kabutan

"Defense" ranks 7th as removal of "5 categories" spurs renewed momentum for related companies

Tue Apr 28, 2026 12:20 pm JST Feature

★ Popular Themes - Top 10

1 Semiconductors

2 Data Centers

3 Physical AI

4 Semiconductor Manufacturing Equipment

5 Artificial Intelligence

6 Drones

7 Defense

8 TOPIX Core 30

9 Storage Batteries

10 Space Development

Defense ranked seventh in the "Popular Theme Rankings" compiled by Minkabu and Kabutan.

While Middle East uncertainty and geopolitical risks weigh on the market, overall sentiment remains resilient, centered on AI and semiconductor-related names. Although major semiconductor stocks faced selling pressure today, leading defense contractors such as Mitsubishi Heavy Industries, Ltd. <7011>, Kawasaki Heavy Industries, Ltd. <7012>, and IHI Corporation <7013> trended higher. The fundamental strengthening of defense capabilities is viewed as an irreversible trend in Japan, with expanded business opportunities expected. Notably, the government’s April 21 decision to lift the "five categories" of restrictions on defense equipment exports is seen as a catalyst for attracting investment.

Related stocks include Mitsubishi Heavy Industries, Kawasaki Heavy Industries, and IHI, as well as TOKYO KEIKI INC. <7721>, Nippon Avionics Co., Ltd. <6946>, HODEN SEIMITSU KAKO KENKYUSHO CO.,LTD. <6469>, ShinMaywa Industries, Ltd. <7224>, and RIKEI CORPORATION <8226>. In the systems sector, NEC Corporation <6701>, Mitsubishi Electric Corporation <6503>, and Ryoyu Systems Co., Ltd. <4685> are also drawing attention.

Source: MINKABU PRESS

*Translated by generative AI. Click here for the original article.

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