6333 Teikoku
- Mar 4
- 1 min read
The largest manufacturer of canned (leak-free) pumps, with a domestic market share of approximately 60% and a little less than 40% worldwide. Acquired a US company. Factory in Dalian.
The largest manufacturer of canned (leak-free) pumps, with a domestic market share of approximately 60% and a little less than 40% worldwide. Acquired a US company. Factory in Dalian.
"12.5x p/e, 25% mcap net cash, 40% global share in canned motor pumps
Good dividend and they're doing buybacks too. 70%+ sales international. Orders are up and they have exposure to the hot nuclear theme too. So someone probably gonna pitch it as a nuclear beneficiary soon lol.
About $340m mcap. This one ain't tiny. But not huge either!"
https://x.com/AltayCapital/status/2026109694725779779?s=20