2 rapidly rising brands of “ultrapure water” for semiconductor manufacturing! Stocks related to the Golden Cross outbreak
Due to expectations of a recovery in semiconductor market conditions, major “ultrapure water” equipment companies used in semiconductor manufacturing processes $Nomura Micro Science (6254.JP)$with $Organo (6368.JP)$Stocks are expensive. Thoroughly removed bacteria, gases, etc.Ultrapure water has extremely strong detergency, and since it can purify nano-level semiconductor circuits, it is essential in semiconductor manufacturing.The cleaning process is said to account for about 30% of the semiconductor manufacturing process, and ultrapure water equipment is an important infrastructure.
◆ $Nomura Micro Science (6254.JP)$
Major ultrapure water equipment company. Branch from Hokko Chemical Co., Ltd. It is leading the way in developing semiconductor companies in Korea and Taiwan, and about 30% of sales go to Samsung Korea. High ROE (return on equity). Stock prices have continued to rise since the consolidated earnings forecast for the fiscal year ending March 31, 24 was drastically revised in late October. Since semiconductor-related companies are vigorous investment and maintenance businesses are strong,Consolidated sales for the fiscal year ending March 24 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.
Major ultrapure water equipment company. Branch from Hokko Chemical Co., Ltd. It is leading the way in developing semiconductor companies in Korea and Taiwan, and about 30% of sales go to Samsung Korea. High ROE (return on equity). Stock prices have continued to rise since the consolidated earnings forecast for the fiscal year ending March 31, 24 was drastically revised in late October. Since semiconductor-related companies are vigorous investment and maintenance businesses are strong,Consolidated sales for the fiscal year ending March 24 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.
◆ $Organo (6368.JP)$
Established in 1946. Tosoh. We are strong in pure water production equipment for electric power and semiconductors. Approximately 50% of consolidated sales are for the semiconductor sector, and business results are easily influenced by capital investment trends of semiconductor manufacturers. It is said that it has a close relationship with TSMC.Consolidated sales for the fiscal year ending March 24 are expected to be 150 billion yen, up 13.3% from the previous fiscal year, and net profit is expected to be 14 billion yen, 19.3%.
Established in 1946. Tosoh. We are strong in pure water production equipment for electric power and semiconductors. Approximately 50% of consolidated sales are for the semiconductor sector, and business results are easily influenced by capital investment trends of semiconductor manufacturers. It is said that it has a close relationship with TSMC.Consolidated sales for the fiscal year ending March 24 are expected to be 150 billion yen, up 13.3% from the previous fiscal year, and net profit is expected to be 14 billion yen, 19.3%.
◆ $Nitto Denko (6988.JP)$
Comprehensive materials manufacturer. We handle MF, RO, and UF membranes used in ultrapure water manufacturing processes. There are also various materials such as tape and film used in semiconductor manufacturing. After mid-December, a golden cross occurred where the 5-day average moving line exceeded the 75-day line and the 25th line. Consolidated sales for the fiscal year ending 2014/3 are expected to decrease 1% from the previous fiscal year to 920 billion yen, and net profit is expected to decrease 8.4% to 100 billion yen.
Comprehensive materials manufacturer. We handle MF, RO, and UF membranes used in ultrapure water manufacturing processes. There are also various materials such as tape and film used in semiconductor manufacturing. After mid-December, a golden cross occurred where the 5-day average moving line exceeded the 75-day line and the 25th line. Consolidated sales for the fiscal year ending 2014/3 are expected to decrease 1% from the previous fiscal year to 920 billion yen, and net profit is expected to decrease 8.4% to 100 billion yen.
◆ $Kurita Water Industries (6370.JP)$
The largest comprehensive water treatment company. The ultrapure water supply business is a stable source of revenue. Stock prices bottomed out in the fall, and the Golden Cross occurred in December. Consolidated sales for the fiscal year ending 2014/3 are expected to increase 10.3% from the previous fiscal year to 380 billion yen, and net profit is expected to increase 39.1% to 28 billion yen due to large-scale water treatment equipment projects for the electronics industry and depreciation of yen in Asia.
The largest comprehensive water treatment company. The ultrapure water supply business is a stable source of revenue. Stock prices bottomed out in the fall, and the Golden Cross occurred in December. Consolidated sales for the fiscal year ending 2014/3 are expected to increase 10.3% from the previous fiscal year to 380 billion yen, and net profit is expected to increase 39.1% to 28 billion yen due to large-scale water treatment equipment projects for the electronics industry and depreciation of yen in Asia.
―MooMoo News Kathy
Source: IR materials from various companies, etc., Nihon Keizai Shimbun, Toyo Keizai Shiki Report, Bloomberg, Moomoo
Source: IR materials from various companies, etc., Nihon Keizai Shimbun, Toyo Keizai Shiki Report, Bloomberg, Moomoo
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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