Three points to watch in the morning session. ●U.S.$NVIDIA (NVDA.US)$The SOX index, which is being bought, has reached a record high.
●$Weathernews (4825.JP)$Operating profit is expected to increase by 16.2% compared to the previous year's 0.4% increase. In the fiscal year ending in May 2024, sales revenue increased by 5.3% compared to the previous year to 22.242 billion yen, and operating profit increased by the same 0.4% to 3.27 billion yen. There was an increased demand for weather information in terms of ensuring safety in logistics, such as disaster prevention at bases and transportation impacts during extreme weather events. For the fiscal year ending in May 2025, sales revenue is planned to increase by 5.7% compared to the previous year to 23.5 billion yen, and operating profit is planned to increase by 16.2% to 3.8 billion yen, exceeding the consensus (approximately 3.6 billion yen).
●Hot topics in the morning session:$Toyota Motor (7203.JP)$Investments in North America have been increasing, and there have been successive investments in drive system production.
Active stocks, hot stocks $Hitachi (6501.JP)$Shareholder returns focus on dividends and share buybacks, with a 50% awareness.
$Value Creation (9238.JP)$Engaged in web marketing and promotion support. Announced expansion of shareholder benefit system.
$Resonac Holdings (4004.JP)$Established a consortium for next-generation semiconductor packaging in the United States by 10 Japanese and American companies.
$Disco (6146.JP)$,$Advantest (6857.JP)$etc. Bought by the United States.$NVIDIA (NVDA.US)$SOX index, which is bought, reached a new high. In the previous day's US stock market, leading GPU manufacturer Nvidia rebounded, and investment funds flowed into the semiconductor sector in general.