January 9th [Today's Investment Strategy]

[Fisco Selected Stocks] 【Material Stocks】 World <3612> 2454 yen (1/8) is a major Clothing company. It develops brands such as 'Untitled' and 'Indivi'. The profit Financial Estimates for the fiscal year ending February 2025 have been revised upwards. The operating profit is estimated at 16.5 billion yen. This is an increase of about 6% from the previous estimate. The last fiscal year ended with an 11-month closing and recorded 12 billion yen. The lifestyle brands, digital business, and platform business have shown growth. The year-end Dividends will be set at 43 yen. The previous estimate was 38 yen, last year's period.

Fisco Japan49minutes ago

Rating [Securities company ratings]

Upgrades - Bullish Code Stock Name Securities Company Previous Change After----------------------------------------------------------------<8411> Mizuho Morgan S "Equal W" "Over W" <8354> Fukuoka JP Morgan "Neutral" "Over W" <4755> Rakuten G SMBC Nikko "2" "1" <6324> Harmonic Tokai Tokyo "Neutral" "Out P" <2802

Fisco Japan50minutes ago

Concerns over tariff risks from the incoming Trump administration have led to a stance of waiting for buying opportunities.

[Stocks Opening Comment] The Japanese stock market on the 9th is expected to exhibit a strong sense of market consolidation, but resilience seems to be on the minds of investors. In the US market on the 8th, the Dow Jones Industrial Average rose by 106 points, while the Nasdaq declined by 10 points. Additionally, the 9th is a day of mourning for former President Carter, resulting in the market being closed. There is also a prevailing wait for the US employment statistics announcement scheduled for this weekend, leading to a dominant trend of position adjustments. Moreover, President-elect Trump aims to introduce a new tariff program and is in the process of declaring a national emergency.

Fisco Japan07:37

MOL, Sumitomo Electric, etc. [List of stock information from newspapers]

*Mitsui O.S.K. Lines <9104> to construct up to four ammonia ships, investing 100 billion yen (Nikkan Kogyo, front page) - ○ *Sumitomo Electric Industries <5802> new factory for electrical line coatings in Osaka, increasing orders in Europe (Nikkan Kogyo, front page) - ○ *Panasonic HD <6752> Panasonic entering the whole-house air conditioning market in the U.S., energy-saving with less temperature variation (Nikkan Kogyo, page 3) - ○ *Sumitomo Rubber <5110> "Dunlop" global expansion, acquiring trademark rights for 83 billion yen aimed at Europe and America (Nikkan Kogyo, page 4) - ○ *Nagase & Co. <8012> partnering with eGriis, raw materials.

Fisco Japan07:28

Focusing on world and T&G needs, Manny and Welcia HD are sluggish.

In the U.S. stock market on the 8th, the Dow Jones Industrial Average rose by $106.84 to 42,635.20, the Nasdaq Composite Index fell by 10.80 points to 19,478.88, and the Chicago Nikkei 225 Futures were down 25 yen compared to the Osaka daytime at 39,935 yen. The exchange rate is 1 dollar = 158.30-40 yen. In today's Tokyo market, World Co., Ltd. <3612> revised its financial estimates for the operating profit, net profit, and dividends for the period ending February 2025 upward, while ABC Mar also revised its dividends forecast for the period ending February 2025 with a 15.6% increase in operating profit for the cumulative third quarter.

Fisco Japan07:15

List of stocks breaking through the cloud (part 3) [Ichimoku Kinko Hyo - List of stocks breaking through the cloud]

○ List of stocks breaking through the cloud in the market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Main Board <7990> Upexi Inc 1901 1928.75 1921.5 <8002> Marubeni 2321 2360.75 2356 <8075> Kobe Steel Trading 6090 6137.56 6415 <8153> MOS Food 3595 3610.36 607.5 <8200> Ringer Hut 2186 2221.75 2195

Fisco Japan07:02