Rare-earth-related stocks were bought on 26 October, with buying driven by speculation following reports of the Japan-Germany summit. Japanese companies are conducting experiments to collect rare-earth mud off Minamitorishima.
Rare earths are a collective term for 17 elements, including cerium and yttrium. Because they are used in semiconductor manufacturing and permanent magnets, they are considered key materials for high-tech industries. In this case, attention has focused on the growing interest in rare earths in 2026, driven by rising demand for AI and tightness in the semiconductor market. It was also reported that the possibility of Chinese restrictions on rare-earth exports could become a focus of diplomatic and trade discussions.
An experiment to collect rare-earth mud off Minamitorishima was conducted from January to February 2026, and several listed companies were bought as related stocks. The article states that the timing of any direct contribution from the experiment to earnings remains undecided, while noting that attention is focused on movements in the related stocks.
The listed-stock section identifies 7 companies, including Toa Corporation and Sanwa Yuka Kogyo, as rare-earth-related stocks, and briefly explains each company's business and forecast performance for 2027. It also provides an indication of trading conditions, forecast PER and dividend yield for each stock.