Illiquid
@illyquid
FundaAI. Also writes about the AI value chain at Collyer Bridge.
Joined July 2024
673 Following 17.9K Followers
Link to the Makino Milling Slides presented at Sohn:
$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.
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