風雲スウィンガー
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$Kopin (KOPN.US)$ It's been 1 month since I cut $1, and it should soon be over
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Form a nano (1/1 billion) meter-level electronic circuit pattern on a semiconductor wafer”exposure device” is”The most precise machine in human historyIt is called”, and the manufacturing processHeartBut it's there. Originally, the Japanese team occupied the global market share,Lags behind in developing highly profitable equipment for cutting-edge semiconductorsIt took, and now it's the Netherlands $ASML Holding (ASML.US)$ofWin aloneIt's in a state. ASML'sAdvanced equipment using extreme ultraviolet light (EUV)Is 120 billion yen to 50 billion yenIt is assumed. Meanwhile, Japanese players will be the main marketNon-advanced devicesIt ranges from hundreds of millions of yen to several billion yen per unit. But come hereTry to bounce back with revolutionary new technology and contrarian strategiesThe signs have also come into view.
Currently, ASML, Japan's three companies, Canon, and Nikon, have almost a monopoly on the global market share of exposure equipment. According to Mitsubishi UFJ Morgan Stanley Securities, the world market share of ASML, which is the largest in terms of exposure equipment sales in '2262%Canon, which is in 2nd place31%Nikon is in 3rd place7%It has become. (Nihon Keizai Shimbun 23/11/7...
Currently, ASML, Japan's three companies, Canon, and Nikon, have almost a monopoly on the global market share of exposure equipment. According to Mitsubishi UFJ Morgan Stanley Securities, the world market share of ASML, which is the largest in terms of exposure equipment sales in '2262%Canon, which is in 2nd place31%Nikon is in 3rd place7%It has become. (Nihon Keizai Shimbun 23/11/7...
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“Diamond semiconductors” expected as next-generation power semiconductorsThe movement towards practical application is attracting attention. Compared to conventional semiconductor materials such as silicon, silicon carbide, gallium nitride, etc., diamond can operate at high temperatures and high voltagesExtremely superior propertiesFrom having”The ultimate semiconductor materialIt is also called”.Energy efficiency and radiation resistanceis also expensive,EV (electric vehicle), quantum computer, aerospace fieldsIt is expected to be used in
Japan is leading the development!
The development of diamond semiconductors in Japan is ahead of the world due to industry-academia collaboration.Saga UniversityIs 23/4/23,The world's first electronic circuit incorporating a semiconductor device using diamondsIt was developed. At the end of the same year, a startup from Waseda UniversityPower Diamond Systemssucceeded in passing a large current (6.8 amps) to the diamond semiconductor. Also, startups by Hokkaido University, etc.Okuma Diamond Deviceis developing diamond semiconductors for equipment used in decommissioning nuclear power plants.
What brands are related to artificial diamonds used as materials?
Practical application is costly...
Japan is leading the development!
The development of diamond semiconductors in Japan is ahead of the world due to industry-academia collaboration.Saga UniversityIs 23/4/23,The world's first electronic circuit incorporating a semiconductor device using diamondsIt was developed. At the end of the same year, a startup from Waseda UniversityPower Diamond Systemssucceeded in passing a large current (6.8 amps) to the diamond semiconductor. Also, startups by Hokkaido University, etc.Okuma Diamond Deviceis developing diamond semiconductors for equipment used in decommissioning nuclear power plants.
What brands are related to artificial diamonds used as materials?
Practical application is costly...
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There are also requests for improvements from the Tokyo Stock Exchange, and whether the PBR (stock price-net asset ratio) has exceeded 1 times is also viewed as a watershed in whether the listed companies are the “winners.”
There is also an indication that in order to exceed PBR by 1 times, we should first aim for an ROE (return on equity) of 8% or more,Companies that have a PBR of less than 1 times even though their ROE is over 8%There are also not a few. Among these companies are:After 3rd place in Japan in the industryThis position has also become a bottleneck, and it is a case where stock prices seem to be sluggish due to concerns about future growth potentialThere is also one.
So,The 3 “3rd and higher” stocks have an ROE of 8% or more in the previous fiscal year while PBR is less than 1 times, and have received high praise from analystsSummarize the “growth potential” of and shareholder return policies.
[Stock Pickup Requirements]
・PBR less than 1 times
・ROE for the previous fiscal year is 8% or more
・The average target stock price according to analysts is higher than the current stock price
・Prime listed companies
・The total market value is 500 billion yen or more
・The sales scale within the industry is 3rd or higher
◆ $Mazda Motor (7261.JP)$:EV shift...
There is also an indication that in order to exceed PBR by 1 times, we should first aim for an ROE (return on equity) of 8% or more,Companies that have a PBR of less than 1 times even though their ROE is over 8%There are also not a few. Among these companies are:After 3rd place in Japan in the industryThis position has also become a bottleneck, and it is a case where stock prices seem to be sluggish due to concerns about future growth potentialThere is also one.
So,The 3 “3rd and higher” stocks have an ROE of 8% or more in the previous fiscal year while PBR is less than 1 times, and have received high praise from analystsSummarize the “growth potential” of and shareholder return policies.
[Stock Pickup Requirements]
・PBR less than 1 times
・ROE for the previous fiscal year is 8% or more
・The average target stock price according to analysts is higher than the current stock price
・Prime listed companies
・The total market value is 500 billion yen or more
・The sales scale within the industry is 3rd or higher
◆ $Mazda Motor (7261.JP)$:EV shift...
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風雲スウィンガー
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Good morning to all moomoo users!Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 38,700 yen - 39,000 yen (12th closing price 39,523 yen 55 sen)
● Observation of an increase in crude oil prices, risk review due to intensifying confrontation between Iran and Israel
● US companies are in a tug-of-war with concerns about profit and inflation for 3 consecutive quarters
● Bitcoin rebound - investors digest the outlook for the worsening situation in the Middle East
● New trade regulations between the US and the UK - targeting Russian aluminum, copper, and nickel
●US Steel Extraordinary General Meeting of Shareholders Approves Acquisition Plan by Nippon Steel
● Can Apple show a growth story with an AI strategy - the market is being evaluated for now
— MooMoo News Kathy
Market Overview
In the US stock market on the 12th, the NY Dow Jones Industrial Average continued to fall for 5 days to 37,983 dollars 24 cents, which is 475 dollars 84 cents lower than the previous business day. The Nasdaq Composite Stock Price Index fell 267.104 points to 16175.094. The Nikkei Stock Average was forced to fall sharply in the Tokyo Stock Exchange on the 15th, and there is a possibility that it will break through the 39,000 yen level for the second time...
● [Tokyo Stock Exchange Rate Forecast Range] 38,700 yen - 39,000 yen (12th closing price 39,523 yen 55 sen)
● Observation of an increase in crude oil prices, risk review due to intensifying confrontation between Iran and Israel
● US companies are in a tug-of-war with concerns about profit and inflation for 3 consecutive quarters
● Bitcoin rebound - investors digest the outlook for the worsening situation in the Middle East
● New trade regulations between the US and the UK - targeting Russian aluminum, copper, and nickel
●US Steel Extraordinary General Meeting of Shareholders Approves Acquisition Plan by Nippon Steel
● Can Apple show a growth story with an AI strategy - the market is being evaluated for now
— MooMoo News Kathy
Market Overview
In the US stock market on the 12th, the NY Dow Jones Industrial Average continued to fall for 5 days to 37,983 dollars 24 cents, which is 475 dollars 84 cents lower than the previous business day. The Nasdaq Composite Stock Price Index fell 267.104 points to 16175.094. The Nikkei Stock Average was forced to fall sharply in the Tokyo Stock Exchange on the 15th, and there is a possibility that it will break through the 39,000 yen level for the second time...
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風雲スウィンガー
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$Gold Futures(DEC4) (GCmain.US)$
月足チャートでダブルトップを否定し逆三尊を作った後にネックラインを突破して上昇しているので強いシグナルですね。
月足チャートでダブルトップを否定し逆三尊を作った後にネックラインを突破して上昇しているので強いシグナルですね。
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Next-generation high-speed calculator “quantum computer”Domestic companies are serious about development. There are still only a handful of quantum computers commercialized, but it is assumed that large amounts of information can be processed at high speedAI (Artificial Intelligence) Machine Learning、Drug discovery and material development、financial、cryptoThere is strong expectation that it will be used in such fields. Major US semiconductor company $NVIDIA (NVDA.US)$tooQuantum computing to support generative AI developmentWe are focusing on the region.
Global development competition is in full swing
Overseas, US Google and $IBM Corp (IBM.US)$In addition to Canada's D-Wave Systems, $SoftBank Group (9984.JP)$Rice that also invests in $IonQ Inc (IONQ.US)$Companies whose commercialization is on track stand out. In February this year, NVIDIA announced Eos, a supercomputer capable of simulating quantum computers. Domestically, in March 23, RIKEN and $Fujitsu (6702.JP)$、 $Nippon Telegraph & Telephone (9432.JP)$Depending on things like...
Global development competition is in full swing
Overseas, US Google and $IBM Corp (IBM.US)$In addition to Canada's D-Wave Systems, $SoftBank Group (9984.JP)$Rice that also invests in $IonQ Inc (IONQ.US)$Companies whose commercialization is on track stand out. In February this year, NVIDIA announced Eos, a supercomputer capable of simulating quantum computers. Domestically, in March 23, RIKEN and $Fujitsu (6702.JP)$、 $Nippon Telegraph & Telephone (9432.JP)$Depending on things like...
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