TSE:6963
TSE:6963Semiconductor

ROHM (TSE:6963): Assessing Valuation After a Strong Year-To-Date Share Price Rally

ROHM (TSE:6963) has quietly outperformed this year, with the stock up about 43% year to date and over 53% in the past year, even as longer term returns remain mixed. See our latest analysis for ROHM. With the share price now around ¥2,152.5 and a 1 month share price return of 8.4%, recent gains build on strong year to date momentum, even though the 3 year total shareholder return remains negative. If ROHM’s run has you thinking about what else is moving in semiconductors and adjacent tech,...
TSE:6361
TSE:6361Machinery

The Bull Case For Ebara (TSE:6361) Could Change Following Goldman’s Semiconductor Pivot Call On Profits

Earlier this week, Goldman Sachs initiated coverage of Ebara Corp., highlighting strong growth potential in its semiconductor equipment business, especially chemical mechanical polishing systems within the Precision Machinery segment. The bank’s view that semiconductor-related products could account for more than 60% of Ebara’s operating profits within a few years underscores how central this segment has become to the company’s future earnings mix. We’ll now explore how this endorsement of...
TSE:9432
TSE:9432Telecom

NTT (TSE:9432) Valuation Check as New AIVista Unit and Photonic AI Breakthrough Expand Its Tech Ambitions

NTT (TSE:9432) is stepping up its AI ambitions, launching NTT DATA AIVista in Silicon Valley under CEO Dr. Bratin Saha, while its labs showcase a new photonic processor for optical neural network inference. See our latest analysis for NTT. Despite the buzz around AIVista and its photonic processor breakthrough, the latest share price of ¥155.1 comes with a modest year to date share price return of around negative 1 percent. The five year total shareholder return of roughly 71 percent suggests...
TSE:6758
TSE:6758Consumer Durables

Sony Group (TSE:6758) Valuation Check as It Moves to Launch a U.S. Stablecoin for Its Digital Ecosystem

Sony Group (TSE:6758) is expanding its presence in digital finance, with Sony Bank pursuing a U.S. national banking charter to issue a dollar stablecoin for spending across Sony games, anime, and subscription services. See our latest analysis for Sony Group. The stock has cooled off recently, with a 30 day share price return of minus 9.3 percent and a 7 day drop adding pressure, but a 1 year total shareholder return of about 25 percent and an almost 100 percent gain over three years suggest...