風雲スウィンガー
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Lightweight and bendable 'perovskite' solar cellsOn the 26th, the Ministry of Economy, Trade and Industry announcedIntroduction goaland buying expectations for related stocks that hope for government support are gathering. The goal isto introduce 20 gigawatts by 2040, which is equivalent to 20 nuclear power plants (equivalent to about 10% of household electricity consumption)investors should pay attention.DecarbonizationIt is likely to be newly recognized as the main theme of investment towards etc.
What is perovskite solar cells?
Perovskite solar cells use the crystal structure of an oxide mineral called the perovskite structure in the power generation layer.Next-generation solar cellsSo, SiliconUnlike conventional solar cells that use
atural gas and lead as the main raw materials, Iodineiodine. After Chile, Japan has the second largest international share of iodine, with Japan's dominance in the supply side. At present, this battery is still in the stage of demonstration experiments, but there is a prospect for commercialization. Developed by Professor Ryoku Miyasaka of Tokiwa Yokohama University, the same individual is being considered as a leading candidate.Nobel Prize
What are the features?
Thin and bendableIt can be installed in various locations such as the walls and windows of buildings with curved surfaces. It can also be used on automobiles, buildings, airplane and train roofs, etc.and can be applied to clothingVarious applications including automobiles, buildings, airplane and train roofs, etc., are also being considered...
What is perovskite solar cells?
Perovskite solar cells use the crystal structure of an oxide mineral called the perovskite structure in the power generation layer.Next-generation solar cellsSo, SiliconUnlike conventional solar cells that use
atural gas and lead as the main raw materials, Iodineiodine. After Chile, Japan has the second largest international share of iodine, with Japan's dominance in the supply side. At present, this battery is still in the stage of demonstration experiments, but there is a prospect for commercialization. Developed by Professor Ryoku Miyasaka of Tokiwa Yokohama University, the same individual is being considered as a leading candidate.Nobel Prize
What are the features?
Thin and bendableIt can be installed in various locations such as the walls and windows of buildings with curved surfaces. It can also be used on automobiles, buildings, airplane and train roofs, etc.and can be applied to clothingVarious applications including automobiles, buildings, airplane and train roofs, etc., are also being considered...
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Riding the wave of artificial intelligence (ai), nvidia's market capitalization temporarily became the world's largest. According to Coatue's artificial intelligence (ai) evolution framework, AI has four main stages:AI infrastructure (Phase 1)、Edge AI (Phase 2)、AI applications (Phase 3)、フィジカルAI（フェーズ4+）Indeed.
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AI相場の「4段階」とは？
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeted at corporations. Utilizing AI technology to enhance production...
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeted at corporations. Utilizing AI technology to enhance production...
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Forming electronic circuit patterns at the nano (1 billionth) meter level on semiconductor wafers.Lithography equipment" is "It is considered the most precise machinery in human historyand is also the heart of the manufacturing process.Originally, Japanese companies dominated the global market share,but they fell behind in developing advanced semiconductor equipment with high profitabilityand currently, the Netherlandsin the Netherlands $ASML Holding (ASML.US)$ofWon aloneIt is in a state of monopoly. ASML'sCutting-edge equipment using extreme ultraviolet (EUV)is one unitfrom 20 billion yen to 50 billion yenwhile the Japanese market is the main marketNon-cutting-edge equipmentis several hundred million yen to several billion yen. However, latelyTo make a comeback with revolutionary new technologies and contrarian strategies.Signs are also starting to emerge.
Currently, the world market share of lithography equipment is almost dominated by three companies: ASML, Canon and Nikon from Japan. According to Mitsubishi UFJ Morgan Stanley Securities, in terms of lithography equipment sales in 2022, ASML ranks first with a world market share of62%, Canon is in second place with31%, and Nikon is in third place with7% and is ranked. (Nikkei Shimbun, November 7, 23...
Currently, the world market share of lithography equipment is almost dominated by three companies: ASML, Canon and Nikon from Japan. According to Mitsubishi UFJ Morgan Stanley Securities, in terms of lithography equipment sales in 2022, ASML ranks first with a world market share of62%, Canon is in second place with31%, and Nikon is in third place with7% and is ranked. (Nikkei Shimbun, November 7, 23...
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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
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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.
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What brands are related to artificial diamonds used as materials?
Practical application is costly...
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.
Practical application is costly...
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There is also a perception that whether a listed company is a "winner" or not depends on whether the PBR (Price-to-Book Ratio) exceeds one or not, with improvement requests from the Tokyo Stock Exchange.
To exceed a PBR of one, it is suggested that a ROE (Return on Equity) of 8% or higher should be aimed for.There are also companies that have a ROE of over 8% but still have a PBR of one or less.Among these companies,being ranked third or later in the industry is also seen as a constraint and is believed to be the reason why their stock prices are not growing due to concerns about future growth potential.There are some.
Therefore,The three stocks ranked 3rd or lower, with a PBR of less than 1 but an ROE of over 8% in the previous year, have received high praise from analysts.Summarizing the 'growth potential' and shareholder return policies.
【Stock Picks Criteria】
- PBR is less than 1.
- ROE in the previous period is more than 8%.
- The average target stock price by analysts is higher than the current stock price.
- Prime-listed companies.
- Market capitalization exceeds 500 billion yen.
- Sales scale ranks third or lower in the industry.
◆ $Mazda Motor (7261.JP)$You can find the "News" feature under the "Market"-"More" section.- EV shift...
To exceed a PBR of one, it is suggested that a ROE (Return on Equity) of 8% or higher should be aimed for.There are also companies that have a ROE of over 8% but still have a PBR of one or less.Among these companies,being ranked third or later in the industry is also seen as a constraint and is believed to be the reason why their stock prices are not growing due to concerns about future growth potential.There are some.
Therefore,The three stocks ranked 3rd or lower, with a PBR of less than 1 but an ROE of over 8% in the previous year, have received high praise from analysts.Summarizing the 'growth potential' and shareholder return policies.
【Stock Picks Criteria】
- PBR is less than 1.
- ROE in the previous period is more than 8%.
- The average target stock price by analysts is higher than the current stock price.
- Prime-listed companies.
- Market capitalization exceeds 500 billion yen.
- Sales scale ranks third or lower in the industry.
◆ $Mazda Motor (7261.JP)$You can find the "News" feature under the "Market"-"More" section.- 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 the morning news.
Tokyo stock market expected range: ¥8,700-¥9,000 (closing price on the 12th was ¥9,523.55).
Expectations of rising crude oil prices due to escalating tensions between Iran and Israel leading to a reassessment of risks.
● US companies see profit growth for the third consecutive quarter, amid concerns about inflation and a tug-of-war.
● Bitcoin rebounds - investors digest the deteriorating situation in the Middle East.
● The US and UK introduce new trading regulations - targeting Russian aluminum, copper, and nickel.
● US Steel's extraordinary shareholder meeting approves acquisition plan by Nippon Steel.
Can Apple demonstrate a growth story with its AI strategy - the market is temporarily evaluating.
moomoo News Kathy
Market Overview
In the U.S. stock market on the 12th, the NY Dow Jones Industrial Average fell by $475.84 to 0.03 million7983 dollars and 24 cents compared to the previous trading day, marking a fifth consecutive decline. The Nasdaq Composite Index was down 267.104 points to 0.01 million6175.094. The Tokyo stock market on the 15th was forced into a sharp decline, with the Nikkei Stock Average possibly falling below the 0.03 million9000 yen level...
Tokyo stock market expected range: ¥8,700-¥9,000 (closing price on the 12th was ¥9,523.55).
Expectations of rising crude oil prices due to escalating tensions between Iran and Israel leading to a reassessment of risks.
● US companies see profit growth for the third consecutive quarter, amid concerns about inflation and a tug-of-war.
● Bitcoin rebounds - investors digest the deteriorating situation in the Middle East.
● The US and UK introduce new trading regulations - targeting Russian aluminum, copper, and nickel.
● US Steel's extraordinary shareholder meeting approves acquisition plan by Nippon Steel.
Can Apple demonstrate a growth story with its AI strategy - the market is temporarily evaluating.
moomoo News Kathy
Market Overview
In the U.S. stock market on the 12th, the NY Dow Jones Industrial Average fell by $475.84 to 0.03 million7983 dollars and 24 cents compared to the previous trading day, marking a fifth consecutive decline. The Nasdaq Composite Index was down 267.104 points to 0.01 million6175.094. The Tokyo stock market on the 15th was forced into a sharp decline, with the Nikkei Stock Average possibly falling below the 0.03 million9000 yen level...
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