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Grid, WealthNavi [Emerging Markets 5% Rule]
<5582>Shareholding ratio of Grid Mitsui & Co., Ltd. stocks 7.70% → 6.64% Reporting obligation start date 2025/01/08 <7342>Shareholding ratio of WealthNavi, Inc. and au Kabucom Securities Co., Ltd. stocks 0.38% → 1.69% Reporting obligation start date 2025/01/07
January 15th [Today's Investment Strategy]
[Fisco Selected Stock] 【Material Stock】 SHIFT <3697> 18780 yen (1/14) engages in Software Development and testing services. Announced first quarter financial results. Operating profit is 3.517 billion yen (an increase of 97.0% year-on-year). Achieved high operating rates through thorough operations and strategic hiring restraint, improving profit margins. As a result of strategic restraints on hiring costs and the efficiency of other selling, general, and administrative expenses, profits have grown. The operating profit estimate for the fiscal year ending August 2025 is 13.5 billion yen (an increase of 28.1% from the previous period).
QPS Research Institute, ELEMENTS and others.
<205A> Logos HD has revised downwards its operating profit forecast for the current period to 0.886 billion yen, reduced from 2.108 billion yen. Dividends at the end of this period are forecasted to be 45.33 yen per share, down from 137.00 yen. <245A> INGS has introduced a shareholder benefit program. <276A> Cookle has revised upwards its operating profit forecast for the current period to 0.65 billion yen, up from 0.515 billion yen. <2936> Base Food has introduced a shareholder benefit program. <2981> Randex has expanded its shareholder benefit program. <3479> TKP has revised downwards its revenue forecast for the current period to 59 billion yen, reduced from 620.
Cover [Emerging Market Ratings List]
"Goldman" <5253> cover *The ratings of the above companies are as confirmed by us as of January 14.
Tosei, Aeon Delaire, Etc (additional) Rating
Upgraded - Bullish Ticker Symbol Company Name Brokerage Firm Previous Change After --------------------------------------------------- <7735> Screen Mizuho "Hold" "Buy" Downgraded - Bearish Ticker Symbol Company Name Brokerage Firm Previous Change After --------------------------------------------------- <6586> Makita GS "Buy" "Hold" <6857> Advante Mizuho "Buy"
Is it a strong trend, with continued expectations for buying mainly driven by individual investors?
Outlook for this week, January 13 to January 17: The Tokyo Stock Exchange Growth Index may show a resilient trend, with expectations for continued buying, particularly from individual investors. The Main Board is likely to be influenced by external factors such as the decline in US stocks, leading to a scenario where buying in Emerging Markets is likely to occur, primarily from individual investors. However, both Japan and the US are in a phase of rising long-term interest rates, making it challenging for funds to flow towards growth stocks. In key areas, trading volume is rapidly increasing in ispace <9348> and last year's high.