1311 NEXT FUNDS TOPIX Core 30 ETF
- 1444.0
- +21.0+1.48%
Buy aiming for autonomous rebound against recent decline.
The Nikkei average rebounded for the first time in four days, closing at 38,642.91 yen, up 107.21 yen (volume approximately 2.108 million shares). In the U.S. market on the 14th, although the major stock price indices fell, there was buying aimed at autonomous rebound after dropping nearly 1,000 yen in the previous three days, and the yen depreciated to the mid-156 yen level against the dollar, providing a tailwind to export-related stocks. In addition, mega banks such as Mitsubishi UFJ <8306>, which announced good performance prospects and share buybacks, remained solid.
Active and newly listed stocks during the morning session.
Macromill <3978> 971k - CVC Capital aims for complete subsidiary by TOB. EM Systems <4820> 640k - Significantly raises performance and dividends forecast. Net Protech HD <7383> 441k - First half sees rapid recovery beyond expectations, with upward revision of full-year estimates. Oisix La Terre <3182> 1412 +2057 - Expect further expansion of profit growth rate in September term. Giftee <4449> 1092 +150 - Third quarter turns to operating income growth.
Takasago fever, medley, etc. (additional) Rating.
Upgrade - Bullish code stock name Securities company traditional changes after ----------------------------------------------- <6481> THK Daiwa "3" "1" Downgrade - Bearish code stock name Securities company traditional changes after ----------------------------------------------- <7951> Yamaha City "1" "2" Target price change code stock name Securities company traditional changes after--
November 15 [Today's Investment Strategy]
[Fisco Selected Stocks]【Material Stocks】Net Protections Holdings <7383> 361 yen (11/14) provides a post-payment settlement solution. The financial estimates for the fiscal year ending March 2025 have been revised upward. The operating profit is estimated to be 1.7 billion yen. This is approximately a 57% increase from the previous estimate. The previous year reported a loss of 0.627 billion yen. The operating revenue is progressing as planned. Cost control through improvements in credit activities and billing operations for each service, as well as streamlining selling, general and administrative expenses.
Pay attention to Netpro HD and Gifty, while Nomura Micro and Tsuburaya Production HD are weak.
In the U.S. stock market on the 14th, the dow jones industrial average fell by $207.33 to 43,750.86, the nasdaq composite index dropped by 123.07 points to 19,107.65, and the chicago nikkei 225 futures were up 390 yen from the Osaka daytime to 38,970 yen. The exchange rate was 1 dollar = 156.30-40 yen. In today's Tokyo market, Oisix <3182>, with a first-half operating profit increase of 60.9% compared to 13.4% growth in the first half, saw a widening rate of increase, and TREHD <92> had a first-half operating profit that was 2.1 times higher than the same period last year.
Starting lineup, RentRacs, and others.
<142A> Jingib downward revision, current fiscal year operating profit forecast 0.008 billion yen ← 0.24 billion yen <145A> Acquisition of shares of System Em's, which is engaged in development of Elise B system (web system / OA · FA system) and others, and subsidiary <149A> Sinka downward revision, current fiscal year operating profit forecast 0.073 billion yen ← 0.171 billion yen <157A> Establishment of G Monster subsidiary <195A> Rice curry performance forecast revised, current fiscal year operating profit forecast 0.125 billion yen ← 0.32 billion yen electric power A
Mitsubishi UFJ and others announced share buyback on November 14th.
The stocks that announced the establishment of a share buyback framework on November 14 (Thursday) are as follows: <8306> Mitsubishi UFJ 2.3 million shares (2.0%) 300 billion yen (24/11/15-25/3/31) <8316> Mitsui Sumitomo 60 million shares (1.5%) 150 billion yen (24/11/15-25/1/31) <8411> Mizuho 50 million shares (1.9%) 100 billion yen (24/11/15-25/2/28) <7181> Japan Post 30 million shares (7.8%) 35 billion yen (24/11
Mitsubishi UFJ, 2Q operating profit increased by 37.3% to 1.7569 trillion yen, announced a share buyback.
Mitsubishi UFJ <8306> announced its second-quarter results for the fiscal year ending March 2025, with operating revenue increasing by 21.1% year-on-year to 6 trillion 860.2 billion 77 million yen, and ordinary profit rising by 37.3% to 1 trillion 756.9 billion 26 million yen. Additionally, the net profit forecast for the fiscal year ending March 2025 was revised upwards from 1 trillion 500 billion yen to 1 trillion 750 billion yen. This was due to strong performance in the customer division, as well as improvements in profit margins from rising yen interest rates and the sale of shareholdings. The annual dividends plan is set at 60 yen per share, in line with previous indications.
Beware of the deterioration of US-China relations under the upcoming Trump administration.
The Nikkei Average fell for the third consecutive day. It closed at 38,535.70 yen, down 185.96 yen (volume approximately 2.140 million shares), hitting the day's low. Due to the acceleration of the weakening yen following the rise in long-term U.S. interest rates, buying dominated by export-related stocks led to a rebound start for the Nikkei Average. The index widened its gains up to 39,084.44 yen towards the midday session. However, amidst reports concerning the personnel of the upcoming Trump administration, there was a renewed move towards risk aversion, leading to a negative turn in the early afternoon session.
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
Sell conversion stock list Market Code Stock Name Closing Price SAR TSE main board <6272> Leon Machine 1421 1477 <6287> Sato HD 2081 2177 <6289> Giken Manufacturing 1705 1777 <6310> Ikeda Farm 994 1009 <6323> Lotze 2011 2382 <6330> Yo Engine 743 784 <6358> Sakai Ju 230 2259 <6413> Ideal Science 361
Japan Postal Service, Japan Post Bank, Mizuho, Dai-ichi Life HD (14th) (5010-9994)
Please note that the above calendar is just a schedule and is subject to change due to company circumstances.--------------------------------------- November 14 (Thursday) <5010> Nippon Seiro <5027> AnyMind G <5029> Circlace <5033> Nulab <5034> unerry <5038> eWeLL <5074> Tes HD <5101>
In order to resist foreign acquisition, 7-Eleven is going all out! Considering a $58 billion management buyout.
The parent company of 7-Eleven is considering privatizing the company through a management buyout, with the trade expected to reach 9 trillion Japanese yen, potentially becoming the largest management buyout in Japan's history, causing the company's stock price to skyrocket by 17%.
Adjustment of positions in the background of falling Western stocks and rising gold prices.
The Nikkei average continued to decline, closing at 38,721.66 yen, down 654.43 yen (with an estimated volume of 2.3 billion 40 million shares) in trade. Reflecting the decline of major stock indexes in the previous day's European and American markets, selling pressure for position adjustments took precedence. Although there were scenes of the Nikkei average recovering into positive territory immediately after the opening, the rebound trend did not strengthen. In the middle of the morning session, it fell below the milestone of 39,000 yen and breached the 25-day moving average at the same level. After the selling wave subsided, there was also observed a hesitant decline around the 25-day moving average.
Nikkei average significantly continued to decline, strongly aware of caution towards the upcoming Trump administration.
On the 12th, the US stock market fell. The Dow Jones Industrial Average closed at 43,910.98, down 382.15 points, and the Nasdaq closed at 19,281.40, down 17.36 points. With cautious sentiment near record highs, the market was mixed after the opening. Lack of new buying factors, profit-taking sales pressure due to temporary high achievement, and the market turned lower. Throughout the day, concerns about the improvement in economic outlook and the easing speculation of interest rate cuts against the background of rising long-term interest rates, the market remained soft. To be continued tomorrow.
Discussions are underway to privatize as a countermeasure against the ＆iHD acquisition.
It has been reported that the management team of the Canadian convenience store giant Alimentation Couche-Tard is considering a management buyout (MBO) in response to the acquisition proposal. It is also reported that discussions are underway to privatize the company's shares as a countermeasure against the acquisition. It seems that funding for the MBO is being considered to be raised from the founding family, as well as from three major banks and Itochu Corporation <8001>. Speculative funds are likely to be concentrated once trading resumes.
Daiwa House, landlords, etc. (additional) Rating
Upgrade - Bullish Code Stock Company Previously Changed -------------------------------------------------- <5110> Sumitomo Rubbers GS "Hold" "Buy" Downgrade - Bearish Code Stock Company Previously Changed -------------------------------------------------- <8056> BIPROGY City "2" "3" Target Stock Price Change Code Stock Name
The Trump trade is also swayed by favorable and unfavorable factors.
The Nikkei average fell for the first time in three business days. It closed at 39,376.09 yen, down 157.23 yen (approximate volume of 2.460 million shares) in trading. Against the backdrop of the previous day's rise in US stocks and a weaker yen, buying took the lead in the morning. There were moments of increase up to 39,866.72 yen towards the end of the morning session. However, there is a tendency for selling to wait for a return before the psychologically significant milestone of 100,000 yen, and US media reports Trump's strong stance on countries such as China and Iran as the top diplomat in the upcoming US presidential administration Marco Rubio.
The Nikkei average fell for the first time in three days, raising awareness of caution towards the future Trump administration.
On the 11th, the US stock market continued to rise. The Dow Jones Industrial Average closed at 44,293.13, up 304.14 points, while the Nasdaq ended trading at 19,298.76, up 11.99 points. Buying continued on expectations of deregulation and priority on growth policies under the upcoming Trump administration, leading to an increase after the opening. Subsequently, with the bond market closed due to Veterans Day holiday causing a lack of material news, there was a rotation where small-cap stocks were bought while high-tech stocks were sold, leading to a temporary decline in the Nasdaq. The Dow remained strong throughout the day.
Iida GHD, Toyo, etc. (additional) Rating
Upgrade - Bullish code stock name securities company traditional change after -------------------------------------------------- <9983> FirstLiteiJPM "Neutral" "OverW" Downgrade - Bearish code stock name securities company traditional change after -------------------------------------------------- <
Tokai Rika, Iriso Denko, etc.
Tokai Rika <6995>: Expansion of DX for mold, cost reduction through design automation (Nikkan Kogyo front page) - ○ Futokoro <6474>: Introducing vacuum degreasing equipment, reducing power consumption by half with high-efficiency heat pump (Nikkan Kogyo front page) - ○ Chinese Electrical Utilities <9504>: Shimane Unit 2 to restart operation for the first time in 13 years on the 7th of next month (Nikkan Kogyo page 3) - ○ Nojima <7419>: Acquiring VAIO subsidiary, expanding B-to-B business (Nikkan Kogyo page 3) - ○ Tohoku Electrical Utilities <9506>: Unit 2 of Onagawa Nuclear Power Plant to start commercial operation by the end of the year, thorough implementation of measures to prevent recurrence