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Due to expectations of a recovery in semiconductor market conditions, major “ultrapure water” equipment companies used in semiconductor manufacturing processes $Nomura Micro Science(6254.JP$with $Organo(6368.JP$Stocks are expensive. Thoroughly removed bacteria, gases, etc.Ultrapure water has extremely strong detergency, and since it can purify nano-level semiconductor circuits, it is essential in semiconductor manufacturing.The cleaning process is said to account for about 30% of the semiconductor manufacturing process, and ultrapure water equipment is an important infrastructure.
◆ $Nomura Micro Science(6254.JP$
Major ultrapure water equipment company. Branch from Hokko Chemical Co., Ltd. It is leading the way in developing semiconductor companies in Korea and Taiwan, and about 30% of sales go to Samsung Korea. High ROE (return on equity). Stock prices have continued to rise since the consolidated earnings forecast for the fiscal year ending March 31, 24 was drastically revised in late October. Since semiconductor-related companies are vigorous investment and maintenance businesses are strong,Consolidated sales for the fiscal year ending March 24 are expected to increase 45.2% from the previous fiscal year to 72 billion yen, and net profit is expected to increase 15.4% to 6.7 billion yen...
◆ $Nomura Micro Science(6254.JP$
Major ultrapure water equipment company. Branch from Hokko Chemical Co., Ltd. It is leading the way in developing semiconductor companies in Korea and Taiwan, and about 30% of sales go to Samsung Korea. High ROE (return on equity). Stock prices have continued to rise since the consolidated earnings forecast for the fiscal year ending March 31, 24 was drastically revised in late October. Since semiconductor-related companies are vigorous investment and maintenance businesses are strong,Consolidated sales for the fiscal year ending March 24 are expected to increase 45.2% from the previous fiscal year to 72 billion yen, and net profit is expected to increase 15.4% to 6.7 billion yen...
Translated
![2 rapidly rising brands of “ultrapure water” for semiconductor manufacturing! Stocks related to the Golden Cross outbreak](https://sgsnsimg.moomoo.com/feed_image/181569713/e4e9d3d9760b3ce3885bfd5cc78d0bc2.jpg/thumb)
![2 rapidly rising brands of “ultrapure water” for semiconductor manufacturing! Stocks related to the Golden Cross outbreak](https://sgsnsimg.moomoo.com/feed_image/181569713/248dff4c32543523b7587dfa0d3ee1dc.jpg/thumb)
![2 rapidly rising brands of “ultrapure water” for semiconductor manufacturing! Stocks related to the Golden Cross outbreak](https://sgsnsimg.moomoo.com/feed_image/181569713/093a251659d1323e928411b729b1773d.jpg/thumb)
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The fact that the Tokyo Stock Exchange requested management that is conscious of capital costs and stock prices from listed companies is attracting attention, but those that focus on specific companies and make similar “shareholder proposals” are funds called “activist (talking shareholders).” There are also an increasing number of cases where stock prices rise due to activist activities, and individual investors cannot ignore it.
Drastic increase in activist and shareholder proposals
$IR Japan Holdings(6035.JP$According to financial results briefing materials, there are 70 activist funds that have entered Japan as of 2023/9, which has increased 7 times in 8 years from 10 to '15. The number of shareholder proposals made by activists also increased dramatically from 2 in '15 to 58 in '22 and 69 in '23.
Do activists have the same interests as individual investors?
The purpose of an activist is generally to make a profit by raising the stock prices of the stocks they hold. Therefore, many proposals by activists aim to improve corporate value, and basically...
$IR Japan Holdings(6035.JP$According to financial results briefing materials, there are 70 activist funds that have entered Japan as of 2023/9, which has increased 7 times in 8 years from 10 to '15. The number of shareholder proposals made by activists also increased dramatically from 2 in '15 to 58 in '22 and 69 in '23.
The purpose of an activist is generally to make a profit by raising the stock prices of the stocks they hold. Therefore, many proposals by activists aim to improve corporate value, and basically...
Translated
![Contractor of rising stock prices? The 60 brands owned by 10 activist organizations have been revealed at once!](https://sgsnsimg.moomoo.com/feed_image/181569713/f3782638668f314db4206ba86af67ae0.jpg/thumb)
![Contractor of rising stock prices? The 60 brands owned by 10 activist organizations have been revealed at once!](https://sgsnsimg.moomoo.com/feed_image/181569713/bfff316743f6372ba74dd65c80a4fac6.jpg/thumb)
![Contractor of rising stock prices? The 60 brands owned by 10 activist organizations have been revealed at once!](https://sgsnsimg.moomoo.com/feed_image/181569713/0b6ba47d84de3c8ba9f26c6ff544d57f.jpg/thumb)
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As part of the government's economic measures,Support for approximately 2 trillion yen to strengthen semiconductor production capacityThe supplementary budget plan for fiscal 2023, which incorporates things to do, was decided by the cabinet on the 10th. This is a 50% increase from 1.3 trillion yen last year. It seems that the search for related stocks that could benefit will expand.
As for the specific details of the support that has been reported, it aims to manufacture advanced semiconductorsLapidas prototype lineYa $Intel(INTC.US$Approximately 650 billion yen was recorded for the development of research centers and the design of advanced semiconductors. $Taiwan Semiconductor(TSM.US$Approximately 770 billion yen will be prepared for construction costs etc. of Kumamoto Plant 2. Also, it is used for construction costs of the Miyagi Plant of Taiwan Foundry and Power Crystal Electronics Manufacturing (PSMC), semiconductor manufacturing equipment, electric vehicles (EVs), etc.power semiconductorAbout 460 billion yen will be added to
The companies that have invested in Lapidas are KIOXIA, $Toyota Motor(7203.JP$,...
As for the specific details of the support that has been reported, it aims to manufacture advanced semiconductorsLapidas prototype lineYa $Intel(INTC.US$Approximately 650 billion yen was recorded for the development of research centers and the design of advanced semiconductors. $Taiwan Semiconductor(TSM.US$Approximately 770 billion yen will be prepared for construction costs etc. of Kumamoto Plant 2. Also, it is used for construction costs of the Miyagi Plant of Taiwan Foundry and Power Crystal Electronics Manufacturing (PSMC), semiconductor manufacturing equipment, electric vehicles (EVs), etc.power semiconductorAbout 460 billion yen will be added to
The companies that have invested in Lapidas are KIOXIA, $Toyota Motor(7203.JP$,...
Translated
![What brands will benefit from government semiconductor support? 2 trillion yen to strengthen domestic production, supplementary budget plans decided by the cabinet by Lapidas and TSMC](https://sgsnsimg.moomoo.com/feed_image/181569713/ee1b923562cc30738144489cde27664a.jpg/thumb)
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Hello Moomoo users!
Thank you very much for your hard work. Today's stock price summary is as follows. Thank you in advance.![]()
●The Nikkei Average ended at 30994.67 yen, 80.69 yen lower than the previous business day
● Whether there was intervention on the 3rd, the finance minister “did not answer”, the announcement was a comprehensive decision
●April-September “Strong automobile sales, total corporate profit increase” Mr. Abe of Daiwa Securities
● The review of US semiconductor regulations against China is conveyed as a sign of last-stage tightening of restrictions
● Notable stocks: $Tokyo Electron(8035.JP$、 $Toyota Motor(7203.JP$、 $Inpex(1605.JP$、 $Kawasaki Kisen Kaisha(9107.JP$
ー MooMoo News Japanese stock Sherry
Market Overview
The Nikkei Stock Average ended at 30994.67 yen, which was 80.69 yen lower than the previous business day, and the TSE stock price index (TOPIX) was 0.32 points higher in the Tokyo stock market today at 2264.08.
Top news
The yield on 40-year government bonds rose to 2%, a high level since 2013/5
New 40-year government bonds issued in the bond market on the 6th...
●The Nikkei Average ended at 30994.67 yen, 80.69 yen lower than the previous business day
● Whether there was intervention on the 3rd, the finance minister “did not answer”, the announcement was a comprehensive decision
●April-September “Strong automobile sales, total corporate profit increase” Mr. Abe of Daiwa Securities
● The review of US semiconductor regulations against China is conveyed as a sign of last-stage tightening of restrictions
● Notable stocks: $Tokyo Electron(8035.JP$、 $Toyota Motor(7203.JP$、 $Inpex(1605.JP$、 $Kawasaki Kisen Kaisha(9107.JP$
ー MooMoo News Japanese stock Sherry
Market Overview
The Nikkei Stock Average ended at 30994.67 yen, which was 80.69 yen lower than the previous business day, and the TSE stock price index (TOPIX) was 0.32 points higher in the Tokyo stock market today at 2264.08.
Top news
The yield on 40-year government bonds rose to 2%, a high level since 2013/5
New 40-year government bonds issued in the bond market on the 6th...
Translated
![Tokyo Market Summary: Nikkei Average Fall Announcement Immediately After Exchange Intervention “Comprehensive Judgment from Various Viewpoints” - Finance Minister Suzuki](https://sgsnsimg.moomoo.com/feed_image/181569713/d3ba0567a4e53cf0a160bf765e93c981.png/thumb)
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The stock that made the biggest leap forward in US stocks in 2023 and came into the spotlight is definitely NVIDIA. Since the beginning of the year, NVIDIA's stock price has risen 2.3 times,PER is 200 timesIt has exceeded. Currently, policy interest rates and long-term interest rates in the United States are at a high level, so sales have been on the rise for high-tech giants in particular. While NVIDIA is taking a break from the July high,Since analysts raised target stock prices before financial results, the window was opened on 8/21 and there was a strong rise.
As stock prices fluctuate like this, NVIDIA will have a major event called financial results. According to Moomoo's financial calendar, NVIDIAAfter the market on 8/23Financial results will be announced on Results that greatly exceeded market expectations were announced in the previous financial results, and stock prices, which were pleasantly surprised, soared 24%.There is a good possibility that the financial results will have a big impact on stock prices this time as well.
I will explain 4 points that may have a big impact on NVIDIA's stock price in the short term!
1. Achievements and guidance anna...
As stock prices fluctuate like this, NVIDIA will have a major event called financial results. According to Moomoo's financial calendar, NVIDIAAfter the market on 8/23Financial results will be announced on Results that greatly exceeded market expectations were announced in the previous financial results, and stock prices, which were pleasantly surprised, soared 24%.There is a good possibility that the financial results will have a big impact on stock prices this time as well.
I will explain 4 points that may have a big impact on NVIDIA's stock price in the short term!
1. Achievements and guidance anna...
Translated
![Is there a big possibility that NVIDIA's financial results will have an impact on stock prices?! Explain the points of interest from a short-term perspective!](https://sgsnsimg.moomoo.com/feed_image/181000778/9547046a13ab3938b2f61465cde57640.png/thumb)
![Is there a big possibility that NVIDIA's financial results will have an impact on stock prices?! Explain the points of interest from a short-term perspective!](https://sgsnsimg.moomoo.com/feed_image/181000778/dee19574f9e13f54a3c7e8e119826763.png/thumb)
![Is there a big possibility that NVIDIA's financial results will have an impact on stock prices?! Explain the points of interest from a short-term perspective!](https://sgsnsimg.moomoo.com/feed_image/181000778/fc52dd369caf37b6aeb752c49543b272.png/thumb)
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