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レーザーテック---反落、インテルの設備投資を懸念して国内証券では投資判断格下げ

Laser Tech - decline, domestic securities downgrade investment decision due to concerns about intel's capital expenditure.

Fisco Japan ·  Sep 26, 2024 08:58

$Lasertec (6920.JP)$The stock prices are falling. Despite the overall preference for buying in the semiconductor sector, there is lackluster movement. Mizuho Securities has downgraded its investment rating from 'hold' to 'underperform' and also lowered the target stock price from 32,000 yen to 19,000 yen. They anticipate upcoming announcements in October and November such as downward revisions in performance estimates due to Intel's investment downturn and ASML's downward revision in the expected number of EUV exposure devices. It seems that they are waiting for the resurgence of Intel's equipment investments in the near term.

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