Nomura Micro Science, a company specializing in ultrapure water systems, is experiencing steady sales and a skyrocketing stock price.
2024/03/03
クリスのレポート
自己資本率51.1％、流動比率1.85、キャッシュフローも全体でプラスで、財務的には健全。売上高も伸びていて、2023年3Qで1.85倍となっている。生成AIによる半導体特需で超純水の利用は顕著なためこれからも伸びると考えられる。
Chris's report
The equity ratio is 51.1%, the current ratio is 1.85, and cash flow is positive overall, indicating financial health. Sales are also increasing, having reached 1.85 times in the 3rd quarter of 2023. Due to the semiconductor boom driven by generative AI, the use of ultrapure water is notably increasing, and it is expected to continue growing.
半導体製造工程の超純水生成装置のメーカー。半導体関連で株価爆上げ。
Insight
A manufacturer of ultrapure water generation equipment for semiconductor manufacturing processes. The stock price is soaring due to semiconductor-related factors.
ミナの判断
銘柄としては魅力的だが、株価が19640円となっており、ファンドの20％となってしまう為リスク管理の視点から投資できない。
Mina's judgment
While the stock is attractive, its price has reached 19,640 yen, which would constitute 20% of the fund, making it uninvestable from a risk management perspective.
