Added to YB: 2026-10-09
Pitch date: 2026-10-07
6832.T [bullish]
AOI Electronics Co., Ltd.
-3.31%
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
AOI Electronics Co., Ltd. produces and sells electronic parts in Japan, rest of Asia, the United States, and internationally.
Market Cap
JPY 31.8B
Pitch Price
JPY 2.8K
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.79
P/E
137.62
EV/Sales
0.67
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Bigger AI Packages Give Japan’s Old Display Factories a New Job - AOI Electronics Co., Ltd.
6832.T: AOI Electronics is the top former-display-factory reuse pick because two acquired Sharp plants directly expand its core semiconductor assembly-and-testing business, with full operation targeted for April 2027–March 2028 and greater earnings relevance than similar projects inside larger groups. Its ¥32.9bn market value, based on the enlarged share count, is below book value including announced sale proceeds but ~143x guided earnings; customer-testing delays, ongoing development costs and further equipment financing are material risks.
Read full article (5 min)