中文翻译
顺便一提，这是日本最大的瓶罐制造商(Bottlemaker)。在我今天的帖子发布后，股价上涨了20.3%。> 看到类似的平行案例：Toto（马桶制造商）对应存储芯片，而Yamamura（瓶罐制造商）对应光子学(Photonics)。即使在此涨幅之后，其市值仍为2.95亿美元，低于3.6亿美元的账面价值。看来市场正在意识到上周宣布的结构性股息，从而为股东释放价值。此外，你还免费获得了一个同比增长91%的高增长、高利润率AI部门。
· 个股论点
Yamamura因AI光子业务及股息利好大涨，估值仍低于账面价值。
英文原文
This is Japan’s largest Bottlemaker by the way. Up 20.3% after my post today. > Seeing parallels like Toto the toilet maker with Memory vs. Yamamura the bottle maker with Photonics. Even after the increase, it’s still trading at $295M vs. $360M book value. Looks like markets is waking up to the structural dividend announcement last week, unlocking value to shareholders. On top of that you get a high growth, high margin 91% Y/Y AI segment for free.