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Three key points to watch in the first half of the session - expecting a resilient market led by technology shareholders.
In the trading session three days ago, the following three points are worth noting: - Expect a firm market development led by high-tech stocks - Ito En, 2Q operating profit decreased by 15.6% to 14.3 billion yen - Focus of the morning session: Kawasaki Heavy Industries, recycling automotive batteries, recovering 99.5% pure lithium carbonate. Expect a firm market development led by high-tech shareholders. The Japanese stock market on the third day seems to develop into market stagnation after a round of buying, but the strength of the downside is likely to be noticed. On the second day, the USA market saw the Dow Jones Industrial Average down by 128 points, Nasdaq.
Kawasaki Heavy Industries, Daihen, etc. [List of stock information from newspapers]
Kawasaki Heavy Industries <7012> recycling automotive batteries, recovering lithium carbonate with a purity of 99.5% (Nikkan Kogyo Front Page) - ○Daihen <6622> expanding collaboration and conveyor robots, strategic models to be introduced next spring (Nikkan Kogyo Front Page) - ○Shimadzu Corporation <7701> entering the gene therapy drug market, investing in Osaka University startups, establishing analysis and evaluation methods (Nikkan Kogyo Page 3) - ○Resonant <4004> forming fine copper circuits, photosensitive films for AI semiconductors (Nikkan Kogyo Page 3) - ○NTT <9432> NTT Communications, land-based cultivation research
Stocks that moved the previous day part1 HM COM, Milbon, Gifty, etc.
Stock name <code> Closing price on the 18th ⇒ Change from the previous day Gradd Cube <9561> 1025 +47 Started providing "Vertical AI" which automatically creates native vertical videos from horizontal videos. CellSys <3663> 1361 +58 Announced a share buyback with a limit of 1.92% of the issued shares. KLASS <6233> 476 +42 Operating profit decreased by 63.3% from the previous period, but financial estimates show it will increase by 2.6 times this period. HMCom <265A> 1370 +300
Liberta, Milbon, Shirakabu, etc.
Significant continued decline. morgan stanley MUFG Securities has changed the investment rating from "overweight" to "equal weight," and also lowered the target stock price from 3,600 yen to 1,900 yen.
Meiden---A stock that benefits from domestic securities infrastructure investment demand.
After five business days, there was a rebound. On the 12th, the price rose to 4,230 yen, and since then, adjustments had continued; however, a rebound was observed with the upward-sloping 25-day line functioning as a resistance. Furthermore, SMBC Nikko seems to have raised the target stock price from 4,700 yen to 6,100 yen, maintaining an investment rating of "1." In the industrial electrical utilities sector, the company is being monitored as a stock that benefits from the demand for electrical infrastructure investment, and in light of the recent financial results, this perspective seems to have strengthened further.
Meiden Electric has significantly rebounded, with expectations for benefits from investments in electrical utilities infrastructure, and domestic securities have raised the target stock price.
Significant rebound. SMBC Nikko Securities continues to maintain the investment rating of "1" and has raised the target stock price from 4,700 yen to 6,100 yen. It is being highlighted as a stock that will benefit from the demand for investment in electrical utilities infrastructure, and this view appears to have strengthened further in light of the recent financial results. The improvement in revenue from electrical utilities infrastructure and social systems, along with the contribution from high-speed rail projects in india, serve as an upside. The operating profit for the fiscal year ending March 2026 is estimated at 22.2 billion yen, but there is potential for further upside.