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What smart money is saying about Yamato KogyoJapan flag

5444.T · Basic Materials · Steel · Market cap $4.28B

1 fund in our archive has pitched Yamato Kogyo — most recently Orbis in June 2025.

Company profile

Yamato Kogyo Co., Ltd., through its subsidiaries, engages in the manufacture and sale of steel products. It offers steel products and heavy-duty processing goods, railway track accessories, steel billets, reinforcing bars, and structural steel products. The company is also involved in the transportation; medical waste treatment; and real estate leasing activities, as well as industrial waste refining; and material handling at ports. In addition, it produces counterweights and storage tanks. The company operates in Japan, the United States, South Korea, Thailand, the Kingdom of Bahrain, the Kingdom of Saudi Arabia, Vietnam, and internationally. Yamato Kogyo Co., Ltd. was incorporated in 1944 and is headquartered in Himeji, Japan.

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Fund coverage · 1 thesis

  • Orbis
    June 2025

    Yamato Kogyo is a steelmaker benefiting from US tariffs due to its lucrative domestic joint venture, strong cash reserves, and shareholder returns.

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