Added to YB: 2026-10-02
Pitch date: 2026-09-28
2354.T [neutral]
YE DIGITAL Corporation
-14.56%
current return
Author Info
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Company Info
YE DIGITAL Corporation provides Internet of Things (IoT) solutions in Japan. The company operates cloud application service products, such as MMCloud, an IoT platform with data storage, visualization, and analysis; and MMPredict, an AI-based fault prediction engine.
Market Cap
JPY 22.8B
Pitch Price
JPY 1.2K
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.25
P/E
20.08
EV/Sales
0.90
Sector
IT Services
Category
N/A
Monday Delight: 28/09/2026 - YE DIGITAL Corporation
2354.T (quick overview): YE Digital is an IT-services provider spanning ERP, carrier software, logistics and factory-automation platforms, but its growth is heavily tied to Yaskawa Electric: the 39% shareholder and Fujitsu together generate roughly 55-61% of revenue. After a 130% rebound from the March low on record results, a first-ever buyback and a rebased dividend policy, the 21x P/E already assumes most of the three-year growth plan succeeds.
Read full article (1 min)