/kjnkjp/status/2022863405304967283?s=20
https://x.com/Laabmooo/status/1981147313507881052?s=20
"$1.1bn mkt cap trading at 4.7x earnings. 3.7x EV/EBITDA and 0.75x Book. $875m of cash and 3 pending IPOs on the China STAR market in 2022 (Their combined stakes at least $1.7bn, likely more). 301297 CH already listed...The kicker, 2022 adjusted ROE is 21.5%."
https://x.com/JapanDeepValue1/status/1646680511967027200