Good morning, moomoo users! We will bring you the latest hot stocks and ratings information of the morning session.
Strengths and weaknesses for today
8/27 [Strengths and Weaknesses]
3 points to pay attention to in the morning session
Individual funds are shifting to small and mid-cap stocks with liquidity.
Melco downwardly revised its operating profit from 5.8 billion yen to 5.2 billion yen on March 25.
$Melco Holdings (6676.JP)$They announced a revision to their performance forecast for the fiscal year ending March 2025. Revenue was revised downward from 150 billion yen to 133 billion yen, while operating profit was revised downward from 5.8 billion yen to 5.2 billion yen. The listing of their subsidiary, Shimadaya, has been approved. As a result, Shimadaya will be excluded from consolidated subsidiaries starting October 1, 2024, in anticipation of the implementation of a physical dividend (stock distribution type spin-off).
Key points of the morning session: $Sumitomo Bakelite (4203.JP)$Next-generation granular encapsulant for semiconductor back-end processes, suppressing cracks and warping.
Active stocks, hot stocks.
$Lasertec (6920.JP)$Semiconductor manufacturing equipment and related items are cheap. $NVIDIA (NVDA.US)$The decline of US semiconductor stocks, etc.

Even if it is not a high dividend stock at the moment,stocks with a high potential for increased dividends in the futurecould also be considered as 'hidden high dividend stocks'. One hint for finding such stocks isstocks that have maintained an increasing dividend for many years. Companies that have continued to increase dividends over the years can also be assumed to have a high potential for future dividend increases.
In fact, there are companies, like the following three, that have stated in their medium-term management plans and management policies that they will continue to increase dividends consecutively.
◆ $Kobayashi Pharmaceutical (4967.JP)$
The company has strengths in niche products such as pharmaceuticals, quasi-drugs, and hygiene materials.The company is planning to increase dividends for the 25th consecutive year by the end of December 2023.In the medium-term management plan from 2023 to 2025,the company aims to achieve 27 consecutive years of increased dividends by the year 2025.and aims to achieve a dividend amount of 20 billion yen or more in the three-year period. The dividend yield at the closing price on the 15th is 1.42%.
◆ $Okinawa Cellular Telephone (9436.JP)$
The company, which is engaged in mobile phone business in Okinawa prefecture,is planning to increase dividends for the 22nd consecutive year by the end of March 2024..The management goal is to achieve 'three increases': increase in revenue, increase in profit, and continuous increase in dividends, with a dividend payout ratio exceeding 40%.On the 15th, at the closing price...

$Inpex (1605.JP)$ Only resource stocks will rise! This and ENEOS are today's highlights! After that, the decline after CPI started! But little by little, Nikkei is improving! Looks like the bottom price has arrived!

On August 1st, the discussion on the manufacturing and sales approval of the Alzheimer's drug 'Donanemab' will take place, with the possibility of approval in September.
2024/07/21 18:17
The Ministry of Health, Labour and Welfare decided to discuss the approval of manufacturing and sales of the Alzheimer's drug 'Donanemab' by eli lilly and co on August 1st at the expert committee. If approved, there is a possibility of approval in September. Donanemab is an intravenous drug that removes the abnormal protein 'amyloid beta' accumulated in the patient's brain, aiming to suppress the progression of the disease. The target includes patients in the early stages of Alzheimer's disease, including those with mild cognitive impairment (MCI), which is a pre-dementia stage. Developed by Japanese pharmaceutical companies like Eisai, it is the same type of medicine as 'Lecanemab,' which has been used domestically since December last year.
According to eli lilly and co, in a clinical trial involving about 1,700 participants, the group treated with Donanemab showed a 22% reduction in decline in cognitive function and ability to lead daily life compared to the group treated with a placebo after one and a half years. In the earlier stage group, the reduction was 35%.
The company decided to apply for approval with eli lilly and co in September last year...

AI technology makes it easier to create computer viruses,and cyber attacks are increasing rapidly.This year, in addition to major companies such as etc., many organizations including local government agencies such as Tokushima Prefecture $Kadokawa (9468.JP)$or $NTT Data Group (9613.JP)$have seen a rapid increase in cyber attacks.Affected by ransomware, no information has been disclosed regarding the payment of ransom. According to the Nikkei Shimbun, in domestic cases, there are also surveys showing that 30% are actually responding to ransom payments.To protect the organization, "security investments" are expected to increase significantly. In late June in the United States, CDK Global's system, which collaborates with car dealers nationwide, was stopped due to a cyber attack, leading to a decrease in the number of vehicle sales.In actuality, there are surveys showing that 30% actually respond to ransom payments.For the organization to protect itselfsecurity investmentsPassenger car sales $General Motors (GM.US)$or $Toyota Motor (7203.JP)$decreasedThe beginning of the AI eraIt is attracting attention in Japan and the United States, so let's check the cybersecurity stocks and ETFs.
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$CrowdStrike (CRWD.US)$ This is already a voluntary cyber-terrorism.