Yusen ＜9101＞
The revised earnings forecast for the fiscal year ending March 31, 2025 was announced. Sales were revised upward from 2 trillion290 billion yen to 2 trillion570 billion yen, and operating profit was revised upward from 165 billion yen to 215 billion yen. It exceeds the consensus (about 180 billion yen). The route around the Cape of Good Hope at the southern tip of Africa, which avoids the Red Sea due to the tense situation in the Middle East, has become established, tight supply and demand for container ships and fare market conditions have exceeded expectations at the beginning of the period, and the equity method application company OCEAN NETWORK EXPRESS PTE operates the container ship business. It is anticipated that the balance of payments will improve in LTD.
East Elek＜8035＞
It was sold as high as 29755 yen on 7/18 due to a sharp drop after emptying the foot. However, it has shown solidification at the 200-day line level, which is located at the same level, and it seems that the weekly chart will move towards a stance aimed at push by approaching the 52-week line. It is below -3 σ of the weekly Bollinger Bands due to a sharp drop last week, and it is easy to be aware that it is oversold. While waiting for the trigger for a backlash, the trend where semiconductor stocks such as NVIDIA were bought in the US market at the beginning of the week seems to be a support material.