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InsightBLOGMarch 16, 20261 min read
Nippon Carbon (TYO 5302): A 120 Year Old $350 Million Japanese Carbon Manufacturer Trading at 1x Book, Net Cash, and 4.2% Dividend with a Growing Aerospace Materials Division (JV with GE / Safran)
By altaycap
Primary Source Material
Published via substack_altaycap
A quietly ambitious company pivoting the core toward growth industries while building aerospace materials with GE/Safran. They also announced a 5.7% share buyback today, the first in over a decade.
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