Which three stocks have a large growth potential in the semiconductor "materials" sector? Also, two excellent stocks with stable growth!
In the semiconductor industry, Japanese companies have a high global market share not only in manufacturing equipment but also in materials.The world market share of materials is also very high.For the basic material, silicon, which is in the form of thin sheets called "wafers",... $Shin-Etsu Chemical (4063.JP)$and $SUMCO (3436.JP)$The two companies account for about 60% of the world market share. For the chemical agent "photoresist" used to form circuit patterns on wafers, $Tokyo Ohka Kogyo (4186.JP)$etc., the share of Japanese companies amounts to 90%.There is also an increasing inflow of funds into these stocks due to the expected reversal of the semiconductor market.
※ $Shinko Electric Industries (6967.JP)$and $JSR (4185.JP)$Excluded from stocks with significant upside potential due to the planned delisting after a TOB (tender offer) by the Japan Investment Corporation (JIC).
◆ $Mitsui High-tec (6966.JP)$Headquarters: Kitakyushu City
A leading manufacturer of thin metal "lead frames" that are used for internal wiring in semiconductor packages. The company became the first in the world to produce lead frames through precision die-cutting (stamping) using a precise metal mold. It also has a high world market share for "motor cores," which are components for electric vehicle drive systems. The company is expected to have increased revenue and decreased profit for the consolidated financial results for the fiscal year ending in January 2024.The average target stock price by analysts is 8,766.67 yen, with a potential increase of 24.9% from the closing price on the 25th day.The ex-dividend date is January 30th.
A leading manufacturer of thin metal "lead frames" that are used for internal wiring in semiconductor packages. The company became the first in the world to produce lead frames through precision die-cutting (stamping) using a precise metal mold. It also has a high world market share for "motor cores," which are components for electric vehicle drive systems. The company is expected to have increased revenue and decreased profit for the consolidated financial results for the fiscal year ending in January 2024.The average target stock price by analysts is 8,766.67 yen, with a potential increase of 24.9% from the closing price on the 25th day.The ex-dividend date is January 30th.
◆ $FUJIFILM Holdings (4901.JP)$Headquarters: Minato-ku, Tokyo
Through diversification utilizing the technology cultivated in photo film, the company has a large number of products with top global market share, such as LCD films. It is a major supplier of "photoresists," which are chemicals used to form circuit patterns in semiconductors.The average target stock price by analysts is 15,000 yen, with a potential increase of 13.9% from the closing price on the 25th day.
Through diversification utilizing the technology cultivated in photo film, the company has a large number of products with top global market share, such as LCD films. It is a major supplier of "photoresists," which are chemicals used to form circuit patterns in semiconductors.The average target stock price by analysts is 15,000 yen, with a potential increase of 13.9% from the closing price on the 25th day.
◆ $Ibiden (4062.JP)$Headquarters: Ogaki City, Gifu Prefecture
World's leading market share in IC (integrated circuits) package substrates for connecting semiconductors to electronic equipment. Supplier to major U.S. semiconductor companies $Intel (INTC.US)$、 $NVIDIA (NVDA.US)$In the consolidated financial results for the fiscal year ending March 2024, although orders for AI servers remained strong, revenue and profit are expected to decline due to adjustments in production quantities in response to the slowdown in PC demand, etc.The average target stock price of analysts is ¥8,726.67, with a 10.7% upside potential from the closing price on the 25th.
World's leading market share in IC (integrated circuits) package substrates for connecting semiconductors to electronic equipment. Supplier to major U.S. semiconductor companies $Intel (INTC.US)$、 $NVIDIA (NVDA.US)$In the consolidated financial results for the fiscal year ending March 2024, although orders for AI servers remained strong, revenue and profit are expected to decline due to adjustments in production quantities in response to the slowdown in PC demand, etc.The average target stock price of analysts is ¥8,726.67, with a 10.7% upside potential from the closing price on the 25th.
◆ $Tokyo Ohka Kogyo (4186.JP)$Headquarters: Kawasaki, Kanagawa Prefecture
Mainly engaged in the manufacture and sale of photoresists for semiconductors. It has a share that ranks at the top worldwide. It is expected to have a decrease in sales and profits for the consolidated performance for the year ending December 23.The closing price on the 25th was 3469 yen, with the target stock price range of analysts being 4666.67 yen to 2760 yen, with an average of 3457.69 yen.
Mainly engaged in the manufacture and sale of photoresists for semiconductors. It has a share that ranks at the top worldwide. It is expected to have a decrease in sales and profits for the consolidated performance for the year ending December 23.The closing price on the 25th was 3469 yen, with the target stock price range of analysts being 4666.67 yen to 2760 yen, with an average of 3457.69 yen.
◆ $Shin-Etsu Chemical (4063.JP)$Headquarters: Chiyoda-ku, Tokyo
The world's leading semiconductor silicon wafer. The photoresist and mask blanks (materials for circuit patterns that serve as the original plates for photomasks) are also at a major level. A 1 for 5 stock split was carried out in April 23. The self-capital ratio is 82.9% (as of the 2nd quarter of the current year). A decrease in sales and profits is expected for the consolidated performance for the year ending March 24.The closing price on the 25th was 5867 yen, with the target stock price range of analysts being 7300 yen to 4500 yen, and an average of 5870 yen.
The world's leading semiconductor silicon wafer. The photoresist and mask blanks (materials for circuit patterns that serve as the original plates for photomasks) are also at a major level. A 1 for 5 stock split was carried out in April 23. The self-capital ratio is 82.9% (as of the 2nd quarter of the current year). A decrease in sales and profits is expected for the consolidated performance for the year ending March 24.The closing price on the 25th was 5867 yen, with the target stock price range of analysts being 7300 yen to 4500 yen, and an average of 5870 yen.
▼One of the world's leading companies for semiconductor silicon $Tokuyama (4043.JP)$specializes in semiconductor manufacturing gases $Nippon Sanso Holdings (4091.JP)$recent annual sales growth rate of around 20%.
▼ $Sumitomo Bakelite (4203.JP)$boasts the top global market share in resin used for encapsulation. The company's stock price chart has been steadily rising.
▼ $Mimasu Semiconductor Industry(Delisted) (8155.JP)$holds the top global share in reclaimed wafers. For the consolidated performance for the May 2024 period, a decrease in sales and profits is expected, but the stock price has surged since the end of last year.
▼Specializes in photomasks (original plates for electronic circuits) $Toppan Holdings (7911.JP)$Hey, $Resonac Holdings (4004.JP)$such as cleaning chemicals in the manufacturing process, $Stella Chemifa (4109.JP)$has exceeded the average target stock price of analysts. As for Stella Chemifa shares, activist funds such as the Nippon Active Value Fund and Dalton Investments are increasing their holdings. (The obligation to report occurred on December 31, 2023).
▼ $Sumitomo Bakelite (4203.JP)$boasts the top global market share in resin used for encapsulation. The company's stock price chart has been steadily rising.
▼ $Mimasu Semiconductor Industry(Delisted) (8155.JP)$holds the top global share in reclaimed wafers. For the consolidated performance for the May 2024 period, a decrease in sales and profits is expected, but the stock price has surged since the end of last year.
▼Specializes in photomasks (original plates for electronic circuits) $Toppan Holdings (7911.JP)$Hey, $Resonac Holdings (4004.JP)$such as cleaning chemicals in the manufacturing process, $Stella Chemifa (4109.JP)$has exceeded the average target stock price of analysts. As for Stella Chemifa shares, activist funds such as the Nippon Active Value Fund and Dalton Investments are increasing their holdings. (The obligation to report occurred on December 31, 2023).
Other related stock links: $AGC (5201.JP)$、 $Dai Nippon Printing (7912.JP)$、 $Hoya (7741.JP)$、 $Resonac Holdings (4004.JP)$
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Source: Nikkei, Bloomberg, Toyo Keizai Shikiho, Semi Net, various company IR materials, moomoo
Source: Nikkei, Bloomberg, Toyo Keizai Shikiho, Semi Net, various company IR materials, moomoo
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181662763 : 6723 Renaissance
Will it go down already?