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Ishii Hyoki Extends Sharp Rally as the Undervalued AI Chip Stock Enters a Major Uptrend
Shares of Ishii Hyoki <6336> extended their sharp rally, surging as much as 6% to \963 at one point during the session. As a leading manufacturer of PCB (printed circuit board) manufacturing equipment, the company is successfully capturing capital expenditure (capex) demand for AI package substrates amid the rapid expansion of the generative AI market.
The stock stands out for its highly attractive valuation, trading at a P/E of 8x and a P/B of 0.7x, while its robust shareholder return policy is drawing additional market attention. Although the company forecasts an operating profit of \1.155 billion for the fiscal year ending January 2027?roughly flat year-on-year?it plans an annual dividend of \36 per share, representing an \8 increase from the previous year's actual payout. Even after today's surge, the forward dividend yield remains compelling at just under 3.8%. Market participants are now closely watching whether the stock can break out above its year-to-date high of \1,015 set on March 3, and reach its highest levels in approximately five years.
Source: MINKABU PRESS
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