Now that the Nikkei average has broken through 40,000 yen, the 4 semiconductor-related brands are in the spotlight, responding to concerns about “late purchase” and “sudden decline” with PER around 20 times during a sharp rise in stock prices
The Nikkei Stock Average on the 4th broke through 40,000 yen for the first time in history and closed at 40,109 yen 23 yen. The Nikkei Average has risen 19.86% this year, and in particular, it has risen 11.04% in the last 16 business days from 2/8 to 3/4.
The driving force is AI/semiconductor-related, and there are many stocks that have raised their stock prices by 40% or more since the beginning of this year. In response to such rapidly rising stocks,Two concerns: “late purchase” when not purchased now, and a sharp decline caused by the reaction of “being overbought” after purchasingThey coexist.
So,18 AI/semiconductor-related stocks that have surged 40% or more since the beginning of this yearFrom within,4 stocks that still have PER around 20 timesI will pick it up.
The driving force is AI/semiconductor-related, and there are many stocks that have raised their stock prices by 40% or more since the beginning of this year. In response to such rapidly rising stocks,Two concerns: “late purchase” when not purchased now, and a sharp decline caused by the reaction of “being overbought” after purchasingThey coexist.
So,18 AI/semiconductor-related stocks that have surged 40% or more since the beginning of this yearFrom within,4 stocks that still have PER around 20 timesI will pick it up.
[Screening conditions]
・The one listed on the Tokyo Stock Exchange PrimeAI and semiconductor-related brands
・Stock prices have risen more than 40% since the beginning of this yearDoing it
・PER (price-earnings ratio) is around 20 times
・The one listed on the Tokyo Stock Exchange PrimeAI and semiconductor-related brands
・Stock prices have risen more than 40% since the beginning of this yearDoing it
・PER (price-earnings ratio) is around 20 times
◆ $Ebara(6361.JP$
Our parent business is an industrial machinery manufacturer that manufactures pumps. We handle cooling and heating machines, blowers, environmental plants, semiconductor-related equipment, etc. “CMP devices,” which polish semiconductor wafers, have the second largest market share in the world, and cumulative shipments have reached 3000 units. $Taiwan Semiconductor(TSM.US$It has been awarded multiple times as an excellent supplier since This equipment is mainly produced at a factory in Kumamoto Prefecture, and a new plant will be added by the end of '24, and production capacity will be increased 1.5 times. There was an increase in sales and profit for the consolidated fiscal year ending 23/12, breaking record highs for the fourth consecutive term, and achieving the first consolidated net profit of 60 billion yen.
Our parent business is an industrial machinery manufacturer that manufactures pumps. We handle cooling and heating machines, blowers, environmental plants, semiconductor-related equipment, etc. “CMP devices,” which polish semiconductor wafers, have the second largest market share in the world, and cumulative shipments have reached 3000 units. $Taiwan Semiconductor(TSM.US$It has been awarded multiple times as an excellent supplier since This equipment is mainly produced at a factory in Kumamoto Prefecture, and a new plant will be added by the end of '24, and production capacity will be increased 1.5 times. There was an increase in sales and profit for the consolidated fiscal year ending 23/12, breaking record highs for the fourth consecutive term, and achieving the first consolidated net profit of 60 billion yen.
◆ $Fuji Electric(6504.JP$
A major heavy electric company. Consolidated sales for the fiscal year ended 2023/3 exceeded 1 trillion yen for the first time, and net profit hit a record high for the third consecutive term. Power electronics (power conversion, control technology) and power semiconductors are also doing well for the fiscal year ending March 24, and sales are expected to increase 6.0% from the previous fiscal year to 1.70 trillion yen, and net profit is expected to increase 10.8% to 68 billion yen. We also handle the industry's largest high-capacity uninterruptible power supplies to respond to expanding data center demand. Among power semiconductors, production capacity is being increased, especially for EVs.
A major heavy electric company. Consolidated sales for the fiscal year ended 2023/3 exceeded 1 trillion yen for the first time, and net profit hit a record high for the third consecutive term. Power electronics (power conversion, control technology) and power semiconductors are also doing well for the fiscal year ending March 24, and sales are expected to increase 6.0% from the previous fiscal year to 1.70 trillion yen, and net profit is expected to increase 10.8% to 68 billion yen. We also handle the industry's largest high-capacity uninterruptible power supplies to respond to expanding data center demand. Among power semiconductors, production capacity is being increased, especially for EVs.
◆ $Dexerials(4980.JP$
An electronic materials manufacturer with strengths in the high-performance field, listed by the former Sony Chemical. We manufacture and sell electronic components, bonding materials, optical materials, etc. with a focus on anisotropic conductive films and optically elastic resins for displays. Nitto Denko is our main business partner. Kyoto Semiconductor, which handles the optical semiconductor business, was made a subsidiary in February '22, with the aim of expanding the business utilizing optical communication and sensing technology. A decrease in sales and profit is expected for the fiscal year ending March 24, but dividends are scheduled to increase. Aiming for operation during fiscal year 26, we have acquired land to expand the existing plant.
An electronic materials manufacturer with strengths in the high-performance field, listed by the former Sony Chemical. We manufacture and sell electronic components, bonding materials, optical materials, etc. with a focus on anisotropic conductive films and optically elastic resins for displays. Nitto Denko is our main business partner. Kyoto Semiconductor, which handles the optical semiconductor business, was made a subsidiary in February '22, with the aim of expanding the business utilizing optical communication and sensing technology. A decrease in sales and profit is expected for the fiscal year ending March 24, but dividends are scheduled to increase. Aiming for operation during fiscal year 26, we have acquired land to expand the existing plant.
◆ $Nomura Micro Science(6254.JP$
A major manufacturer of ultrapure water production equipment. We are involved in the design, construction, and sale of various water treatment devices. Sales to Asia, mainly China and Taiwan, account for the majority. It is leading the way in developing semiconductor companies in Korea and Taiwan, and approximately one-quarter of sales go to Samsung Electronics in Korea. Since the strong investment and maintenance business of semiconductor-related companies is strong, consolidated sales for the fiscal year ending 24/3 are expected to increase 45.2% from the previous fiscal year to 72 billion yen, and net profit is expected to increase 15.4% to 6.7 billion yen.
A major manufacturer of ultrapure water production equipment. We are involved in the design, construction, and sale of various water treatment devices. Sales to Asia, mainly China and Taiwan, account for the majority. It is leading the way in developing semiconductor companies in Korea and Taiwan, and approximately one-quarter of sales go to Samsung Electronics in Korea. Since the strong investment and maintenance business of semiconductor-related companies is strong, consolidated sales for the fiscal year ending 24/3 are expected to increase 45.2% from the previous fiscal year to 72 billion yen, and net profit is expected to increase 15.4% to 6.7 billion yen.
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Source: moomoo
Source: moomoo
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