The Nikkei Average rebounded, semiconductors-related stocks rose, but trading remains sluggish.
On the 21st, the U.S. stock market rose. The dow inc average finished up 461.88 points at 43,870.35, and the nasdaq closed up 6.28 points at 18,972.42. Concerns about geopolitical risks eased, and the market rose after the opening. When Chicago Fed President Goolsbee indicated that interest rates would be "below the current level" next year, buying activity based on expectations of falling interest rates pushed the market higher. Although the nasdaq struggled with the rise in long-term interest rates, it received positive sentiment from the earnings report of the semiconductor company nvidia.
Express News | Japan stock market closing: The nikkei 225 index fell by 0.16%, Tokio Marine Holdings dropped by nearly 7%, while Tokyo Gas surged by nearly 13%.
The Nikkei Average fell, with Tokyo Electric pushing down about 23 yen per share as one stock.
The number of rising stocks of Nikkei average constituent stocks at the closing of 20 days ago was 68 stocks rising, 156 stocks falling, and 1 stock unchanged. The Nikkei average fell for the first time in 7 days, closing the morning session at 32,870.00 yen (volume approximately 0.658.53 million shares) down 69.18 yen. The Nikkei average fell, closing the morning session at 38,242.35 yen (volume approximately 0.830 million shares) down 172.08 yen (-0.45%) from the previous day. The US stock market on the 19th was mixed. The Dow Jones Industrial Average was 120 points.
November 20 [Today's Investment Strategy]
[Fisco Selected Stocks]【Material Stocks】Morito <9837> 1,444 yen (11/19) Handles components for fashion materials, interior components for automobiles, etc. Announced a fiscal year-end dividend of 34 yen for the period ending November 2024. The previous financial estimates were 29 yen, and the fiscal year-end dividend for the previous period was 28 yen. Additionally, shareholders holding 100 shares or more at the end of the period will receive a commemorative item (500 yen Quo card) for the 35th anniversary of the listing. At the same time, all shares of Ms.ID, which manufactures, imports, and sells fashion accessories, will be acquired to establish it as a subsidiary.
Pay attention to SOMPO and Morito, while Max and Higashitekku may be on the soft side.
Yesterday on the 19th, in the US stock market, the dow jones industrial average closed down 120.66 points at 43,268.94, the nasdaq index ETF closed 195.66 points higher at 18,987.47, and the Chicago Nikkei 225 futures closed 145 yen lower at 38,275 yen compared to the Osaka daytime session. The exchange rate was 1 dollar = 154.60-70 yen. In today's Tokyo market, SOMPO <8630> announced an upward revision of performance and dividend estimates for the fiscal year ending March 2025, as well as a share buyback of up to 7.44% of issued shares. They also announced an upward revision of dividend estimates for the fiscal year ending November 2024.
Announcement of share buyback by SOMPOHD etc on November 19.
The stocks for which a share buyback program was announced on November 19 (Tuesday) are as follows: <8630> SOMPO HD 7.2 million shares (7.4%) 155 billion yen (from 24/11/27 to 25/5/19) <8766> Tokio Marine 7.5 million shares (3.8%) 120 billion yen (from 24/11/20 to 25/5/15) <8725> MS & AD 3.0 million shares (2.0%) 60 billion yen (from 24/11/20 to 25/3/24) <6454> Max 0.6 million shares (1.3%) 2.4 billion yen (25/
SOMPO, upward revision on March 25, ordinary profits of 550 billion yen, revised from 320 billion yen, increased dividends, share buyback.
SOMPO <8630> announced a revision of its earnings financial estimates for the fiscal year ending March 2025. Operating profit has been revised upward from 320 billion yen to 550 billion yen. The reduction of policy shares at Sompo Japan has remained steady against the initial plans, and the sale of some held investment securities is expected to result in securities sales profits exceeding previous estimates. Additionally, the initial year-end dividends estimates were set at 56 yen per share, but in light of future performance trends, the year-end dividends estimates are now being revised.
No plans (18th) [Financial schedule]
The above calendar is only a schedule and may be changed due to the company's circumstances. --------------------------------------- November 18 (Monday) --------------------------------------- November 19 (Tuesday) <8630>SOMPOHD <8725>MS&AD <8766>Tokyo Marine -----------------------
Futu Express | Latest Wall Street Consensus: Trump 2.0 era, Federal Reserve may slow down the pace of interest rate cuts; blowing up the 'shorts'! Tesla surged nearly 30% in a week, with the market cap returning to one trillion US dollars.
A historic moment! Bitcoin reaches $0.08 million, BlackRock Bitcoin Fund surpasses its flagship gold fund; Trump reiterates his refusal to sell stocks, DJT stock price soars 15% upon hearing the news; Jinglin's Q3 positions revealed: selling Microsoft, Nvidia, and adding 0.59 million shares of Apple.
One week preview | USA CPI, PPI data is coming! Powell and a group of Fed officials will speak intensively; The Chinese concept stock earnings season opens! Tencent, Alibaba performance will be announced soon.
China's financial data such as social zero, social financing, etc. will be released this week. The State Council Information Office will hold a press conference on the national economic situation; after the US election, the Bank of Japan will announce a summary of opinions from the October monetary policy meeting on Monday.
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 <
Daiwa House, Ajinomoto, etc. (additional) Rating
Downgrade - bearish code | Company name | Securities company | Previous | After change | ------|---------------|-----------|---------|---------| <8955> | J Main Board | SMBC Nikko | "1" | "2" | <7545> | Nishimatsuya options chain | Iwai koss corp | "A" | "B+" | Target stock price change code | Company name | Securities company | Previous
Hong Kong stock opportunities tracking | Alibaba's first day of inclusion in the Hong Kong Stock Connect saw a surge in trading volume of over 10 billion yuan; BYD has recently seen multiple executives increase their shareholding.
The European Union is considering lowering the proposed tariffs on electric vehicles from China; Sino-Ocean Group announced progress in debt restructuring.
Asahi, JVCKW, etc. (additional) Rating
Upgrade - Bullish Code | Stock Name | Securities Company | Original | After Change ------|-----------------|-------------|--------------|------------ <3110>|Nippon Spinning | Mizuho | "Hold" | "Buy" <3349>|Cosmos Pharmaceuticals | JPM | "Underweight" | "
List of Cloud Breakout Stocks [Ichimoku Balance Table, List of Cloud Breakout Stocks]
List of breakthrough stocks in the market Code Company name Closing price Leading Span A Leading Span B Tokyo Stock Exchange Prime <1870> Yayoi Ken 1669 1661.5 1623 <2229> Calbee 3236 3204 3180.5 <3106> Kurabo 4915 4747.5 4590 <3201>
HK Stock preview | CG Services expected to slide by 33.7%-40.1% in H1 net income; bocom intl: liquidity easing expected to boost HK stock valuation repair.
Carrot Run has not engaged in any related businesses such as investment, leasing, and fundraising; China RES Land accumulated contracted sales of 140.2 billion yuan in the first seven months, a decrease of 25.2% year-on-year; China Lit had a revenue of approximately 4.191 billion yuan in the first half of the year, an increase of 27.7% year-on-year.
Japan Post's operating profit in the first quarter increased by 22.2% to 211.4 billion yen.
Japan Post Holdings Co., Ltd. (6178) announced its first quarter results for the fiscal year ending March 2025. Operating revenue decreased by 3.9% YoY to 2.735888 trillion yen, while operating profit increased by 22.2% YoY to 211.449 billion yen. The increase in investment income at Yucho Bank (7182), a subsidiary, and the improvement in capital gains and losses at Japan Post Insurance Co., Ltd. (7181) were contributing factors. Operating revenue for the fiscal year ending March 2025 is expected to decrease by 5.9% YoY to 11.280 trillion yen, while operating profit is expected to increase by 13.7% YoY to 760 billion yen.
List of conversion stocks (Part 6) [List of Parabolic Signal Conversion Stocks]
List of selling conversion stocks: Market Code Name Closing price SAR Tokio Prime <8304> Aozora 2327 2508 <8309> Mitsumi Trust 3482 3913 <8331> Chiba Bank 1264 1442 <8334> Gunma Bank 939 1053 <8336> Musashino Bank
List of Cloud Breakout Stocks (Part 6) [Ichimoku Kinko Hyo, Cloud Breakout Stock List]
List of stocks breaking through under the clouds: Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Prime <7966> Rintec 3045 3253.75 3262.5<7970> Shin-Etsu Polymer 1447 1474 1521<7990> Globe Life 1961 2145.5 2075<7995>
Hong Kong stock market outlook | New Oriental's net income for the last fiscal year increased by more than 70%; Alibaba will launch an AI-based conversational procurement engine.
According to the China Index Academy, the total sales of the top 100 real estate developers in the first seven months decreased by 40.1% YoY, reaching 2390.94 billion yuan; The local production value in Hong Kong is estimated to increase by 3.3% YoY in the second quarter of 2024.