6963.T
Rohm Co., Ltd.

1 report on Rohm Co., Ltd. (6963.T) by Blue Orca Capital, summarized: the thesis, evidence and key numbers. Latest: Oct 20, 2026.

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6963.T

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Blue Orca says Rohm, Chubu Electric and TRE undervalue Toshiba stakes tied to a Kioxia holding worth more than the buyout.