⚠️ 2024/6/19 This stock has been EXIT! Entrants are asked to invest at their own risk.
(Posted by Neko Kumamon 2024/6/18 10:23)
Amid the total collapse of the Japanese market on 6/17, (6855) was a retrograde high.
I think it's a pretty reluctant semiconductor brand, and I tried it in this morning.
Below, stock research will be carried out as an afterthought!
(↓ 6/17 sector situation and 6855 chart)
※6855 is the electrical equipment sector
🟦 What kind of company is it?
Manufacturer of probe cards (inspection devices) for semiconductor manufacturing. We are expanding overseas, and we are expanding our facilities in Kumamoto to triple production capacity in order to target TSM demand.
It seems that they are planning to produce products related to DRAM for AI. I see, it's a DRAM brand!
🟠 AI semiconductor brands
🟠 DRAM brands
🟦 Achievements
❌ Both sales and net profit are lower compared to the previous year.
🔺 Net profit margin of 3.5%.
⭕ Current earnings have surpassed consensus!
❌ Net profit is negative.
💥 Does that mean they're looking forward to the future?
🟦 Finance
B/S
⭕ Current Assets 240 > Current Liabilities 45 + Long-term Borrowings 38. The right side is excellent at 34.5% of the left side ❗
⭕ Inventories are small, intangible assets are small, and accounts receivable are small...

backgrounds
・At the COP28 climate conference held in Dubai, many tough discussions have unfolded about the slow pace of reducing fossil fuel consumption in order to combat climate change. However, one positive point that participants can point out is that the number of electric cars is increasing around the world, and it is already generating surprisingly large demand.
・According to industry experts, forecasters are hastening predictions about when global oil usage will peak in response to recent growth in electric vehicle sales. It is said that this is because consumers can overcome the sometimes impressive high sticker prices for battery-operated cars due to public subsidies and improvements in technology.
・The International Energy Agency (IEA), which is based in Paris and consists of 29 advanced countries, predicts that world oil consumption will peak at 103 million barrels per day at the end of this century after regularly adjusting from the 2017 forecast of almost 103 million barrels per day. The daily volume will peak at 105 million barrels in 2040.
・Mr. Apostolos Petropoulos, the IEA's energy modeler, said, “We support the transition to electrification in terms of policy, and the growth of global demand for oil...