.T17CWT TOPIX-17 COMMERCIAL & WHOLESALE TRADE
- 901.100
- +0.690+0.08%
After the election, the governor of the Bank of Japan first discusses mmf policy, and next Monday's speech might reveal signals of an interest rate hike.
Bank of japan Governor Kazuo Ueda will give a speech and hold a press conference next Monday in Nagoya, Japan, and the market is highly anticipated.
Active and newly listed stocks during the morning session.
*Macromill <3978> 971 - CVC Capital aims for a complete acquisition through a TOB. *EM Systems <4820> 640 - Significantly raised financial estimates and dividends. *Net Pro HD <7383> 441 - Upper half of the year is recovering faster than expected, resulting in an upward revision of the full-year estimates. *Oisix ra Daichi <3182> 1412 +2057 - The profit growth rate for the September period is expected to expand further. *Gifty <4449> 1092 +150 - The third quarter sees a transition to operating profit growth.
Takasago fever, medley, etc. (additional) Rating.
Upgrade - Bullish code stock name Securities company traditional changes after ----------------------------------------------- <6481> THK Daiwa "3" "1" Downgrade - Bearish code stock name Securities company traditional changes after ----------------------------------------------- <7951> Yamaha City "1" "2" Target price change code stock name Securities company traditional changes after--
November 15th [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Net Protections Holdings ＜7383＞ 361 yen (11/14) provides a deferred payment solution. The performance financial estimates for the fiscal year ending March 2025 have been revised upwards. The operating profit is estimated to be 1.7 billion yen, raised by about 57% from the previous estimate. The previous year reported a loss of 0.627 billion yen. Operating revenue is progressing as planned. Cost control due to improvements in credit and billing operations for each service, and efforts to enhance the efficiency of selling, general and administrative expenses.
Fujitsu, Shinko Shoji etc. [List of stock material from the newspaper]
Fujitsu's decarbonization project for the supply chain, in collaboration with 12 domestic and foreign companies for data linkage (Nikkan Kogyo front page). KDDI corporation competing for fintech supremacy with megabanks, deepening collaboration with ICT (Nikkan Kogyo page 3). Lik life insurance invested by Nippon Life Insurance, solving nursery issues with IT (Nikkan Kogyo page 3). Shinko Shoji invests 10 billion yen in growth, collaborating in semiconductors and AI-related fields (Nikkan Kogyo page 6). Kasumigaseki Capital opens a refrigerated automated warehouse in Aomori, at Hachinohe Port and Misawa.
Pay attention to Net Pro HD and Gifty, while Nomura Micro and Tsuburaya Productions HD may be sluggish.
In the US stock market on the 14th, the dow jones industrial average dropped by 207.33 points to 43,750.86, the nasdaq composite index fell by 123.07 points to 19,107.65, and the Chicago futures for the Nikkei 225 rose by 390 yen compared to the Osaka daytime to 38,970 yen. The exchange rate is 1 dollar = 156.30-40 yen. In today's Tokyo market, Oisix <3182> saw an operating profit increase of 60.9%, a significant rise from the previous 13.4%, and TREHD <92> reported that operating profit doubled compared to the same period last year.
List of converted stocks (Part 2) [List of converted stocks for Parabolic Signal]
○ List of stocks for sell conversion in the market Code Stock Name Closing Price SAR Main Board <1417> Mirait One 2161 2292<1820> Nishimatsu Construction 51365370 <1946> To Enekk 914968 <1976> Meisei Industry 13021383 <2146> UT Group 21372729 <2153> E.J. HD 16841733 <2211> Fujiya 26642699 <222
TOYO etc [Stocks with interesting features from the perspective of volume changes]
Stock closing price compared to the previous day volume *<4255>* THE COO 56580200500 *<6045>* Rentrax 7405094600 *<246A>* Asua 7911001137800 *<7851>* Kawase Computer 24194183500 *<2270>* Snow Brand Megmilk 2575411121900 *<173A>* Hammock 13547033900 *<4347>* Bromeida 155711141300 *<3370>* Fujita Corp 241445700.
Starting lineup, Rental Trucks and others.
<142A> Jingib stem inc downward revision, current fiscal year operating profit forecast 0.008 billion yen ← 0.24 billion yen <145A> Acquired shares of System M's, a company that handles development of Ellyusbee system (web system/ OA/FA system) etc., and made it a subsidiary <149A> Sync Inc downward revision, current fiscal year operating profit forecast 0.073 billion yen ← 0.171 billion yen <157A> Established a subsidiary of G Monster <195A> Rice curry performance financial estimates revision, current fiscal year operating profit forecast 0.125 billion yen ← 0.32 billion yen electric motor A
Mitsubishi UFJ and others announced share buyback on November 14th.
The stocks that announced the establishment of a share buyback framework on November 14 (Thursday) are as follows: <8306> Mitsubishi UFJ 2.3 million shares (2.0%) 300 billion yen (24/11/15-25/3/31) <8316> Mitsui Sumitomo 60 million shares (1.5%) 150 billion yen (24/11/15-25/1/31) <8411> Mizuho 50 million shares (1.9%) 100 billion yen (24/11/15-25/2/28) <7181> Japan Post 30 million shares (7.8%) 35 billion yen (24/11
Mitsubishi UFJ, 2Q operating profit increased by 37.3% to 1.7569 trillion yen, announced a share buyback.
Mitsubishi UFJ <8306> announced its second-quarter results for the fiscal year ending March 2025, with operating revenue increasing by 21.1% year-on-year to 6 trillion 860.2 billion 77 million yen, and ordinary profit rising by 37.3% to 1 trillion 756.9 billion 26 million yen. Additionally, the net profit forecast for the fiscal year ending March 2025 was revised upwards from 1 trillion 500 billion yen to 1 trillion 750 billion yen. This was due to strong performance in the customer division, as well as improvements in profit margins from rising yen interest rates and the sale of shareholdings. The annual dividends plan is set at 60 yen per share, in line with previous indications.
Delica HD---In the second quarter, revenue increased by double digits as the main business of the fresh produce logistics sector actively responded to client needs.
Delica Foods Holdings <3392> announced its consolidated financial results for the second quarter of the fiscal year ending March 2025 on the 13th. Revenue increased by 10.7% year-on-year to 28.056 billion yen, with an operating loss of 0.111 billion yen (compared to a profit of 0.329 billion yen in the same period last year), an ordinary loss of 0.073 billion yen (compared to a profit of 0.379 billion yen in the same period last year), and a net loss attributable to shareholders of the parent company of 0.066 billion yen (compared to a profit of 0.32 billion yen in the same period last year). During this interim consolidated accounting period, the company group focused on the restaurant industry.
Dentsu Y&R, Mitsubishi Chemical, etc. (additional) Rating
Downgrade - bearish call stock name securities company conventional change after --------------------------------------------------------------<6856> Horiba Morgan Stanley "Equal Weight" "Underweight" target stock price change code stock name securities company conventional change after ----------------------------------------------------------------<232
TOYO---Significantly continues to rise, with the July to September period exceeding consensus financial estimates and revising the full-year forecast upwards.
Significant continuous rise. The third quarter earnings report was announced the previous day, with operating profit for the July-September period at 28.7 billion yen, representing a 21.2% increase year-on-year, exceeding market financial estimates by about 10 billion yen. As a result, the full-year forecast has been revised upward from the previous 81 billion yen to 86 billion yen, an increase of 11.8% compared to the previous period. Annual dividends were also raised from 105 yen to 110 yen. The full-year forecast is at a consensus level, but the plan for the fourth quarter gives a conservative impression. The us market, which had worsened in the second quarter, is now recovering again.
IDEC, mitsubishi electric corp. unsponsored adr, etc. [List of stock information from newspapers]
IDEC＜6652＞, in collaboration with Toyota, proposes production process that combines high-speed operation and safety of collaborative robots (Nikkan Kogyo front page) - ○* Renesas＜6723＞, commonization of microcontroller circuits, easy software updates (Nikkan Kogyo front page) - ○* Mitsubishi Chemicals＜4188＞, core operating profit of 900 billion yen for the fiscal year ending in March 2036, aiming for growth in the chemical business (Nikkan Kogyo page 3) - ○* Rakuten Group＜4755＞, Mizuho Financial Group invests in Rakuten Card, expanding services for individuals (Nikkan Kogyo page 3) - ○* 7&i HD＜3382＞, founded
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
Sell conversion stock list market Code Stock name Closing price SAR Tokyo main board <6272> Leon machine 1421 1477<6287>Sato HD20812177<6289>Techno Kensaku 17051777<6310>Ikeshi Farm 9941009<6323>Low Tse 20112382<6330>Oriental Engine 743784<6358>Sakai Heavy 23022594<6413>Ideal Science 361
Japan Postal Service, Japan Post Bank, Mizuho, Dai-ichi Life HD (14th) (5010-9994)
Please note that the above calendar is just a schedule and is subject to change due to company circumstances.--------------------------------------- November 14 (Thursday) <5010> Nippon Seiro <5027> AnyMind G <5029> Circlace <5033> Nulab <5034> unerry <5038> eWeLL <5074> Tes HD <5101>
Asahi, Matsukiyo, Dentsu Group, Lancers (14th) (1379-4990)
※The above calendar is merely a schedule and may be subject to change due to the company's circumstances. --------------------------------------- November 14 (Thursday) <1379> Hokuto <1380> Akikawa Bokuen <142A> Jinjibu <1438> Gifu Landscape <1443> Giken HD <1446> Candiule <1447> SAAF HD <145A> El
Reasons why the US military has no choice but to ride along with commercial ships.
It has been reported that U.S. military combat units are in need of assistance in terms of trucking. Since the end of last year, briefings dealing with classified information regarding combat in the Red Sea have been held here every two weeks, attended by executives from private marine shipping companies. The aircraft and cargo ships of the U.S. Transportation Command are aging and inadequate in capacity. Of the 44 government-owned vehicle transport ships available to the transport command, 28 are expected to be decommissioned within eight years, and the deployment of replacement ships has faced numerous delays.
rakuten group, 3Q operating loss narrowing to ¥51 billion.
The earnings report for the third quarter of the fiscal year ending December 2024, announced by rakuten Group (4755), showed a revenue of 1 trillion 617.6 billion 21 million yen, an increase of 8.5% compared to the same period last year, while the operating loss was 51 billion 66 million yen (compared to a loss of 179.5 billion 78 million yen in the same period last year). Continued losses were burdensome due to upfront investments in the mobile business. The internet sector, including e-commerce (EC), and financial services were robust. [Positive evaluation] (7911) TOPPAN HD Mid-term| (3496) Azoom.