Next to semiconductors is “MLCC”! What are the rapidly growing target stocks? Demand for electronic components is rapidly growing due to edge AI, and the Japanese are left alone!
While the sharp rise in semiconductor-related stocks showed calm, it was lateShopping for electronic component brandsis spreading. What is attracting particular attention is that Japan is proud of its competitiveness.”MLCC (Multilayer Ceramic Capacitors)It's”. Integrate AI functions into PCs and smartphone devicesIncreased demand due to “edge AI”and ceramic capacitors according to recent trade statisticsSignificant increase in average export pricesThe fact that it can be seen is in the background. About 800 to 1000 MLCCs are used per smartphone, and they are also often used in computers, EVs (electric vehicles), servers, etc.Rice in the electronics industryAlso called.MLCC is a “passive component”It plays a role such as storing electricity and stabilizing voltage,Semiconductor devices that are “active components”It is essential for proper operation. In other words,As AI evolves, demand for MLCCs will similarly expand along with semiconductorsIt is seen as. The electronic component brands being searched were confirmed, including brands that handle MLCC materials.
Domestic MLCC manufacturers have been able to prevent outflow of technology due to in-house manufacturing of manufacturing equipment, etc.Over 50% of the global market shareIt has been maintained.
Goldman Sachs, a major US securities company, raised target stock prices for several electronic component/semiconductor-related stocks on 7/3. What are the stocks that have been raised $Murata Manufacturing (6981.JP)$、 $TDK (6762.JP)$、 $Taiyo Yuden (6976.JP)$、 $Maruwa (5344.JP)$With MLCC giants such as $Ibiden (4062.JP)$、 $Renesas Electronics (6723.JP)$、 $Nidec (6594.JP)$. Murata, TDK, and Taiyo Yuden are rice $Apple (AAPL.US)$It is also a supplier of, and reports that Apple will be an open AI board observer also had an impact, and it rose drastically on the same day.
◆ $Murata Manufacturing (6981.JP)$
What is the MLCC of HashiraFirst in the world. We have strengths in integrated manufacturing from materials. What are parts for data centersAI-related growth. Sales destinations include Hon Hai, Samsung Electronics, Lenovo Group, Microsoft, and Apple. Consolidated sales revenue (sales) for the fiscal year ending March 25 compared to the previous fiscal year3.6% higherNet profit of 1,700 trillion yen30% increaseIt is expected to be 235 billion yen.
What is the MLCC of HashiraFirst in the world. We have strengths in integrated manufacturing from materials. What are parts for data centersAI-related growth. Sales destinations include Hon Hai, Samsung Electronics, Lenovo Group, Microsoft, and Apple. Consolidated sales revenue (sales) for the fiscal year ending March 25 compared to the previous fiscal year3.6% higherNet profit of 1,700 trillion yen30% increaseIt is expected to be 235 billion yen.
◆ $TDK (6762.JP)$
We are developing passive components such as capacitors and secondary batteries. Passive components and sensors are expanding due to the electrification of cars. President Noboru Saito explained in response to the Bloomberg interview that the AI boom involves not only passive components such as MLCCs, but “almost all (company) businesses” such as batteries and sensors (Bloomberg article dated 6/17). Sales destinations include Apple, Lenovo, Samsung Electronics, and Microsoft. Consolidated sales for the fiscal year ending 25/3 compared to the previous fiscal year0.1% increaseNet profit of 2,105 trillion yen2.7% increaseIt is expected to be 128 billion yen.
We are developing passive components such as capacitors and secondary batteries. Passive components and sensors are expanding due to the electrification of cars. President Noboru Saito explained in response to the Bloomberg interview that the AI boom involves not only passive components such as MLCCs, but “almost all (company) businesses” such as batteries and sensors (Bloomberg article dated 6/17). Sales destinations include Apple, Lenovo, Samsung Electronics, and Microsoft. Consolidated sales for the fiscal year ending 25/3 compared to the previous fiscal year0.1% increaseNet profit of 2,105 trillion yen2.7% increaseIt is expected to be 128 billion yen.
◆ $Taiyo Yuden (6976.JP)$
Ceramic capacitors rank in the world. President Katsuya Sase said, “A high-end one that uses an NVIDIA GPU (image processing semiconductor)The number of MLCCs mounted on AI servers is more than double that of conventional servers. It has a huge impact,” he pointed out (Nikkan Kogyo Shimbun 06/07). It is said that it is a policy to increase production of MLCCs with high added value, including those for AI servers. Sales destinations include Apple, Samsung Electronics, Lenovo, Xiaomi, Toyota, Tesla, NTT, etc. Consolidated sales for the fiscal year ending 25/3 compared to the previous fiscal year8.5% increaseNet profit of 350 billion yen32.2% increaseExpect 11 billion yen.
Ceramic capacitors rank in the world. President Katsuya Sase said, “A high-end one that uses an NVIDIA GPU (image processing semiconductor)The number of MLCCs mounted on AI servers is more than double that of conventional servers. It has a huge impact,” he pointed out (Nikkan Kogyo Shimbun 06/07). It is said that it is a policy to increase production of MLCCs with high added value, including those for AI servers. Sales destinations include Apple, Samsung Electronics, Lenovo, Xiaomi, Toyota, Tesla, NTT, etc. Consolidated sales for the fiscal year ending 25/3 compared to the previous fiscal year8.5% increaseNet profit of 350 billion yen32.2% increaseExpect 11 billion yen.
◆ $Maruwa (5344.JP)$
It is the world's leading ceramic substrate for communication. There are also products for semiconductor manufacturing. Consolidated sales for the fiscal year ending 25/3 compared to the previous fiscal year14.2% increaseOperating profit of 70.3 billion yen16.2% increaseIt is expected to be 23 billion yen. (Ordinary income or less is not disclosed as difficult to forecast due to changes in exchange factors)
It is the world's leading ceramic substrate for communication. There are also products for semiconductor manufacturing. Consolidated sales for the fiscal year ending 25/3 compared to the previous fiscal year14.2% increaseOperating profit of 70.3 billion yen16.2% increaseIt is expected to be 23 billion yen. (Ordinary income or less is not disclosed as difficult to forecast due to changes in exchange factors)
The stock prices of the major manufacturers mentioned above have already exceeded the average target stock prices of securities analysts and have been bought. The one that has been overbought the most is TDK, and there is also a sense of overheating on the technical side. Meanwhile, they work on MLCC $Kyocera (6971.JP)$There is a big sense of delay, and there is also a divergence from the 5-day closing price to the analysts' average target stock price10.55%and big. Earnings are expected to increase in the fiscal year ending 25/3.
Although material stocks have also risen significantly, analysts (including singular) have suggested that there is room for further growth, and it may be said that it is the target. Toyobo, which handles MLCC films $Toyobo (3101.JP)$ Ya $Toray Industries (3402.JP)$is also attracting attention.
▼ Year-to-date gain/fall rate of MLCC materials-related stocks
◆ $Sakai Chemical Industry (4078.JP)$
A major titanium oxide company. There are also chemicals containing electronic materials and cold medicine “modified sources.” Consolidated sales for the fiscal year ending 25/3 compared to the previous fiscal year6% increase87 billion yen, net profit of 4.3 billion yenReturn to surplus(deficit of 7 billion yen in the previous fiscal year) is expected. It has risen nearly 60% since the beginning of the year, but the 7/5 closing price of 2999 yen is up to the target stock price of 4100 yen for one analyst36.71%It suggests an increase.
A major titanium oxide company. There are also chemicals containing electronic materials and cold medicine “modified sources.” Consolidated sales for the fiscal year ending 25/3 compared to the previous fiscal year6% increase87 billion yen, net profit of 4.3 billion yenReturn to surplus(deficit of 7 billion yen in the previous fiscal year) is expected. It has risen nearly 60% since the beginning of the year, but the 7/5 closing price of 2999 yen is up to the target stock price of 4100 yen for one analyst36.71%It suggests an increase.
◆ $Nippon Chemical Industrial (4092.JP)$
A long-established industrial pharmaceutical company. Reinforce ceramic materials A 52% increase since the beginning of the year. Sales destinations include TDK. Consolidated sales for the fiscal year ending 25/3 compared to the previous fiscal year3.8% increaseWhat is the net profit of 40 billion yen25.7% increaseExpect 2 billion yen. The 5-day closing price of 2850 yen is up to the target stock price of 3200 yen for one analyst12.28%It suggests an increase.
A long-established industrial pharmaceutical company. Reinforce ceramic materials A 52% increase since the beginning of the year. Sales destinations include TDK. Consolidated sales for the fiscal year ending 25/3 compared to the previous fiscal year3.8% increaseWhat is the net profit of 40 billion yen25.7% increaseExpect 2 billion yen. The 5-day closing price of 2850 yen is up to the target stock price of 3200 yen for one analyst12.28%It suggests an increase.
◆ $Ishihara Sangyo Kaisha (4028.JP)$
A major titanium oxide company. Functional materials such as barium titanate for MLCCs are the pillars. Consolidated sales for the fiscal year ending 25/3 compared to the previous fiscal year4%Net profit increased by 144 billion yen24.9% reductionExpect 6 billion yen. It is said that inventory adjustments and sales of some pesticides will fall. The 5-day closing price of 1662 yen is up to the average target stock price of 2,100 yen for the 3 analysts26.35%It suggests an increase.
A major titanium oxide company. Functional materials such as barium titanate for MLCCs are the pillars. Consolidated sales for the fiscal year ending 25/3 compared to the previous fiscal year4%Net profit increased by 144 billion yen24.9% reductionExpect 6 billion yen. It is said that inventory adjustments and sales of some pesticides will fall. The 5-day closing price of 1662 yen is up to the average target stock price of 2,100 yen for the 3 analysts26.35%It suggests an increase.
Stocks that suggest significant room for growth due to divergence from the 7/5 closing price to the analysts' average target stock price (including those not related to MLCC)
◆ $Panasonic Holdings (6752.JP)$: (divergence rate) 31.54%
◆ $Toyobo (3101.JP)$: 31.48%
◆ $Ishihara Sangyo Kaisha (4028.JP)$: 26.35%
◆ $Nidec (6594.JP)$: 19.97%
◆ $Mabuchi Motor (6592.JP)$: 17.47%
◆ $Toray Industries (3402.JP)$: 14.47%
◆ $Nichicon (6996.JP)$: 16.57%
◆ $Koa (6999.JP)$: 15.86%
◆ $Ibiden (4062.JP)$: 15.12%
◆ $Rohm (6963.JP)$: 13.44%
Related stocks not listed above: $Nippon Chemi-Con (6997.JP)$ 、 $Alps Alpine (6770.JP)$、 $Hosiden (6804.JP)$、 $Keyence (6861.JP)$、 $Hirose Electric (6806.JP)$、 $SMK (6798.JP)$、 $Iriso Electronics (6908.JP)$、 $OMRON (6645.JP)$
-Moomoo Securities Kathy
Source: IR materials from various companies, quarterly reports, Bloomberg, Moomoo
Source: IR materials from various companies, quarterly reports, Bloomberg, Moomoo
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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TESLA Optimus : Because it's Murata Seisakusho
コン : Taiyo Yuden too (^ω^)...
182725807 : Is CLO risk under control
ベレットGTR : Nichicon?
182055901 : The specific information is great.
明治100年 : It's about Murata and TDK.
マー暴 : It's already skyrocketing.
空即是色 : That's because the unit price is cheap, right?
I wonder if it depends on demand
181338057犬心久美子 : A subsidiary of Murata Manufacturing long ago? Mr.
.
Semiconductor parts using Diamond
I remember that research and development is ongoing
I'm sorry if that's wrong
ベレットGTR 181338057犬心久美子 : That diamond is not a story about the future
It's already technically possible
do it! ○○○○○○○!
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