【Early morning report】Just one month until Trump's inauguration! The biggest winner? Focus on USA stock ETF in 2025.

Less than a month until President Trump's inauguration! Will the US regional bank stocks be the biggest winners amid expectations of relaxed capital regulations?
Mr. Trump, who won the US presidential election, is scheduled to be inaugurated as the 47th President of the United States on January 20, 2025. Trump is moving forward with personnel appointments for the new administration and has made it clear that he will promote the policies he advocated in the election right after taking office. Many of Trump's economic policies, such as tax cuts, deregulation, and tariff increases, are aimed at promoting overall economic growth in the United States. With this policy of "America First," if the US economy prospers, the potential for growth in US stocks will naturally increase.

[Attention US Stock ETFs in 2025] Will capital inflows accelerate with the revival of "Animal Spirits," selected as "Basic Stocks + Latecomers"?
In 2025, Mr. Trump, who advocates tax cuts, deregulation, and "America First" policy, is scheduled to assume the presidency, further increasing the "superiority" and attention on US stocks. Expectations are high that the "Trump 2.0" policy will reignite US corporations' "Animal Spirits," potentially accelerating capital inflows into US stocks. As for the highlighted US Stock ETFs in 2025, we have selected ETFs where the benefit of fund flows is anticipated.

Will Tesla rise further with its record-high customer deliveries? The market is expecting a record update in the 4th quarter.
Tesla is set to announce its customer delivery data for the fourth quarter on January 2nd next year. Market expectations suggest that Tesla's customer deliveries for October-December are likely to set a new record high. According to FactSet data, analysts anticipate around 0.498 million units of customer deliveries in the fourth quarter and expect the full-year customer deliveries for 2024 to reach 1.79 million units.

In the era of quantum software, it has already begun.
Although quantum computers are still in the early stages, it is reported that we can catch a glimpse of the changes it will bring without waiting for its growth. According to IBM, the company currently provides quantum computer-based systems and services to over 250 customers, generating revenue.
Related Japanese stocks: $Hitachi (6501.JP)$　、 $Nippon Telegraph & Telephone (9432.JP)$ 、 $NF Holdings (6864.JP)$ 、　　　　　　 $BrainPad (3655.JP)$ 、 $Fixstars (3687.JP)$ etc.

Last weekend on the 27th, "Stocks that were bought!" The total Zalai - which stocks are expected to lead today? -
■ Makino Fu <6135> 9,250 yen (+1,500 yen, +19.4%) Limit up
$Makino Milling Machine (6135.JP)$ Stock A hits the daily price increase limit. $Nidec (6594.JP)$On the 27th, Nidec announced that it will conduct a public tender offer (TOB) for complete subsidiary acquisition of Makino for 0.01 million 1000 yen per share. Makino's stock price aligned with the TOB price. The lower limit of the planned purchase is 11,694,400 shares (50.00% of ownership excluding treasury stock), with no upper limit set. Nidec plans to secure time to obtain approval for the TOB and anticipates the TOB to commence on April 4, 2025. Makino's previous day's closing price was 7750 yen. While Nidec has strengthened its machinery business through M&A, by acquiring Makino, a major domestic machinery company, it aims for further business expansion. If the TOB is successful, Makino is expected to be delisted after the necessary procedures. In response to Nidec's announcement, the Tokyo Stock Exchange temporarily halted trading of Makino from 8:30 a.m. to 8:45 a.m.

DNエ shares closed at 3,115 yen (+420 yen, +15.6%).
$DeNA (2432.JP)$Sawitsuchi surged. After the close of trading on the 26th, it was announced that there is expected to be a significant performance fluctuation in the gaming business. The sales in the third quarter of the fiscal year ending March 2025 are projected to be over 25 billion yen, showing a rapid expansion compared to the first quarter (11.2 billion yen) and the second quarter (11.3 billion yen), attracting positive buying sentiment. From October 30th, the official launch of the Pokemon Trading Card Game Pocket for smartphones began, contributing to the smooth progress with over 60 million downloads worldwide (announced on December 12). Although the full-year consolidated performance forecast is undisclosed, the outlook is for increased revenue and profit growth compared to the previous year for the gaming business.

Sakura Net shares surged for the first time in three days, closing at 4,390 yen (+230 yen, +5.5%).
$DeNA (2432.JP)$ Stock C rebounds after 3 days. On the evening of the 26th, TV Tokyo reported that Rapidus, aiming to mass-produce next-generation semiconductors, is considering collaborating with Preferred Networks, a leading domestic AI developer in Chiyoda-ku, Tokyo, and Sakura Net. It seems that the buying interest in Sakura Net's stock price was driven by this news. According to the report, Preferred Networks will supply AI-designed semiconductors to Sakura Net's AI data centers. This is expected to lead to a large domestic order for Rapidus.

List of stocks with 'sky is the limit' profit growth: 4th edition, selecting 31 companies. <Growth Stock Special Feature>
In this special feature, we will deliver a compiled version of the 'List of Stocks with 'Sky-High' Profit Growth' that was distributed during the intensive financial results period from late October to mid-November, covering the 'entire period'. The final fourth installment targeted stocks with a market cap of over 3 billion yen but less than 15 billion yen as of the 19th when the first installment was distributed. These stocks achieved their highest quarterly profits in the July-September period of 2024, and are also expected to achieve their highest profits this fiscal year, listing stocks in a situation where profits are soaring, so-called 'sky-high' profit situations.

30 companies with the highest profits this fiscal year priced at 0.1 million yen or less [Standard] Edition <Undervalued Stocks Special Feature>
Individual investors have a high interest in stocks that can be invested with small amounts of capital. Among the 832 stocks listed on the Tokyo Stock Exchange's Standard Market, 0.1 million yen or less is the minimum investment amount for purchasing. This time, we focus on stocks with a PER (price-earnings ratio) of less than 10, expected to achieve their highest ordinary income this fiscal year, to distinguish undervalued stocks.

ADR Japanese Stock Rankings - Overall selling pressure on stocks like Yucho Bank, with Chicago trading at 40,130 yen, ¥100 lower than Osaka.
Japanese stocks in ADRs (American Depositary Receipts) compared to the Tokyo Stock Exchange (at an exchange rate of 1 dollar to 157.91 yen) $Japan Post Bank (7182.JP)$ 、 $Advantest (6857.JP)$ 、 $Disco (6146.JP)$ 、 $Daikin Industries (6367.JP)$ 、 $Toyota Motor (7203.JP)$ 、 $Honda Motor (7267.JP)$Various stocks are falling, with general selling pressure. The Chicago Nikkei 225 futures settlement price closed Osaka day trading 100 yen lower at 40,130 yen.