日本株・米国株 次のKioxia候補ウォッチリスト

見方

「発見済みだが伸びしろあり」は、すでに市場に見つかっているが、受注残・構造需要・代替困難性からまだ中長期で伸びる可能性がある会社です。「押し目待ち」はテーマは強いが、短期過熱が大きく、今すぐ追いかけるより決算失望や市場調整を待つべき候補です。

候補一覧

詳細カード

前回リサーチから継続する広いウォッチリスト

今回の詳細カードに入れていないものも、前回の仮説としては残します。特に、HOYA、三菱電機、住友電工、古河電工、GSユアサ、NEC、IHI、東京計器、日本アビオニクス、COHR、LITE、CEG、VST、NRG、AEP、DUK、SO、TLN、NetAppは継続監視対象です。

ただし、代表株化して急騰したものは「良い会社でも高値掴みしない」ことを優先します。買い場は、52週高値付近ではなく、決算で受注と利益率が確認でき、かつ市場全体の調整で10から20%程度売られた局面を基本にします。

データ出典

株価、52週騰落率、PER/PBR、時価総額、財務3年推移は主にStockAnalysis掲載データを取得。StockAnalysisの財務データはページ上でS&P Global Market Intelligence由来と説明されています。定性評価は前回のセクター調査、各社事業内容、AIデータセンター/メモリ/防衛の業界構造に基づく整理です。

前回レポート: jp_us_sector_research_2026-06-18.md

抽出データ JSON

[
  {
    "company": "TOTO",
    "code": "5332",
    "market": "Japan",
    "sector": "半導体メモリ部材",
    "status": "発見済みだが伸びしろあり",
    "priority": "A",
    "price": "8,262円",
    "ch1y": "+128.17%",
    "pe": "34.16",
    "pb": "2.56",
    "marketcap": "1.36T"
  },
  {
    "company": "味の素",
    "code": "2802",
    "market": "Japan",
    "sector": "先端パッケージ材料",
    "status": "発見済みだが伸びしろあり",
    "priority": "A",
    "price": "5,787円",
    "ch1y": "+56.28%",
    "pe": "38.59",
    "pb": "6.05",
    "marketcap": "5.11T"
  },
  {
    "company": "レゾナックHD",
    "code": "4004",
    "market": "Japan",
    "sector": "半導体材料・パッケージ",
    "status": "循環反転候補",
    "priority": "A",
    "price": "18,420円",
    "ch1y": "+488.88%",
    "pe": "96.80",
    "pb": "4.55",
    "marketcap": "3.36T"
  },
  {
    "company": "SUMCO",
    "code": "3436",
    "market": "Japan",
    "sector": "半導体ウエハ",
    "status": "循環反転候補",
    "priority": "A",
    "price": "4,320円",
    "ch1y": "+324.57%",
    "pe": "n/a",
    "pb": "2.27",
    "marketcap": "1.45T"
  },
  {
    "company": "東京応化工業",
    "code": "4186",
    "market": "Japan",
    "sector": "半導体材料",
    "status": "発見済みだが伸びしろあり",
    "priority": "A",
    "price": "11,030円",
    "ch1y": "+182.82%",
    "pe": "35.23",
    "pb": "5.37",
    "marketcap": "1.32T"
  },
  {
    "company": "信越化学工業",
    "code": "4063",
    "market": "Japan",
    "sector": "半導体材料・ウエハ",
    "status": "発見済み大型",
    "priority": "A-",
    "price": "7,459円",
    "ch1y": "+66.53%",
    "pe": "29.90",
    "pb": "3.02",
    "marketcap": "14.02T"
  },
  {
    "company": "TOPPAN HD",
    "code": "7911",
    "market": "Japan",
    "sector": "半導体フォトマスク・基板",
    "status": "出遅れ再評価候補",
    "priority": "B+",
    "price": "4,549円",
    "ch1y": "+25.59%",
    "pe": "20.03",
    "pb": "0.91",
    "marketcap": "1.28T"
  },
  {
    "company": "大日本印刷",
    "code": "7912",
    "market": "Japan",
    "sector": "半導体フォトマスク・電子部材",
    "status": "出遅れ再評価候補",
    "priority": "B+",
    "price": "2,762円",
    "ch1y": "+30.15%",
    "pe": "11.23",
    "pb": "0.90",
    "marketcap": "1.14T"
  },
  {
    "company": "フェローテックHD",
    "code": "6890",
    "market": "Japan",
    "sector": "半導体装置部品",
    "status": "高ボラ・循環反転",
    "priority": "B+",
    "price": "10,280円",
    "ch1y": "+271.39%",
    "pe": "34.20",
    "pb": "1.31",
    "marketcap": "475.76B"
  },
  {
    "company": "富士電機",
    "code": "6504",
    "market": "Japan",
    "sector": "AI電力・パワエレ",
    "status": "発見済みだが伸びしろあり",
    "priority": "A",
    "price": "14,635円",
    "ch1y": "+125.81%",
    "pe": "21.58",
    "pb": "2.51",
    "marketcap": "2.12T"
  },
  {
    "company": "明電舎",
    "code": "6508",
    "market": "Japan",
    "sector": "AI電力・変電",
    "status": "出遅れ再評価候補",
    "priority": "A-",
    "price": "10,220円",
    "ch1y": "+109.21%",
    "pe": "19.24",
    "pb": "2.55",
    "marketcap": "454.55B"
  },
  {
    "company": "ダイヘン",
    "code": "6622",
    "market": "Japan",
    "sector": "AI電力・変圧器",
    "status": "出遅れ再評価候補",
    "priority": "A-",
    "price": "18,240円",
    "ch1y": "+185.00%",
    "pe": "30.85",
    "pb": "2.52",
    "marketcap": "430.59B"
  },
  {
    "company": "日東工業",
    "code": "6651",
    "market": "Japan",
    "sector": "AI電力・配電盤",
    "status": "地味なボトルネック",
    "priority": "B+",
    "price": "4,520円",
    "ch1y": "+50.42%",
    "pe": "14.89",
    "pb": "1.37",
    "marketcap": "171.10B"
  },
  {
    "company": "SWCC",
    "code": "5805",
    "market": "Japan",
    "sector": "電線・電力ケーブル",
    "status": "発見済み・押し目待ち",
    "priority": "B+",
    "price": "13,970円",
    "ch1y": "+89.04%",
    "pe": "21.87",
    "pb": "3.89",
    "marketcap": "412.26B"
  },
  {
    "company": "ダイキン工業",
    "code": "6367",
    "market": "Japan",
    "sector": "データセンター冷却",
    "status": "発見済み大型",
    "priority": "B+",
    "price": "23,795円",
    "ch1y": "+47.80%",
    "pe": "25.34",
    "pb": "2.00",
    "marketcap": "6.62T"
  },
  {
    "company": "三菱重工業",
    "code": "7011",
    "market": "Japan",
    "sector": "防衛・原子力・重工",
    "status": "発見済みだが伸びしろあり",
    "priority": "A-",
    "price": "3,968円",
    "ch1y": "+11.18%",
    "pe": "37.64",
    "pb": "4.02",
    "marketcap": "12.97T"
  },
  {
    "company": "川崎重工業",
    "code": "7012",
    "market": "Japan",
    "sector": "防衛・航空・重工",
    "status": "発見済みだが伸びしろあり",
    "priority": "B+",
    "price": "3,160円",
    "ch1y": "+46.43%",
    "pe": "25.24",
    "pb": "2.88",
    "marketcap": "2.73T"
  },
  {
    "company": "日本航空電子工業",
    "code": "6807",
    "market": "Japan",
    "sector": "防衛・航空電子部品",
    "status": "隠れ防衛・部材",
    "priority": "B+",
    "price": "2,399円",
    "ch1y": "-1.03%",
    "pe": "22.88",
    "pb": "1.12",
    "marketcap": "161.76B"
  },
  {
    "company": "Eaton",
    "code": "ETN",
    "market": "US",
    "sector": "AI電力・電力機器",
    "status": "発見済みだが伸びしろあり",
    "priority": "A",
    "price": "$409.64",
    "ch1y": "+21.19%",
    "pe": "40.07",
    "pb": "8.07",
    "marketcap": "159.06B"
  },
  {
    "company": "Hubbell",
    "code": "HUBB",
    "market": "US",
    "sector": "AI電力・配電部材",
    "status": "発見済みだが伸びしろあり",
    "priority": "A-",
    "price": "$508.87",
    "ch1y": "+29.85%",
    "pe": "30.06",
    "pb": "7.14",
    "marketcap": "26.89B"
  },
  {
    "company": "Vertiv",
    "code": "VRT",
    "market": "US",
    "sector": "データセンター電源・冷却",
    "status": "発見済み・押し目待ち",
    "priority": "A-",
    "price": "$317.58",
    "ch1y": "+172.72%",
    "pe": "79.81",
    "pb": "28.73",
    "marketcap": "121.99B"
  },
  {
    "company": "Quanta Services",
    "code": "PWR",
    "market": "US",
    "sector": "送配電工事",
    "status": "発見済み・押し目待ち",
    "priority": "A-",
    "price": "$714.85",
    "ch1y": "+97.58%",
    "pe": "98.11",
    "pb": "11.86",
    "marketcap": "107.27B"
  },
  {
    "company": "MYR Group",
    "code": "MYRG",
    "market": "US",
    "sector": "送配電工事",
    "status": "中堅・伸びしろ候補",
    "priority": "A-",
    "price": "$444.40",
    "ch1y": "+170.73%",
    "pe": "48.92",
    "pb": "9.84",
    "marketcap": "6.92B"
  },
  {
    "company": "MasTec",
    "code": "MTZ",
    "market": "US",
    "sector": "電力・通信インフラ工事",
    "status": "中堅・伸びしろ候補",
    "priority": "B+",
    "price": "$374.91",
    "ch1y": "+129.18%",
    "pe": "65.60",
    "pb": "8.84",
    "marketcap": "29.24B"
  },
  {
    "company": "nVent Electric",
    "code": "NVT",
    "market": "US",
    "sector": "電設・熱管理",
    "status": "中堅・伸びしろ候補",
    "priority": "A-",
    "price": "$170.94",
    "ch1y": "+142.81%",
    "pe": "56.90",
    "pb": "7.28",
    "marketcap": "27.64B"
  },
  {
    "company": "Powell Industries",
    "code": "POWL",
    "market": "US",
    "sector": "スイッチギア・電力機器",
    "status": "高ボラ・押し目待ち",
    "priority": "B+",
    "price": "$294.03",
    "ch1y": "+352.03%",
    "pe": "57.39",
    "pb": "15.11",
    "marketcap": "10.71B"
  },
  {
    "company": "GE Vernova",
    "code": "GEV",
    "market": "US",
    "sector": "発電・グリッド",
    "status": "発見済み・押し目待ち",
    "priority": "A-",
    "price": "$1,048.86",
    "ch1y": "+114.98%",
    "pe": "30.69",
    "pb": "20.24",
    "marketcap": "281.85B"
  },
  {
    "company": "Cummins",
    "code": "CMI",
    "market": "US",
    "sector": "非常用電源・発電機",
    "status": "発見済み大型",
    "priority": "B+",
    "price": "$717.78",
    "ch1y": "+122.70%",
    "pe": "37.28",
    "pb": "8.02",
    "marketcap": "99.05B"
  },
  {
    "company": "Caterpillar",
    "code": "CAT",
    "market": "US",
    "sector": "非常用電源・インフラ",
    "status": "発見済み大型",
    "priority": "B",
    "price": "$955.92",
    "ch1y": "+163.75%",
    "pe": "47.60",
    "pb": "23.60",
    "marketcap": "440.29B"
  },
  {
    "company": "Generac",
    "code": "GNRC",
    "market": "US",
    "sector": "分散電源・バックアップ",
    "status": "高ボラ・反転候補",
    "priority": "B+",
    "price": "$268.20",
    "ch1y": "+112.32%",
    "pe": "83.81",
    "pb": "5.89",
    "marketcap": "15.79B"
  },
  {
    "company": "Bloom Energy",
    "code": "BE",
    "market": "US",
    "sector": "オンサイト電源",
    "status": "高リスク・高リターン",
    "priority": "B",
    "price": "$284.99",
    "ch1y": "+1,143.96%",
    "pe": "11,964.82",
    "pb": "87.90",
    "marketcap": "81.06B"
  },
  {
    "company": "Seagate",
    "code": "STX",
    "market": "US",
    "sector": "ストレージ・HDD",
    "status": "発見済みだが伸びしろあり",
    "priority": "A-",
    "price": "$1,066.07",
    "ch1y": "+713.55%",
    "pe": "100.97",
    "pb": "218.48",
    "marketcap": "241.20B"
  },
  {
    "company": "Western Digital",
    "code": "WDC",
    "market": "US",
    "sector": "ストレージ・HDD",
    "status": "発見済みだが伸びしろあり",
    "priority": "A-",
    "price": "$712.13",
    "ch1y": "+1,140.43%",
    "pe": "39.00",
    "pb": "25.38",
    "marketcap": "245.46B"
  },
  {
    "company": "Silicon Motion",
    "code": "SIMO",
    "market": "US",
    "sector": "SSDコントローラ",
    "status": "中堅・伸びしろ候補",
    "priority": "A-",
    "price": "$307.12",
    "ch1y": "+340.00%",
    "pe": "61.33",
    "pb": "11.41",
    "marketcap": "10.41B"
  },
  {
    "company": "Marvell",
    "code": "MRVL",
    "market": "US",
    "sector": "AIネットワーク・カスタム半導体",
    "status": "発見済みだが伸びしろあり",
    "priority": "A-",
    "price": "$289.54",
    "ch1y": "+311.16%",
    "pe": "100.01",
    "pb": "13.92",
    "marketcap": "253.29B"
  },
  {
    "company": "Texas Instruments",
    "code": "TXN",
    "market": "US",
    "sector": "アナログ・電源半導体",
    "status": "大型出遅れ候補",
    "priority": "B+",
    "price": "$301.88",
    "ch1y": "+51.53%",
    "pe": "51.60",
    "pb": "16.37",
    "marketcap": "274.74B"
  },
  {
    "company": "Analog Devices",
    "code": "ADI",
    "market": "US",
    "sector": "アナログ・電源半導体",
    "status": "大型出遅れ候補",
    "priority": "B+",
    "price": "$414.45",
    "ch1y": "+78.80%",
    "pe": "61.71",
    "pb": "5.98",
    "marketcap": "201.87B"
  },
  {
    "company": "onsemi",
    "code": "ON",
    "market": "US",
    "sector": "パワー半導体",
    "status": "循環反転候補",
    "priority": "B+",
    "price": "$112.92",
    "ch1y": "+109.58%",
    "pe": "79.90",
    "pb": "6.06",
    "marketcap": "44.25B"
  },
  {
    "company": "Power Integrations",
    "code": "POWI",
    "market": "US",
    "sector": "GaN・電源IC",
    "status": "高ボラ・テーマ株",
    "priority": "B",
    "price": "$80.73",
    "ch1y": "+42.41%",
    "pe": "270.94",
    "pb": "6.68",
    "marketcap": "4.50B"
  },
  {
    "company": "Navitas",
    "code": "NVTS",
    "market": "US",
    "sector": "GaN・SiC",
    "status": "高リスク・投機",
    "priority": "C+",
    "price": "$22.34",
    "ch1y": "+210.71%",
    "pe": "n/a",
    "pb": "12.34",
    "marketcap": "5.51B"
  },
  {
    "company": "Vicor",
    "code": "VICR",
    "market": "US",
    "sector": "高密度電源モジュール",
    "status": "高ボラ・テーマ株",
    "priority": "B",
    "price": "$325.17",
    "ch1y": "+625.18%",
    "pe": "108.79",
    "pb": "19.65",
    "marketcap": "14.82B"
  },
  {
    "company": "Micron",
    "code": "MU",
    "market": "US",
    "sector": "メモリ直接株",
    "status": "過熱・押し目待ち",
    "priority": "A-",
    "price": "$1,043.19",
    "ch1y": "+770.49%",
    "pe": "49.07",
    "pb": "16.24",
    "marketcap": "1.18T"
  },
  {
    "company": "SanDisk",
    "code": "SNDK",
    "market": "US",
    "sector": "NAND直接株",
    "status": "過熱・押し目待ち",
    "priority": "B+",
    "price": "$1,958.80",
    "ch1y": "+4,330.67%",
    "pe": "65.94",
    "pb": "21.04",
    "marketcap": "290.08B"
  }
]