Monolith Capital(@Monolith_Cap):$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.

Monolith Capital

@Monolith_Cap

Looking for niche market leaders with long investment runways. Not financial advice. Always do your own due diligence.

参加 January 2021

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Monolith Capital@Monolith_Cap

2026.10.30 12:19

$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.