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Zensho HD, Itoki, M&A Capital, etc.
Significant decline. morgan stanley MUFG Securities has downgraded its investment rating from "overweight" to "equal weight" and has also lowered the target stock price from 4,070 yen to 3,580 yen.
Hot stocks digest (morning session): Zensho HD, GENOVA, DWTI, etc.
Daiko <3160>: 633 yen (+14 yen) 633 rebounds. It has announced a revision of performance estimates due to the recognition of special profits. Regarding the damages caused by import restrictions from various foreign countries due to the release of ALPS treated water against Tokyo Electric Power HD, an agreement has been reached to compensate for the damages with compensation payments, resulting in the recognition of special profits of 394 million yen in the second quarter of the May 2025 period. As a result, the net profit for the first half is expected to increase from the previous estimate of 0.12 billion yen to 0.44 billion yen, to 6.6 billion yen for the full year.
Daikou announces upward revision of net profit due to rebound and special profit recognition.
Dako <3160> rose. They have announced a revision of their financial estimates due to the recognition of special profits. Regarding Tokyo Electric Power Company HD, they have agreed on compensation for damages resulting from import bans from various countries due to the ALPS treated water discharge. As a result, they are expected to record a special profit of 394 million yen in the second quarter of the fiscal year ending May 2025. Consequently, the first-half net profit is expected to increase from the previous estimate of 0.12 billion yen to 0.44 billion yen, and the full-year from 0.66 billion yen to 0.98 billion yen respectively.
November 19 [Today's Investment Strategy]
[Fisco Selected Stocks] [Material Stocks] Daiko <3160> 619 yen (11/18) Expands food wholesale and food service supermarkets, with a strong presence in the Chukyo area. The net profit forecast for the fiscal year ending May 2025 was raised to 0.98 billion yen (28.9% increase from the previous year). This was raised by about 48% from the previous forecast. As announced on November 13th, a claim for damages has been made for the damage caused by import restrictions from various countries due to the ALPS treated water release by Tokyo Electrical Utilities HD <9501>.
Three key points to focus on in the morning session: Increasing interest in cryptocurrency-related investments.
In the morning trade 19 days ago, three points deserve attention. ■ The interest in cryptocurrency-related assets is strengthening. ■ Daiko raised its net profit forecast to 0.98 billion yen from 0.66 billion yen. ■ Focus materials for the morning session: Daio Paper will increase its research budget by 1.5 times in the fiscal year 26 to promote next-generation material development. ■ The interest in cryptocurrency-related assets is strengthening. The Japanese stock market on the 19th started with a buying trend, but it seems likely to develop into a market with a strong sense of stalemate. The US market on the 18th saw the dow jones industrial average down by 55 dollars, while the nasdaq was at 111.
Pay attention to Morinaga Confectionery and Kyukoh Yakuhin, while GENOVA and others are subdued.
In the U.S. stock market on the 18th, the Dow Jones Industrial Average closed down 55.39 points at 43,389.60, while the Nasdaq Composite Index closed 111.69 points higher at 18,791.81. The Chicago Nikkei 225 futures closed 80 yen higher at 38,340 yen compared to the Osaka daytime trading. The exchange rate was 1 dollar = 154.60-70 yen. In the Tokyo market today, Morinaga Confectionery Co., Ltd. <2201> announced a share buyback limit of 4.68% of issued shares and a limit of 4.30% for purchase commission. Kyukou Corporation announced that it has been selected for the public offering business of the Japan Agency for Medical Research and Development.
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