(old) ⭐ Japan Electronic Materials (6855) Survey ⭐
⚠️ 2024/6/19 This stock has been EXIT! Entrants are asked to invest at their own risk.
(Posted by Neko Kumamon 2024/6/18 10:23)
Amid the total collapse of the Japanese market on 6/17, (6855) was a retrograde high.
I think it's a pretty reluctant semiconductor brand, and I tried it in this morning.
Amid the total collapse of the Japanese market on 6/17, (6855) was a retrograde high.
I think it's a pretty reluctant semiconductor brand, and I tried it in this morning.
Below, stock research will be carried out as an afterthought!
(↓ 6/17 sector situation and 6855 chart)
※6855 is the electrical equipment sector
※6855 is the electrical equipment sector
🟦 What kind of company is it?
Manufacturer of probe cards (inspection devices) for semiconductor manufacturing. We are expanding overseas, and we are expanding our facilities in Kumamoto to triple production capacity in order to target TSM demand.
It seems that they are planning to produce products related to DRAM for AI. I see, it's a DRAM brand!
It seems that they are planning to produce products related to DRAM for AI. I see, it's a DRAM brand!
🟠 AI semiconductor brands
🟠 DRAM brands
🟠 DRAM brands
🟦 Achievements
❌ Both sales and net profit are lower compared to the previous year.
🔺 Net profit margin of 3.5%.
⭕ Current earnings have surpassed consensus!
❌ Net profit is negative.
🔺 Net profit margin of 3.5%.
⭕ Current earnings have surpassed consensus!
❌ Net profit is negative.
💥 Does that mean they're looking forward to the future?
🟦 Finance
B/S
⭕ Current Assets 240 > Current Liabilities 45 + Long-term Borrowings 38. The right side is excellent at 34.5% of the left side ❗
⭕ Inventories are small, intangible assets are small, and accounts receivable are small. healthy.
⭕ Current Assets 240 > Current Liabilities 45 + Long-term Borrowings 38. The right side is excellent at 34.5% of the left side ❗
⭕ Inventories are small, intangible assets are small, and accounts receivable are small. healthy.
P/L
❌ Is 3/4 of sales lost due to operating expenses, the other half disappeared due to interest payments, and net profit was negative by investing in Todome?
❌ Is 3/4 of sales lost due to operating expenses, the other half disappeared due to interest payments, and net profit was negative by investing in Todome?
💥 Seek improvements!!
🟦 Check the chart
Daily chart: Within the flag, the lower window is filled and repulsed.
Weekly chart: The second wave of increase from February has been adjusted, and if it passes above here, it enters the 3rd wave.
Monthly chart: There is a big upward trend this year. There is a resistance price range with a lot of turnover of 3175 yen or less at the end of 2021, so I wonder if it can be expected to play a role as a stopper.
🟦 Overall Assessment
A brand that is expected to ride both the AI semiconductor boom and DRAM shortage.
If it wasn't over investment, it should have ended with a positive net profit!
💥 leave a steady net profit next ‼️ w, ww
If it wasn't over investment, it should have ended with a positive net profit!
💥 leave a steady net profit next ‼️ w, ww
The customer seems to be TSM, so once production and sales begin, profits will probably come out positively, so it's possible to hold on ❗
(by Neko Kumamon)
(X link)
x.com Japan Electronic Materials (6855) Survey
x.com What kind of company is it?
x.com Achievements
x.com Finance (B/S)
x.com Finance (P/L)
x.com Check the chart
x.com Overall Rating
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ネコくまモン OP : ↓ Record of the day I entered this stock.
90% sector increase 
machinery 
pharmaceuticals →The Japanese market closed back to yesterday's decline. 
The sector rose 70%. A wide range of transportation equipment, etc...
Neko Kumamon: (2024/6/18) The Japanese market began with a full buyback in accordance with NY.
https://www.moomoo.com/ja/community/feed/112634742898694?global_content=%7B%22invite%22%3A%22181346385%22%2C%22promote_content%22%3A%22mm%3Afeed%3A112634742898694%22%7D&data_ticket=6c42f3d20 1b183dfa6eb06b9e118d5c1&futusource=nnq_personal_host&content_type=feeddetail
ネコくまモン OP : (2024/6/19) Even though the electrical equipment sector was positive, this stock became negative, so the assumption that it was “resistant to adversity” collapsed, so we sold off this stock!
The sector rose by 60%. 
Machinery, electrical equipment 
retail. →The Japanese market ended on a rise while reducing the increase. 
Half strong or weak. 
Transport aircraft...
↓ Record of the day I exited this stock.
Neko Kumamon: (2024/6/19) The Japanese market saw a rise in NY, and for the time being, it started rising.
https://www.moomoo.com/ja/community/feed/112640394461190?global_content=%7B%22invite%22%3A%22181346385%22%2C%22promote_content%22%3A%22mm%3Afeed%3A112640394461190%22%7D&data_ticket=6c42f3d20 1b183dfa6eb06b9e118d5c1&futusource=nnq_personal_host&content_type=feeddetail