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Attention is focused on top market cap stocks like Trial HD and the earnings reports of space-related companies.
■ This week's Emerging Markets will likely be characterized by daily fluctuations based on the Earnings Reports. Among the companies that announced Earnings Reports on May 9, Tech Farm HD <3625>, Colantotte <7792>, and Business Coach <9562> announced upward revisions of their full-year financial estimates. WASH House <6537> posted a positive operating profit for the first quarter of the fiscal year ending December 2025. ispace introduced "Task Center 2".
G-Deep Advance - Announced an upward revision; the valuation of AI-related stocks at a P/E ratio in the 10 times range may be insufficient.
Japan's largest semiconductor partner of NVIDIA, G-Deep Advance <5885>, announced after the market closed on April 14 significant increases in revenue and profit for the third quarter of the fiscal year ending May 2025, an upward revision of its full-year earnings forecasts and a revision of its dividends forecast. Companies like them are directly benefiting from the expansion of the AI market and have the potential to receive the most AI-related evaluations, while the current estimated P/E ratio is 17 times.
Stock News Premium = The Growth Market will be (Delisted) for stocks with a Market Cap of less than 10 billion yen.
<Currently, 70% of the stocks are affected, and the impact extends to IPOs> The Tokyo Stock Exchange has tightened the listing maintenance standards for the Growth Market and plans to delist companies that have not reached a Market Cap of 10 billion yen after five years of listing starting in 2030. Although there is still time until the deadline, 70% of the 612 listed stocks have a Market Cap of less than 10 billion yen, and the Emerging Markets, including IPOs, will enter a period of significant transformation. It has been noted that companies showcase impressive growth rates during their IPOs but deteriorate post-listing.
Ridge-i: Confirmation
Ridge-i: Semi-annual report - 10th period (2024/08/01 - 2025/07/31)
A soft tone and declining U.S. stocks may weigh on the market, but a solid performance at lower levels is expected.
[Emerging Markets Individual Stocks Strategy] Today's Emerging Markets are expected to show a downward trend. In the US stock market on the 13th, the Dow Inc decreased significantly by 537.36 points (-1.30%) to 40,813.57, marking a fourth consecutive drop. Concerns over escalating trade friction arose after President Trump threatened to impose significant tariffs on European Index Wine, and the decline in unemployment Insurance claims dampened expectations for interest rate cuts, putting pressure on stock prices. Additionally, the government agency is facing a deadline this weekend regarding the budget proposal.