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Digest of hot stocks (morning session): Keisei, Mitachi, San-Ei Chemical etc.
San-Ei Kaken <4234>: 559 yen (+55 yen) continues to rise significantly. It has announced the acquisition of treasury stock through off-market trading. A total of 1 million shares, corresponding to 9.5% of the issued shares, will be conducted today in off-market trading, with a maximum limit of 0.5 billion 4 million yen. If the upper limit of 1 million shares and the total acquisition amount of 0.6 billion yen are not reached, it seems that market purchases will be conducted with an acquisition period until October 31, 2025. While the direct impact on supply and demand is expected to be limited, it is expected to lead to an increase in value per share.
Mitachi --- significantly rebounding, the positive impact of upward revision of performance is strengthening.
Mitsuchi <3321> is sharply rebounding. Last weekend, it announced an upward revision of financial estimates. The operating profit for the first half of the year has been revised upward from the previous estimate of 0.6 billion yen to 0.9 billion yen, a 3.7% decrease from the same period last year. For the full year, it has been revised upward from 1.8 billion yen to 1.9 billion yen, a 19.4% increase from the previous year. The background seems to be related to the commercial flow transfer of automobile-related customers that started in the second quarter and the strong EMS orders from consumer-related sectors. The first quarter saw a significant decline of 35.9% year-on-year in operating profit, leading to a strong positive impact.
Mitachi, Furukawa Electric ◆ Today's FISCO hot stocks ◆
Mitachi (3321) announced a revision of its financial estimates for the fiscal year ending in May 2025. Revenue has been revised upward from 80 billion yen to 90 billion yen, and operating profit has been raised from 1.8 billion yen to 1.9 billion yen. Orders related to automobiles starting from the second quarter and EMS for consumer-related sectors have been strong. The stock price has shown a rebound recently, and it has reached the 200-day moving average, which is perceived as a resistance. If it breaks through that line, it could approach the recovery high of 1239 yen on October 7 and the recovery high from July 26.
November 25th [Today's Investment Strategy]
[Fisco Special Selected Stocks] [Material Stocks] San-Ei Kakens <4234> 504 yen (11/22) Engaged in packaging materials related products such as light packaging materials, release paper, and adhesive tape substrates. Announced a share buyback of up to 1 million shares, which accounts for 9.5% of the outstanding shares, with an amount limit of 0.6 billion yen. The acquisition period is from November 25, 2024, to October 31, 2025. A purchase order will be placed on November 25 in the Tokyo Stock Exchange's ToSTNeT-3 for off-market transactions of treasury stock. January 2024.
Three key points to focus on in the morning session ~ Funds are more likely to flow into cyclical stocks ~
In the morning session of the 25th, attention should be paid to the following three points: - Funds are likely to flow into cyclical stocks etc. - Mitachi, upward revision on 25/5 operating profit from 1.8 billion yen to 1.9 billion yen - Focus of the morning session: Sumitomo Corporation, Sumitomo Precision Products, expansion of MEMS contract manufacturing, acquisition of US joint ventures. - In the Japanese stock market on the 25th, after starting with buying, it is likely to develop into a stalemate market situation. In the US market on the 22nd, the Dow Jones Industrial Average rose by 426 points, Nasdaq etc.
Pay attention to DTS and Mitsui Chemicals, while Meiji HD and Fujio Food seem to be sluggish.
At the U.S. stock market last weekend on the 22nd, the dow jones industrial average rose by $426.16 to 44,296.51, the nasdaq rose by 31.23 points to 19,003.65, and the Chicago nikkei 225 futures were up by 255 yen from the Osaka daytime at 38,595 yen. The exchange rate was 1 dollar = 154.20-30 yen. In today's Tokyo market, DTS announced a share buyback and cancellation of up to 3.82% of the issued shares, and Mitsui chemicals announced a share buyback of up to 1.68% of the issued shares.
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