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Towa Corporation · TradingView
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2026-10-04 – 2026-10-10
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それに、市場は今回の決算を誤解してると思うから、たぶんここから持ち直すんじゃないかな。
I don't like long term holding equipment sellers like $ASML, $AIXA, even $TOWA etc.. Monopolies are usually exceptions since they retain valuations + keep going higher. But they mainly benefit from the start-middle of cycles, then fall off until the next cycle begins.
Towa seems like a pretty steady compounder up throughout the duration of new memory cycles.