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Maruhachi Securities (8700) · FactFirst stated

Widening Gap Between Growth and Non-Growth Sectors as Semiconductor and AI-Related Investment Expands

First written in FY2026. . Latest entry: FY2026.

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Same theme, other companies
Polarization between growth and non-growth sectors driven by semiconductor and AI investmentA theme 1 companies write about · 0 as a headwind · 0 as a tailwind

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  1. FY2026First statedAnnual report

    「④ Widening performance and share-price gaps between growth and non-growth sectors due to increased semiconductor- and AI-related investment」

    The company has, for the first time, separately identified its view that the performance and share-price gaps between growth and non-growth sectors are widening as semiconductor- and AI-related investment increases.
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Maruhachi Securities's next results are scheduled for 2026-10-30. Read the earnings preview
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Widening Gap Between Growth and Non-Growth Sectors as Semiconductor and AI-Related Investment Expands | Maruhachi Securities Co.,Ltd. (8700) | Komori