¥17,520-2.5%
6-month dailyInvestment Thesis
MONOPOLY: Main Steam Safety Relief Valve (MS-SRV) installed in ALL BWR plants in Japan. World-first stellite overlay technology. Micro-cap (16B) = huge leverage to nuclear restarts.
Risk
Tiny company, low liquidity. BWR restart pace is the sole catalyst.
Monitoring Trigger
BWR restart schedule (Kashiwazaki-Kariwa, Onagawa, Shika).
Key Metrics
21.6
PE
null
Fwd PE
1.77
P/B
8.2%
ROE
10.1%
Op Margin
5%
D/E
0.41%
Div Yield
+¥624M
FCF
¥21.2B
Mkt Cap