風雲スウィンガー
liked
$Kopin (KOPN.US)$ It has been one month since it dropped below $1, it should surpass it soon.
Translated
6
風雲スウィンガー
liked
Forming nano-level (1 billionth of 1) electronic circuit patterns on semiconductor waferslithographic equipment"the most precise machinery in human historyheart of the manufacturing processcoreOriginally, Japanese companies had a global market share.They are lagging behind in the development of high-profit state-of-the-art semiconductor equipment, and currently they are in a dominant position. ASML's state-of-the-art equipment using extreme ultraviolet (EUV) is priced at 20 to 50 billion yen per unit.in the Netherlands $ASML Holding (ASML.US)$ofonly wincondition. ASML'sstate-of-the-art equipment using extreme ultraviolet (EUV)is priced at 20 to 50 billion yen per unit20 to 50 billion yenOn the other hand, Japan's major market is considered to beNon-advanced equipmentIt is several hundred million yen to several billion yen per unit. However, there are signs of a turnaround.With revolutionary new technologies and contrarian strategies, they are trying to make a comeback.Signs are also starting to appear.
Currently, the global market share of lithography equipment is dominated by ASML, Canon, and Nikon. According to Mitsubishi UFJ Morgan Stanley Securities, ASML, the leader, had the highest global market share in lithography equipment sales in 22 years.62%Canon Inc-spons adr, ranked 2nd.31%Nikon corp spons is ranked 3rd.7% and is ranked. (Nikkei Shimbun, November 7, 23...
Currently, the global market share of lithography equipment is dominated by ASML, Canon, and Nikon. According to Mitsubishi UFJ Morgan Stanley Securities, ASML, the leader, had the highest global market share in lithography equipment sales in 22 years.62%Canon Inc-spons adr, ranked 2nd.31%Nikon corp spons is ranked 3rd.7% and is ranked. (Nikkei Shimbun, November 7, 23...
Translated
+3
72
2
風雲スウィンガー
liked
“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...
Translated
+1
112
3
風雲スウィンガー
liked
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...
Translated
+1
57
2
風雲スウィンガー
liked
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...
Translated
28
1
風雲スウィンガー
liked
$Gold Futures(DEC4) (GCmain.US)$
It's a strong signal because it has broken through the neckline and risen after denying the double top on the monthly chart and making the reverse sanzon.
It's a strong signal because it has broken through the neckline and risen after denying the double top on the monthly chart and making the reverse sanzon.
Translated
14
風雲スウィンガー
liked
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...
Translated
+3
113
5