Visionary, Mitsubishi, etc. (additional) Rating.
Upgraded - Bullish Code Stock Name Securities Company Previous After --------------------------------------------- <6952> Casio Daiwa "3" "2" <7202> Isuzu Daiwa "3" "2" <8801> Mitsui Fudosan Daiwa "3" "2" <3659> Nexon Daiwa "2" "1" Downgraded - Bearish Code Stock Name Securities Company Previous After ---------------------------------------------
Reports indicate that the Bank of Japan will "hold steady" next week, and Bank of America expects the interest rate hike may be postponed until March next year.
Five sources familiar with the thoughts of the Bank of Japan stated that the Bank is inclined to keep interest rates unchanged next week. However, Bank of America warned that if the Bank of Japan continues to delay interest rate hikes until March next year, the yen could depreciate again to 155 or slightly below the 157 level reached in November.
DMG Mori Seiki, Torishima Seisakusho, etc.
*DMG Mori Seiki <6141> Nara Plant was expanded by 4 times, automation system was enhanced (Nikkan Kogyo side 1) - ○*Torishima Seisakusho <6363> developed CO2 separation and recovery, high pressure pump test equipment (Nikkan Kogyo side 1) - ○*Nidec <6594> water-cooled parts are sold externally, commercial opportunities for AI servers (Nikkan Kogyo 1 side) - ○*Nissan to rebuild management system (Nikkan Kogyo 3 side) -○*North American president (Nikkan Kogyo 3 side) Honda <7267>GM, unmanned taxi Business withdrawal, autonomous driving
List of conversion stocks [Parabolic signal conversion stock list]
○ List of buy transition stocks in the market Code Stock Name Close Price SAR Main Board <1766> Tokken Corporation 11530 10650 <1930> Hokuriku Electric 11311078 <1961> Sanuki Engineering 30952829 <1969> Takasago Thermal 60475753 <2146> UT Group 21871942 <2212> Yamazaki Baking 29462745 <2269> Meiji Holdings 32223134 <2410> Ki
Yen surges! Has the Bank of Japan decided not to raise interest rates?
Officials from the Bank of Japan believe that there is almost no cost in waiting for the next rate hike, and the yen plummeted upon hearing this.....
Nishikawa Rubbers Industry, Mitsubishi Heavy Industries, etc. [List of stock materials from the newspaper]
*Nishikawa Rubbers Industry <5161> resumes plans for a new factory for auto seal components (Nikkan Kogyo, page 1) - ○*Mitsubishi Heavy <7011> establishes a new design center for the 'next generation fighter jet' in Aichi (Nikkan Kogyo, page 1) - ○*Teijin <3401> develops resin for autos, using recycled plastics, responding to EU regulatory proposals (Nikkan Kogyo, page 1) - ○*Mitsui Chemicals <4183> aims for an ICT operating profit of 73 billion yen in 2030, including 10 billion from new products (Nikkan Kogyo, page 3) - ○*Japan Microdevices <6871> President Masayoshi Hasegawa discusses the growth of generative AI.
List of Switching Stocks (Part 1) [Parabolic Signal Switching Stocks List]
○ List of stocks for Buy conversion in the market Code Stock Name Closing Price SAR Main Board <1605> INPEX 1982 1944 <1662> Petroleum Resources 1096 1056 <1938> Nihon Reitech 1127 1082 <1939> Shikoku Electric Power 1468 1427 <2127> Japan M&A 6496 616 <2150> CareNet 5915 71 <2335> CubeSys 1066 1037 <26
Samco and others continue to rank, and the operating profit for the first quarter decreased by 49%.
Samco <6387> is ranked (as of 10:32). There was a sharp decline. After the market closed the previous day, the first quarter financial results were announced. The operating profit is 0.116 billion yen (down 49.9% year-on-year). There are many shipping projects in the second quarter, leading to a 7.5% decrease in first quarter revenue compared to the same period last year, which is sluggish. The operating profit forecast for the year ending in July 2025 is 2.22 billion yen (up 10.1% from the previous period). The progress rate of the first quarter against the full-year forecast is only 5.2%, and the sluggish first quarter results serve as a lead for selling.
December 10th [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Treasure Factory <3093> 1374 yen (12/9) operates a reuse business. Monthly sales summary (individual) has been announced. Same-store sales for November increased by 9.9% compared to the same month last year, and total store sales increased by 21.6% year-on-year. This marked the highest growth in five months since June 2024. In November, temperatures dropped, leading to strong sales of winter clothing and household appliances like heating equipment. Additionally, the weather was stable, with good sales of luxury goods, sports outdo...
Rating [security companies rating]
Upgraded - bullish code stock name securities company previous change after-----------------------------------------------------------------<7269> Suzuki Morgan S "Equal W" "Over W" Downgraded - bearish code stock name securities company previous change after-----------------------------------------------------------------
Horiba Ltd., Sumitomo Heavy Industries, etc. [List of stock materials from the newspaper]
*Horiba Ltd. <6856> deepening in india with hydrogen internal combustion engines for heavy equipment, collaborating with a Belgian company (Nikkan Kogyo, page 1) - ○ *Sumitomo Heavy Industries <6302> will launch equipment for SiC semiconductors next year, with annealing processing capacity increased fourfold (Nikkan Kogyo, page 1) - ○ *Osaka Gas <9532> expanding its rechargeable battery business, looking at DC demand (Nikkan Kogyo, page 3) - ○ *sharp corp <6753> reviewing the framework for converting the Sakai factory to DC, constructed by kddi corporation (Nikkan Kogyo, page 4) - ○ *Chubu Electric Power <9502> group's JERA, offshore wind power generation.
Pay attention to academic conditions and Treafac; Samco and B Garage may be weak.
In the U.S. stock market yesterday, on the 9th, the dow jones industrial average fell by 240.59 points to 44,401.93, the nasdaq composite index was down by 123.08 points to 19,736.69, and the chicago nikkei 225 futures rose 110 yen compared to the daytime figure in Osaka, reaching 39,320 yen. The exchange rate stood at 1 dollar equal to 151.20-30 yen. In today's Tokyo market, Gakujo Co., Ltd. <2301> announced financial estimates of a 15.0% increase in operating profit for the previous period and a 12.9% increase for the current period, with operating profit for the cumulative third quarter growing by 16.0%, expanding its profit growth rate from the first half's 8.9% increase.
Mirai Al reported a 26.3% decrease in operating profit for Q3, amounting to 1.037 billion yen.
Miraiar <4238> announced that for the third quarter of the fiscal year ending in January 2025, revenue was 10.271 billion yen, a 0.2% decrease compared to the same period last year, and operating profit was 1.037 billion yen, a 26.3% decrease year-on-year. For the fiscal year ending in January 2025, revenue is projected to increase by 4.4% to 13.840 billion yen, while operating profit is expected to decrease by 10% to 1.370 billion yen. Revenue and each stage of profit did not meet the consensus. [Positive evaluation] <2884> Yoshimura Foods Revision | <2983> A-
Is an interest rate hike being hinted at? The Bank of Japan has unusually scheduled a speech and press conference for January.
Analysis suggests that regional speeches generally provide council members with more freedom to express their views on mmf policy, and also give central banks the opportunity to allow market participants to adjust their expectations. An increasing number of economists expect that the central bank will raise interest rates at the January meeting.
List of cloud-clearing stocks (weekly) (part 2)
○ List of stocks below the cloud market Code Stock Name Closing Price Leading Span A Leading Span B Main Board <1433> Bestera 982 1007.25 1090 <1860> Todaka Construction 9321028.75 937 <2440> Gurunavi 297307.25 319.5 <2884> Yoshimura Food 13201451.25 1325 <2929> Pharma F 954964.25 1572 <
Kose RE, Hagiwara Kogyo, Subaru Koro, Sea IC (9th)
The above calendar is only a schedule and may change due to corporate circumstances.---------------------------------------December 9 (Monday) <2163> Altner <2301> Gakujo <2438> Asukanet <2991> Landnet <3071> Stream <3180> B Garage <3246> Kosei RE <4238> Mirai Ar <6387> Sa
Japan's basic salary increase in October reached a record high, creating conditions for the central bank to raise interest rates again.
Japan's official employees' basic wage increase hit a record high, further indicating that the Japanese economy is moving towards a positive cyclical development, which will support market speculation on the recent interest rate hike by the Bank of Japan.
Haseko, Nichiban, etc. (additional) Rating
Downgrade - bearish code stock name brokerage firm previous change after-----------------------------------------------<4911> shiseido company,limited sponsored adr Mizuho "buy" "hold" <5802> Sumitomo Electric Mizuho "buy" "hold" <9684> Square Enix HDS MB Nishikawamatsu "1" "2" target stock price change code stock name brokerage firm previous change after-----------------------------------------------
Mr. Trump nominates a U.S. billionaire as NASA administrator.
[Space Business] President-elect Trump has reportedly nominated billionaire and entrepreneur Jared Isaacman as the head of the National Aeronautics and Space Administration (NASA). Mr. Isaacman has invested and participated in commercial space travel by SpaceX, led by Mr. Elon Musk, twice. In September, he achieved the world's first spacewalk as a civilian. <7203> Toyota <7721> Tokyo Keiki <2359> Core <3004> Kenei <3401> Teijin
Noritz steel machine, Mitsui Sumitomo Tra, etc. (additional) Rating
Upgrade - Bullish Code Stock Name Securities Company Previous After Changes ------------------------------------------- <1861> Kumagai Gumi Nomura "Neutral" "Buy" <9008> Keio JPM "Neutral" "Overweight" target stock price change Code Stock Name Securities Company Previous After Changes -----------------------------------------------