★Popular Themes - Top 10

1 Semiconductors

2 Physical AI

3 Data Centers

4 Semiconductor Manufacturing Equipment

5 Drones

6 Defense

7 Artificial Intelligence

8 TOPIX Core 30

9 JPX-Nikkei 400

10 Storage Batteries

In the "Popular Theme Rankings" compiled by Minkabu and Kabutantan, "Drones" ranks 5th.

The government held the first meeting of the Expert Panel on National Security from a Comprehensive National Power Perspective at the Prime Minister's Office on the 27th. This meeting is aimed at revising the National Security Strategy and other "three security-related documents," with key discussion points expected to include responses to "new forms of warfare" utilizing large numbers of drones and other unmanned aircraft, strengthening the domestic defense industry base assuming prolonged conflicts, and increasing defense spending and its funding sources.

Additionally, on the 26th, various media reported that "the Japanese and U.S. governments will establish a public-private framework by the end of the year to facilitate cooperation between companies that design and those that manufacture defense equipment utilizing dual-use technologies." The first initiative is expected to involve production in Japan of drones developed by U.S. startups.

Given that drones have been designated as one of the 17 strategic fields promoted by the Takaichi administration, attention remains high on related stocks such as ACSL Ltd. <6232> and Liberaware. Recently, Terra Drone announced through a subsidiary that it has concluded a capital and business alliance agreement with WinnyLab, its second defensetech company partner in Ukraine. Digital Media Professionals Inc. <3652> has also disclosed that it signed a strategic memorandum of understanding with Indian drone technology company ideaForge Technology.

Source: MINKABU PRESS

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