2837 Global X Japan Mid & Small Cap Leaders ESG ETF
- 2312
- -15-0.64%
From the perspective of dividend-oriented expectations, the market has recovered to the 38,000 yen level for the first time in a month.
The Nikkei average continued to climb. It closed at 38,027.29 yen, up 246.75 yen (estimated Volume of 1.7 billion 50 million shares), recovering over the 38,000 yen mark for the first time in about a month since February 27. Following the trend of tech stocks being bought in the US market on the 25th, Semiconductors and Electronic Components were purchased, leading to the recovery of the Nikkei average over the key 38,000 yen level at the start. After the buying frenzy, a sense of stagnation became stronger, and there was a moment in the middle of the morning session where it narrowed its gains to 37,873.28 yen, but tomorrow.
March 26 [Today's Investment Strategy]
[Fisco Selected Stocks]【Material Stocks】Hokko Metal＜5446＞ 1,350 yen (March 25) Electric furnace manufacturer. The profit forecast for the fiscal year ending March 2025 has been revised upward. The operating profit is projected to be 0.65 billion yen (a 23.1% increase compared to the previous period). This is an increase of about 8% from the previous forecast. Although the revenue forecast has been revised downward, the profit forecast has been revised upward. The decline in the price of the main raw material, scrap iron, has been more favorable than initially expected, and efforts were made to maintain product prices. The year-end dividends will be set at 35 yen. The previous forecast was 2.
Pay attention to Japanese Agrochemicals and PS [Today's individual stock trends]
In the US stock market yesterday, on the 25th, the Dow Jones Industrial Average rose by 4.18 dollars to 42,587.50, the Nasdaq Composite Index increased by 83.27 points to 18,271.86, and the Chicago Nikkei 225 Futures were up by 240 yen compared to the Osaka daytime, reaching 37,820 yen. The exchange rate was 1 dollar = 149.80-90 yen. In today's Tokyo market, Goldwin <8111>, which revised its profit Financial Estimates for the fiscal year ending in March 2025 upwards, Nikko Agrochemicals <4997>, which changed its dividend policy and also revised its dividend Financial Estimates for the fiscal year ending in March 2025 upwards, and announced an increase in dividends for the fiscal year ending in March 2025.
Okuwa ETC, announcement of Share Buyback on March 25.
The stocks for which a share buyback program was announced on March 25 (Tuesday) are as follows:<br> <8217> Okawa 1.4 million shares (3.4%) 1 billion yen (25/4/2-26/4/1)<br> <8173> Joshin Denki 0.1 million shares (0.4%) 0.2 billion 26.6 million yen (25/3/26-25/3/26)<br> <9220> FB Care Service 0.18 million shares (6.7%) 0.1 billion 74.78 million yen (25/3/26-25/3/26)<br> <3954> PAXX 0.05 million shares (1.1%) 0.1 billion 10 million yen (25/3/2)
Japan Oxygen HD, downward revision on 25/3, operating profit 163 billion yen ← 178 billion yen.
Japan Oxygen HD <4091> announced a revision to its financial estimates for the fiscal year ending March 2025. The operating profit has been revised downward from 178 billion yen to 163 billion yen. Although a gain from the sale of land and buildings is expected to be recorded, it is anticipated to fall below the previous estimate due to the impact of impairment losses and other factors. 【Positive Evaluation】 <8111> Goldwin Revision | <1418> Interlife Revision <3933> Chiel Revision | <5446> Hokuetsu Metal Revision 【Hold】 <6513> Origin Revision | <6>
Oracle Corp Japan --- A significant rebound, expected to return to double-digit operating profit growth in the period from December to February.
Significant rebound. The third-quarter financial results were announced at the end of last week. The operating profit for the period from December to February was 22.3 billion yen, a 15.1% increase compared to the same period last year, marking a transition from a slight decline in profits from September to November to double-digit profit growth. The strong sales trend of cloud play is the background for this. Cumulative operating profit growth rate for the third quarter stands at 11.3%, which is seen as exceeding the market consensus of over 8% for the full year. NTT Data's full-scale cloud implementation is expected to contribute to performance after the 26.5 fiscal year.
March 24th [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Mitachi Industries <3321> 1178 yen (3/21) a trading company for Semiconductors and Electronic Components. Considering recent performance trends, the Financial Estimates for the fiscal year ending May 2025 have been revised upwards. Operating profit is estimated at 2.1 billion yen (a 31.9% increase from the previous term). This is about a 10% increase from the previous estimate. The upward revision is due to the transfer of the commercial flow of automotive-related clients starting in the second quarter and solid orders in consumer-related EMS, etc. 【Emerging Markets Stocks】 Keipharma <489
Rating [Securities companies rating]
Upgraded - Bullish Code Stock Name Brokerage Firm Previous Change After ------------------------------------------------------------- <7532> Pan Pacific HD CLSA "Outperform" "HC Outperform" <5384> Fujimi Inc. Tokai Tokyo "Neutral" "Outperform" Downgraded - Bearish Code Stock Name Brokerage Firm Previous Change After -------------------------------------
Pay attention to Itoham Yonekyu and Tamagawa HD, while Nissin OilliO may be sluggish.
In the US stock market last weekend on the 21st, the Dow Jones Industrial Average rose by $32.03 to 41,985.35, the Nasdaq Composite Index increased by 92.42 points to 17,784.05, and the Chicago Nikkei 225 Futures were down by 45 yen compared to the Osaka daytime at 37,355 yen. The exchange rate is 1 dollar = 149.40-50 yen. In today's Tokyo market, Nippon Television Holdings, which upwardly revised its Financial Estimates for the fiscal year ending March 2025, Yamato Holdings, which upwardly revised its net profit Financial Estimates for the fiscal year ending March 2025, and...
Yamato HD, upward revision for 25/3 net profit to 36 billion yen from 18 billion yen.
Yamato HD <9064> announced a revision of its financial estimates for the fiscal year ending March 2025. Net income has been revised upwards from 18 billion yen to 36 billion yen. As part of strengthening balance sheet management, it has resolved to carry out the transfer and leasing (sale and leaseback) of fixed assets. In connection with the transfer of fixed assets, a gain on the sale of fixed assets of 24.2 billion yen is expected to be recorded as special income. 【Positive Evaluation】 <6838> Tamagawa HD Revision | <3321> Mitachi Revision <940>
Asahi, MonotaRO ETC (additional) Rating
Upgrades - Bullish Code Stock Name Securities Company Previous Change After -------------------------------------------------------------- <4385> Mercari Morgan Stanley "Equal Weight" "Overweight" Downgrades - Bearish Code Stock Name Securities Company Previous Change After ----------------------------------------------------------------- <3
March 21 [Today's investment strategy]
[Fisco Select Stocks]【Material Stocks】Gunosy <6047> 582 yen (3/19) provides an information curation service that collects data online and delivers it to users. Announced a change in shareholder return policy. For the time being, it plans to consistently implement dividends of 3% or more of the shareholder capital return rate (DOE) every period. Additionally, it will appropriately combine the acquisition of its own shares to return to shareholders. At the same time, it announced that the year-end dividend for the fiscal year ending May 2025 will be set at 18.30 yen.
Pay attention to Gunosy and Kakaku.com.
On the 19th, before the Tokyo market closed, the NY Dow Jones Industrial Average rose by $383.32 in the US stock market, while on the 20th, it fell by $11.31 to $41,953.32. The Nasdaq Composite Index rose by 246.67 points on the 19th, and on the 20th, it decreased by 59.16 points to 17,691.63. Yesterday, the Chicago Nikkei 225 Futures were down 65 yen compared to Osaka during the day, standing at 37,435 yen. The exchange rate is 1 dollar = 148.70-80 yen. In today's Tokyo market, Kakaku.com revised upward its financial estimates for the fiscal year ending March 2025 and announced a mid-term management plan.
List of conversion stocks [List of parabolic signal conversion stocks]
○ List of Stocks for Buy Change Market Code Stock Name Closing Price SAR Tokyo Main Board <1812> Kashima 3125 <1820> Nishimatsu Construction 50264816 <1946> Toenek 1011957 <1950> Japan Electric Utility 21992096 <1951> Exeo Group 17691711 <2121> MIXI 34203290 <2154> Open UP 18681756 <25
List of cloud penetration stocks [Ichimoku Kinko Hyo - List of cloud penetration stocks]
○ List of stocks that have broken through the clouds Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Main Board <1890> Toyo Construction 1372 1366.25 1329.5 <1949> Sumitomo Electric Industries 4960 4890 4890 <2154> Open UP 1868 1866.25 1845 <2292> S FOODS 2586
Kakaku.com, upward revision on March 25, operating profit 29.2 billion yen, up from 28.5 billion yen.
Kakaku.com <2371> announced a revision of its financial estimates for the fiscal year ending in March 2025. Revenue has been revised upward from 74 billion yen to 78 billion yen, and operating profit has been raised from 28.5 billion yen to 29.2 billion yen. Sales and profits from the Tabelog and Job Box businesses have remained stronger than expected. 【Positive Evaluation】 <8977> Hankyu REIT Revision | <8131> Mitsuuroko HD Revision 【Hold】 <7273> Ikuyo Revision | <7173> Tokyo Kiraboshi Revision <2371> Kakaku.com Revision | <62
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
Global X Japan Mid & Small Cap Leaders ESG ETF: Securities Report (Domestic Investment Trust Beneficiary Securities) - Term 6 (2024/06/25-2024/12/24)
March 17th [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Tsuchiya Holdings <1840> 234 yen (3/14) Custom-built Residences are the main business. Based in Hokkaido. It was announced that a capital and business alliance will be formed with Sekisui House <1928>. Tsuchiya HD will allocate 3.02% of its outstanding shares to Sekisui House through the disposal of treasury stock. Sekisui House will also acquire shares from existing Shareholders of Tsuchiya HD, becoming the fourth largest Shareholder with a 6.15% stake. Tsuchiya HD also announced its first-quarter financial results. The operating profit and loss is 5.8.
Focus on MSOL and Kobe Bussan, while Yaman and Axiz may be sluggish.
Last weekend on the 7th, the Dow Jones Industrial Average in the US stock market rose by $674.62 to 41,488.19, the Nasdaq Composite Index increased by 451.08 points to 17,754.09, and the Chicago Nikkei 225 Futures rose by 500 yen compared to Osaka's daytime, reaching 37,360 yen. The exchange rate is 1 dollar = 148.70-80 yen. In today's Tokyo market, Kobe Bussan Co., Ltd. <3038> reported a 91.7% increase in net profit for the first quarter, and ZOZO <3092> announced that it would split its shares into three for each share, and announced the resumption of its shareholder benefits program.