AI / 半導体関連銘柄
Every time I pull up Advantest’s Japanese-language IR briefing slides — the ones that never get fully translated for English-speaking investors — I’m struck by how much management reveals in the Q&A that the press releases quietly omit: order backlog composition, capacity utilisation commentary, and which chipmaker segments are accelerating. That granularity is exactly why … Read more
Disclosure: This article contains affiliate links to TradingView. We may earn a commission at no extra cost to you. ¥1.17 trillion in sales. A 51% operating margin. A 57% dividend hike — all in the same earnings release. When Keyence’s FY2025 results landed on April 28, 2026, the stock surged 16% in a single session. … Read more
Disclosure: This article contains affiliate links to TradingView. We may earn a commission at no extra cost to you. I’ve been watching Hitachi’s transformation quietly for years from Tokyo. The April 2026 one-two punch — a Sovereign AI Factory alliance and an ¥800 billion shareholder return program in the same earnings cycle — finally made … Read more
Disclosure: This article contains affiliate links to TradingView. We may earn a commission at no extra cost to you. ¥185 billion in operating income. A 42.3% operating margin. A record ¥505 dividend per share. Disco Corp. (6146) just posted its sixth consecutive period of record-high profit — and almost no US dividend investor is talking … Read more
Disclosure: This article contains affiliate links to TradingView. We may earn a commission at no extra cost to you. Fanuc’s FY2027 operating income guidance of ¥212.2 billion — a 15.5% YoY beat against consensus — barely made a ripple in English-language financial media, yet Tokyo-based brokerage desks treated it as a genuine re-rating event. Add … Read more
Annual dividend per share (JPY) — source: TSE company IR filings Disclosure: This article contains affiliate links to TradingView. We may earn a commission at no extra cost to you. Japan’s METI semiconductor strategy document runs to hundreds of pages — but the defining phrase is economic security (経済安全保障): economic security. That framing makes this … Read more
