-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。12ヶ月目標株価を66ドル（PER12倍）に据え置き、2027年通期EPS予想を5.50ドル（過去の平均予想水準に近い）とします。予想を上回る3月期決算と6月期ガイダンスを受け、2026年度（9月期）EPS予想を4.64ドルから4.91ドルに引き上げ、2027年度EPS予想は5.22ドルに据え置きます。今回の格下げは、SWKSの事業多角化が進んでいるにもかかわらず、半導体業界においてより魅力的な投資機会が存在するとの見方を反映したものです。3月期決算ではモバイル事業の売上高が予想以上に堅調に推移しましたが、スマートフォンなどの低成長・無成長市場への依存度の高さ、競争圧力、メモリボトルネックやインフレ圧力といったサプライチェーンの逆風については、依然として懸念材料となっています。 SWKSは10億ドルを超えるAndroid向けデザイン案件を受注したと発表しました。これにより、売上高の60%を占めるAppleへの依存度を減らし、プレミアムAndroid市場でのシェア獲得につながることが期待されますが、短期的な追い風というよりは、2030年を通して徐々に効果が現れていくと予想されます。また、現在中国で第2段階に入っているQorvoとの取引に関する規制当局の最新情報も注視していきます。
Related Articles
Oil & Energy
EMEA Natural Gas Update: Futures Slip Amid Strong Renewables Output, Mild Weather
European natural gas futures opened lower on Wednesday with no major advances in the US-Iran conflict, while relatively strong renewables output displacing gas-fired generation and mild weather averting consumption from air conditioning were among influences.Dutch TTF futures were down 2.2% to 45.88 euros ($53.83) per megawatt hour while UK NBP futures fell 2.9% to 111.7 British pence ($1.52).ANZ Senior Commodities Analyst Daniel Hynes said in a daily update that cooler European temperatures and strong renewables output were one reason why its benchmark futures prices were not currently climbing.US President Donald Trump said in a social media post on Tuesday that he was pausing Project Freedom or the escort of ships through the Strait of Hormuz, at the request of mediator Pakistan and "other countries" while the US would continue to block access in and out of Iranian ports.Trump said that Project Freedom "will be paused for a short period of time to see whether or not the Agreement can be finalized and signed," in reference to a deal he is seeking with Iran, with the abandonment of its nuclear enrichment ambitions chief among his demands.Speaking to reporters on Tuesday, Trump said that while higher, he said energy prices had not risen that dramatically and he said the higher prices were "a very small price to pay," to prevent Iran from developing a nuclear weapon.He said Iran's economy meanwhile was on the verge of collapse with galloping inflation, army salaries unpaid and a worthless currency. Trump also reiterated that Iranian negotiatorscontinued to engage keenly with the US behind the scenes while telling the public no such engagement was taking place.Analysts have grown somewhat immune to such messages with no significant progress on the single most pressing issue - the reopening of the Strait of Hormuz through which 20% of the world's oil and LNG-gas supplies flowed prior to the conflict.
Asia
SPML Infra Secures New Order Worth INR11.3 Billion; Shares Up 4%
SPML Infra (NSE:SPMLINFRA, BOM:500402) has bagged an order worth 11.3 billion Indian rupees from power producer NTPC (NSE:NTPC, BOM:532555), according to a Wednesday filing to the Indian stock exchanges.The contract is to develop a 1 GWh battery energy storage system (BESS) at NTPC's Barauni Thermal Power Station in Bihar, India. The company will undertake the supply, civil works, and erection of the 250 MW/1,000 MWh BESS, comprising 5 MWh DC containers with battery management system and thermal management system, and all associated accessories.The project will be executed over 18 months period, followed by 15 years of operation and maintenance.The company's shares were up nearly 4% in recent trade.
$BOM:500402$BOM:532555$NSE:NTPC$NSE:SPMLINFRA
Asia
Magni-Tech Industries to Buy Penang Land for MYR133 Million
Magni-Tech Industries (KLSE:MAGNI) unit Magni Land signed an agreement to acquire a freehold land parcel in Penang, Malaysia, according to a Tuesday filing with Bursa Malaysia.Shares of the apparel maker gained 1% in Wednesday's midday trade.The 19,080-square-meter property is being purchased from Neoh Choo Ee & Co. for 133.3 million ringgit.Magni-Tech intends to use the property for potential development or long-term investment.
$KLSE:MAGNI