The Nikkei average has fallen for the first time in three days, reflecting concerns about the upcoming Trump administration.
On the 11th, the US stock market continued to rise. The Dow Jones Industrial Average closed at $44,293.13, up $304.14, while the Nasdaq closed at 19,298.76, up 11.99 points. Buying continued on expectations of deregulation and growth-oriented policies under the upcoming Trump administration, leading to gains after the opening. However, with the bond market closed due to Veterans Day, causing a lack of material, small-cap stocks were bought as part of a rotation, while tech stocks were sold off, leading to a temporary decline in the Nasdaq. The Dow remained strong throughout the day.
Shigeru Ishiba remains as japan's prime minister! Will build a minority new government.
①Japan's current Prime Minister, Shigeru Ishiba, defeated the opposition party's Constitutional Democratic Party leader, Yoshihiko Noda, to continue serving as prime minister and will reshuffle the cabinet; ②Shigeru Ishiba's new government is a minority government, expected to be constrained by the opposition group, having to seek support from the opposition for many important legislations.
Sony Group Corp, Asics, Mitsui Fudosan, Softbank (8th)(5541-9959)
※The calendar above is only a schedule and may be subject to change depending on the company's convenience. --------------------------------------- November 8th (Friday) <5541> Ohira Gold <5631> Nisshin Steel <5644> Metal Art <5706> Mitsui Gold <5711> Mitsubishi Ma <5727> Houg Titanium <5759> Nihon Denka <5816> Onamba <5830>
Stocks hitting the upper or lower price limit in the afternoon session.
■Stem inc.<1801>Dai Construction<265A>Hmcomm<269A>Sapeet<3077>Hori Food Service<3106>Kurabo<3985>Temona<5025>Mercury<6180>GMO Broadcasting<6622>Daihen<6787>Maiko<7518>Net One Systems<9127>Tamai Shipping<9685>KYCOM Holdings■Stop limit down<6026>GMO TECH<7063>Birdman<9"}
List of Conversion Stocks (Part 4) [List of Parabolic Signal Conversion Stocks]
○ List of stocks with sell conversion in the market Code Company Name Closing Price SAR Main Board <1332> Nissui 913 965 <1835> Tetsuko 3210 3315 <2157> Koshidaka HD 1189 1267 <2281> Prima Ham 2207 2349 <2461> Funko Meats 4134 24 <2607> Fujiseiyu G 3145 3311 <2676> Takachio 3975 4180 <3002> Gunze 506
Kirin Holdings, shiseido company,limited sponsored adr, Tokyo Metro, NTT (7 days)
※The above calendar is only a schedule and may be subject to change due to company's convenience. ---------------------------------------November 7th (Thu) <1375> Yukiguni Maitake <1382> Hobe <1439> Yasue Construction <147A> Soracom <1515> Nittetsu-ko <1719> Ando Hazama <1720> Tokyu Construction <1738> NITTOH <1788
Bank of Japan Meeting Minutes of September: If the economy and inflation meet expectations, the central bank will continue to raise interest rates.
The minutes of the September meeting published by the Bank of japan on Wednesday showed that policymakers unanimously believe that if their economic and price forecasts meet expectations, the central bank will continue to raise interest rates.
November 6th [Today's Investment Strategy]
[FISCO Selected Stock] [Material Stock] Kawasaki Kisen Kaisha <9107> 2,144 yen (11/5) The financial estimates for the fiscal year ending March 2025 have been revised upward. Operating profit is expected to be 106 billion yen (+26.0% year-on-year). It has been raised by about 3% from the previous estimate. The upward revision was mainly due to the improvement in the full-year performance forecast of the product logistics segment. The year-end dividend is set at 50.0 yen, up from the previous estimate of 42.5 yen. At the same time, the company plans to repurchase up to 36 million shares, equivalent to 5.34% of the issued shares, on the Tokyo Stock Exchange on the 6th.
After the presidential election, expectations for economic policies are rising.
[Stock Opening Comments] On the 6th, the Japanese stock market is expected to develop with a focus on the results of the US presidential election. On the 5th, the US market saw the Dow Jones Industrial Average rise by 427 points, and the Nasdaq rise by 259 points. Due to expectations that uncertainty will be dispelled with the passing of the presidential election, there was a dominant buying trend. In addition, unexpected improvements in the US ISM non-manufacturing business conditions index in October led to increased buying due to expectations of a soft landing. The settlement value of Chicago Nikkei 225 futures compared to Osaka was 31 higher.
Pay attention to Kawasaki Kisen Kaisha and Nichirei, while GREE and Tokyo Enesis are weak.
In the U.S. stock market on the 5th, the Dow Jones Industrial Average rose by 427.28 points to 42,221.88, the Nasdaq Composite Index rose by 259.19 points to 18,439.17, and the Chicago Nikkei 225 futures rose by 310 yen to 38,970 yen compared to the Osaka daytime trading. The exchange rate is 1 dollar = 151.50-60 yen. In today's Tokyo market, Fujimi <5384> saw a 44.4% increase in first-half operating profit, while another company experienced a 13.1% increase in first-half operating profit, along with a special dividend of up to 2.35% of issued shares through share buybacks at a limit of 1 to 2 ratio.
Kawasaki Kisen Kaisha and others announced a share buyback on November 5th.
The stocks that announced the establishment of a self-share purchase framework on Tuesday, November 5th, are as follows: <9107> Kawasaki Kisen 36 million shares (5.3%) 90 billion yen (24/11/6-25/2/28) <9064> Yamato Holdings 39 million shares (11.4%) 50 billion yen (24/11/18-25/9/30) <2871> Nichirei 3 million shares (2.4%) 10 billion yen (24/11/6-25/2/28) <6908> Iriso Electronics 2 million shares (8.9%) 6 billion yen (24/11/6-25
Toyota, Itochu, NYK Line, Nitori Holdings (6th)
※The above calendar is only a schedule and may be subject to change depending on the company's circumstances.---------------------------------------November 6th (Wed) <1301> Kyokuyo <1332> Nissui <1420> Sanyo H <165A> SBI Leos <1799> Daiichi Construction <1814> Oomatsu Ken <1884> Nichi Doro <1898> Seiki Tokyu <196
nintendo co ltd, downward revision on 25/3 operating profit 360 billion yen←400 billion yen
Nintendo Co Ltd <7974> announced a revision of its financial estimates for the fiscal year ending March 2025. Revenue was revised downward from 1.35 trillion yen to 1.28 trillion yen, and operating profit was lowered from 400 billion yen to 360 billion yen. The main game console, Nintendo Switch, and software sales are declining. The sales plan for the Switch this fiscal year is reduced by 20% to 12.5 million units, and the number of Switch software sales is reduced by 20% to 1.06 billion units, each with a downward revision of 1 million units and 50 million units from the previous estimates, respectively. [Positive review]
Amidst waiting for the results of the US presidential election, individual responses are being handled.
[Stock Opening Comments] On the 5th, the Japanese stock market is likely to see market developments while watching the results of the US presidential election. On the 4th, the US market saw the NY Dow drop 257 points, and the Nasdaq drop 59 points. Amid anticipation of the presidential election, selling for adjustments dominated. Nvidia announced that it will be included in the composition of the Dow Jones Industrial Average as a replacement for Intel, with the S&P Dow Jones Indices rising. On the other hand, Intel declined, affecting the NY Dow.
Line Yahoo, Mitsubishi Heavy, nintendo co ltd, Kawasaki ship (5th)
※The above calendar is just a schedule and may be subject to change depending on the company's convenience.---------------------------------------November 5th (Tuesday)<1723>Nihondenki<1787>Nakabotech<1826>Satakensha<1945>Tokyo Enesis<1967>Yamato<2222>Kotobuki Spirits<2281>Prima Ham<2372>Ayro inc
KDDI announces a 2.3% increase in operating profit in the second quarter to 573 billion yen, along with a share buyback and split.
KDDI<9433> announced its financial results for the second quarter of the fiscal year ending March 2025, with revenue increasing by 2.8% year-on-year to 2 trillion 855.7 billion 13 million yen, and operating profit increasing by 2.3% to 573 billion 86 million yen. The non-communications sectors such as enterprise digital transformation (DX) support services and finance performed well. The financial estimates for the fiscal year ending in March 2025 remain unchanged. Additionally, up to 100 billion yen, equivalent to 1.39% of the total number of issued shares (excluding treasury stock), is 2800.
Guide to Watching the Show: If Shipo Mao and the opposition party fail to reach an agreement, what will happen next in the Japanese political arena?
①The latest report indicates that the Japanese Diet is set to hold a prime ministerial election on November 11. ②The long-ruling "LDP-Komeito coalition" failed to secure a majority of votes, and also failed to convince major opposition parties to join the coalition. ③Due to Japan's electoral rules, the deadlock will not prevent Japan from electing a prime minister in November.
List of stocks with cleared clouds (Part 2) [Ichimoku Kinko Hyo: List of Stocks with Cleared Clouds]
○ List of breakout stocks in the market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange main board <7211> Mitsubishi Motors 460 392.5 430 <7296> FCC 2397 2385.5 2236 <7414> Ono Construction 1503 1497 1488 <7420> Satori Electric 1918 1903.75 1865 <7483> Doshisha 2204 2164.5 2186.5 <
Denso, etc., announced share buyback on October 31st.
The stocks that announced the establishment of a share repurchase program on October 31st (Thursday) are as follows: <8141> Shinko Shou 3.77 million 3100 shares (9.9%) 3.1 billion 92.04 million 2600 yen (24/11/1-25/1/31) <6902> Denso 0.2 billion 80 million shares (9.6%) 450 billion yen (24/11/1-25/10/27) <9104> Nippon Yusen 30 million shares (8.3%) 100 billion yen (24/11/1-25/10/31) <7741> HOYA 3 million shares
Asahi Kasei, TDK, Mitsui Chemicals, kddi corporation (1st day)
※Please note that the above calendar is subject to change depending on the company's circumstances.---------------------------------------November 1st (Friday)<2229>Calbee <2282>Nippon Ham<2296>Itoham Yonekyu Holdings <2349>NIID <2440>Gurunavi <2480>Sysmex<2551>MarsaInc <2730>Edion<27