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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.
Mikazuki Industry - Sharply continued to rise, announced the development of a new model of water-cooled cooling equipment for datacenters.
Sankyo Co., Ltd. <6584> saw a significant continued rise. It has announced the development of a new model of water-cooled cooling device for datacenters, which seems to connect to increased expectations for future developments. This fin pipe-type cooling device will have similar functions to the pipe-type cooling device announced in February, but by processing the pipe surface with fins, it enhances the heat exchange rate, resulting in a significant reduction in the depth dimension of the device to a quarter, while also halving the weight, all at equivalent heat exchange performance to the previous model.
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%
November 21st [Today's Investment Strategy]
[FISCO Selected Stocks] [Material Stock] Nihon Sohatsu Group <7814> 418 yen (11/20) engages in printing, sales promotion, and original goods development. It was announced that a share buyback will be implemented for 1.5 million shares, equivalent to 3.09% of the issued shares, with an upper limit of 0.627 billion yen. On November 21, it will entrust the purchase of shares in the Tokyo Stock Exchange's off-auction own stock purchase trading (ToSTNeT-3). A flexible capital policy that responds to improvements in capital efficiency and changes in the business environment.
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