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Stock Analysis & ValuationHokuriku Electric Industry Co.,Ltd. (6989.T)

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¥3,010.00
Sector Valuation Confidence Level
Low
Valuation methodValue, ¥Upside, %
Artificial intelligence (AI)2841.43-6
Intrinsic value (DCF)1101.09-63
Graham-Dodd Method3250.698
Graham Formula3702.5023

Strategic Investment Analysis

Company Overview

Hokuriku Electric Industry Co., Ltd. is a leading Japanese manufacturer of electronic components, specializing in sensors, resistors, and circuit modules. Established in 1943 and headquartered in Toyama, Japan, the company serves diverse industries, including mobile communications, automotive electronics, and home electronics. Hokuriku Electric's product portfolio includes pressure sensors, DC/DC converters, piezoelectric speakers, and printed circuit boards, catering to high-demand applications in digital and industrial markets. With a strong presence in Japan and international markets, the company leverages its expertise in precision engineering to deliver reliable electronic solutions. As part of the Technology sector's Hardware, Equipment & Parts industry, Hokuriku Electric plays a crucial role in enabling advanced electronic systems. Investors and industry stakeholders recognize the company for its innovation and quality in electronic component manufacturing.

Investment Summary

Hokuriku Electric Industry presents a stable investment opportunity with a low beta (0.348), indicating lower volatility compared to the broader market. The company reported solid financials for FY 2024, with revenue of ¥40.81 billion and net income of ¥2.54 billion, supported by strong operating cash flow of ¥4.52 billion. Its dividend yield is attractive, with a dividend per share of ¥80. However, investors should note the company's moderate debt levels (¥9.74 billion) and capital expenditures (¥698 million), which may impact future liquidity. Given its niche focus on electronic components, Hokuriku Electric benefits from steady demand in automotive and industrial applications, but competition and supply chain risks remain key considerations.

Competitive Analysis

Hokuriku Electric Industry competes in the electronic components market by specializing in high-precision sensors and resistors, differentiating itself through reliability and technical expertise. The company's competitive advantage lies in its diversified product range, serving multiple high-growth sectors such as automotive electronics and IoT devices. However, it faces intense competition from larger global players with broader R&D budgets and economies of scale. Hokuriku Electric's domestic focus provides stability in the Japanese market but may limit its growth potential compared to multinational rivals. The company's ability to innovate in piezoelectric and sensor technologies strengthens its position, but pricing pressure from low-cost manufacturers could erode margins. Strategic partnerships and continued investment in automation could enhance its competitiveness in the long term.

Major Competitors

  • TDK Corporation (6762.T): TDK is a global leader in electronic components, with a strong presence in passive components and sensors. Its extensive R&D capabilities and global supply chain give it an edge over Hokuriku Electric. However, TDK's larger scale may reduce its agility in niche markets where Hokuriku competes.
  • Murata Manufacturing Co., Ltd. (6981.T): Murata dominates the ceramic capacitor and RF component markets, offering a broader product range than Hokuriku Electric. Its strong brand and technological leadership pose a challenge, but Hokuriku's specialized sensors provide differentiation in certain applications.
  • Panasonic Corporation (6752.T): Panasonic's diversified electronics portfolio includes competitive components similar to Hokuriku's offerings. While Panasonic benefits from vertical integration, Hokuriku's focus on precision components allows it to maintain a strong position in specialized segments.
  • Tokyo Electron Limited (8035.T): Tokyo Electron focuses on semiconductor production equipment, overlapping indirectly with Hokuriku's component business. Its technological leadership in chip manufacturing gives it scale advantages, but Hokuriku remains competitive in smaller, high-margin electronic parts.
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