Rating [security companies rating]
Upgrade rating - Bullish code | Brand name | Securities company | Conventional | After change | ------ | ----------- | --------- | ------------ | -------------- | <3436> | SUMCO | Daiwa | "3" | "2" | <7599> | IDOM | Ichioshi | "B" | "A" | <9983> | Fastly | BofA | "Medium"
Investment strategy for today, July 26th.
[FISCO selected stocks][Material stock] Watahan Co., Ltd.<3199> 1791 yen (7/25) engaged in home improvement stores and construction industry. Based in Nagano. Announced the first quarter financial results. Operating profit was 0.826 billion yen (3.4 times increase from the same period last year). Retail business benefited from logistics efficiency improvement and segment profit increased by 58.5% compared to the same period last year. The segment profit and loss of the construction industry turned from a loss of 0.218 billion yen in the same period last year to a profit of 0.3 billion yen. Operating profit for the fiscal year ending March 2025 is 3.17 billion.
Pay attention to Fujitsu and Pharma F, Nissan and Simplex HD are weak.
On the 25th of yesterday's US stock market, the Dow Jones Industrial Average was up 81.20 dollars to 39,935.07, the Nasdaq Composite Index was down 160.68 points to 17,181.73, and the Chicago Nikkei 225 futures were 40 yen higher than the Osaka daytime on the exchange. The exchange rate is 1 dollar = 153.90-154.00 yen. In today's Tokyo market, Fujitsu <6702> turned from a loss of 1.88 billion yen in the same period of the previous year to a profit of 21.387 billion yen in the first quarter operating profit, which is 5.6 times higher than the same period of the previous year.
Earnings Call Summary | Nissan Motor (ADR)(NSANY.US) Q1 2024 Earnings Conference
The Nikkei average fell significantly and continued to decline for seven days, with the highest decline rate of the year due to the decline of US stocks and the appreciation of the yen.
On the 24th, the US stock market continued to fall. The Dow Jones Industrial Average closed at 39,853.87, down 504.22 points (-1.25%), while the NASDAQ fell 654.94 points (-3.64%) to 17,342.41, and the S&P500 closed at 5,427.13, down 128.61 points (-2.31%). Disappointing earnings from some high-tech companies triggered selling after the opening, leading to a decline. The world's economic indicators are also weak, and the domestic new residential sales index is also low, causing concerns to the economy.
List of stocks with cleared clouds (Part 2) [Ichimoku Kinko Hyo: List of Stocks with Cleared Clouds]
List of high-flyer stocks Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Prime <6293> Nisshin Jushi 1022 1039.75 1073 <6302> Sumitomo Heavy 4116 4176.5 4410.5 <6310> Iseki 1011 1024.75 1045 <6331>
Nomura Holdings, Chugai Pharmaceutical, Nissan Motor, Canon Inc.-spons adr (25th).
※The above calendar is only tentative and subject to change due to company circumstances.---------------------------------------July 25th (Thu) <1723> Nippon Electric Co. <3199> Watanabe Textile HD <3231> Nomura FHD <3969> Eight Red <4107> Isehara <4307> NRI <4373> Simplex HD <4462> Ishihara Chemical <
The Nikkei average fell significantly for the sixth consecutive day due to the acceleration of the yen's strength, and fell to the 75-day moving average.
On the 23rd, the US stock market fell. The Dow Jones Industrial Average closed at 40,358.09, down 57.35 points (-0.14%), the NASDAQ closed at 17,997.35, down 10.22 points (-0.06%), and the S&P 500 closed at 5,555.74, down 8.67 points (-0.16%). As companies' earnings reports are looming, cautious sentiment increased and the market closed mixed. In addition, adjustments continue to fluctuate as important inflation and economic indicators scheduled to be announced this week are awaited, and the market was characterized by buying and selling throughout the day.
Active and newly listed stocks during the morning session.
- Furukawa Battery <6937> with a buyout price of 1400 yen from Advantage Partners, currently at 1389 yen. - Yoshimura Food <2884>, currently at 1593 yen, was featured in the newspaper the day before. - Sanken Electric <6707> announced the sale of part of its Allegro shareholding, currently at 8177 yen. - Eagle Industry <6486> announced an upward revision of financial estimates and dividends, currently at 2064 yen. - Tamron <7740>, currently at 4480 yen, reports for the second time this fiscal year on its first-half performance.
Sell Toyota Motors is currently exceeding at SBI Securities (pre-market), while Disco is buying more.
Sell Code Stock Name Trading Value (6146) Disco 34,570,231,060 (6920) Laser Tech 22,283,834,460 (1570) NEXTFUNDS Nikkei Average Leverage Listed Investment Trust 15,032,119,292 (6594)
Nissan, Mitsubishi Motors, etc. (additional) Rating.
Target stock price change code | Stock name | Securities company | Previous | After change | ------ | ---------------- | ---------- | --------- | --------- | <5032> | ANYCOLOR | Morgan S | 4900 yen | 5200 yen | <5711> | Mitsubishi Ma | Morgan S | 2500 yen | 2600 yen | <6586> | Makita | Morgan
Investment Strategy for July 24th [Today]
[Fisco Featured Stock][Material Stock] Nidec Corporation Sponsored ADR <6594> 6787 yen (7/23) upwardly revised its financial estimates for the fiscal year ending in March 2025. Operating profit is expected to be 240 billion yen (an increase of 47.6% compared to the previous year). It was raised by about 4% from the previous estimate. The demand for HDD motors is on the rise, as well as the demand for water cooling systems for AI servers. In addition, significant growth is expected from battery energy storage systems (BESS) due to the expansion of demand for green innovation-related technologies. Meanwhile,
Pay attention to Nidec Corporation sponsored ADR and Tamron, Mitsubishi Motors and KOA may be sluggish.
In the US stock market on the 23rd, the Dow Jones Industrial Average fell 57.35 dollars to 40,358.09, the Nasdaq Composite Index fell 10.22 points to 17,997.35, and the Chicago Nikkei 225 futures fell 40 yen to 39,500 yen compared to the Osaka-Nagoya market. The exchange rate is 1 dollar = 155.50-60 yen. In today's Tokyo market, Komery <8218>, which saw a 12.1% increase in Q1 operating profit and a progress rate of 38.9% towards the full-year estimate, and Tamron <77>, which revised its forecast for the first half of the fiscal year ending December 2024 upward, both announced their earnings.
Orbic, Ono Keiki, PLANT, Canon Electronic (24th).
※The above calendar is only a schedule and may be subject to change due to company circumstances. --------------------------------------- July 24th (Wednesday) <1775> FFE&C <4684> ORBIS <4733> OBC <6807> Aviation electronics <6858> Ono gauge <7646> PLANT <7739> Canon electronics <7931> Future labor
Nidec Corporation sponsored ADR, KOA, Mitsubishi Motors, and Komori Corporation (23rd).
※The above calendar is tentative and subject to change depending on the company's circumstances. --------------------------------------- July 23 (Tue) <4722> Future, <6594> Nidec Corporation Sponsored ADR, <6999> KOA, <7211> Mitsubishi Motors, <8218> Comelco, <9691> Ryomo Systems ------------------------------
List of stock information from newspapers, such as Iwaya Industries and Obayashi Corporation.
*Iwatani Sangyo <8088> subsidiary and equipment inspection reports are incorrect (Nikkan Kogyo side 3) - ○*Obayashi Corporation <1802> development base in Singapore, promotion of construction robotics (Nikkan Kogyo 4 sides) - ○*Yokohama Rubber <5101> tire design AI support, efficiency improvement of characteristics (Nikkan Kogyo 13 sides) - ○*Kawasaki Motors, first public run of a “hydrogen bike”, with the same feeling of heartbeat (Nikkan Kogyo 13 sides) -○*Toyota 3 > Chairman Akio Toyoda “Demonstration Start a city” (Nikkan Kogyo
Insauce (22nd) [earnings schedule]
*The above calendar is subject to change depending on the circumstances of the company. --------------------------------------- July 22 (Mon) <6200> Insource --------------------------------------- July 23 (Tue) <4722> Future <6594> Nidec Corporation Sponsored ADR <6999> KOA <7211> Mitsubishi Motors
Biden announces withdrawal, moving from almost Trump to confirmed Trump.
[Defense] President Biden declared that he would "withdraw" from the presidential election in November and supported Vice President Kamala Harris as his successor. On the 20th, Akira Amari, Secretary-General of the Liberal Democratic Party, stated that "although we cannot say for sure yet, the current atmosphere in the United States is moving closer from "almost Trump" to "certainly Trump." <7011> Mitsubishi Heavy Industries, Ltd. <7012> Kawasaki Heavy Industries <6503> Mitsubishi Electric Corp. <7270> Subaru <7224> Shinmeiwa
Due to the drop in US stocks, it temporarily fell below the 0.04 million yen mark.
The Nikkei average fell for the third consecutive day. Trading ended at 40,063.79 yen, down 62.56 yen (with a volume of approximately 1.53 billion shares). Following the decline of US stocks the previous day, selling began at the opening, and the Nikkei average fell to 39,824.58 yen just after the opening. During the trading hours, it briefly fell below the 400,000-yen level for the first time in about two weeks. However, while there was a move to pick up on the dips in semiconductor-related stocks, it then became stagnant, sandwiched between 400,000 yen. Tokyo Stock Exchange price.
Kaneka, Disco, etc. (added) Rating
Target stock price change code | Name of the company | Securities company | Before | After | ------ | ----------------- | ---------- | -------- | -------- | <3087> | Dotol Nipless | Morgan S | 2,400 yen | 2,500 yen | <3309> | Sekisui House Realty | Mizuho | 81,000 yen | 88,000 yen | <4043> | Tokuyama | Mizuho | 29