Should I Buy Tokyo Electron (8035.T)? Finance YouTuber Analysis

The YouTuber purchased Tokyo Electron, another Japanese semiconductor company. He highlights its strong business performance over the last decade, dynamic dividend growth (currently yielding 2.7%), and a P/E ratio now under 20, which he considers more reasonable compared to its previous valuation above 50.

“Die Aktie sehr teuer gewesen teilweise KGV so über 50 jetzt KGV von unter 2019 habe ich mir auch ins Depot gelegt hier wieder year to date mal kurz 10 Jahre sieht ja sieht gut aus year to date mit 12% im minus wann habe ich die Aktie gekauft am 16.4.”

The YouTuber suggests avoiding Tokyo Electron, citing its extreme overvaluation. The stock's current P/E ratio is over 50, significantly higher than its historical average of 17. Even with optimistic earnings forecasts, the P/E is projected to be 23 by early 2027, still well above its historical mean, making it an uninteresting investment.

“auch diese Aktie also gnadenlos überbewertet und für mich nicht interessant”