Good morning,
I find Japanese companies and culture extremely exciting 🧐. During my research I came across Keyence $6861 (+1.08%) as there isn't much about it here yet, so I thought I'd summarize the points I found.
I hope that one or the other will be interested.
Activity:
- Globally positioned
- 250 offices worldwide in 46 countries
- More than 60% of sales are generated outside Japan.
Industry:
- Automation through integrated imaging in industry
- They are suppliers in the industry
- The business competes software with direct sales
product:
- You do not simply sell hardware but: "High end precision, fast integration, technical support"
- You produce your own products, leaving you with high margins of over 80%.
Customers:
- Chip manufacturers
- car manufacturers
- Medical and pharmaceutical industry
- Consumer goods
- Mechanical engineering
- Logistics
The P/E ratio is around 35, historically it is lower than in the past, the company is not valued favorably but rather fairly.
Anyone interested in a profitable company from Japan with high margins and a broad range of customers in almost every sector should take a look at the company.
This is not investment advice. I would like to hear your opinions and assessments.
