東エレク、名村造船◆今日のフィスコ注目銘柄◆

2024年11月13日 08:44:00
マネー
FISCO

東エレクは2025年3月期の業績予想を上方修正し、営業利益を6800億円とした。これは、生成AIを搭載した新製品による半導体製造装置市場への投資増加が背景にある。また、中国向けの成熟世代と先端世代向けの設備投資も増加傾向にある。さらに、350万株、700億円を上限に自社株買いを発表。一方、名村造船は、最新の1368円を安値としてリバウンドを開始し、200日移動平均線を突破。トレンドの転換が期待され、25日線と75日線のゴールデンクロスが近づいている。

*08:44JST 東エレク、名村造船◆今日のフィスコ注目銘柄◆ 東エレク<8035>

2025年3月期業績予想の修正を発表。営業利益を6270億円から6800億円に上方修正した。エレクトロニクス産業においては、生成AIが実装された様々な製品が発表され、新しい市場が立ち上がりつつある。半導体製造装置市場においては、生成AI用途のメモリやアドバンストパッケージ向け設備投資が顕著に伸長するとともに、中国における成熟世代向け設備投資も継続。先端世代向けロジック/ファウンドリの設備投資も前年同期を上回った。あわせて、350万株（発行済み株式数の0.8％）、700億円を上限に自社株買いを発表。

名村造船<7014>

9月17日に付けた1368円を直近安値としてリバウンド基調を継続しており、足もとで25日線を支持線に75日線を突破。リバウンド基調が強まるなか、直近で200日線を上回ってきた。7月4日に付けた2772円をピークに調整が続いていたが、200日線突破でトレンド転換が意識されそうだ。また、25日線と75日線とのゴールデンクロス発生が近づいている。

＜CS＞

アクセスランキング

Tips

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