Kumagai Construction, Loctite, etc. (additional) Rating
Upgrade - bullish code | Stock name | Securities company | Before Change | After Change | ------ | ------------- | ---------- | -------------- | -------------- | <3289> | Tokyu Fudosan HD | Daiwa | "3" | "1" | <7181> | Kanpo | JPM | "Underweight" | "Neutral" | <8795>
We have signed a business partnership agreement with Broad Enter - HomeTact.
Broad Enterprise <4415> announced on the 9th that they have signed a business partnership agreement with Mitsubishi Estate <8802> and will start selling the package of 'HOMETACT' and 'BRO-ROOM' from June 2024. Both companies signed a basic agreement for collaboration in September 2022 and have been working on building a sales package for IoT renovations centered around 'BRO-ROOM' and smart home service 'HOMETACT'.
Active and newly listed stocks during the morning session.
*Beauty Garage <3180> 1605 +158, positive view on share buyback and ID collaboration with Recruit, etc. *Altona <2163> 1882 +130 turns to increased operating profit in the first half. *Pilot Corporation <7846> 4526 +304 newly recommended buy by Nomura Securities. *Miura Kogyo <6005> 3430 +193 SMBC Nikko Securities raised the target stock price. 6005 *Kinden <1944> 3423 +166 Kanden
Denso, Itochu, etc. [List of stock materials from newspapers]
*KOKUSAI ELECTRIC<6525> establishes new research and development base in the United States to address the complexity of semiconductors (Nikkan Kogyo front page) - ○ *DENSO<6902> integrates new plant for unified ECU with Zemmingsho (Nikkan Kogyo page 3) - ○ *7&i HD<3382> proposes acquisition of major convenience store again (Nikkan Kogyo page 3) - ○ *Fujitsu<6702> demonstrates optimization of EV promotion and charging infrastructure installation in India (Nikkan Kogyo page 4) - ○ *ITOCHU<8001> invests in used aircraft components, enters the aftermarket (日
Confidence spreads with a rebound in US stocks, but upside is limited.
[Emerging Markets Individual Stock Strategy] Today's emerging markets are expected to show a strong performance. In the U.S. stock market on the 9th, the Dow Jones Industrial Average rebounded significantly for the first time in three days, closing at 40,829.59, up 484.18 points (+1.20%). After last week's sharp decline, there is a stronger buying interest on dips. Additionally, the results of the August employment statistics released last week did not deteriorate as much as feared, and buying supported by expectations of a soft landing also helped. Artificial intelligence (AI) related stocks like semiconductor company Nvidia (NVDA) have also rebounded.
The strategy of the Federal Reserve's interest rate cut layout is here! Warren Buffett has already placed his bets in advance, why are real estate stocks expected to become the 'strongest interest rate cut trade'?
The strong performance of US real estate stocks is driven by market expectations of a rate cut by the Federal Reserve. As mortgage rates decrease, homebuyers' activity will significantly increase, promoting further growth in the industry.
Rating [security companies rating]
Upgrade - bullish code | Stock name | Securities company | Previous | After the change | ------ | --------------- | --------- | ----------- | ------------ | <7762> | Citizen | Okasan | "hold" | "bullish" | <9076> | Seino HD | Daiwa | "3" | "2" | Downgrade - bearish code | Stock name
Hong Kong stock opportunity tracking | Hong Kong Exchange may suspend trading all day today; "Carrier-level" broker is coming! GTJA and Haitong Sec will merge and reorganize.
Nio Inc: In the second quarter, revenue increased by 98.9% year-on-year, and the loss narrowed significantly by 16.7% year-on-year; Greentown China's sales in the first 8 months exceeded 160 billion yuan; SHK PPT's profit dropped by approximately 20% in the last fiscal year.
NTT Data G, Kansai Electric Power, etc.
NTT DATA G <9613> to develop infrastructure for the financial sector, leveraging commercial flow data to support financing decisions.
List of Conversion Stocks (Part 4) [List of Parabolic Signal Conversion Stocks]
○List of stocks for selling turnover market Code Name Closing price SAR East Stock main board <7201> Nissan Motor 414 454<7203> Toyota Motor 2674 2822<7239> Tachi-E 1931 1992<7259> Aisin 4874 5144<7267> Honda
Japan Steel, Sojitz, etc. [List of stock materials from newspapers]
*Okaya Steel Machinery <7485> expands deeply in Asia, establishes new company in Vietnam and increases staff in India (Nikkan Kogyo front page) - *Nippon Steel <5401> vice chairman expects arbitration result on US Steel acquisition next month (Nikkan Kogyo front page) - *NTT <9432> and Chunghwa Telecom open IOWN between Japan and Taiwan, the first international communication (Nikkan Kogyo page 3) - *TDK <6762> collaborates with Tokyo Medical and Dental University to measure heart activity non-contactly using magnetic sensors (Nikkan Kogyo page 3) - *Sojitz <2768> invests in DX emerging agriculture, grain harvest prediction
Super typhoon hits Japan head-on: Authorities issue highest-level warning, Toyota halts production completely.
① The Japan Meteorological Agency has issued the highest level of "Typhoon Special Warning", and the authorities have ordered the evacuation of one million people; ② The 24-hour rainfall in some areas may reach 600 millimeters; ③ As a result of this, a large number of flights have been canceled, and automobile companies such as Toyota have also announced the suspension of production at all Japanese factories.
Prince HD, JTEKT, etc.
Prince HD <3861> increases production of film for electric car capacitors, new equipment to start operation in November.
The Hong Kong dollar time deposit interest rate has been lowered. Are there other options for stable income? Take stock of the top ten blue chip stocks with high dividends.
With the global interest rate cutting curtain opening, the decline in fixed deposit interest rates is not only a single event, but perhaps also a trend. If the era of fixed deposits is coming to an end, how can we find "alternative options" in the market?
First Pacific Davis: Predicts that the prices of Grade A office buildings and core street shops in Hong Kong will fall by 5-10% this year.
First pacific Davis predicts that the prices of Grade A office buildings and core street shops in Hong Kong will fall by 5-10% in 2024.
Introducing examples of utilizing "ZETA RECOMMEND" on the official website of Saijinia, a commercial facility developed by Mitsui Real Estate.
On the 20th, Cygnia <6031> introduced an example of utilizing ZETA RECOMMEND, a recommendation engine used on the official websites of Mitsui Shopping Park LaLaport and Mitsui Outlet Park, both commercial facilities developed by Mitsui Fudosan, by its subsidiary ZETA. By utilizing the customer data, ZETA RECOMMEND can display personalized recommendations on the website, improving the user experience and leading customers to offline (in-store) purchases.
List of stocks with cleared clouds (Part 2) [Ichimoku Kinko Hyo: List of Stocks with Cleared Clouds]
Top brands on cloud-based market: Code Company Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Prime <7856> Hagiwara Industries 1559 1544.5 1532 <7915> NISSHA 2012 1988.25 1847.5 <7936> ASICS 2622 2430.5 2120 <7970>
List of stock information from newspapers, including Nitto Denko and Star Precision.
*Nitto Denko <6988> Japan's 60 corporate and organizational body issues first carbon credit certification, private-led trade begins (Nikkan Kogyo front page) - ○ * Meiden <6508> generates AI introduction from US Anthropic, streamlines meeting minutes creation, etc. (Nikkan Kogyo front page) - ○ * Chubu Electric Power <9502> AI for drone inspections of power grid transmission equipment in group (Nikkan Kogyo page 8) - ○ * Star Micronics <7718> integrates 2 Thai subsidiaries (Nikkan Kogyo page 8) - ○ * Inuken Noki <6310> incurs 2.1 billion yen special loss, production in Kumamoto.
Resonac HD, Honda, etc.
*Resonac HD <4004> pioneered semiconductor/electronic materials, to 60% of sales in the fiscal year ended 30/12 (Nikkan Kogyo 1 side) - ○*Tsubakimoto Chain <6371> agri expansion, Kitaya Shoten plant factory acquisition (Nikkan Kogyo 1 side) - ○*Nissan <7201> “opposing dieless molding”, accuracy is on par with press (Nikkan Kogyo 1 side) - ○*JTOWER <4485> under the umbrella of a US investment company ○*JR Kyushu<9142> TOB76 Mr. Kenji Oba is the group's high-speed boat president
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
Buy change stock list Market Code Stock Name End Price SAR Tokyo Stock Exchange Prime 7599 IDOM 1109 958 7613 Seeks 1122 960 7649 Sugi HD 2572 2390 7733 Olympus 2487 2157 7735 Screen HD 10