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RS Technologies (3445 JP)

7 atoms · 跨 1 天 · 首见 2026-05-01 · 最近 2026-05-01

三色: 🟦 fact 6 · 🟥 take 1 · stance ▲1/▼0/◆6

来源: X 7

时态: fresh:6 · stale:1

标签: 好数字:6 · 好信源:1 · 好观点:1

展开 1 条老旧 / 已过期

2026-05-01 [老旧] · 持有者自2023年起作为核心仓位
A core position for me. Since 2023!
tags: 好观点 · → daily

2026-05-01 · 全球半导体晶圆回收市场份额
RS Technologies (3445 J) was, and still is, one of those cases. The company is the world’s leading recycler of semiconductor wafers (market leader with ~33% share, with TSMC and Sony as anchor customers)
tags: 好数字·好信源 · → daily
value: qty=33%
2026-05-01 · 营业利润率
turning what would otherwise be industrial waste, used test wafers, into an indispensable reclamation service with a 38% operating margin.
tags: 好数字 · → daily
value: qty=38%
2026-05-01 · 当前市值
at a current market cap of ~159 bn JPY
tags: 好数字 · → daily
value: qty=~159 bn JPY
2026-05-01 · 经济仓位 (GRITEK 持股 + 净现金) 价值
the economic stake in its publicly listed Chinese subsidiary GRITEK (https://t.co/0gpkRnkpPO) plus the net cash position alone amount to roughly 150 bn JPY
tags: 好数字 · → daily
value: qty=~150 bn JPY
2026-05-01 · EV/Owner-FCF 倍数
With an EV/Owner-FCF of ~16x (or ~10x adjusted for the GRITEK value)
tags: 好数字 · → daily
value: qty=~16x
2026-05-01 · 调整后 EV/Owner-FCF 倍数 (剔除 GRITEK 价值)
or ~10x adjusted for the GRITEK value
tags: 好数字 · → daily
value: qty=~10x