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A New Year's greeting from President and Representative Director Kawashima.
Corporate Information Press Release from January 6, 2025. New Year's greeting from President Kawashima. On January 6, 2025, at 8:00 AM, a New Year greeting event was held at the headquarters. This year, President Kawashima delivered a New Year greeting to the executive employees via live stream. The main points are as follows: Happy New Year. This New Year's holiday, I think the Tokai region enjoyed favorable weather, allowing everyone to spend it peacefully. I was appointed as president after the annual shareholders meeting on June 13 last year.
Ibiden Weighs Capacity Boost Amid Surging AI Substrate Demand
JP Movers | Hino Motors Rose 2.61%, Leading Nikkei 225 Components, IHI Topped Turnover List
Market sentiment was stable today as Nikkei 225 components continued to trade sideways, with Hino Motors(7205.JP) being the top gainer today, rising 2.61% to close at 566.0 yen. In addition, the top loser was Nissan Motor(7201.JP)，falling 5.73% to end at 480.0 yen.
The order has been "snapped up" by NVIDIA! Major IC substrate manufacturers continue to expand production; in the future, supply may still be insufficient.
① IC substrate supplier Ibiden is constructing a new substrate factory, expected to start using 25% of its capacity by 2025; ② President Koji Kawashima stated that the company is already at full capacity for AI substrate Orders; ③ Brokerage opinion suggests that AI and high-performance computing could be incremental sources for the IC carrier board market.
Three key points to watch in the first half - after a sharp drop, it is easy to see Buy on dips once the Sell pressure has subsided.
In the trading session prior to the 19th, attention should be focused on the following three points. ■ A sharp decline may be followed by Buy orders targeting dips once selling activity has concluded. ■ Okano Valve, upward revision of operating profit to 1.185 billion yen from 0.88 billion yen on 24/11. ■ Key material in the prior session: Nissan and Honda are in consolidation discussions, establishment of a holding company, and merging options with Mitsubishi Motors. ■ A sharp decline may be followed by Buy orders targeting dips once selling activity has concluded. The Japanese stock market on the 19th will start with a gap down. In the US market on the 18th, the Dow Jones Industrial Average dropped by 1123 dollars.
Nissan Motor, Sumitomo Corporation, etc. [List of stock materials from the newspaper]
*Nissan Motor Company <7201> is in discussions for integration with Honda, planning to establish a holding company and considering a merger with Mitsubishi Motors (Nikkai Industrial Front Page) - ○ *Mitsubishi Heavy Industries <7011> appoints Mr. Ito as president, focusing on growth strategies in energy and defense (Nikkai Industrial Page 3) - ○ *NTT <9432> alongside eight major telecommunications companies, aims to restore disaster-affected communications networks quickly, expanding cooperation, sharing fuel supply bases and laying ships (Nikkai Industrial Page 3) - ○ *Mitsui Chemicals <4183> promotes decarbonization in the petrochemical sector, discussing details of collaboration among three companies (Nikkai Industrial Page 3) - ○ *Sumitomo Corporation <8053> participates in large-scale residential development in Australia, current.
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