Semiconductors · attribution context sourced from stored price moves, stored event labels, and peer-relative residuals inside the JPJY constituent company universe.
Review priority 79 · Source rank 54 · Volume 3.5x
Source gap theme_driver_without_direct_catalyst · Next action research_theme_news_and_basket_constituents
Theme driver Semiconductors · -7.61% across 6 matched companies
Decomposition: Macro -11.83% · Sector +7.73% · Industry -1.85% · Theme Driver -1.66% · Peer Specific +1.66% · Company Catalyst +0.00% · Unexplained Residual -11.37%Review priority 75 · Source rank 64 · Volume 4.1x
Source gap missing_direct_company_catalyst · Next action research_company_specific_news
Theme driver Semiconductors · +3.22% across 6 matched companies
Decomposition: Macro +2.13% · Sector -1.20% · Industry +0.45% · Theme Driver +1.84% · Peer Specific -1.84% · Company Catalyst +0.00% · Unexplained Residual +8.44%Review priority 66 · Source rank 54 · Volume 1.1x
Source gap missing_direct_company_catalyst · Next action research_company_specific_news
Theme driver Semiconductors · +0.19% across 6 matched companies
Decomposition: Macro +2.37% · Sector -0.84% · Industry +0.39% · Theme Driver -1.73% · Peer Specific +1.73% · Company Catalyst +0.00% · Unexplained Residual +6.18%| Date | Label | Move | Residual after context | Scope | Confidence |
|---|---|---|---|---|---|
| Aug 5, 2024 | Broad market moved -11.83% with this stock | -17.32% | -11.37% | Macro | 58% |
| Nov 6, 2023 | Semiconductors moved +3.22% with this stock | +9.82% | +8.44% | Sector | 64% |
| Aug 13, 2024 | Broad market moved +2.37% with this stock | +8.10% | +6.18% | Macro | 58% |
| Apr 7, 2020 | Semiconductors moved +3.54% with this stock | +8.57% | +6.24% | Sector | 64% |
| Apr 10, 2025 | Broad market moved +8.27% with this stock | +11.20% | +9.04% | Macro | 58% |
| Mar 24, 2020 | Sector group moved +10.48% with this stock | +10.04% | +1.23% | Sector | 58% |
| Apr 7, 2025 | Broad market moved -8.38% with this stock | -9.97% | -3.56% | Macro | 58% |
| May 13, 2026 | MinebeaMitsumi Earnings Up In FY26; Guides H1, FY27 | +9.76% | +3.86% | Direct | 77% |
| May 13, 2026 | MINEBEA MITSUMI: Strong sales and profit growth, with robust segment performance and higher dividends planned | +9.76% | +3.86% | Direct | 76% |
| Jun 22, 2026 | TSE:6479 large shareholding change report | +9.20% | +1.41% | Direct | 95% |