Capital Goods Japanese Investing Ideas

5332 logo
TOTO

From Porcelain to Silicon: Why the World’s Most Famous Toilet Maker is Now an AI Powerhouse

For decades, the name TOTO Ltd. (TYO: 5332) has been synonymous with one thing: the ultimate bathroom experience.Read more

View narrative
JP¥8.57k
16.3% undervalued intrinsic discount
Fair Value
Revenue
2% p.a.
Profit Margin
8%
Future PE
25x
Price in 2029
JP¥10.35k
6125 logo
Okamoto Machine Tool Works

Okamoto Machine Tool Works focus on profitability

1. From gears to wafers: Okamoto has navigated a transformative arc from the 2020 "SHINKA 2022" era to its current "INFINITY 700" long-term vision.Read more

View narrative
JP¥6.91k
25.8% undervalued intrinsic discount
Fair Value
Revenue
9% p.a.
Profit Margin
6%
Future PE
15x
Price in 2030
JP¥9.67k
JP¥2.37k
10.3% overvalued intrinsic discount
Revenue
4.59% p.a.
Profit Margin
3.62%
Future PE
7.42x
Price in 2031
JP¥3.56k
JP¥1.59k
1.8% undervalued intrinsic discount
Revenue
3.21% p.a.
Profit Margin
3.9%
Future PE
10.15x
Price in 2031
JP¥2.14k