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日本鎧俠(285A.JP)股價一年累飆24倍 全財年營業利潤勢超豐田 獲大和證券升價至5萬日圓
受上周五(8日)美國存儲芯片股急穿升帶動(美光(MU.US)、閃迪(SNDK.US)收升15.5%及16.6%),亞太區晶片及存儲芯片股今日(11日)大幅上漲。本港上市的兆易創新(03986.HK)、瀾起科技(06809.HK)升6%至9%。南韓三星電子及SK海力士各收升6.3%及11.5%,齊創歷史收市高。日本存儲芯片股鎧俠(Kioxia)(285A.JP...
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日本鎧俠(285A.JP)股價一年累飆24倍 全財年營業利潤勢超豐田 獲大和證券升價至5萬日圓
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受上周五(8日)美國存儲芯片股急穿升帶動(美光(MU.US)      、閃迪(SNDK.US)      收升15.5%及16.6%),亞太區晶片及存儲芯片股今日(11日)大幅上漲。本港上市的兆易創新(03986.HK)  +39.000 (+7.959%)   、瀾起科技(06809.HK)  +43.000 (+11.448%)   升6%至9%。南韓三星電子及SK海力士各收升6.3%及11.5%,齊創歷史收市高。日本存儲芯片股鎧俠(Kioxia)(285A.JP)收升3.3%,報45,940日圓,過去一年累升約24倍。鎧俠將於本週五(15日)公布3月底止全財年業績。

鎧俠的市值已從今年日本第43位躍升至第5位,超過日立(6501.JP)和Sony(6758.JP)等科技競爭對手。鎧俠原名東芝存儲,於2018年由母公司東芝分拆而成。貝恩資本控制了該公司,並進行投資以提高其產能,於2024年12月將其上市。

《日經亞洲》報道指,鎧俠股價飆升,表明日本市場可能正經歷從汽車股轉向晶片股的轉變。投資者預計,在截至2027年3月止現財年,鎧俠的營業利潤將達到4萬億日圓(折合約245億美元),超過全球最大車廠豐田(7203.JP)的3萬億日圓,成為日本在利潤和市值方面無可爭議的領導者。

投資者還預計,鎧俠將自2024年12月18日上市以來首次派發股息。他們認為,對這家全球領先的NAND存儲晶片製造商而言,預計2.4萬億日圓的淨利潤過高,無法用完,即使在一個資本極度密集的行業。

大和證券資本市場分析師Kim Sung Kyu 4月將鎧俠的目標股價上調至5萬日圓。他預計鎧俠將面臨投資者要求提高股東回報的壓力,並補充稱三星電子等其他晶片製造商也面臨類似壓力。

在東京證券交易所,截至上週,十大市值公司中有四家是半導體相關公司:軟銀集團(9984.JP)、東京電子(8035.JP)、鎧俠和愛德萬(6857.JP)。十年前,市值最高的上市公司是豐田和本田(7201.JP)等汽車製造商、NTT(9432.JP)和KDDI(9433.JP)等電訊公司。(da/a)(HK stocks quote is delayed for at least 15 mins.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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