Investor Presentation: 電子材料：テックマンスリー2026年7月　

Research evidence excerpt

Investor Presentation: 電子材料：テックマンスリー2026年7月

FoundationM

株価パフォーマンス（7月21日時点）

asas ofof 2026/07/212026/07/21 3M3Maveave 3M3Maveave

ElectronicElectronic ChemicalsChemicals (JPY)(JPY) (JPY(JPYbn)bn) (JPY(JPYbn)bn) PerformancePerformance(%)(%) (mil)(mil) (mil)(mil) (mil)(mil) (mil)(mil) (mil)(mil) (days)(days) (k)(k) (%)(%)

IndustryIndustry View:View: In-LineIn-Line LastLast MarketMarketcapcap DailyDailyvolvol WTDWTD MTDMTD QTDQTD YTDYTD DailyDailyvolvol MgnMgnbuybuy MgnMgnsellsell ShortShort NetNet NetNet HoldersHolders ForeignForeign

40044004 RESONACRESONAC HOLDINGSHOLDINGS CORPCORP 14,58014,580 2,785.12,785.1 56.956.9 4.84.8 -17.6-17.6 -17.6-17.6 123.4123.4 3.33.3 1.41.4 -0.2-0.2 -4.6-4.6 -3.4-3.4 -1.0-1.0 59.559.5 38.538.5

41864186 TOKYOTOKYO OHKAOHKA KOGYOKOGYO COCO LTDLTD 10,04510,045 1,283.81,283.8 10.910.9 1.61.6 -11.3-11.3 -11.3-11.3 73.173.1 1.01.0 0.40.4 -0.0-0.0 0.00.0 0.40.4 0.40.4 18.818.8 27.327.3

42034203 SUMITOMOSUMITOMO BAKELITEBAKELITE COCO LTDLTD 7,0767,076 624.5624.5 4.34.3 1.51.5 -5.1-5.1 -5.1-5.1 37.137.1 0.70.7 0.10.1 -0.0-0.0 0.00.0 0.10.1 0.20.2 9.09.0 40.140.1

ElectronicFine ChemicalsChemicals (JPY)(JPY) (JPY(JPYbn)bn) (JPY(JPYbn)bn) PerformancePerformance(%)(%) (mil)(mil) (mil)(mil) (mil)(mil) (mil)(mil) (mil)(mil) (days)(days) (k)(k) (%)(%)

40234023 KUREHAKUREHA CORPCORP 4,2404,240 170.6170.6 1.51.5 1.81.8 10.010.0 10.010.0 3.83.8 0.40.4 0.60.6 -0.2-0.2 -2.5-2.5 -2.2-2.2 -5.8-5.8 28.428.4 12.012.0

40434043 TOKUYAMATOKUYAMA CORPCORP 4,5934,593 331.1331.1 4.14.1 1.81.8 -6.1-6.1 -6.1-6.1 11.411.4 0.90.9 1.51.5 -0.0-0.0 -1.1-1.1 0.40.4 0.40.4 35.435.4 29.729.7

40614061 DENKADENKA COCO LTDLTD 3,6843,684 326.2326.2 3.93.9 2.42.4 -15.0-15.0 -15.0-15.0 34.334.3 0.90.9 0.20.2 -0.0-0.0 -2.8-2.8 -2.6-2.6 -2.8-2.8 41.641.6 20.920.9