9月17日に付けた1368円を直近安値としてリバウンド基調を継続しており、足もとで25日線を支持線に75日線を突破。リバウンド基調が強まるなか、直近で200日線を上回ってきた。7月4日に付けた2772円をピークに調整が続いていたが、200日線突破でトレンド転換が意識されそうだ。また、25日線と75日線とのゴールデンクロス発生が近づいている。East Elek＜8035＞
The revised earnings forecast for the fiscal year ending March 31, 2025 was announced. Operating profit was revised upward from 627 billion yen to 680 billion yen. In the electronics industry, various products implementing generative AI have been announced, and a new market is emerging. In the semiconductor manufacturing equipment market, capital investment for memory and advanced packages for generative AI applications has grown markedly, and capital investment for the mature generation in China has also continued. Capital investment for advanced generation logic/foundries also surpassed the same period last year. At the same time, 3.5 million shares (0.8% of the number of issued shares) and a share buyback was announced up to 70 billion yen.
Namura Shipbuilding ＜7014＞
The rebound trend continues with the recent low of 1368 yen set on 9/17, and it recently broke through the 75th line with the 25th line as a support line. As the rebound trend intensifies, it has recently surpassed the 200-day line. Adjustments continued, peaking at 2772 yen set on 7/4, but it seems that trend changes will be noticed when breaking through the 200-day line. Also, the occurrence of a golden cross between the 25th line and the 75th line is approaching.
