TMW.BK Thai Mitsuwa Public Company Limited Loading... : Investor Sentiment and Bull/Bear Views
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15:27
Feb 23
Feb 23
Long TMW on camera recovery, cheap valuation, net cash
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.
HIGH
About TMW.BK Investor Commentary
Across the available history and selected sources, Buzzberg tracks TMW.BK (Thai Mitsuwa Public Company Limited) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: u/tperie.