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There are also semiconductor-related stocks known only to those in the know! What are the lagging small to medium growth stocks that hold the world's top market share due to technology?

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moomooニュース日本株 wrote a column · May 2 03:40
Since last year, large major stocks have led stock appreciation, but here we areSmall to medium growth stocksShopping hands are beginning to reach out. Since the upper price of such stocks, which are vulnerable to an environment of high interest rates, has been suppressed from the Bank of Japan's policy revision observations,The sense of cheapness is also getting stronger. The operation manager of the Japan branch office in Aberdeen, England, which operates on a scale of about 70 trillion yen, responded to an interview by the Nihon Keizai Shimbun”I'm looking forward to the performance of small and medium-sized stocks that lag behind large stocks” (Nihon Keizai Shimbun, 4/22)
The total market value of the Nikkei Veritas 4/21 issueLess than 500 billion yenOf the companies, we introduced 8 small to medium technology brands that are more than 3 times the average operating profit for the first 5 fiscal years before the novel coronavirus and the most recent company plan. Furthermore, in MOOMOO, from among them,Expectations for an increase are high due to the divergence between current stock prices and analysts' target stock pricesOperating profit growth rate forecast for the current fiscal year is in double digitsExtract the stocks that have become.All of the “top global niche” brands that have surfaced have a high market share in the worldSo, it's nicheSemiconductor-related companies tooIt was included. The stocks that are expected to grow at a high rate and are likely to have room to rise in stock prices are as follows.
World leader in semiconductor regeneration wafers
$RS Technologies(3445.JP)$
Used for adjustment and testing of semiconductor manufacturing equipmentIt holds 33% of the global market share of raw wafers and ranks first in the world. Since semiconductors are prone to defective products, a large number of test refurbished wafers are required for production line verification. Demand increases as customer awareness of costs increases, so it is said that it is less likely to be affected by economic fluctuations or semiconductor market conditions. The company takes in used wafers from semiconductor manufacturers and regenerates them for testing. Demand for recycled wafers is booming, and they are operating at full capacity. Our main sales destinations are KIOXIA, $Sony Group(6758.JP)$ $Taiwan Semiconductor(TSM.US)$. What is the total market value80 billion yenAbout the extent, what is the share equity value of GRITEK, a subsidiary listed on the Shanghai marketOver 140 billion yenIt is also said (same company at financial results briefings). We have also entered the storage battery (vanadium redox flow battery) business for wind power generation and solar power generation. Consolidated sales forecast for the fiscal year ending 24/12 are 54.9 billion yen, up 5.8% from the previous fiscal year, expected operating profit is 14 billion yen, up 17.7%, and expected net profit is 7.6 billion yen, down 1.3%. What is the room for increase from the 2-day closing price to the analyst target stock price72.4%and big. What is the operating profit growth rate forecast for the current fiscal year17%(Bloomberg data, same below).
Stock price changes since the beginning of '23 (same below)
Stock price changes since the beginning of '23 (same below)
World leader in automotive motor cores
$Mitsui High-tec(6966.JP)$
Kitakyushu city headquarters.World leader in automotive motor cores. Strong in ultra-precision molds. IC lead frames too. The main sales destination is Toyota Motor Corporation. A motor core is a component that corresponds to the iron core of a rotor (rotor) or stator (stator) constituting a motor. It is also used in computers, home appliances, and robots. Consolidated sales forecast for the fiscal year ending 25/1 are expected to increase 21% from the previous fiscal year to 237 billion yen, and expected net profit is expected to decrease 9.9% to 14 billion yen. Lead frames are expected to grow for automotive use, and operating profit is expected to increase 15.9% to 21 billion yen due to a moderate recovery for smartphones and home appliances. What is the room for increase from the 2-day closing price to the analyst target stock price41.5%. Operating profit growth rate forecast for the current fiscal year12%
There are also semiconductor-related stocks known only to those in the know! What are the lagging small to medium growth stocks that hold the world's top market...
World-class electron microscopes, semiconductor manufacturing equipment
$Jeol(6951.JP)$
The world's top class in the field of electron microscopy. In the semiconductor manufacturing process, the original version is drawn using an electron beam on a photomask that is the circuit prototype of a semiconductorElectron beam mask drawing deviceExpanding. There is a strong demand for equipment for power semiconductors in China. It does not fall under devices for cutting-edge semiconductors, and there is no impact on orders due to export restrictions to China. We also handle analytical instruments and medical equipment. Partnered with Nikon.Overseas sales ratio is approximately 70%So, it benefits from the depreciation of the yen. I asked for an unknown substance analyzer using AI. Expected sales for the fiscal year ending March 24 are 172 billion yen, up 5.7% from the previous fiscal year, and expected net profit is 18 billion yen, up 1%. What is the room for increase from the 2-day closing price to the analysts' target stock price18.8%. Operating profit growth rate forecast for the current fiscal year17%
There are also semiconductor-related stocks known only to those in the know! What are the lagging small to medium growth stocks that hold the world's top market...
The world's leading joint for semiconductor manufacturing equipment
$Pillar(6490.JP)$
We are developing our business mainly in niche fields such as packings to prevent fluid leaks.The world's leading joint for semiconductor manufacturing equipment. Joints etc. are expected to grow in the fiscal year ending 25/3 as demand for semiconductor manufacturing equipment increases. The consolidated sales forecast for the fiscal year ending March 24 is 57 billion yen, up 17% from the previous fiscal year, and expected net profit is 10 billion yen, down 4.1%. What is the room for increase from the 2-day closing price to the analysts' target stock price12.6%. Operating profit growth rate forecast for the current fiscal year16%
There are also semiconductor-related stocks known only to those in the know! What are the lagging small to medium growth stocks that hold the world's top market...
List of small to medium growth stocks that compete with technology
There are also semiconductor-related stocks known only to those in the know! What are the lagging small to medium growth stocks that hold the world's top market...
Note: The analyst target stock price includes the case of a single analyst. Average in multiple cases. If there is no data in the MooMoo app, use Bloomberg data
Moomoo news Kathy
Source: Nihon Keizai Shimbun, Shiki Shimbun, Bloomberg, Moomooo
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
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