What's Next for Japan as the BOJ Continues Raising Rates?
Daito Trust Construction, Stanley Electricity, ETC.
*Daito Kento <1878> is investing 45 billion yen in logistics facilities in Chiba and Tochigi for in-house development (Nikkan Kogyo, front page) - ○ *Stanley Electric <6923> is promoting development collaboration and re-evaluating its in-house policy for rapid market introduction (Nikkan Kogyo, page 7) - ○ *Toyota Gosei <7282> is investing in digital archi and considering using recycled resin for construction molds (Nikkan Kogyo, page 7) - ○ *Horiba Seisakusho <6856> Horiba Estec has developed ultra-thin control devices for semiconductor equipment, with maximum gas flow increased sevenfold (Nikkan Kogyo, page 9) - ○ *Dai Nippon Printing <7912> mini
TBS HD, NTV HD, etc. (additional) Rating
Upgraded - Bullish Code Name Securities Company Previous Changes After --------------------------------------------------------- <5110> Sumitomo Rubbers City "2" "1" Downgraded - Bearish Code Name Securities Company Previous Changes After --------------------------------------------------------- <7974> NINTENDO CO LTD Morgan Stanley "Overweight" "Equal Weight"
U.S. stock valuations are high, focus on high dividend investments in 2025.
The S&P 500 has increased by over 20% for two consecutive years, the first time since the late 1990s, making dividends particularly important in this context.
List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
○ List of Stock Buy Switching Markets Code Stock Name Closing Price SAR Main Board <1926> Light Industry 2256 2188 <2410> Career DC 18101780 <2670> ABC Mart 32713167 <3182> Oisix 13031221 <3436> SUMCO 12011113 <3778> Sakura 47104140 <3984> User Local 18881
List of cloud break stocks (Part 2) [Ichimoku Kinko Hyo - List of cloud break stocks]
○ List of stocks that have broken above the clouds in the market Code Company Name Closing Price Leading Span A Leading Span B Main Board <8084> RYODEN 2471 2382.5 2444 <8194> Life Corp 3505 3360 3500 <8381> San-in Godo Bank 1266 1253.5 1260 <8439> Tokyo Century 1612 1535.5 1603.5 <8584> JACCS 3875 3848.7
WisdomTree Japan Hedged SmallCap Equity Fund Declares Quarterly Distribution of $1.0247
List of breakout stocks (Part 1) [Ichimoku Kinko Hyo - List of breakout stocks]
○ List of stocks that have broken through the clouds Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Main Board <1379> Hokuto 1786 1759.5 1783 <1515> Nippon Steel Mining 448043654355 <1662> Petroleum Resources 112611201117.5 <1720> Tokyu Construction 720692.25708.5 <1721> Comsys HD 32253211.53194.5 <
As soon as the news of Japan easing tourist visas for people from China was released, local retail travel stocks surged immediately.
① The Japanese Foreign Minister, Toshimitsu Motegi, announced the relaxation of visa requirements for Chinese tourists to Japan, expected to be implemented in spring 2025. ② After the announcement, retail and tourism-related stocks in Japan rose, with J. Front Retailing Co. soaring by 8.38%, while Isetan Mitsukoshi Holdings and Takashimaya increased by 6.98% and 3.69%, respectively.
China and Japan will introduce policies to facilitate tourism, and Japanese retail and tourism stocks have responded with an increase.
Retail and tourism-related stocks in Japan rose after the Chinese government and the Japanese government agreed to introduce more facilitation measures to promote mutual visits of tourists between the two countries.
Wisdomtree Japan Hedged Smallcap To Go Ex-Dividend On December 26th, 2024 With 1.0247 USD Dividend Per Share
December 24th (Eastern Time) - $Wisdomtree Japan Hedged Smallcap(DXJS.US)$ is trading ex-dividend on December 26th, 2024.Shareholders of record on December 26th, 2024 will receive 1.0247 USD
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 ---------------------------------------------
Yokan HD, Casio, ETC (additional) Rating
Upgraded - Bullish Code Stock Name Brokerage Firm Previous After ------------------------------------------------------------- <3291> Iida GHD Morgan Stanley "Underweight" "Equal Weight" <9021> JR West Japan SMBC Nikko "3" "2" <9502> Chubu Electric Mizuho "Hold" "Buy" Downgraded - Bearish Code Stock Name Brokerage Firm Previous After ------------------------
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...
Resona HD, Ryohin Keikaku etc (additional) Rating
Upgrades - bullish Code Stock Name Securities Company Previous After ---------------------------------------------------------------- <4062> Ibiden Iwai Cosmo "B" "B+" Downgrades - bearish Code Stock Name Securities Company Previous After ---------------------------------------------------------------- <7839>
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
○ List of stocks that have shifted to buy Market Code Stock Name Closing Price SAR Main Board <6727> Wacom 726 685 <6728> Albac <65025880> <6740> JDI 2118 <6744> Nomi Bousai 30752788 <6745> Hochiki 24142276 <6758> sony group corp 30702942 <6841> Yokogawa Electric 34973324 <6871> Micronix.
List of Cloud Breakout Stocks [Ichimoku Balance Table, List of Cloud Breakout Stocks]
○ List of stocks breaking through the clouds Market Code Stock Name Close Leading Span A Leading Span B Tokyo main board <1821> Misumi construction 405 403.75 399.5 <1887> Japan National Land Development 507505488 <2002> Nissin Flour G 18441798.25 1841.5 <2461> Funko 417415.25 407.5 <2594> Key Coffee 20632016205
Safety, BASE, etc. (additional) Rating
Upgrade - bullish Code Stock Name Securities Company Previous After Change ----------------------------------------------------- <4912> Lion Daiwa "3" "2" <9682> DTS Daiwa "3" "2" Downgrade - bearish Code Stock Name Securities Company Previous After Change ----------------------------------------------------- <3436> SUMCO Nomura "
Obayashi Corporation, Kajima, etc. (additional) Rating
Upgrade - bullish Code Stock Name Brokerage Firm Previous Change After ------------------------------------------------------ <1803> Shimizu Corporation Nomura "Neutral" "Buy" Downgrade - bearish Code Stock Name Brokerage Firm Previous Change After ------------------------------------------------------ <1801> Taisei Corporation Nomura "Buy" "Neutral"
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.