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March 18 [Today's Investment Strategy]
[FISCO Selected Stocks] 【Material Stocks】 National Guarantee <7164> 5,685 yen (3/17) engages in mortgage guarantee services. The performance forecast for the fiscal year ending March 2025 has been revised upward. The operating profit is estimated to be 41.5 billion yen (a 30.0% increase year-on-year). This is about a 2% increase from the previous forecast. Factors include stable trends in the guarantee liability balance due to M&A activity by other guarantee companies and an increase in insurance-related income. The year-end dividend (= annual dividend) is set at 209 yen. The previous forecast was 197 yen, and the figure for the previous period was 170 yen.
Yahagi Construction Industry, Kawada Technology, etc.
<1870> Yahagi Construction Industry Co., Ltd. Mitsubishi UFJ Asset Management Co., Ltd. Shareholding ratio 0.38% → 0.38% Reporting obligation date 2025/03/10 <3443> Kawada Technology Co., Ltd. Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. Shareholding ratio 0.28% → 0.01% Reporting obligation date 2025/03/10 <4063> Shin-Etsu Chemicals Co., Ltd. Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
Focus on Danqing Society and Double A, while Proled and Gift HD seem to be sluggish.
In the US stock market on the 17th, the Dow Jones Industrial Average rose by $353.44 to 41,841.63, the Nasdaq Composite Index increased by 54.57 points to 17,808.66, and the Chicago Nikkei 225 Futures were up 490 yen from the Osaka day session to 37,690 yen. The exchange rate stands at 1 dollar = 149.10-20 yen. In today's Tokyo market, Tanposha <9743> announced an operating profit forecast of a 32.5% increase compared to the previous period and a 16.6% increase for the current period, while Double A <76> announced a 5.2% decrease in operating profit for the previous period but a forecast of a 48.7% increase for the current period.
List of conversion stocks (part 2) [List of stocks converting with Parabolic Signals]
○ List of stocks with Buy signals in the market Code Stock Name Closing Price SAR Main Board <6194> Atlare 663 631 <6200> Insource 837777 <6222> Shima Seiki 969913 <6268> Nabtesco 24772347 <6306> Nikko 708687 <6369> Toyo Kanetsu 38653740 <6407> CKD 21682091 <6455> Morita HD 2
Berkshire "as promised" increased its Shareholding in Japan's five major trading companies, with an average holding ratio close to 10%.
The shareholding ratios of Mitsui & Co. increased from 8.09% to 9.82%, Mitsubishi Corporation's shareholding rose from 8.31% to 9.67%, Sumitomo Corporation's shareholding increased from 8.23% to 9.29%, Itochu Corporation's shareholding was raised from 7.47% to 8.53%, and Marubeni Corporation's shareholding went up from 8.30% to 9.30%. Munger once stated that Buffett's bet on the Japanese stock market is a "once in a century" opportunity, as the low interest rate environment allows investors to achieve substantial returns at almost zero cost.
SBI Securities (before closing) Mitsubishi Heavy Industries Sell super, Japan Post Bank Buy super.
Sell code Stock name Selling and buying amount (7011) Mitsubishi Heavy Industries 54,144,859,300 (7012) Kawasaki Heavy Industries 28,230,085,850 (6146) Disco 18,523,474,450 (5803) Fujikura 15,063,071,840 (7013) IHI 13,557,208,450 (1570) NEXT FUNDS Nikkei Average Leverage Listed Investment Trust 12,351,