Nobu Yamamoto's "Stock Research File": The grand market of stocks with a PBR below 1 enters its second act PART 11.

Concerns over the collapse of the AI (Artificial Intelligence) bubble and the renewed announcement of Trump tariffs led to a sharp decline in the Nikkei stock average. Previously, it was written that "the lower line for the Nikkei average may drop from the current 38,500 yen to around 37,800 yen, which is below last December," but on the 28th, it fell to the 36,800 yen level, which is 1,000 yen lower than that prediction. In September last year, Japanese stocks made a significant recovery after the huge crash in August, and the Nikkei average rose to over 39,000 yen from a low of 31,156 yen.

Kabushiki ShimbunFeb 28 16:53

Spot information on individual stocks (1)

Sanko Gold <1972.T> hits the upper limit. Currently revising upwards the financial estimates for the non-consolidated operating profit for the March period. The dividend payout ratio has been raised to 50% (previously 30%), increasing the dividend forecast for this period from 190 yen to 350 yen (last period 200 yen). M&A Capital <6080.T> rises significantly. The consolidated operating profit for the first quarter of the September period (October to December last year) is 3.345 billion yen, 5.7 times compared to the same period last year. Sanoyasu HD <7022.T> surges. The financial estimates for the consolidated operating profit for the March period are revised from 200 million yen to 350 million yen (31% increase compared to the previous period).

Kabushiki ShimbunJan 31 15:46

Three key points to pay attention to in the latter session - focus is concentrated on earnings announcement stocks and the Index ETF is moving slightly.

In the afternoon trading on the 31st, attention is drawn to the following three points. - The Nikkei Index has risen for three consecutive days, interest is concentrated on earnings reports, and the index shows slight movements. - The dollar-yen exchange rate is stabilizing after a decline, following U.S. interest rates. - The top contributor to the increase is Tokyo Electron <8035>, with Chugai Pharmaceutical <4519> in second place. The Nikkei Index has risen for three consecutive days as interest is concentrated on earnings reports, and the index shows slight movements. The Nikkei Index rose by 26.40 yen (+0.07%) to 39,540.37 yen (Volume estimated at 0.8 billion shares) at the end of the morning trading session.

Fisco JapanJan 31 11:26

Libera Ware ETC [Interesting stocks from the perspective of Volume changes]

Stock closing prices compared to the previous day Volume *<3550>* Studio Ata 2,038,931,000 *<7810>* Crossfor 165,141,492,600 *<3195>* Genepa 29,827,380,700 *<7992>* Sailor 1,023,202,200 *<5597>* Blue Innovation 637,100,296,100 *<218A>* Liberware 49,280,234,560 *<1972>* Sanko Gold 51,007,006,9300 *<9159>* WTOKYO 204,018,549,800 *

Fisco JapanJan 31 06:40

Stocks that hit the upper or lower limit in the afternoon session.

■Limit up <1972> Sanko Metal Industries <218A> Liberaware <254A> AI Fusion Capital Group <290A> Synspective <3648> AGS <4262> Nifty Lifestyle <5029> Circle Les <5574> ABEJA <5597> Blue Innovation <6721> Intest Corp <7422> Toho Remac ■Limit down <2553> One ETF Southern China A-shares CSI500 <26

Fisco JapanJan 30 14:41

Sanko Gold is in Buy mode, with an upward revision of Financial Estimates for the fiscal year ending March 2025 and an increase in the forecast for the year-end lump-sum Dividends, leading to STAR.

Sanko Metal Industry <1972.T> is trading at a high demand. On the afternoon of the 30th, the company announced an upward revision of the financial estimates for the standalone profit for the fiscal year ending March 2025 and an increase in the forecast for the year-end consolidated dividends, attracting Buy STAR. For the fiscal year ending March 2025, the revenue is maintained at 45 billion yen (up 4.9% year-on-year), but the operating profit has been raised from 3.48 billion yen to 3.87 billion yen (up 4.3% year-on-year), indicating a shift to increased profit. The improvement in construction profitability is due to enhanced construction management, and the timing of the headquarters office relocation is...

Kabushiki ShimbunJan 30 14:11