鈴木沙羅 Okasan Weekly Focus

1 1 Okasan SECURITIES CO.,LTD. Investment Strategy Dept. 2017 6 30 7/11~13 SEMICON WEST2017 SEMICON WEST 6/23 Okasan Weekly Focus SEMICON WEST SEMICON WEST2017 SEMICON WEST SEMICON 8035 BB 7 6 2017 3 2007 JQ SEMICON

2 WEST 2017HP HP 6/30 SEMICON WEST 2017 SEMICON 2017 5 BB 3 BB 1 ,0001,5002,00007 10 13 16 3 ( BB SEMICON TAIWAN 2017 2017 9 13 15 SEMICON EUROPA 2017 2017 11 15 17 SEMICON JAPAN 2017 2017 12 13 15 SEMICON CHINA 2018 2018 3 14 16 SEMICON SEMICON WEST 2017 8035 7729 6728 6857 6140 6622 4980 6146 6361 JQ6890 6134 6504 6965 JQ6324 5486 6856 JQ5999 6498 6742 7966 MARUWA 5344 7731 6151 5218 6823 6387 HD 7735 TDK 6762 THK 6481 6727 6941 6/2526272829307/1 2345678910111213141516171819202122 2324252627282930318/12345 92 7/1 13 HD XI PS4 3DS (16 ))

3 18 9 SEMICON WEST 13 26 8 31 15 58 24 30 2 Okasan SECURITIES CO.,LTD. Investment Strategy Dept. NEXT Focus : 6/25~8/5) 7 6 6 23 7751 7739 5 1 10 7 01020304050602015 2030 29 4,252 52 4.

4 074 / 1 3,240 1 3,240 1 6,480 2,700 2,700

5 2 2,700 2,700 ( )

6 2,700 2,700 30 300 49 12 53 27 7