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November 29th [Today's Investment Strategy]
[FISCO Selected Stocks] [Material Stocks] Goodcom Asset <3475> 786 yen (11/28) Expands planning, development, and sales of condominiums in the capital and three prefectures. Upward revision of profit forecast for the fiscal year ending October 2024. Operating profit is expected to be 5.451 billion yen (2.5 times higher than the previous period). Due to the review of sales strategy, revenue is being revised downwards, but the high-profit margin real estate management stock income has increased. At the same time, the dividend policy has been changed with a target dividend payout ratio of 35% (previously
WealthNavi---Mitsubishi UFJ to fully acquire as a subsidiary through tender offer.
Mitsubishi UFJ Financial Group <8306> is reported to be acquiring the company. They are planning to move forward with a Tender Offer (TOB) to acquire all shares and make it a wholly-owned subsidiary. They are said to be making final adjustments regarding the premium, and it is expected that funds aiming for a price increase due to speculation will concentrate.
List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
List of stocks for buying conversion Market Code Security Name Closing Price SAR Tokyo Main Board <1899> Fukuda Construction 5330 5200 <1945> Tokyo Enesis 10381008 <1946> Toenec 940904 <1982> Hibiya Construction 38803610 <2002> Nisshin Flour G 18451799 <2053> Chubu Fodder 13351287 <2220> Kameda Confectionery 41904095 <2229>
The willingness to buy on dips is strong when prices fall below 38,000 yen.
The Nikkei average rebounded for the first time in three days. It closed at 38,349.06 yen, up 214.09 yen (volume approx. 1.68 billion shares) at the end of trading. Selling pressure dominated from the beginning due to the previous day's decline in US stocks, causing the index to drop to 37,801.62 yen shortly after the start of trading. Subsequently, moves to buy back tech shares intensified, especially triggered by reports from US media that "US semiconductor regulations on China will not be stricter than before", leading to a turnaround in the market and an expansion of gains towards the afternoon session.
Will the central banks of the US and Japan take major actions next month? The yen has been continuously appreciating, approaching the 150 threshold at one point.
The interest rate differential between the US and Japan may narrow.
Panasonic HD, Toyota, etc.
Panasonic HD <6752> to enter North American water heater business, partnering with US sales company (Nikkan Kogyo page 3) - ○ Mitsubishi Electric Corp. <6503> to unveil Quasi-Zenith Satellite 'Michibiki' 6, heading to space within the fiscal year (Nikkan Kogyo page 3) - ○ Sumitomo Corp. <8053> Considering investment in Yokado, expecting synergy effect in the capital region (Nikkan Kogyo page 3) - ○ Matsuya <8237> Integrating physical stores and digital platforms, expanding product lineup, targeting younger age groups (Nikkan Kogyo page 4) - ○ Itochu <8001> Forming a capital alliance with emission management startup, launching new business in decarbonization support