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Investment Money Flows into Defense-Related Stocks Including Mitsubishi Heavy as Global Geopolitical Risks Intensify, Triggering Fresh Buying

Thu Apr 2, 2026 9:53 am JST Catalyst

Mitsubishi Heavy Industries <7011> was bought up to \4,876, rising \286 at one point, while the three major defense contractors?IHI <7013> and Kawasaki Heavy Industries <7012>?continued their upward trend in unison. Additionally, TOKYO KEIKI <7721> accelerated its rebound, and on the Growth Market, Terra Drone <278A>, which has clearly stated its policy to provide high-performance defense assets and contribute to building next-generation defense infrastructure, surged to the daily limit of \5,200 at one point. This marks a notable renewed offensive in defense-related stocks. While concerns over the Middle East situation have eased somewhat compared to earlier periods, the trend toward expanded defense spending has become irreversible against the backdrop of heightened global geopolitical risks. Japan is also moving to strengthen its defense capabilities with an emphasis on enhancing the Japan-U.S. alliance, and under the Takaichi administration, the fiscal 2026 defense budget, including costs related to U.S. military realignment, has exceeded \9 trillion for the first time. The view that revenue opportunities are increasing for related companies, led by Mitsubishi Heavy Industries, which has an overwhelmingly large transaction volume with the Ministry of Defense, is attracting fresh buying interest once again.

Note: The "◇" symbol at the end of the title indicates that the article contains multiple stocks.

Source: MINKABU PRESS

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