BOJ Governor Signals Rate Hikes Ahead, but Uncertainty Over Timing Weighs on Yen
TOYO etc [Stocks with interesting features from the perspective of volume changes]
Stock closing price compared to the previous day volume *<4255>* THE COO 56580200500 *<6045>* Rentrax 7405094600 *<246A>* Asua 7911001137800 *<7851>* Kawase Computer 24194183500 *<2270>* Snow Brand Megmilk 2575411121900 *<173A>* Hammock 13547033900 *<4347>* Bromeida 155711141300 *<3370>* Fujita Corp 241445700.
Dentsu Y&R, Mitsubishi Chemical, etc. (additional) Rating
Downgrade - bearish call stock name securities company conventional change after --------------------------------------------------------------<6856> Horiba Morgan Stanley "Equal Weight" "Underweight" target stock price change code stock name securities company conventional change after ----------------------------------------------------------------<232
November 14th [Today's Investment Strategy]
[FISCO Selected Stock][Material Stock] Sanmark Holdings <3395> 2343 yen (11/13) Operating restaurants such as the bakery restaurant "Sanmark", the Western grill "Grill Kurashiki", and the sushi restaurant "Hakodate Ichiba・Takata Suisan". The first-half financial results were announced. The operating profit was 1.826 billion yen (a 92.6% increase from the same period last year). Profit increased from 0.696 billion yen in the first quarter. Initiatives such as enhancing the business format and improving store operation efficiency have yielded results. Ending in March 2025.
Amid preparations for Triple Red, high-tech stocks are difficult to handle.
[Stock Opening Comments] The Japanese stock market on the 14th seems to have started with a buying trend, but it is likely to gradually develop into a stalemate. On the 13th, the US market saw the Dow Jones Industrial Average rise by 47 points while the Nasdaq fell by 50 points. The US Consumer Price Index (CPI) for October, released in the morning, matched expectations, leading to buying on a sense of reassurance. Following the CPI data, expectations of additional interest rate cuts at the December meeting of the Federal Open Market Committee (FOMC) increased. Market is also focusing on policy expectations from the incoming Trump administration.
Focus on Dexerials and Raksul, while UT Group and Change HD appear to be sluggish.
Yesterday on the 13th, in the US stock market, the Dow Jones Industrial Average rose by 47.21 points to 43,958.19, the Nasdaq Composite Index fell by 50.66 points to 19,230.77, and the Chicago Nikkei 225 futures in Osaka were up 320 yen compared to the daytime session, reaching 38,970 yen. The exchange rate was 1 dollar = 155.40-50 yen. In today's Tokyo market, User Local <3984> announced a share buyback of up to 1.11% of the issued shares with a 22.2% increase in first-quarter operating profit, and the operating profit for the first half doubled compared to the same period last year.
rakuten group, 3Q operating loss narrowing to ¥51 billion.
The earnings report for the third quarter of the fiscal year ending December 2024, announced by rakuten Group (4755), showed a revenue of 1 trillion 617.6 billion 21 million yen, an increase of 8.5% compared to the same period last year, while the operating loss was 51 billion 66 million yen (compared to a loss of 179.5 billion 78 million yen in the same period last year). Continued losses were burdensome due to upfront investments in the mobile business. The internet sector, including e-commerce (EC), and financial services were robust. [Positive evaluation] (7911) TOPPAN HD Mid-term| (3496) Azoom.
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>
List of cloud breakout stocks (Part 1) [Ichimoku Kinko Hyo Cloud Breakout Stock List]
List of sky-high breakout stocks Market Code Stock name Final price Leading Span A Leading Span B Tokyo Stock Exchange Prime <1379> Hokuto 1830 1822 1827.5 <1801> Taisei Construction 6420 6387 5831.5 <1821> Mitsui Construction 3933 90.25 371.5 <1925> Daiwa House 4577 4553.54 158.5 <1942> Kanden Kogyo 2184 2180.75 197
Active and newly listed stocks during the morning session.
*FCC<7296> 2865 - The impact of announcing a substantial increase in dividends in addition to good financial results. *Dream Incubator<4310> 2750 +426 implementing a special dividend leading to a significant increase in dividends. *Organo<6368> 7810 +1000 following a performance upward revision at the time of the first quarter financial results. *Sanrio<8136> 4595 +563 Highly rated for straightforwardly revising performance upwards. *Sumitomo Electric Industries<5802> 2609.5 +277.5 Excessive caution alleviated by performance upward revision.
List of converted stocks (Part 2) [List of converted stocks for Parabolic Signal]
○ List of stocks for sale conversion market Code Stock Name Closing Price SAR Tokyo Main Board <1899> Fukuda Corporation 5580 5990 <1930> Hokuriku Electric 1100 1213 <1950> Nihon Electric Installation 1763 1884 <2053> Chubu Fodder 1345 1441 <2168> Pasona 2006 2105 <2229> Calbee 3237 3423 <2325> NJS 4030 4155 <2489> AD
List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
○ List of buy converted stocks in the market Code Stock name End price SAR TSE main board <1332> Nissui 938 886 <1605> INPEX 2009 1916 <1939> Yondenko 1360 1209 <1941> Chudenko 3385 3130 <1976> Myojo Kogyo 1319 1260 <1980> DaiDan 3020 2831 <2060> Feed One 8428 10 <2124> J
JESCOOM HD, etc. [Stocks with good taste seen from changes in volume]
Stock Closing Price Day-on-day Change Volume *<3358> Wiesfood 111,175,502,000 *<3779> JESCOm HD 189,269,961,200 *<7687> Mikuriido 43,740,119,600 *<6198> Career 37,104,3700 *<7814> Japan Soghat G 44,071,79900 *<7022> Sanoyas HD 15,941,303,800 *<3891> High-Quality Paper 18,974,453,700 *<8704> Traders 839,241,237,600 *<2
FPG and others continue to rank in, with operating profit expected to increase by 56% from the previous period and by 10% for this period, with share buyback cancellation also announced.
FPG <7148> has ranked in (as of 14:32). It is sharply rising. After the previous day's trading ended, it announced its financial results for the fiscal year ending September 2024. The operating profit is 28.6 billion yen (an increase of 56.8% from the previous year). It exceeded the previous estimate of 25.6 billion yen (a 40.2% increase). The operating profit for the fiscal year ending September 2025 is expected to be 31.7 billion yen (a 10.7% increase from the previous year), and there seems to be buying to evaluate its strong performance. At the same time, it also announced a share buyback of up to 1.2% of the issued shares and a cancellation of 1.0% of the treasury shares. Volume change.
Kinoden, Sekisui Chemical, etc. (additional) Rating
Upgrade - Bullish Code Stock Name Securities Company Previous After Change ----------------------------- <9009> Keisei Morgan S "Under W" "Equal W" Downgrade - Bearish Code Stock Name Securities Company Previous After Change ----------------------------- <7731> nikon corp spons
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
Canon Inc-spons adr, 3Q operating profit increased by 14.4% to 296.6 billion yen.
Canon Inc-spons adr <7751> announced its third quarter financial results for the fiscal year ending December 2024, with revenue increasing by 7.3% year-on-year to 3 trillion 236.1 billion 11 million yen, and operating profit increasing by 14.4% to 296.6 billion 38 million yen. The gross profit margin increased to 47.8%, surpassing the same period last year by 0.8 points, due to cost reductions and improvements in product mix, with gross profit also increasing by 7.1% year-on-year to 516.4 billion yen. Positive evaluation for Takeda Pharmaceutical Co., Ltd. <4502> in the mid-term and Sony Corporation <7735>.
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
Buy conversion stock list market Code Company name Closing price SAR TSE Main Board <5698> Envipro HD 515 493 <5802> Sumitomo Electric Industries 2373 2248 <5803> Fujikura 5617 4872 <5805> SWCC 5340 5040 <5851> Ryobi 1893 1811 <5857> AREHD 1836 1758 <5911> Yokogawa BHD 2769 2500 <5975>
Daiichi Sankyo, Fujitsu, JR East Japan, ANA (31st)
※The above calendar is subject to change depending on the company's schedule.---------------------------------------October 31st (Thursday) <1777>Kawasaki Facilities <1798>Morita Shokai <1911>Sumitomo-Rin <1934>Yuatec <1939>Yondenko <1941>Chudenko <1942>Kandenko <1944>Kinden <194