Good morning, MOOMOO users! We will deliver the hot stocks and latest rating information for the morning session.
Today's strengths and weaknesses
1/9 [Strength and Weakness Factors]
Three points to focus on in the morning session
Waiting for a pullback while being cautious of tariff risks from the upcoming Trump administration.
● $ABC-Mart (2670.JP)$Revenue for the third quarter of the 2025 fiscal year announced by XXX increased by 9.8% to 277.78 billion yen compared to the same period last year, and operating profit increased by 15.6% to 48.1 billion yen. Sales to inbound (foreign visitors to Japan) were strong, and high-priced products such as hands-free shoes and jackets that can be worn without using hands performed well. The earnings forecast for the full fiscal year ending in February 2025 remained unchanged.
● Key Points of the Morning Session: $Mitsui O.S.K. Lines (9104.JP)$Construct up to 4 ammonia ships, with an investment of 100 billion yen.
Active stocks, hot stocks.
The Tokyo stock market continued to decline on the 9th. While the three indexes in the US market were mixed, the Philadelphia Semiconductor Index was down, and semiconductor-related stocks were also being sold in the domestic market. According to the December ADP employment report announced the previous day, the number of non-agricultural sector employees increased by 0.122 million, below the market forecast of 0.139 million...

This article utilizes auto-translation in some parts.
● $NVIDIA (NVDA.US)$After the market close on November 20th, Eastern Time in the United States.(Scheduled to announce earnings on November 21st, Thursday, from 06:00 Japan time)。
According to market consensus, $NVIDIA (NVDA.US)$The performance forecast for Q3 2025 is expected to have revenue of 33.028 billion dollars, an 82.27% increase compared to the same period last year. The EPS is expected to increase by 88.11% to 0.70 dollars compared to the same period last year.
● Wall Street collectively raises NVIDIA's target stock price.
● The company's stock price tripled compared to the end of 2023, driven by the tailwind of major tech companies' capital investments.
● Issues with the server rack design for next-generation chips? What impact will it have on performance?
$NVIDIA (NVDA.US)$Earnings reports are scheduled to be announced after the close of November 20th US Eastern Time (06:00 on November 21st, Thursday in Japan time). According to market consensus, $NVIDIA (NVDA.US)$The revenue forecast for Q3 2025 is expected to be higher than the previous year...

Top 5 Trading CompaniesMarch 25th Fiscal Year 20XX Second Quarter Consolidated Earnings Report (During the April to September period of the 24th year) due to the price decline of raw materials such as coal and metal resources used in steelmaking $Mitsui (8031.JP)$and $Sumitomo (8053.JP)$etc.Three companies experienced a decrease in profit compared to the same period of the previous year. On the other hand, one company saw an increase in profit $Mitsubishi (8058.JP)$due to Lawson's shareholder's equity revaluation gains and partial sale gains from the coal businessOne-time profitContributed. $ITOCHU (8001.JP)$Convenience stores like "FamilyMart" and related to DescenteOne-time profitsecured an increase.
The stock prices of each company have fallen significantly since spring and summer, and whether Warren Buffett-led $Berkshire Hathaway-A (BRK.A.US)$buying spree is under scrutiny, but so far there are no signs of such activity. Berkshire isexpected to invest in Japanese stocks with funds raised in October, and whether it will increase its holdings in trading companies, which have been weak due to falling resources prices, or allocate funds to new investment targets...