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Foster Den, Kosaido HD, Mitsusakura Kogyo, etc.
<6644> Osaki Electric, 764, -35, significantly declined. Ichiyoshi Securities has downgraded the rating from 'A' to 'B', setting the fair value at 900 yen. Although there are no changes to the financial estimates, it seems to reflect the rise in stock prices. On the other hand, there continues to be attention to the significant contribution of revenue from the second generation smart meters. Moreover, in the domestic measurement and control business, smart meters are at a transitional phase until the introduction of the second generation models, and performance is expected to remain volatile even in the fiscal year ending March 2026.
Active and newly listed stocks during the morning session.
* ID & EHD <9161> 5380 yen - The spread continues at the TOB price of 6500 yen by Tokio Marine. * Kosaido HD <7868> 505 +51, expecting demand improvement due to a share buyback. * JCR Pharma <4552> 692 +54, particularly no material but possibly inflow of funds from institutions. * LIFUL <2120> 174 +10, a sense of value but no particular materials observed. * Mitsuura Industry <6584> 797 +41, for datacenter water.
Digest of hot stocks (morning session): Foster Electric, Koisaido HD, Axle M, etc.
Foster Electric <6794>: 1486 yen (-333 yen) significantly dropped. The day before, a briefing on the first half financial results was held, along with the announcement of the medium-term business plan. In the medium-term plan, targets have been set for the final year ending in March 2028, with revenue of 150 billion yen (forecast for March 2025 is 135 billion yen), operating profit of 9 billion yen (the same as 6.5 billion yen), and a target ROE of 8.0%. Furthermore, proposals to enhance shareholder returns include raising the dividend payout ratio to 40% and a DOE minimum of 2%. However, the target figures are considered to have limited surprises.
Sumitomo Pharma---Significant rebound, conveying plans such as the transport of iPS cells.
Sharply rebounding. It has been reported in some quarters that a ``transportation operation'' of nerve cells made from iPS cells for the treatment of Parkinson's disease in the United States is being undertaken, and it is being viewed as a material development. It is expected that cells will be provided for clinical trials at the University of California, San Diego in the United States, and treatment may be conducted within this fiscal year. In order to send stable quality cells, it is expected that cooperation with Mitsubishi Warehouse, Inahata Industries, Japan Airlines, etc. will be carried out. It is said to be a pioneer in the export of Japan's cell manufacturing technology.
Volume change rate ranking (9 AM) - Koisaido HD, Def Consulting, etc. are included in the ranking.
In the volume change rate ranking, you can understand the market participants' interest in trends such as targeting by comparing the average volume of the past 5 days with the volume on the day of delivery. Top volume change rate [As of 9:32 on November 21] (Comparison with the average volume of the past 5 days) Stock code Stock name Volume 5-day average volume Volume change rate Stock price change rate <4833> Def Consultation 5025 1001 7185.08 288.92% 0.30 37%
Three points to focus on in the afternoon session ~ The weak yen provides support, but the direction remains uncertain.
In the afternoon trade on the 14th, the following three points are worth noting. - The Nikkei Average rebounded for the first time in three days, with the weakening yen providing some support, but the direction remains uncertain. - The dollar-yen is firm, trading in the 156 yen range before noon. - Fast Retailing <9983> contributed the most to the gain, followed by Fanuc Corp <6954>. The Nikkei Average rebounded for the first time in three days, with the weakening yen providing some support. It closed at 38,761.02 yen, up 39.36 yen from the previous day (+0.10%) (Volume approximate 10.
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