As expectations for a recovery in semiconductor market conditions increase, semiconductorsManufacturing equipment stocksSemiconductors that are lagging behind compared toMaterial-related chemical stocksThe inflow of funds into the country is likely to increase. The Nihon Keizai Shimbun started calculation in March”Nikkei Semiconductor Stock Index” is a constituent stock30 brandsOfChemical stocks account for 10 stocks. The index consists of US semiconductor-related stocks.”Philadelphia Semiconductor Stock Index」（SOX Index)'s“Japan version”It is attracting attention as. Exchange-traded funds (ETFs) linked to the same index are also scheduled to be listed in June, and there is a possibility that passive funds from this ETF will flow greatly into the constituent stocks in the future.
Market capitalization of chemical stocks that make up the same index100 billion yen to 500 billion yenIt is a medium cap stockHigh operating profit growthPick up stocks that are expected, and the current stock price and the analyst (average) target stock pricedivergenceFor the next 12 monthsExpected PER(Price-earnings ratio) was confirmed.
(Note: JSR is excluded because it is scheduled to be delisted after TOB by the Industrial Innovation Investment Organization (JIC). (Operating profit growth rate forecast, recent dividend yield, Nippon Kayaku Analyst target stock price are Bloomberg data)
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