JMDC Inc. (4483) Receives a Buy From Jefferies
Kumagai Construction, Loctite, etc. (additional) Rating
Upgrade - bullish code | Stock name | Securities company | Before Change | After Change | ------ | ------------- | ---------- | -------------- | -------------- | <3289> | Tokyu Fudosan HD | Daiwa | "3" | "1" | <7181> | Kanpo | JPM | "Underweight" | "Neutral" | <8795>
Exploring JMDC And Two Other High Growth Tech Leaders In Japan
Jefferies Adjusts JMDC's Price Target to 5,900 Yen From 4,800 Yen, Keeps at Buy
JMDC: Amended temporary report
SWCC, Dongxiang, TOWA, etc.
<5344> MARUWA 38650 +1400 rebounds significantly. Maruwa Securities continues to recommend "buy" and has raised the target stock price from 39000 yen to 44000 yen. Ceramic components have a high share in specific areas where heat dissipation is required, and it is analyzed that there is potential for exploring new markets such as heat dissipation boards for semiconductor lasers for optical transceivers in AI data centers. The sales for in-vehicle use, including HV and PHV, are also expanding.
Hot stocks digest (morning session): TOWA, Kobayashi Pharmaceuticals, Port, etc.
Mitsumi Electric <6508>: 3,490 yen (+210 yen), a significant rebound. It has announced that the interim year-end dividend, which was previously undecided, will be 35 yen. This represents an increase of 10 yen compared to the same period of the previous year. The announcement of an increase in dividends during the low-profit first half of the year has made an impact. It also seems to contribute to a sense of security regarding the current business performance. The year-end dividend forecast is still undecided, but if it remains the same as the previous year, the annual dividend will be 85 yen, and the dividend yield based on the previous day's closing price will be 2.6%.
JMDC - Significant rebound, domestic securities buy recommendation due to expectations for active data utilization.
JMDC <4483> is significantly rebounding. Mizuho Tokyo Securities has newly rated it as "outperform" with a target stock price of 6000 yen. It is assumed that the utilization of RWD in pharmaceutical companies, the recovery of sales in the life and non-life insurance areas, and the expansion of revenue from the health promotion support app "PepUp" are expected. The company has a vast amount of real-world data (RWD) and has built a strong entry barrier, but it seems that the attention to RWD in the pharmaceutical industry is increasing at present. Its parent company is Omron.
JMDC Inc. Announces New Share Subscription Rights
JMDC: Extraordinary Report
Volume change rate ranking (1pm) - Pixta, Wealth, etc. ranked in.
In the volume change rate ranking, you can understand the market participants' interest in trends such as stock picking by comparing the average volume of the past 5 days with the volume on the delivery day. ■ Volume Change Rate Top [As of 13:32 on August 22] (Comparison with average volume of the past 5 days) Code=>Stock name=>Volume=>5-day average volume=>Volume change ratio=>Stock price change ratio <5816> Onanba 280,300 33,673.14 248.30% 0.0358% <6166> Nakamura
Rating [security companies rating]
Upgraded - Bullish Code| Stock Name | Securities Company | Previous | After Change |------|-------------|-------------|-----------------|-----------------|<4483>|JMDC |UBS |"Neutral" | "Buy" |<5020>|ENEOS |Mizuho |"Hold"
List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
List of buy conversion stocks Market Code Stock Name Closing Price SAR Tokyo Prime <1663> K&O Energy 3205 2625<1802> Obayashi Corporation 1881 1586<1925> Daiwa House Industry Co Ltd. 4208 3633<2371> Kakaku.com Inc. 2053 1620<2540> Yomeishu Seizo Co Ltd. 2327 212
List of cloud breakout stocks (Part 1) [Ichimoku Kinko Hyo Cloud Breakout Stock List]
List of Cloud-Passing Stocks in the Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Prime Board <1802> Obayashi Corporation 1873 1857.25 1807 <1820> Nishimatsu Construction Co Ltd 4570 4441.5 4504 <1942> Kandenko Co Ltd 1823 1726.75 1802 <1973> NEC Corporation
Stocks that moved on the previous day part 1 include Avant Group, Nitto Boseki, and Sumitomo Mitsui Financial Group, etc.
Stock name <code> 5-day closing price ⇒ difference from the previous day. Hokuyo Electric <1301> 3450 -310 1st quarter operating profit increased by 28.1%, temporarily turned into a positive but lost momentum. Okamura <7994> 1601 -407 1st quarter operating profit decreased by 21.8%. Nippon Yusen <9101> 3998 -598 1st quarter operating profit increased by 39.9%, the dividend outlook has been revised upward, but no favorable buying is seen. Wellneo S <2117> 1980 -201 1st quarter operating profit doubled and the decline was temporarily slowed down, but buying occurred.
Japan Optics, Nintendo Co Ltd, Avant-G, etc.
Stocks hit their daily limit low. Today, amidst a universal drop, the bank sector saw one of the highest decreases in global sectors.
Hot stocks digest (morning): Japan Optics, AvantG, JMDC, etc.
Japan Display <6849>: ¥1684.5 (-¥411), a significant further decline. Last weekend, the company announced its Q1 financial results, with an operating loss of ¥1.2 billion, and lowered its first-half financial estimates from the previous ¥7 billion to ¥3 billion, a 59.9% decrease year-on-year. Both domestically and overseas, actual spending was weighted towards the second half of the year, and China is said to continue to be sluggish. Negative views are particularly prevalent regarding the decline in domestic revenue. Although the annual forecast remains unchanged, it remains to be seen whether it will be achieved.
JMDC - Significant rebound, confirming steady earnings growth on a substantive basis.
JMDC <4483> rebounded significantly. Last weekend, the first quarter financial results were announced, with operating profit at 1.09 billion yen, a significant decrease of 57.2% compared to the same period last year. However, there were returns from the transfer of subsidiaries and retirement bonuses for subsidiary executives in the same period last year, and the base has increased by 20% if their impact is excluded. In addition, the performance outlook for the first half of the year was announced this time, and the operating profit for July-September is expected to increase by 62% year-on-year to 1.71 billion yen. It is expected to be evaluated positively as confirming a smooth revenue growth.
Investment strategy for today, August 5th.
[Fisco Selected Stocks] [Material Stock] Gurunavi <2440> 286 yen (8/2) provides information services for restaurants and other businesses, and provides business support services related to restaurant and other business management. The profit forecast for the fiscal year ending in 2025 was revised upward. The operating profit is expected to be 0.22 billion yen. This is an increase of about 46% from the previous forecast. The previous year had a loss of 0.339 billion yen. The upward revision was also due to cost reduction achieved in the first quarter. At the same time, the operating profit for the first quarter, which was announced simultaneously, was 0.144 billion yen, an increase from the same period last year.
Focus on Gurunavi and Sanrio, Nintendo Co Ltd and Omron are sluggish.
In the US stock market on the last weekend of the week, the Dow Jones Industrial Average was 39,737.26, a decrease of 610.71 dollars, and the Nasdaq Composite Index was 16,776.16, a decrease of 417.98 points. Chicago Nikkei 225 futures fell by 970 yen compared to Osaka daytime trading to 34,950 yen. The exchange rate is 1 dollar = 146.40-50 yen. In today's Tokyo market, Avant G <3836> announced that it expects operating profit to increase by 24.6% in the previous period and 19.5% in the current period. In the first quarter, operating profit increased by 79.8% and the upper limit of the issued shares increased by 5.06%.
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