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.
Aiming to buy autonomously rebounding against the recent decline.
The Nikkei index rebounded for the first time in four days, closing up 107.21 yen at 38,642.91 yen (volume estimated at 2.1 billion 80 million shares). Although major stock indices in the usa fell on the 14th, there were buyouts aimed at a self-rebound due to a drop of nearly 1,000 yen over the previous three days, and the yen's depreciation to around 156 yen per dollar also served as a tailwind for export-related stocks. Additionally, mega banks like Mitsubishi UFJ <8306>, which announced good earnings projections and share buybacks, remained firm.
Daitetsu has updated its high prices [new high and new low price stocks].
Top new highs on the Tokyo Stock Exchange Prime Board include Obayashi Corporation <1802>, Daiwa House Industry <1925> among 37 stocks. New lows on the Tokyo Stock Exchange Prime Board include Hokuto Corporation <1379>, UT Group <2146> among 41 stocks. "Tokyo Stock Exchange Prime" "Tokyo Stock Exchange Standard" "Tokyo Stock Exchange Growth" New Highs New Lows New Highs New Lows New Highs New Lows 11/15 374126351128 11/14 41442127817 11/13 40271817712 11/12 8122291
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.
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.
Express News | Mitsubishi UFJ Financial: Net income for the first half of the fiscal year is 1.26 trillion yen, an increase of 35.7% year-on-year.
Caution is being raised regarding the deterioration of US-China relations under the next Trump administration.
The Nikkei average fell for the third consecutive day. It closed at 38,535.70 yen, down 185.96 yen (volume approximately 2.1 billion 40 million shares), hitting a daily low. Due to the rapid pace of the yen's depreciation following the rise in U.S. long-term interest rates, buying focused on export-related stocks led the Nikkei average to start with gains. The index expanded its gains until midday, reaching 39,084.44 yen. However, against the background of reports on the Trump administration's personnel appointments, there was a renewed move to avoid risks, turning negative towards the end of the morning session.
List of converted stocks (Part 2) [List of converted stocks for Parabolic Signal]
○ List of stocks transitioning to sell mode Market Code Company Name Closing Price SAR Main Board <1662> Petroleum Resources 1097 1175 <1663> K&O Energy 28753160 <1721> Comsys HD 31263299 <1861> Kumagai Gumi 34203610 <1879> Shin-Nihon Construction 15071590 <187A> Samty HD 32953300 <1963> JGC HD 13221412 <197
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>
The depreciation of the yen has driven Japan's wholesale inflation to soar in October, adding uncertainty to the central bank's interest rate decision.
Japan's wholesale inflation rate in October accelerated to the fastest level in over a year, mainly due to the depreciation of the yen pushing up the cost of some imported commodities.
polaris HD --- Basic agreement signed regarding opening a new hotel property in Taito-ku, Tokyo.
On the 12th, Polaris Holdings <3010> announced that its subsidiary, Fino Hotels, has decided to enter into a basic agreement with Daiwa House Industry <1925> to sign a basic agreement in order to conclude a lease agreement (hereinafter, the "Lease Agreement") regarding a hotel property planned to be constructed in Taito Ward, Tokyo.
Daiwa House, landlords, etc. (additional) Rating
Upgrade - Bullish code stock name securities company conventional changes after -------------------------------------------------- <5110> Sumitomo Rubber GS "Hold" "Buy" Downgrade - Bearish code stock name securities company conventional changes after -------------------------------------------------- <8056> BIPROGY City "2" "3" Target stock price change code stock name
List of cloud breakout stocks (Part 1) [Ichimoku Kinko Hyo Cloud Breakout Stock List]
○List of breakout stocks in the market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Prime <1808> Haseko 1882 1877.25 1754 <1861> Kumagai Gumi 3600 3583.75 3365 <1884> Nichidoro 1715 1708.25 1600 <1925> Daiwa House 4627 4564.54 158.5 <1942> Kandenko 2285 2196.25
Trump trade is also swayed by favorable and unfavorable factors.
The Nikkei average fell for the first time in three business days, closing at 39,376.09 yen, down 157.23 yen (with a volume of approximately 2.46 billion shares). Against the background of the previous day's rise of US stocks and a weaker yen, buying was predominant in the morning. There were moments when it rose to 39,866.72 yen towards the end of the morning session. However, there is a tendency for selling to occur in anticipation of a return before the psychological milestone of 10,000 yen, as well as firm statements towards China and Iran by Trump's future Secretary of State, Marco Rubio, according to US media.
The Nikkei average has fallen for the first time in three days, reflecting concerns about the upcoming Trump administration.
On the 11th, the US stock market continued to rise. The Dow Jones Industrial Average closed at $44,293.13, up $304.14, while the Nasdaq closed at 19,298.76, up 11.99 points. Buying continued on expectations of deregulation and growth-oriented policies under the upcoming Trump administration, leading to gains after the opening. However, with the bond market closed due to Veterans Day, causing a lack of material, small-cap stocks were bought as part of a rotation, while tech stocks were sold off, leading to a temporary decline in the Nasdaq. The Dow remained strong throughout the day.