Stocks on the move today, hot stocks - November 15 (Friday)

3 points to focus on in the morning session
● $SoftBank Group (9984.JP)$Supporting the Nikkei average type

● $Mitsubishi UFJ Financial Group (8306.JP)$In the second quarter of the fiscal year ending in March 2025, operating income increased by 21.1% year-on-year to 6.86 trillion yen, and operating profit increased by 37.3% to 1.76 trillion yen. The net profit for the fiscal year ending in March 2025 was revised upward from 1.5 trillion yen to 1.75 trillion yen. Additionally, a share buyback was announced.

Points of interest in the morning session: $Fujitsu (6702.JP)$Decarbonization program for the supply chain, data collaboration with 12 domestic and foreign companies

$Japan Post Insurance (7181.JP)$ is showing buying indications. On the 14th, the company announced an upward revision of its consolidated net profit forecast for the full year ending 25.3 period from the previous 79 billion yen to 120 billion yen (an increase of 37.8% from the previous year). The consolidated net profit for the first half of the 25.3 period (April-September) was 62.9 billion yen (an increase of 24.7% from the same period of the previous year). The market consensus was 40.6 billion yen. Additionally, they announced the setting of a share repurchase limit of 30 million shares or up to 35 billion yen.

$Mizuho Financial Group (8411.JP)$ is showing buying indications. On the 14th, the company announced an upward revision of its consolidated net profit forecast for the full year ending 25.3 period from the previous 750 billion yen to 820 billion yen (an increase of 20.7% from the previous year). The consolidated net profit for the first half of the 25.3 period (April-September) was 566.1 billion yen (an increase of 36.1% from the same period of the previous year). The market consensus was 473.9 billion yen.
Additionally, they decided to set the interim dividend for the 25.3 period at 65 yen (up from the previous forecast of 57.5 yen, with 50 yen for the previous interim period), and announced an upward revision of the year-end dividend forecast from 57.5 yen to 65 yen (55 yen for the previous year-end). The annual dividend will be raised from 115 yen to 130 yen (compared to 105 yen for the previous year).

$Mitsubishi UFJ Financial Group (8306.JP)$ is continuing to rise. On the 14th, the company announced an upward revision of its consolidated net profit target for the full year ending 25.3 period from the previous 1 trillion 500 billion yen to 1 trillion 750 billion yen (up 17.4% from the previous year), and an upward revision of the year-end dividend forecast from 25 yen to 35 yen (previously 20.5 yen). The consolidated net profit for the first half of the 25.3 period (April-September) was 1 trillion 258.2 billion yen (an increase of 35.7% from the same period of the previous year). The market consensus was 993.7 billion yen.

$Sumitomo Mitsui Financial Group (8316.JP)$Stocks rose for the fourth consecutive day. The company announced on the 14th that it raised its full-year consolidated net profit forecast for the 25.3 period from the previous 1.06 trillion yen to 1.16 trillion yen (a 20.5% increase from the previous year). The market consensus was 1.12.2 trillion yen. The consolidated net profit for the first half of the 25.3 period was 725.2 billion yen (a 37.7% increase from the same period last year) due to increased investment income, service transaction revenue, and specific transaction income.
In addition, the interim dividend for the 25.3 period was decided to be 180 yen (compared to the previous 135 yen) from the previous forecast of 165 yen, and the year-end dividend forecast was revised upward from 55 yen to 60 yen.

$Toyota Motor (7203.JP)$Stocks are rising. The yen is depreciating in the foreign exchange market. On the other hand, there are reports that President-elect Trump is considering abolishing tax incentives for electric vehicles (EVs). This will also affect Japanese auto manufacturers, but for Toyota, which has the world's leading market share in hybrid vehicles, it may be seen as more of a tailwind.

$Nissan Motor (7201.JP)$Diamond surged. On the 15th, Diamond Online reported that Oasis Management holds shares of the company. According to the article, a fund source mentioned that "Oasis held Nissan shares before Effissimo. The ownership ratio is not high enough to require reporting (such as in a large volume reporting)."

$Japan Post Bank (7182.JP)$Company X announced on the 14th that it raised its full-year consolidated net profit forecast for the 25.3 period from the previous 365 billion yen to 400 billion yen (a 12.3% increase from the previous year). The market consensus was 381.6 billion yen. The consolidated net profit for the first half of the 25.3 period was 222.8 billion yen (a 22.3% increase from the same period last year) due to increased investment income and service transaction revenue, as well as a decrease in operating expenses. The company also announced the revision of the year-end dividend forecast from 52 yen to 56 yen (compared to the previous 51 yen).
Increased investment income and service transaction revenue contributed to the rise. The decrease in operating expenses also contributed. In addition, Company X announced the revision of the year-end dividend forecast from 52 yen to 56 yen (compared to the previous 51 yen).

$Mitsubishi HC Capital (8593.JP)$Shares plummeted significantly. The company announced on the 14th that the consolidated net profit for the first half of the 25.3 period (April-September) was 61.7 billion yen (a 17.0% increase from the same period last year), with a progress rate of 45.7% against the annual plan. The stock price declined due to dissatisfaction with the progress and dominant selling pressure.

$Open House Group (3288.JP)$Company Y shows a selling trend. On the 14th, the company announced that it forecasts a consolidated operating profit of 130 billion yen for the full year of the 25.9 period (a 9.2% increase from the previous year). The market consensus was 139.9 billion yen. The consolidated operating profit for the full year of the 24.9 period was 119.1 billion yen (a 16.3% decrease from the previous period).
The condominium business experienced a significant decrease in profit due to cautious decision-making regarding land acquisition in the backdrop of substantial increases in condominium land and material prices. The decline in the gross profit margin of the single-family home-related business, as a result of inventory adjustment efforts, also contributed to the decrease in profit.

$Ame Kaze Taiyo (5616.JP)$The stock is indicating a limit-down sell. The company announced on the 14th that it would reduce its forecast for the full-year operating profit and loss for the 24.12 period from the previous 64 million yen loss to a 107 million yen loss (compared to a 229 million yen loss in the previous period).
The decline in sales of the service is mainly due to the lack of products in areas such as migration, settlement, and tourism sectors other than the product distribution centered on the direct sales EC 'Pocket Marche,' resulting in business downturn. This is reflecting in the slight decrease in sales compared to the previous year.