6676 Buffalo
- May 1, 2025
- 1 min read
Operates Buffalo, a PC-related equipment manufacturer. Leading wireless LAN company. Shimadaya Noodles was spun off 2012.
Operates Buffalo, a PC-related equipment manufacturer. Leading wireless LAN company. Shimadaya Noodles was spun off 2012.
"Computer peripherals maker trading at 0.8x book and just under NCAV. Cash > market cap. Solid revenue growth over past decade with consistent profitability. Growing dividend, now 4.2%. Implemented mega buyback (>15%) in May. Shares soft on weak guidance due to tariffs etc."
https://x.com/RocksOver/status/1928297810086220179
mkt cap 34 bil yen (share price 2231) vs net cash 40 bil
10.6x per / 0.75 pbr / 3.59% div