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The battery inventory is a tale of two extremes under high pressure, with a stable leading position and shuffling at the tail end. | Jianzhi Research
Battery inventory reaches a new high for the year.
NIKKEI 225 Index Falls 2.46% This Week to 35025.00 -- Data Talk
Steady development from the movement of high-tech stocks and earnings evaluations.
The Nikkei Average rebounded, and closed at 35,025.00 yen (approximately 2.504 billion shares traded), up 193.85 yen from the previous day's trading, with buying centered on high-tech stocks against the backdrop of a rise in US stocks and a weak yen. Shortly after the opening of trading, it rose to 35,671.31 yen. In addition, there was a continued shift of funds to stocks with good earnings results. However, with the possibility of position adjustments, such as selling before the three-day weekend, there was a standoff around 35,000 yen after the buying spree, and it fell to 34,445.57 yen in the middle of the afternoon.
Active and newly established stocks in the afternoon session.
*DIC<4631> 2853 +131.5 revised upward financial estimates for the fiscal year ending in December. *Kimura Machinery<6231> 4605 +700 operating profit increased by 30.7% in Q1. *ZENETEC<4492> 644 +100 Q1 operating profit turned from a loss of 0.017 billion yen in the same period last year to a profit of 0.157 billion yen. *Janome<6445> 710 +100 Q1 operating profit turned from a loss of 0.18 billion yen in the same period last year to a profit of 0.481 billion yen. Also announced dividend increase.
The Nikkei average rebounded and ended by maintaining the 35,000 yen level, although the upside is heavy before the three-day holiday.
On the 8th, the US stock market rebounded. The Dow Inc. closed at 39,446.49, up 683.04 points (+1.76%), while NASDAQ closed at 16,660.02, up 464.21 points (+2.87%), and the S&P 500 closed at 5,319.31, up 119.81 points (+2.30%). As weekly jobless claims fell below financial estimates, the market felt more at ease and rose after opening. Concerns over the deterioration of the labor market and the economy receded, and the market remained strong throughout the day. The gains increased in the final stretch.
Nikkei 225 Gains Ground Amid Positive US Employment Data
Persol Holdings reaches new high.
Persol Holdings <2181> and Meiji Holdings <2269> are among the 14 new high stocks on the Tokyo Stock Exchange Prime. Digital Hearts Holdings <3676> and Mitsubishi Paper <3864> are among the 12 new low stocks on the Tokyo Stock Exchange Prime. Tokyo Stock Exchange Prime, Tokyo Stock Exchange Standard, and Tokyo Stock Exchange Growth, set new highs and lows. 08/09: 14 new highs, 12 new lows, 10 new highs, 2 new lows, and 3 new highs and lows respectively.
Active and newly listed stocks during the morning session.
*Trend Micro <4704> 7742 shares - reports that the company is exploring business divestitures. *Mecc <4971> 3895 shares - annual performance estimates are significantly upwardly revised beyond expectations. *Fujikura <5803> 3038 shares - significantly upwardly revised revenue forecasts. *H-One <5989> 926 shares - good progress with operating profit turning to black in the first quarter. *Suzuki <6785> 1540 shares +297, optimistic about double-digit profit growth this fiscal year and change in dividend policy. *Happinet <7552>.
Sumitomo forestry, Nexon, etc. (additional) rating.
Downgrade – Bearish Code|Stock Name|Securities Company|Previous|Current|------|---------------|-------------|---------|---------|<3279>|API| Mizuho|Buy|Hold|Target Stock Price Change Code|Stock Name|Securities Company|Previous|Current|------|---------------|--
JPMorgan Asset Management: Japan's central bank will have to look at the U.S. economy's "face" again for another interest rate hike.
JPMorgan Asset Management has stated that the Bank of Japan will avoid raising interest rates again in the short term, and further tightening of policy may depend on the fate of the US economy.
Livework - "Livetimes" starts delivering articles to LINE NEWS.
On the 6th, Lib Work <1431> announced that its own media 'Lib Times' has started distributing articles to LINE NEWS, which is operated by LINE Yahoo <4689>. Lib Times is a specialized media that provides highly specialized information about home building. It collaborates with external curation media to widely disseminate articles and deliver them to a wide range of readers. Categories include 'Surveys & Trends', 'Current and Future Living', and 'Money'.
Shien ES - a solidly growing company that operates five businesses.
CNS Inc. <4076> handles system integration such as cloud and infrastructure construction, application development, and DX consulting. In the System Infrastructure Business (26.7% of revenue for the fiscal year ending May 2024), they provide two services: On-premises infrastructure business and cloud infrastructure business. In the Business System Integration Business (22.8% of revenue), they have many years of know-how in the financial and distribution industries.
G Seven HD is opening a "Gyomu Super Hirao Store" in Sapporo, Hokkaido.
On the 8th, G-7 Holdings <7508> announced that its subsidiary G-7 Super Mart will open its 196th store, "Gyomu Super Hiraoka Store", in Sapporo, Hokkaido. G-7 Super Mart operates Gyomu Super (Kanto, Chubu, Kansai, Kyushu, Hokkaido) as a chain. "Gyomu Super Hiraoka Store" has a sales area of 166 tsubo (548 square meters), employs 25 people, and has an annual sales target of 0.5 billion yen.
Nikkei Up 1.7%, Led by Trading Houses, Chip Stocks -- Market Talk
Investment strategy for today, August 9th.
[Fisco's Selected Stocks] [Materials Stocks] KOKUSAI ELECTRIC <6525> 3285 yen (8/8) was established as a spin-off of Hitachi Kokusai Electric's semiconductor manufacturing equipment division, specializing in film deposition equipment. The first quarter results were announced. The operating profit was 17.8 billion yen (4.4 times higher than the same period last year). Against the background of the popularization of AI generation, the demand for advanced node DRAM and Logic has recovered. Operating profit for the fiscal year ending March 2025 is expected to be 44.8 billion yen (a 45.7% increase from the previous year). This is in response to the full-year forecast.
Including Kewpie, BEENOS, etc.
<2681> Geo Holdings Co., Ltd. Endo Yukikura's shareholding ratio is 37.37% -> 40.01%, with a reporting obligation on August 2, 2024. <2683> Yuuki Uehara Co., Ltd. Kazue's shareholding ratio is 39.09% -> 38.04%, with a reporting obligation on August 6, 2024. <2809> Kewpie Corporation Nakajima Shoten Co., Ltd.'s shareholding ratio is 15.84% -> 15.84%, with a reporting obligation on 2024/0.