Tokyo's inflation rebounds beyond expectations, raising predictions for an interest rate hike by the Bank of Japan in December.
With the reduction of energy subsidies by the Japan government, inflation in Tokyo accelerated this month.
World---significantly surging, Mitsubishi Corporation fully subsidiary company
Significant continued growth. It has been announced that Mitsubishi Corporation will fully acquire its subsidiary clothing company, Mitsubishi Corporation Fashion. The acquisition of all shares is expected to be for 9.3 billion yen. In the previous term, Mitsubishi Corporation Fashion's revenue was 91.9 billion yen, and net profit was 2.2 billion yen, indicating a form of short-term business expansion. Also, Mitsubishi Corporation Fashion supplies products such as clothing, miscellaneous goods, and shoes to clothing companies through OEM, and it seems that synergy effects such as expansion of sales routes and strengthening of proposal capabilities are also anticipated.
November 29th [Today's Investment Strategy]
[Fisco Selected Stocks]【Material Stocks】Goodcom Asset <3475> 786 yen (11/28) is engaged in planning, development, and sale of condominiums in the metropolitan area comprising one city and three prefectures. The profit forecast for the fiscal year ending October 2024 has been revised upward. The operating profit is expected to be 5.451 billion yen (2.5 times compared to the previous period). Although revisions to the sales strategy and other factors have led to a downward adjustment in revenue, the stock income from high-margin lear real estate management has increased. At the same time, the dividend policy was changed, targeting a dividend payout ratio of 35% (previously...
Wealth Navi --- Mitsubishi UFJ to pursue complete subsidiary status through TOB.
Mitsubishi UFJ Financial Group <8306> has been reported to acquire the company. It is said that the company will soon proceed with a TOB (Tender Offer) to obtain all shares and make it a wholly-owned subsidiary. It is currently making final adjustments regarding the premium, and funds aiming to take advantage of price fluctuations are likely to concentrate due to expectations of an increase in the TOB price.
Canon Inc-spons adr, Kaga Electronics, etc. [List of stock materials from newspapers]
*Canon inc-spons adr <7751> Space One is adding a launch site in Kushimoto Town, Wakayama, aiming for 30 satellite trucking a year in the 30s (Nikkan Kogyo 1st page) - ○ *Unichika <3103> is withdrawing from textiles and will focus on polymers, with the president stating, "We are executing a plan to survive" (Nikkan Kogyo 1st page) - ○ *Nisshinbo HD <3105> has appointed Yasushi Ishii as president, aiming for a recovery in wireless and communications (Nikkan Kogyo 1st page) - ○ *SoftBank G <9984> is considering additional investment in OpenAI (Nikkan Kogyo 3rd page) - ○ *Veru inc <6183> from call information.
List of Cloud Breakout Stocks [Ichimoku Balance Table, List of Cloud Breakout Stocks]
Top stocks list for the market breakout above clouds Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Main Board <1332> Nissui 939 926.25 884 <1786> Oriental Shiraishi 3843 8135 25 <1861> Kumagai Gumi 3575 3561.25 3487.5 <1942> Sekidenko 2229 1822.25 2029 <2212> Yamazaki Pan 2849 2772.5 2736
Asian Indexes Mixed After Wall Street Lackluster and South Korea's Surprise Rate Cut
Will the central banks of the US and Japan take major actions next month? The yen has been continuously appreciating, approaching the 150 threshold at one point.
The interest rate differential between the US and Japan may narrow.
Panasonic HD, Toyota, etc.
*Panasonic HD <6752> to enter the North American water heater business in collaboration with a U.S. distributor (Nikkei Industrial, page 3) - ○ *mitsubishi electric corp. unsponsored adr <6503> reveals the 'Michibiki' No. 6 satellite, scheduled for launch into space within the fiscal year (Nikkei Industrial, page 3) - ○ *Sumitomo Corporation <8053> considering investment in Yokado, expecting synergies in the metropolitan area (Nikkei Industrial, page 3) - ○ *Matsuya <8237> integrating physical stores with digital, expanding product lineup, attracting younger demographics (Nikkei Industrial, page 4) - ○ *Itochu <8001> forms capital partnership with a startup for emission management, supporting decarbonization with a new business.
Trump's tariff stick shocks the market, General Motors falls 9%, how do Ford and others escape it?
Trump's tariff policies impact the North American auto industry, general motors' stock prices plummet, while Ford's 'made in the usa' global strategy has less effect.
【Daily Stock Review】Two major bearish pressures! The Nikkei 225 slid to test 0.038 million, this sector experienced the biggest drop.
On Wednesday (November 27), the japan's Nikkei stock index fell, with auto manufacturers sector leading the decline, mainly due to investors' concerns about the tariff commitments made by the newly elected USA President Donald Trump and the strength of the Japanese yen.
Hidden investment guru? Japan's Prime Minister Shigeru Ishiba made a big profit of 100% in four years of stock trading.
The stock information disclosure of Japan's cabinet members shows that Shigeru Ishiba, who faces political difficulties, has performed excellently as an investor, with significant investment profits outperforming the benchmark stock index over the past four years.
Asia Markets Mixed as Investors Assess Economic Data in the Region; Eyes on PCE Inflation Data
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
Sell conversion target stocks market Code Stock Name Closing Price SAR East Prime <7721> Tokyo Keiki 3400 3800 <7817> Parabet 2510 2655 <7944> Roland 3945 4040 <7958> Tenma 2981 3110 <7979> Matsukaze 2053 2134 <7988> Nifco 3673 3799 <8005> Scroll 1043 1068 <8015> Toyota Tsusho
Bank of Japan Core Consumer Price Index (YoY) 1.5% Vs. 1.8% Est.; 1.7% Prior
Mitsubishi Corporation - sharply continues to drop, downgraded by domestic securities against the backdrop of declining profit levels.
Significant decline. Nomura Securities has downgraded the investment rating from "Buy" to "Neutral", and also lowered the target stock price from 3620 yen to 2950 yen. The downturn in the raw material coal market, combined with a greater-than-expected negative impact from the decline in production volume, is cited as the reason for the decrease in profit levels. Despite strong cash generation capabilities and high shareholder returns and dividends, providing support for the stock price, the anticipated ROE level for the period ending March 2026 is expected to be below the sector average of 11% at 7%, hence limiting the upside potential for the stock price.
Sharp corp, Sysmex etc (additional) Rating
Downgrade - bearish code Stock names Securities companies Traditional changes after ------------------------------------------ <6920> Laser Tec MacAuley "OutP" "Neutral" <7951> Yamaha Mizuho "Buy" "Hold" <8058> Mitsubishi Shon Nomura "Buy" "Hold" Target stock price change code Stock names Securities companies Traditional changes after ----------------------
Express News | Japanese stocks opened: the Nikkei 225 index rose by 0.47%, Lasertec semiconductors fell more than 2%.
Raising the income tax threshold, japan once again proposed a large-scale stimulus plan, and the market is increasingly believing in a rate hike in December.
Japan's individual income tax threshold will be significantly raised from the current $6,640 to $11,500. Analysts believe that this measure will inject more disposable income into the Japanese economy, easing long-term pressures such as population decline and aging. However, there are also opponents who believe that this is a reckless fiscal expansion, which may exacerbate income inequality, lead to rapid inflation, and possibly pave the way for a rate hike in December.
Is Japan's Nikkei 225 Still a Bargain?