3 stocks that have risen furiously! Was the August crash a “scratch”? Fujikura's stock price has increased 3.7 times since the beginning of the year

「Black Monday in Reiwa” From the big crash of the Tokyo stock market on 8/5 which is also called3 weekshas passed. From the 5th to the 23rdTOPIX rebounded 20.5%. In 33 industries on the Tokyo Stock ExchangeThe industry that rebelled the most was “non-ferrous metals”and,”insurance business」「Securities and commodity futures trading” continued. The rise in “non-ferrous metals” involves handling optical fibers and electric wires $Fujikura (5803.JP)$contributed. What about Fujikura $Sumitomo Electric Industries (5802.JP)$ 、 $Furukawa Electric (5801.JP)$Along with, it is regarded as a corner of the “Densen Gosanke.” The strong performance of optical fiber for data centers was well received,Stock prices rose 81.8% over the same period, rapidly rising 3.7 times year to dateI did it.

◆ $Fujikura (5803.JP)$
Fujikura is on the 8th for the fiscal year ending 25/3Full yearBoth earnings were revised upward,The operating profit forecast was raised 27% from the previous one. Demand for AI data centers is expected to continue to expand. The annual dividend forecast was also raised to 65 yen (the previous forecast was 55 yen). Announced on the same day1Q operating profit increased 94.5% year over yearIt grew significantly to 24.4 billion yen. Inquiries for independently developed lightweight optical cables called “SWR” and “WTC” are strong. We also handle CPU/GPU cooling devices required in data centers.

The sales destination with the largest relationship size according to Bloomberg data $Apple (AAPL.US)$It has become. Other sales destinations $Toyota Motor (7203.JP)$Major car manufacturers, etc. $Nippon Telegraph & Telephone (9432.JP)$In addition to, $Tokyo Electric Power (9501.JP)$Ya $Kyushu Electric Power (9508.JP)$Major electric power companies such as major telecommunications construction companies also handle data centers $Comsys Holdings (1721.JP)$Names such as can also be seen.

Stock prices seem to be skyrocketing, but technical indicators showing a sense of overheatingRSI (Relative Strength Index 14-day line) is below 70It has not reached a level that is considered overbought by, and PER (price-earnings ratio)18.78 timesNor is it particularly expensive compared to the other 2 electric cable companies (Sumitomo Electric is 10.27 times, Furukawa Electric is 19.7 times). Fujikura's attention has increased, and in addition to Sumitomo Electric and Furukawa Electric, products related to electric wires and cables are $SWCC (5805.JP)$It also grew taller.

◆ $Sumitomo Pharma (4506.JP)$
The stock price rose 65.85% from the 5th to the 23rd.A semi-major pharmaceutical company under the umbrella of Sumitomo Chemical. It has fallen into the red since the fiscal year ended 23/3, and structural reforms have been promoted.The view that the next fiscal year will turn into a surplus for the fiscal year ending 26/3is getting stronger. The core products are the overactive bladder remedy “Gemtesa,” the prostate cancer treatment drug “Orgovix,” and the uterine fibroid treatment “Maifenbury.” The fact that the 1Q results for the fiscal year ending 25/3 announced on 7/31 have improved drastically,Recruiting approximately 700 early retirees as a structural reform of domestic businessThe announcement was well received, and buying intensified. particularlySales growth of “Orgovix” in the US is expectedIt's been done. The damage caused by the Tokyo market crash at the beginning of the month was small. City changed its rating from “selling” to “neutral” on 8/7, JP Morgan raised the rating on the 15th, and SMBC Nikko on the 21st.

◆ $The Japan Steel Works (5631.JP)$
The stock price rose 47.95% from the 5th to the 23rd.1Q financial results for the fiscal year ending 25/3 were announced after closing on 8/5. Operating profit exceeded market expectations. The volume of orders received declined in both the industrial machinery business and the raw materials and engineering business,Defence-related orders are doing wellIt was. A weapon that uses electric energy from the Defense Equipment Agency to fire bullets during 1QOrder contract for “Railgun” worth 23.6 billion yenI earned it. On the 20th, Iwai Cosmo raised its target stock price from 4800 yen to 5100 yen.