以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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JCU Corp (4975.T)
15 atoms · 跨 2 天 · 首见 2026-05-13 · 最近 2026-05-14
三色: 🟦 fact 12 · 🟥 take 3 · stance ▲7/▼0/◆8
来源: X 15
时态: fresh:14 · stale:1
标签: 好数字:10 · 好观点:5 · 好思考:1
预测 (forecast) (3)
- 2026-05-14 · 未来一年营收增长指引
forecasting 12%+ revenue growth for next year
tags: 好数字 · → daily
value: qty=12%+ · date=FY2027
- 2026-05-14 · AI服务器化学品相关增长时间
Taiwan growth is believed to be linked to chemicals sold specifically for AI-Servers. I believe we will mainly see the growth here in 27/28 as there is a qualification lag.
tags: 好观点 · → daily
value: date=FY27/28
- 2026-05-13 · 化学品业务前景判断
most of the growth in their chemicals business lies ahead of them, in 2027 and 2028
tags: 好观点 · → daily
立场 (position) (1)
展开 1 条老旧 / 已过期
- 2026-05-14
[老旧] · 持股仓位判断
I am happy holding my full position. I believe this to be a lot less 'torque' rocket ship, and more of a safer reward-risk profile. Steady compounder.
tags: 好观点·好思考 · → daily
value: direction=holding full position
事实 (fact) (11)
- 2026-05-14 · 营业收入同比增长
Operating income +15.6%
tags: 好数字 · → daily
value: qty=+15.6% · date=Q4 March 2026
- 2026-05-14 · 销售额同比增长
Sales +4.6%
tags: 好数字 · → daily
value: qty=+4.6% · date=Q4 March 2026
- 2026-05-14 · 中国区季度销售额
March 2026 Q4 中国销售额: 3,301百万日元
tags: 好数字 · → daily
value: qty=3,301百万日元 · date=March 2026 Q4
- 2026-05-14 · 台湾区季度销售额
March 2026 Q4 台湾销售额: 1,247百万日元
tags: 好数字 · → daily
value: qty=1,247百万日元 · date=March 2026 Q4
- 2026-05-14 · 日本区季度销售额
March 2026 Q4 日本销售额: 1,142百万日元
tags: 好数字 · → daily
value: qty=1,142百万日元 · date=March 2026 Q4
- 2026-05-14 · 韩国区季度销售额
March 2026 Q4 韩国销售额: 626百万日元
tags: 好数字 · → daily
value: qty=626百万日元 · date=March 2026 Q4
- 2026-05-14 · 泰国区季度销售额
March 2026 Q4 泰国销售额: 285百万日元
tags: 好数字 · → daily
value: qty=285百万日元 · date=March 2026 Q4
- 2026-05-13 · 营业利润同比增长
Operating Profit up 15.6% YoY
tags: 好数字 · → daily
value: qty=15.6% · date=YoY
- 2026-05-13 · 销售额同比增长
Sales only up 4.6%
tags: 好数字 · → daily
value: qty=4.6% · date=YoY
- 2026-05-14 · 高端智能手机Via Fill Chemicals PCB业务增长
most interesting is that it seems high-end smart-phone Via Fill Chemicals for PCBs is growing. So unaffected by the dampening in lower end smartphones.
tags: 好观点 · → daily
value: direction=growing
- 2026-05-14 · TIPHARES产品定位
TIPHARES is for -next-generation semiconductors -high-density wiring connections between semiconductor chips -and sub-2µm wiring formation. Massive factory in Kumamoto (where TSMC has their new gigafab.
tags: 好观点 · → daily
value: direction=next-generation semiconductors, high-density wiring between chips, sub-2µm wiring
时间轴 (近 20)
- 2026-05-14 ·
fact · 营业收入同比增长 · → daily
- 2026-05-14 ·
fact · 销售额同比增长 · → daily
- 2026-05-14 ·
forecast · 未来一年营收增长指引 · → daily
- 2026-05-14 ·
fact · 高端智能手机Via Fill Chemicals PCB业务增长 · → daily
- 2026-05-14 ·
fact · 中国区季度销售额 · → daily
- 2026-05-14 ·
fact · 台湾区季度销售额 · → daily
- 2026-05-14 ·
fact · 日本区季度销售额 · → daily
- 2026-05-14 ·
fact · 韩国区季度销售额 · → daily
- 2026-05-14 ·
fact · 泰国区季度销售额 · → daily
- 2026-05-14 ·
fact · TIPHARES产品定位 · → daily
- 2026-05-14 ·
forecast · AI服务器化学品相关增长时间 · → daily
- 2026-05-14 ·
position · 持股仓位判断 · → daily
- 2026-05-13 ·
fact · 营业利润同比增长 · → daily
- 2026-05-13 ·
fact · 销售额同比增长 · → daily
- 2026-05-13 ·
forecast · 化学品业务前景判断 · → daily
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