TOWA's stock price is surging as an AI-related semiconductor stock, yet its sales are decreasing.
2024/03/03
クリスのレポート
自己資本64.8％、流動比率2.33、キャッシュフローは全体で黒、と財務体質はなかなか良い。生成AIによる半導体銘柄ブーム？で株価爆上げ中だが、売上高マイナス、営業利益マイナス、純利益マイナスと成績は良くない。
Chris's report
Equity ratio of 64.8%, current ratio of 2.33, and cash flow is positive overall, so the financial health
is quite good. The stock price is skyrocketing due to a semiconductor stock boom driven by generative AI? However, sales, operating income, and net income are all negative, indicating poor
performance.
日経によると、TOWAは半導体を樹脂で覆う封止装置で世界シェア６割。経営はどうなんだろう？
Insight
According to Nikkei, TOWA holds a 60% global market share in semiconductor encapsulation equipment that covers semiconductors with resin. I wonder how their management is doing?
ミナの判断
半導体ブームで株価が爆上げしているが、経営成績が悪いため投資先としての魅力に欠ける銘柄。
Mina's judgment
Despite the stock price soaring due to the semiconductor boom, the poor performance of the company makes it a less attractive investment option.
