Added to YB: 2025-10-14
Pitch date: 2025-09-30
6965.T [bullish]
Hamamatsu Photonics K.K.
+39.3%
current return
Author Info
No bio for this author
Company Info
Hamamatsu Photonics K.K. manufactures and sells photomultiplier tubes, imaging devices, light sources, opto-semiconductors, and imaging and analyzing systems in Japan and internationally.
Market Cap
JPY 663.4B
Pitch Price
JPY 1.6K
Price Target
N/A
Dividend
1.65%
EV/EBITDA
14.14
P/E
39.39
EV/Sales
2.85
Sector
Electronic Equipment, Instruments and Components
Category
value
Oakmark International Small Cap Fund New Position: Hamamatsu Photonics K.K.
6965.T (new position): Japan's leading photon specialist w/ dominant market share in detectors/light sources for nanometer-scale defect detection. Sticky customer relationships from concept stage partnerships. Strong R&D moat. Trading at significant discount to intrinsic value as cyclical headwinds subside, creating entry opportunity in quality business w/ improving shareholder returns.
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