Quantitative
Katana computes its metrics for every company.
- P/E 0.01–20x
- P/B ≤ 1x
- Net income ≥ ¥0 (profitable)
- Equity ratio ≥ 40%
- Net cash ≥ ¥0 (no net debt)
AI screening example · run on September 29, 2026
Companies quietly
Companies quietly
in semiconductors.
We typed this in one sentence. Katana narrowed ~3,800 Japanese stocks to 561 with its own metrics, then AI read each annual report and found 18.
01 / Input
All we typed was this sentence.
“Undervalued companies trading below book value, profitable with a strong balance sheet, that are not known as chip makers but quietly run a semiconductor-related business”
02 / Conditions
Katana turns it into screening conditions.
Qualitative
AI reads each annual report and judges support and counterevidence.
- Does the company currently provide semiconductor-related products or services as an operating business, rather than only describing a planned activity or a financial investment?
- Is the company's principal disclosed business outside semiconductor chip manufacturing?
~3,800listed companies
561match the numbers
18supported by filings
Katana
read the filings and found 18 companies.
03 / Results
The 18 companies, and the evidence.
Each line summarizes the company's Japanese annual securities report. Only companies the AI judged as supported are listed.
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Nippon Electric Glass
Expanding sales of semiconductor support glass and probe-card substrates; developing glass core substrates.Filing ↗
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ZACROS
Keeps ramping up interlayer insulation materials for semiconductor package substrates.Filing ↗
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Nitta
Makes hoses, tubes, cleanroom air products and belts for chip-making equipment and processes.Filing ↗
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Hodogaya Chemical
Growing hydrogen peroxide sales to the semiconductor market.Filing ↗
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MUSASHI
Expanding industrial filtration filters for semiconductors and electronic materials.Filing ↗
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Tanabe Engineering
Wins plant construction orders for semiconductor-related facilities.Filing ↗
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Shinhokoku Material
Depends heavily on the semiconductor and flat-panel industries.Filing ↗
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Takatori
Makes SiC cutting equipment for power semiconductors.Filing ↗
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SK-Electronics
Its metal masks are used to print solder paste in semiconductor packaging.Filing ↗
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Ono Sokki
Demand for its dimension-measurement products grew, led by semiconductor companies.Filing ↗
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WILLTEC
Its engineering-staffing business serves semiconductor-related manufacturing.Filing ↗
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TOBA
Distributes components built into semiconductor manufacturing equipment.Filing ↗
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RIX
Supplies industrial parts to the electronics and semiconductor industry.Filing ↗
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OVAL
Sensor orders from the semiconductor industry recovered.Filing ↗
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Tokai Electronics
Sells electronic devices for semiconductor manufacturing equipment.Filing ↗
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RYODEN
Distributes semiconductors, including power semiconductors for cars and AI-related products.Filing ↗
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SOMAR
Its high-performance materials business has started in semiconductors.Filing ↗
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KAGA ELECTRONICS
Develops, makes and sells semiconductors and electronic components.Filing ↗
Your stock-picking, handed straight to AI.
Complex theses, your own selection rules. Katana narrows companies with its own metrics, and AI reads annual reports to judge qualitative conditions. The selection you used to do one company at a time, AI now runs across the Japanese market.
Open the screener Another example: Companies like Nintendo, across all of Japan.