8152 Somar
- Japan Guru
- May 21, 2025
- 1 min read
Maker of functional chemical materials for the paper, electronics, automotive, and information-related industries. Strengthening proprietary products.
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https://x.com/DaBao_/status/1962317343725584573
"Article from June about Somar's (TYO 8152) U.S. Expansion. This is a net-net small company. Dirt cheap and forward p/e 5.7 (ltm p/e of 4.1). Their resins used in EV/Hybrids is profit driver. Execs also mentioned their products used in iPhones."
https://www.newsandsentinel.com/news/business/2024/06/state-local-officials-tour-site-of-somar-facility/
https://x.com/AltayCapital/status/1950858715575284221
one of Altay's basket names
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This co has done well but biz is tied to hybrids/evs. cyclical industry, so could be risky....the forecast was good. Especially after an amazing year. Revenue up, operating profit up. Net inc was affected by 1 time gains last year. Last year they raised forecast twice and beat original OP forecast by 40% ish.
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https://x.com/AltayCapital/status/1922828878310936803
at 5510 per share, mkt cap is 10.7 bil yen vs net cash of 13.5 bil.
per 5.74 / pbr 0.53 / div yield 1.81%