Calls
1
u/tperie
Reddit r/ValueInvesting
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 23
$60.50
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tperie argues Thai Mitsuwa (TMW) is a dominant magnesium camera-body component supplier with over 80% share, benefiting as the Japanese digital camera market recovers from its 2020 trough and average selling prices rise. The mechanism is revenue and profit growth from camera parts more than offsetting the declining automotive plastics segment, supported by no long-term debt, net cash over half of market cap, a roughly 6% FY2025 dividend yield, and family ownership alignment. The main stated risk is the automotive plastics business, approximately 22% of FY2025 revenue and down more than 17%, due to Chinese competition pressuring Japanese automaker customers. The author frames TMW as cheap at 1.9x EV/EBIT, 4.5x P/E, and 0.6x P/BV on the Stock Exchange of Thailand.
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u/tperie has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: TMW.BK.
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