Pre-Market Update on Major Japanese Firms: Kioxia, Daiwa Securities, and More
Newsquawk ·
A fund managed by Daiwa Securities Group (8601 JT) plans to issue approximately JPY 30bln in digital real estate securities linked to its acquisition of a major stake in Tokyo Garden Terrace Kioicho from Blackstone, forming part of a roughly USD 2bln property deal. Meanwhile, Fast Retailing (9983 JT) is pivoting Uniqlo's China strategy away from outlet expansion toward boosting individual store profitability, starting with a relocated flagship location in Shanghai. Kioxia Holdings (285A JT) projects its net profit for October through December 2026 to surge 15-fold year-on-year to JPY 1.36tln, buoyed by robust AI-driven memory demand and rising semiconductor pricing. Additionally, Mitsubishi Heavy Industries (7011 JT) intends to invest USD 490mln to scale up gas turbine production and maintenance operations at its Georgia plant in the United States, propelled by surging electricity consumption from data centres. Murata Manufacturing (6981 JT) has committed to spending JPY 1tln over a five-year period to expand its capacitor output.
AI 시장 분석
Kioxia Holdings projected its net profit for October to December 2026 to reach 1.36 trillion yen, a 15-fold increase year-on-year. This is driven by surging AI-based memory demand and rising semiconductor prices. In the Japanese and South Korean stock markets, improved earnings from these semiconductor and related infrastructure companies are driving positive investment sentiment.
상승 영향
- Semiconductors — Kioxia expects its fourth-quarter 2026 net profit to increase 15-fold due to surging AI-based memory demand and rising prices, expecting direct benefits.
- AI — Due to surging power demand from data centers, related infrastructure ecosystems are expanding, as seen with Mitsubishi Heavy Industries investing $490 million.
DYAX 전담 분석
Kioxia's strong earnings outlook and Mitsubishi Heavy Industries' $490 million gas turbine investment prove that AI and data center power demand are directly translating into corporate performance. As semiconductor price increases and supply shortage concerns are resolved, valuations for related manufacturing industries could be upgraded.
In the bullish scenario, sustained AI demand could keep semiconductor prices strong, causing earnings for related stocks to skyrocket, whereas in the bearish scenario, there is a risk of oversupply due to excessive capital expenditure. Key monitoring indicators are NAND price trends and the growth rate of data center power demand.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 51% · Bearish (Short) 49%
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