Expected increase in Japanese naval spending to protect trade interests in the Strait of Hormuz.

As a key manufacturer of gas turbines, the company has immense pricing power and a guaranteed backlog of orders due to a severe supply shortage driven by the need for new power plants.

Mentioned as a major producer of gas turbines with a four and a half year wait time, indicating extremely high demand and strong near-term business performance.

There is a 4.5-year wait time for new gas turbines from major producers like Mitsubishi Heavy. Companies that supply critical energy infrastructure are experiencing massive backlogs, indicating strong demand and pricing power.

Shows a significant parabolic price increase with strong momentum, but the extended rally suggests a potential for a sharp correction, warranting investor caution.