SBI Securities (before trading close) has a strong Sell on Mitsubishi Heavy Industries, and a strong Buy on Mitsubishi Heavy Industries.

Sell Code Stock Name Transaction Amount (7011) Mitsubishi Heavy Industries 36,849,489,412 (6146) Disco 25,841,147,060 (7012) Kawasaki Heavy Industries 19,472,649,186 (7013) IHI 17,694,801,880 (6920) Lasertec 17,648,708,260 (5803) Fujikura 16,006,866,018 (1570) NE

Fisco Japan34minutes ago

Sekisui House - rebounding, revising upward based on solid results from the previous period.

A rebound. The financial results for the January 2025 period were announced the day before. The operating profit was 331.4 billion yen, up 22.3% compared to the previous period, exceeding market expectations of around 320 billion yen. Strong performance in domestic single-family and rental Residences, along with M&A effects, are the background factors. For the January 2026 period, a forecast of 362 billion yen, reflecting a 9.2% increase, has been made. Although this is below the consensus of around 375 billion yen, it seems to be perceived as a conservative assumption. Regarding USA single-family orders, it appears that sales turned to recovery in February.

Fisco Japan21:13 ET

Nikkei Drops 2.1%, Dragged by Electronics, Real-Estate Stocks -- Market Talk

WSJ19:22 ET

March 7th [Today's Investment Strategy]

[Fisco Selected Stocks] 【Material Stocks】 Kanamoto <9678> 3130 yen (3/6) Rental of Construction Machinery is the main business. The first quarter financial results have been announced. Operating profit is 4.993 billion yen, a 67.2% increase compared to the same period last year. In addition to disaster recovery works and infrastructure maintenance, various large-scale projects are also continuing, and while there are regional differences, overall rental demand for construction machinery remains steady. The operating profit forecast for the fiscal year ending October 2025 is 15.1 billion yen, a 3.6% increase compared to the previous period. This period starts off well.

Fisco Japan18:53 ET

Nikkei May Fall Amid Concerns About U.S. Tariffs, Borrowing Costs -- Market Talk

WSJ18:45 ET

Rating [Securities company ratings]

Upgraded - Bullish Code Stock Name Securities Company Previous Change After --------------------------------------------------------------- <4005> Sumitomo Chemical UBS "Cell" "Neutral" <7832> Bandai Namco HD SMBC Nikko "2" "1" <6460> Sega Sammy HD SMBC Nikko "2" "1" <7956> Pigeon JP Morgan "Underweight" "Neutral" <5802> Sumitomo Electric Mito "

Fisco Japan18:36 ET