Monolith Capital
@Monolith_Cap
Looking for niche market leaders with long investment runways. Not financial advice. Always do your own due diligence.
361 Following 9.7K Followers
$6135.T Makino also crushed it: revenues rose 19%, operating profit jumped 60%, and orders increased 26% last quarter. Order growth surpassed sales growth across all regions, with aerospace, semiconductor, automotive, and medical applications boosting demand for complex machining. Management raised the full-year OP forecast by 32%. At ~12 P/E, Makino is too cheap for what it offers. I'm holding.
Show more
