6961 Enplas
- Japan Guru
- May 22
- 1 min read
A high-performance device and precision parts manufacturer with a focus on plastic spindles. Strengthening efforts in semiconductors, optical communication, and genetic testing-related fields
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October 27 Enplas revised its FY2026 (ending March) consolidated forecast upward: net sales to ¥41.0B (up 7.7% YoY from ¥38.0B), operating profit to ¥5.3B (up 0.2% from ¥2.5B), and net profit to ¥4.1B (up 4.0% from ¥2.1B). It also raised its annual dividend to ¥90 (from ¥80; prior year ¥70), with ¥45 each interim and year-end.
The changes stem from robust H1 semiconductor sales: strong AI server sockets for major GPU makers, automotive share gains via new customers, and solid performance across server, auto, and mobile uses. H2 outlook includes rising ASIC projects for hyperscalers alongside GPU-related server demand.
CEO Yokota san selling down his shares
https://x.com/qDisclosure02/status/1943192293881843794
"JP companies like Enplas that lead in their niches (TYO 6961) are stupid cheap sometimes. 55% operating margin in this segment."
https://x.com/AltayCapital/status/1935132576618004659
With so much more cash than needed for announced spendings, this co is "clearly ripe for an activist"
https://x.com/Billypasdemates/status/1922737034096984351