Stocks that moved today, hot stocks - November 21 (Thu)

Points of Interest in the Morning Session: $Sumitomo (8053.JP)$Vietnam agrochemical acquisition, acquisition of major sales network, offensive in growing markets.

$Advantest (6857.JP)$plunged significantly. The US image processing semiconductor giant $NVIDIA (NVDA.US)$は20日の米国市場引け後に3Q（8-10月）決算を発表。売上高、純利益ともに市場予想を上回る着地となり、4Q（11-1月）の売上高見通しも市場予想を上回った。ただ、期待を織り込んで上昇していたことや、一部の高い期待に届かなかったこともあり、時間外では下落している。国内半導体株も手じまい売りが出ているもよう。
Related Stocks: $Tokyo Electron (8035.JP)$、 $Socionext (6526.JP)$、 $Disco (6146.JP)$etc.

$Mitsubishi Heavy Industries (7011.JP)$が3日ぶり反落。同社は20日、 $Nippon Telegraph & Telephone (9432.JP)$NTT Communications, a subsidiary, $NEC Networks & System Integration (1973.JP)$announced that it will introduce a high-performance server equipped with a phase-change direct chip cooling system into the operating data center, starting the verification of enhancing the cooling capacity of the data center in December without significantly modifying the existing facilities.

$Kosaido Holdings (7868.JP)$shows a buying bias. The company announced on the 20th that it will establish a self-share repurchase limit of 3 million shares and 16.5 billion yen.

$Foster Electric (6794.JP)$plunges. On the 20th, the company announced its medium-term business plan for the 26.3 to 28.3 term. Financial targets include a 150 billion yen revenue in the final year, 9 billion yen operating profit, 6.0% operating margin, and a target ROE of 8.0%. However, there are concerns about inadequate capital policy, leading to a prevailing selling pressure on the stock.

$Monex Group (8698.JP)$sees a significant rise with 4 consecutive gains. It hit a year-to-date high for multiple days. Expectations of a crypto-friendly policy under the upcoming Trump administration led to a growing optimism in the cryptocurrency business sector, resulting in a continuous inflow of funds into the cryptocurrency market and exerting upward pressure on the Bitcoin market. Against this backdrop, in the Tokyo market, Monex Group, which operates the cryptocurrency exchange Coincheck, has become a target for acquisition and is attracting widespread buying interest.
Related Stocks: $Metaplanet (3350.JP)$、 $NCXX Group (6634.JP)$、 $Ceres (3696.JP)$etc.

$Mitsubishi UFJ Financial Group (8306.JP)$、 $Dai-ichi Life Holdings (8750.JP)$Both exhibiting strength in a subdued overall market environment. Domestic long-term interest rates are on the rise, with new 10-year bond yields ranging from 1.06 to 1.08%. In the USA, the 10-year bond yields are hovering around 4.4%, which raises awareness about the possibility of postponing interest rate cuts. As a result, major banks and insurance companies in Japan and the USA can expect to expand profits in their operations, providing a tailwind for stock prices.

$Fujikura (5803.JP)$With a temporary increase of nearly 400 yen, it quickly recovered to the 6000 yen range. The strength of demand for next-generation semiconductors for AI, such as NVIDIA, the leading US image processing semiconductor company, was made clear again by its strong earnings report. Accelerated expansion of demand is also expected for optical fibers and related components. In response, the popularity of cable stocks as promising related stocks is reigniting.
Related Stocks: $Furukawa Electric (5801.JP)$、 $Sumitomo Electric Industries (5802.JP)$etc.