Comparable to the super-large US stock “M7”! The Japanese stock “Seven Samurai” rose at the highest rate of 60% in 3 months

Expectations for electric cars, which have been greatly excited, are slowing down globally since then. $Toyota Motor(7203.JP)$Since the beginning of the yearUp close to 40%. The total market value in the past yearTwice as much as 60 trillion yenThen, $Tesla(TSLA.US)$It falls short of 530.6 billion dollars (about 80 trillion yen as of 2 days), but in 2022The difference that was up to 4 times has shrunk to 1.4 times. Chairman Toyoda of ToyotaElectric vehicles (EVs) will have a maximum market share of 30% in January, and the remaining 70% will be hybrid vehicles (HVs), fuel cell vehicles, hydrogen engine vehicles, etc.. It has long shown skepticism about the one-point strategy for EVs. Investors are also beginning to think that the company's contrarian stance on electric cars may be correct. How is Toyota's hybrid car salesexplosiveThen, in January, the company announced that the group's global sales volume in 2023 was a record high of 11.23 million units, up 7.2% from the previous year,Top in the world for 4 years in a rowhas been confirmed. Market capitalization in MarchFirst 60 trillion yenI put it on.

$Subaru(7270.JP)$It showed a strong rise in 2023 due to strong sales of fuel vehicles. Since the beginning of this yearApproximately 30% increaseDoing it. Of the consolidated financial results for the fiscal year ending March 31, 2024/8, Subaru had operating income of 450 billion yen (previous forecast of 420 billion yen) and net profit of 340 billion yen (same 320 billion yen), respectivelyUpward correctionI did it. This is because the exchange rate of yen has been weaker than expected, and sales of highly profitable car models, mainly in North America, are strong. Also,The sustainability of Subaru's earning power continues to attract attention. Sales for the fiscal year ending 2023/3Operating profit per car surpasses Toyota and is the top of the major domestic companiesIt was. The benefits from the depreciation of the yen boosted in the first fiscal year, but it seems that high profit levels will continue for the fiscal year ending 24/3.

$Mitsubishi(8058.JP)$What is the cumulative rate of increase after 2023It's over 141%Since the beginning of this yearA rate of increase of approximately 52%Record it. The business base for machinery, food, chemical products, etc. is strong, with resources such as coking coal at the top. On February 6, 10% of the total number of issued shares (upper limit of 500 billion yen) will be acquiredLarge-scale share buybacks announced. Jeffries Securities is”Monster-class stock buybacksIt was evaluated as”, and the target stock price was raised. The current fiscal year's stock buybacks and dividends as previously announcedThe total return amount is a record highIt will be approximately 890 billion yen.

According to the Nihon Keizai Shimbun, when companies that increased their total market value in one year of fiscal year 23 are ranked, they have a high market share for devices for a wide range of manufacturing processes, such as semiconductor film deposition $Tokyo Electron(8035.JP)$Is2nd placeI got into (The first place is Toyota). After 2023, $NVIDIA(NVDA.US)$Due to the AI boom, Tokyo ElectronSurging more than 200%Then, the total market capitalization surpassed Sony Group and NTT3rd place in JapanIt surfaced to Also, according to the Nikkei Shimbun, there is a high probability that TOELEC's consolidated sales for the fiscal year ending 2025/3 will increase by 20 to 30 percent compared to the fiscal year ending 24/3. Sales for memory for memory recovered in earnest from the latter half of '24, and growing demand for AI semiconductors will also be a tailwind. In the medium term, special assembly processes required for AI semiconductors are expected to be one of the next pillars of earnings, and an average annual growth of about 30% is expected in terms of market size.

Semiconductor wafer cutting equipment's $Disco(6146.JP)$It has a high market share in the field of precision processing tools that perform silicon wafer cutting, etc., and devices equipped with them. The company is also a big winner in the AI wave, and the cumulative rate of increase since 2023 isIt's over 353%Since the beginning of this yearA rate of increase of approximately 60%Record it.

We have strengths in manufacturing equipment to inspect semiconductors $Advantest(6857.JP)$Since 2023, in cumulative totalA rise of more than 200%Doing it. Advantest has a strong business relationship with NVIDIA, an American semiconductor giant that had an impact on the highest value in the history of the Nikkei Average, as a GPU tester.

$Screen Holdings(7735.JP)$is the semiconductor cleaning equipment with the top market share in the world. The total market share of the four companies SCREEN, TEL (Tokyo Electron), Ram Research, and SEMES (Samsung Semiconductor) exceeds 90%. Among them, SCREEN accounts for 45.1% of the global market share of semiconductor cleaning equipment.