Weekend reading | The successive rise of PDD Holdings, Xiaohongshu, POP MART, and Pang Donglai all share a common underlying logic.

This year, officially entering the in-depth thematic research of the 'Fifth Consumer Era.' It is hoped that through this series of studies, a unique and pragmatic cognitive framework for China's CSI Consumer 360 index will be formed.

SatinFeb 15 14:24

The weekend's adjustments in positions have also resulted in active selection based on earnings reports.

The Nikkei average fell for the first time in four trading days. It closed at 39,149.43 yen, down 312.04 yen (with an estimated Volume of 2 billion 30 million shares). Profit-taking Sell orders were prioritized due to the backlash from consecutive days of rising stock prices. Although there were moments when it briefly turned positive at 39,543.93 yen, the yen exchange rate temporarily settled at around 152 yen to the dollar, which also led to profit-taking. Additionally, since the US market will be closed on the 17th, it seems there were movements for adjusting positions as well. The Nikkei average is expected to be followed.

Fisco JapanFeb 14 15:38

Stocks that moved or were traded in the first half of the session.

*Takasago International Corporation <4914> 6150 -Significantly revised upward the financial estimates and dividend forecasts. *GMO Internet <4784> 1350 +214 The guidance for this period and expectations for increased dividends continue to have an impact. *PeptiDream <4587> 2343.5 +354 The guidance for increased profits this period is viewed positively. *PKSHA Technology <3993> 4720 +700 The first quarter showed significant profit growth and good progress. *Lion Corporation <4912> 1858.

Fisco JapanFeb 14 13:09

Haseko, Daiwa House, ETC (additional) Rating

Upgraded - Bullish Code Stock Name Brokerage Firm Previous Change After -------------------------------------------------------- <8056> BIPROGY City "3" "2" Downgraded - Bearish Code Stock Name Brokerage Firm Previous Change After -------------------------------------------------------- <3659> Nexon Nomura "Buy" "

Fisco JapanFeb 14 11:45

February 14 [Today's Investment Strategy]

[Fisco Selected Issues] [Material Stock] PKSHA Technology <3993> 4020 yen (2/13) Developing AI Algorithms and implementing them as a product in society. The first quarter financial results were announced. Operating profit was 1.039 billion yen (an increase of 32.5% compared to the same period last year). Acquisition of solution projects in the AI Research & Solution business and expansion of product sales in the AI SaaS business. Revenue from the new group company also contributed.

Fisco JapanFeb 14 07:50

Rating [Securities company ratings]

Upgraded - Bullish Codes Stock Name Brokerage Firm Previous Change After -------------------------------------------------------------- <2815> Ariaケ UBS "neutral" "buy" <6875> MegaChips Toyo "hold" "buy" <9684> Square Enix HD Toyo "Cell" "hold" Downgraded - Bearish Codes Stock Name Brokerage Firm Previous Change After -----------------------

Fisco JapanFeb 14 07:42