English
Back
Download
Clear
All
Quotes
News
Learn
Help
All
US
HK
CN
SG
AU
JP
All
News
Announcements
No matches yet
Operations too frequent. Please try again later.
Please check network settings and try again Refresh Refresh
Loading
History record
    Latest News
      Quotes More
      News More
      Learn More
      Help More
      Loading
      News More
      Announcements More
      Reports More
      Log in to access Online Inquiry
      Back to the Top

      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].

      avatar
      moomooニュース日本株 wrote a column · Jan 31 08:09
      $Mitsubishi Heavy Industries (7011.JP)$isOn the afternoon of February 4th,they are scheduled to announce the consolidated financial results for the 3rd quarter of the fiscal year ending March 2025(3QWe plan to announce ).
      Expecting benefits from increased defense spending, such as buying.Updated its all-time high since listing in December last yearReached an all-time high last week.
      In late January this year, due to the 'Deep Sea Search Shock' by China's AI emerging, stock prices plummeted, while large US institutional investors increased their buying.amidst the 'Deep Sea Search Shock' by China's AI emerging.Major US asset management institutions significantly increased their buying.
      In the second quarter, Energy, Defense, and Space-related sectors are growing.The net profit for this term is expected to reach a record high.
      Defense revenuefor the fiscal year ending March 2026Exceeding 1 trillion yenPossibility.
      ○ The comprehensive evaluation by 17 analysts is " slightly bullish.", according toThe average target price is 2,452.44 yen, from the closing price of 2,296 yen on January 31st.6.8%Suggests room for growth. The range is 1900-2800 yen.
      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 [Ea...

      RichMajor 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
      RichIs Defense revenue expected to exceed 1 trillion yen in the fiscal year ending March 2026?
      The companyThe defense ministry accounts for about 10% of total revenue.Other major sales channels include, etc. $Boeing (BA.US)$ $Japan Airlines (9201.JP)$ $ANA Holdings (9202.JP)$, the United States $RTX Corp (RTX.US)$It is expected to expand for the defense department due to the policy of increasing defense spending by countries. The Chief Financial Officer (CFO) of the company stated in an interview with the Nikkei newspaper, "Defense revenue may reach 1 trillion yen in the fiscal year ending March 2026 (forecasting approximately 700 billion yen for the current year)."As stated in the Nikkei article on January 7. Analysts also expect defense revenue to reach 1.5 trillion yen by the fiscal year ending March 2029.
      RichRocket 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.
      H3 rocket developed in partnership with JAXA (Mitsubishi Heavy Industries).
      H3 rocket developed in partnership with JAXA (Mitsubishi Heavy Industries).
      RichExpected 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).
      (Mitsubishi Heavy Industries HP)
      (Mitsubishi Heavy Industries HP)

      RichRecent major ratings for Mitsubishi Heavy Industries
      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 [Ea...
      Stock price movement since the beginning of 24 years.
      Stock price movement since the beginning of 24 years.
      - MOOMOO News Kei
      Source: Bloomberg, The Nikkei, IR materials, MOOMOO
      Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
      +52
      3
      See Original
      Report
      105K Views
      Comment
      Sign in to post a comment
      avatar
      moomooニュース日本株
      moomoo News Official Account
      22K
      Followers
      4
      Following
      236K
      Visitors
      Follow