Mitsubishi Heavy Industries, a major US operator, is buying a large amount on the dips in DeepSeek! Defense and Electrical Utilities have a positive outlook [Earnings Preview].

Major US asset managers are increasing their purchases due to sharp declines.
Price-earnings ratio (PE), which indicates how many times the stock price is bought compared to the net profit per share, is currently32.6 timesand the average of the past 2 yearsPE ratio of 20.4 times.It is highly evaluated for significantly exceeding expectations. Expectations of profit expansion due to increased defense spending, etc.Stock price tripled in 24 years.by splitting the stocks in April of the same year, it also contributed to increasing individual investors.Hit a record high in December since listing.It has attracted buying interest as it is involved in gas turbines for electrical utilities.AI Datacenter and electrical utilities related.However, on January 28 this year, following the news that the Chinese startup company DeepSeek had built large-scale low-cost AI, the company's stock plummeted by 7% compared to the previous day amid a negative sentiment towards AI-related companies.According to Bloomberg data, on January 29, a major US investment firm acquired a large amount of the company's stock.They acquired 53.45 million shares (approximately 120.9 billion yen), equivalent to 1.6% of the outstanding shares, increasing their ownership to 5.05%.Vroom by Bloomberg dataMay Start after acquisition

Rocket service orders are also going smoothly
In the space sector, orders for launch services with the cost-effective large rocket "H3" are going smoothly. Major U.S. telecommunications companies, French satellite communication companies, and the United Arab Emirates Space Agency are among the customers.On February 2 (from 5:30 to 7:30 p.m.),The scheduled launch of the "H3" carrying the government's positioning satellite "Michibiki" 6th unit.5th unitIt is scheduled to be launched.

Expected to achieve record high profits this fiscal year
In the second quarter, it is used for thermal power generation.Gas turbine "GTCC", aircraft engines, and steel machinery saw an increase in ordersThe North American gas turbine market is benefiting from the increased power demand due to datacenters and other sources.Expected to achieve the highest ever net profit for this termThe largest portion of the company's revenue comes from the Energy segment, which includes nuclear power and GTCC, accounting for just under 40%inThe Aerospace, Defense, and Space segment accounts for about 20%.The ratio of overseas revenue is about 60%.In the 3rd quarter market forecast (Bloomberg Consensus), consolidated revenue is expected to increase by 8.6% compared to the same period last year to 3 trillion 542.1 billion yen, with net profit increasing by 32.6%. The Aerospace, Defense, and Space segment accounts for about 20%.The ratio of overseas revenue is about 60%.In the 3rd quarter market forecast (Bloomberg Consensus), consolidated revenue is expected to increase by 8.6% compared to the same period last year to 3 trillion 542.1 billion yen, with net profit increasing by 32.6%.Net profit of 182.9 billion yen, Earnings Per Share (EPS) per share34% increaseIt is expected to be 55.02 yen (considering the split).