Tohoku Steel Co., Ltd. (5484.T)

Tohoku Steel Co., Ltd. (5484.T) — VMCI valuation read

The headline on Tohoku Steel Co., Ltd. (5484.T) is a 55/100 VMCI score, set against a Basic Materials sector median of 50. That 5-point above-median read reflects the five-pillar weighting and, for a mid-cap name, suggests a relative-value tailwind is in the data.

5484.T insider activity report: 0 buys, 0 sells filed via Form 4 over the past 30 days. The next datable items are the 10-Q schedule and any 8-K-triggering events; both feed the VMCI Integrity pillar more than the price tape.

**Investor frame.** 5484.T trades at 15.0x earnings, 17% below the Basic Materials median of 18.0x sets the value side. ROIC of 11.0% sits 1.0pp above the Basic Materials median (10.0%) sets the quality side. Net debt to EBITDA of 3.4x is the binding constraint on the bear case sets the risk side, the three lines a value buyer reads first on 5484.T.

5484.T rose 3.8% over the trailing 7 days, with a +1.7% read on a 30-day basis.