Three Chinese-related stocks with explosive growth! Will economic stimulus benefit japan's semiconductor stocks? Also check out stocks expecting a bottoming out.

What are the 3 soaring china-related stocks?
◆ $Nippon Paint Holdings (4612.JP)$
In the most recent periodThe revenue ratio in china is 35.13%.Automobiles, industrial, and comprehensive paint manufacturer, ranked 4th in the world. Overseas expansion includes not only china but also Asia, Europe, and the United States. Concerns about china construction materials have been performing well. Progress in price pass-through and value-added enhancement. Consolidated revenue for the year ending December 2024 increased by 10.9% compared to the previous year.10.9% increaseJapan's net profit is 1.6 trillion yenincreased by 4.7%Expecting 124 billion yen.

◆ $Pigeon (7956.JP)$
China's sales ratio is 31.19%Top in the domestic childcare product market. The share of breastfeeding machines in China is recovering due to increased publicity. Expansion also in Europe and the United States.有利子負債ゼロThe expected dividend yield is 4.37%.高配当The revenue for the consolidated fiscal year ending in December of 24 increased compared to the previous period.6.9％増の101 billion円、純利益は2.4％増の7.6 billion円を見込む。

◆ $Toray Industries (3402.JP)$
中国売上高比率は18.86％The fiber business for medical and industrial purposes is the main pillar. It is the world leader in carbon fiber composite materials, as well as in resin and reverse osmosis membranes for water treatment.Recovery in demand from China is observed.Expectations for the expansion of semiconductor-related businesses utilizing advanced analysis and evaluation technologies are also heard.The company is involved in various products such as inspection equipment and coating agents used in the pre- and post-processes of semiconductor manufacturing, as well as various films and resins.This year, the company developed a 'mold release film' expected to contribute to the operation rate of advanced semiconductor manufacturing. The consolidated revenue for the fiscal year ending March 2025 increased by 6.3% to 2.62 trillion yen compared to the previous year, and the net profit isincreased by 6.3% to 2.62 trillion yen, and the net profit for the year ending March 25is2.7 timesAnticipating net profit of 81 billion yen.

Stocks with a high ratio of recent revenue in China.
Of electronic components, $TDK (6762.JP)$etc $Murata Manufacturing (6981.JP)$Dependent heavily on sales in china. TDK is in a long-term upward trend, but Murata Manufacturing's upside is heavy. The ratio of sales in china for semiconductor-related companies is also high. $Screen Holdings (7735.JP)$etc $Socionext (6526.JP)$、 $Taiyo Yuden (6976.JP)$Although moomoo continues to bottom out, $Tokyo Electron (8035.JP)$、 $Advantest (6857.JP)$、 $Disco (6146.JP)$、 $Nitto Denko (6988.JP)$Machinery is in a long-term upward trend (200-day moving average is upward). $Ryohin Keikaku (7453.JP)$Gold is also on the rise.

Is it a bottom reversal? Which stocks are giving buy signals?
① $Daikin Industries (6367.JP)$After breaking through the previous high on September 2nd, a golden cross occurred as the 5-day moving average crossed above the 75-day moving average.
② $Okuma (6103.JP)$Since August 6th, the low has been rising, showing signs of recovery.
③ $Sumitomo Chemical (4005.JP)$Since February, the low has been rising, and it has crossed above the medium to long-term indicators.
④ $TOTO (5332.JP)$Since June, the low has been rising, and there is a sharp rise. Ceramic products for semiconductor manufacturing equipment are also doing well.
⑤ $YASKAWA Electric (6506.JP)$Since August 5, the low has been rising. The focus is on whether it can break through the 75-day moving average.

Related stocks not mentioned in the article: $Shiseido (4911.JP)$、 $SMC (6273.JP)$ 、 $Renesas Electronics (6723.JP)$、 $NEXON (3659.JP)$ $Nidec (6594.JP)$、 $Fanuc (6954.JP)$、 $NSK (6471.JP)$、 $Fast Retailing (9983.JP)$、 $Nikon (7731.JP)$、 $Hitachi (6501.JP)$、 $Daikin Industries (6367.JP)$