Should I Buy Disco Corporation (6146.T)? Finance YouTuber Analysis

The YouTuber sold Disco Corporation due to disappointing quarterly results and outlook, which led to an 8% drop in the stock. He notes that the stock's P/E ratio of around 40 is too high for the expected 9% earnings growth in the current fiscal year. He would consider re-entering if the stock returns to its fair value.

“Ich würde jetzt warten, dass die Aktie vielleicht noch mal ein bisschen zurückkommt und dann gegebenenfalls wieder einsteigen. Am besten natürlich, wenn sie wieder zum fairen Wert aufotzt.” — ▶ 4:00

The YouTuber bought Disco Corporation, a Japanese semiconductor equipment manufacturer specializing in wafer cutting and polishing. He notes its strong long-term earnings growth, dynamic dividend increases (over 20% annually for 10 years), and a current P/E ratio of 25, down from over 70, making it more attractively valued after a recent price drop.

“Die Aktie hat aber jetzt hier year to date sind wir immer noch mit über 30% im Minus. Ich habe die Aktie gekauft. am 17.4.” — ▶ 04:00