[Japanese Stocks] Introducing 2 Undervalued 'Bargain Stocks'! Focus on 'Tokuyama', a Hidden 'Performer' in Semiconductors, and 'DIC', Where Business Profits Plus Art Sale Income Are Allocated to Shareholder Returns
Diamond ZAI March issue highlights two undervalued Japanese stocks: Tokuyama, a semiconductor-related firm, and DIC, which uses art sale revenue for shareholder returns.Summary
The March issue of Diamond ZAI magazine features a special on 'Strongest Japanese Stocks for NISA 2026,' highlighting two recommended undervalued stocks selected by professionals. The first, ranked as 'Yokozuna' in the bargain stock category, is the comprehensive chemical manufacturer Tokuyama (4043). Tokuyama holds a world-leading share in polycrystalline silicon, a key material for semiconductor wafers, benefiting from increased demand for AI semiconductors. Analysts note its low valuation (PER around 10x, PBR around 1x) and high dividend yield. The second stock, ranked as 'Ozeki,' is DIC (4631), a global leader in printing inks. DIC is notable because it plans to allocate income from the sale of its art collection, valued over 100 billion yen, toward shareholder returns, projecting a dividend yield exceeding 5% this fiscal year. Its core business is also strong, particularly in digital sector products like epoxy resins for semiconductors.
(Source：ダイヤモンド・オンライン)