Added to YB: 2026-09-29
Pitch date: 2026-09-24
6882.T [bullish]
Sansha Electric Manufacturing Co.,Ltd.
-6.8%
current return
Author Info
JII Compounders writes about Japanese compounders, IR, capital allocation, and the gap between how companies explain themselves and how investors actually hear them. Sign up for the newsletter.
Company Info
Sansha Electric Manufacturing Co.,Ltd. manufactures and sells semiconductor devices and power supply equipment in Japan and internationally.
Market Cap
JPY 15.7B
Pitch Price
JPY 1.2K
Price Target
1.8K (+63%)
Dividend
N/A
EV/EBITDA
4.46
P/E
28.52
EV/Sales
0.40
Sector
Electrical Equipment
Category
turnaround
AI’s Power Shift
6882.T: Sansha Electric’s ¥1,800 September 2027 target offers 52.7% upside from ¥1,179, excluding dividends, and rests on recovery in existing businesses rather than unqualified AI power-rack sales. Its industrial conversion expertise and alliances with Mitsubishi Heavy and Nitto Kogyo provide a credible route into larger AI power systems and additional upside. Delivery hinges on Power Supply margins improving and Semiconductor returning to profit; any converter program still requires development, qualification and orders.
Read full article (28 min)