Isn't it a good company

マルセイユ : The financial results for the current fiscal year are good, but isn't it because it is calculated that consolidated final profit for the next 7-12 fiscal year (second half) will fall 45.2% from the same period last year to 2.84 billion yen?

chocoH OP マルセイユ : I see, it's cheap when you look at it from PBR. It's probably going to be revised upward anyway, I don't know

マルセイユ chocoH OP : There is no doubt that prices have become affordable due to the recent crash, but the fact that the overseas sales ratio is 65% is an unsettling factor. This is because as early as September, the FOMC is showing a positive attitude towards additional interest rate hikes, so when viewed over the medium to long term, there is a possibility that financial results will deteriorate due to the appreciation of the yen.
Nonetheless, since the dividend yield is 3%, it is also possible to buy it for dividend purposes, and it is also fun to expect that Joby's e-VTOL will be a hit.
Well, it's been a long time since I wrote it, but I wonder if I'll buy it. Considering this yield and future potential, NTT is more delicious.

chocoH OP マルセイユ : Certainly, if the yen appreciates, it will affect business performance, but since this is not just a problem for this company, I think it's just a problem common to Japanese export companies.

It's a flying car, I think it has a promising future, and I might be looking forward to it
Nikkiso ships first eVTOL parts to Joby Aviation | Press Release | Nikkiso Co., Ltd.