Today's active stocks and hot stocks - August 9 (Friday)

Three key points to focus on in the morning session
● $Tokyo Electron (8035.JP)$Pay attention to the movement of semiconductor stocks, etc.

● $Recruit Holdings (6098.JP)$For the first quarter earnings of the fiscal year ending in March 2025, the revenue increased by 6% compared to the same period last year, reaching 901.558 billion yen, and the operating profit increased by 5.1% to 127.818 billion yen, exceeding the consensus estimate (approximately 118.2 billion yen).

● $Toyota Motor (7203.JP)$Research and development expenses have been increasing for 15 consecutive years. Toyota ranked first with 1.3 trillion yen, according to the company's research.

Moving stocks, hot stocks
$Inpex (1605.JP)$The stock is showing a buy interest. The company announced on the 8th that it would raise the consolidated operating profit forecast (IFRS) for the 24.12 fiscal year from the previous 1 trillion 210 billion yen to 1 trillion 249 billion yen (a 12.1% increase from the previous year). The market consensus is 1 trillion 238.4 billion yen. The consolidated operating profit for the 24.12 first half (January to June) was 700.1 billion yen (a 15.3% increase from the same period of the previous year). In addition, the interim dividend for 24.12 was set at 43 yen (previously expected 38 yen, previous period was 37 yen), and the year-end dividend was revised from 38 yen to 43 yen (previously 37 yen). The annual dividend will be 76 yen to 86 yen (previous year was 74 yen).

$Terumo (4543.JP)$The stock is showing a buy interest. The company announced on the 8th that the consolidated operating profit (IFRS) for the 25.3 period 1Q (April-June) was 44.6 billion yen (a 50.6% increase from the same period of the previous year). The market consensus is 38.2 billion yen. The domestic and international business performed well, leading to increased revenue.

$Shimizu (1803.JP)$The stock is soaring. On the afternoon of the 8th, an earthquake with a seismic intensity of 6- on the Richter scale occurred in Miyazaki Prefecture, and the Japan Meteorological Agency issued a temporary warning for the Nankai Trough earthquake (warning for a major earthquake) for the first time. It is expected that there will be an increased demand for ground and geological surveys, which has led to interest in stocks such as. $Jibannet Holdings (6072.JP)$Ya $OYO (9755.JP)$and others are also being scouted.

$Resonac Holdings (4004.JP)$The stock is showing a buy interest. The company announced on the 8th that it had upwardly revised the consolidated operating profit forecast for the 24.12 fiscal year from 47 billion yen in the black to 61 billion yen in the black (compared to a 3.8 billion yen deficit in the previous year). The market consensus is a profit of 49.4 billion yen. The consolidated operating profit for the 24.12 first half was a profit of 28 billion yen (compared to a deficit of 13.2 billion yen in the same period of the previous year). This was attributed to strong demand for semiconductor materials and HD media in the semiconductor and electronic materials segment.

$NEXON (3659.JP)$The stock is showing a sell interest. On the 8th, the company announced the range for the consolidated operating profit forecast (IFRS) for the 24.12 period 3Q cumulative (January-September) as 120.4 billion yen to 131.7 billion yen (a 7.5% decrease to 1.1% increase from the same period of the previous year). The market consensus is 108.1 billion yen. Additionally, due to the expectation buying before the earnings report, profit taking sales are dominant.

$Suntory Beverage & Food (2587.JP)$Sell indication. The company announced that its consolidated operating profit (IFRS) for the first half of the 24.12 fiscal year (January-June) was 80.9 billion yen (a 17.6% increase compared to the same period last year). The market consensus was 81.9 billion yen. Note that the stock price is dominant in selling as it fell below the consensus estimate.

$Axel Mark (3624.JP)$Plunges. The company revised its forecast for the full year of the 24.9 fiscal year from a previous loss of 0.26 billion yen to a loss of 0.33 billion yen (compared to a loss of 98 million yen in the previous year). The accumulated operating loss for the first three quarters (October-June) was a loss of 0.21 billion yen (compared to a loss of 51 million yen in the same period last year).