Stocks that moved the day before part 2: Osaka Oil Chemical Industry, Ubiquitous AI, Stem Cell Research Institute ETC.
Stock Name <Code> Closing Price on the 18th ⇒ Change from the Previous Day Toyo Securities <8614> 561 -46 Announced Share Buyback in Off-Hours Trading but feelings of exhaustion prevail. Unichika <3103> 143 -7 Continuation of negative views on stock value dilution. SOFTBANK GROUP CO <9984> 9434 -403 Following major investments in the USA, there was a significant rise on the 17th. Canon Inc-Spons Adr <7739> 2464 -48 The small rocket of Space One had a launch failure. Sumitomo Pharma <4506>
Stocks that moved the previous day part 2: Metaplanet, Pluszero, eWeLL ETC.
Stock name <code> Closing price on the 12th ⇒ Change from the previous day Synchro Food <3963> 382 -35 Announced public offering and sale, leading to concerns about dilution and supply-demand in the short term. Pharma Foods <2929> 915 -43 Significant increase in profits in the first quarter, but the surprises are few. Tsuburaya Productions HD <2767> 1881 -32 High level of margin purchases is still noted during the decline. Fixstars <3687> 1850 -84 Related to quantum computers, saw a significant increase on the 11th.
Unitika: Explanatory materials on the interim financial results and business revitalization plan for the fiscal year ending 2025/3
Stocks that moved the previous day part 2 SHIFT, GFA, BTM etc.
Stock Name <Code> 4-Day Closing Price ⇒ Compared to the Previous Day *SHIFT <3697> 18045 +470 With good supply and demand, the upward trend continues. *ACCESS <4813> 932 -69 Continuing to be wary of inappropriate revenue recognition doubts. *Tsuburaya Productions HD <2767> 1993 -150 Selling pressure is increasing after breaking out of the consolidation range. *Hoshiden <6804> 2205 -204 Announced the issuance of a 10 billion yen Euro-yen CB. *Change HD <3962> 1248 -
Nikkei Rises as Dollar Strengthens on Trump's BRICS Remarks
Unitika: Extraordinary Report
Aozora Bank Warns of Potential Loss on Claims Against Unitika
List of cloud-clearing stocks (weekly) (part 2)
○ List of stocks breaking through the clouds Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo main board <2053> Chubu fodder 1318 1356.25 1336 <2117> Welneo S2 16122 39.5 189.5 <2153> E-Jay HD 1657 1754 1684 <2209> Imuraya G 2415 2460.75 2420 <2359> Core 1801 1860.51
Stocks that moved the previous day part1 QPS Research Institute, BTM, Last One Mile, etc.
Stock Name <Code> Closing Price on the 29th ⇒ Previous Day Comparison Tokyo Gas <9531> 4510 +68 ROE exceeds 8%. Reportedly, Azu Planning Design <3490> 2315 +45 sold 2 pieces of real estate for sale and repaid borrowed funds of 0.72 billion yen. Vision <9416> 1439 +40 The area offering "Global WiFi" 5G has expanded to 50 countries and regions, an increase of 8 countries. QPS Research Institute <5595> 1570 +29 selected for JAXA's open call for proposals for the Space Strategy Fund Project. BTM <524
Hot stocks Digest (morning): Unichika, Headwater, World, etc.
Noritake Steel Corporation <7744>: 4,605 yen (+280 yen) significantly continues to rise. The previous day, an upward revision of the performance for the fiscal year ending December 2024 was announced. Operating profit was raised from the previous financial estimates of 18 billion yen to 18.7 billion yen, a 30.0% increase compared to the previous period. It seems to reflect the resumption of shipments for some products that were halted due to defects at AlphaTheta. This comes just after an upward revision from 16.8 billion yen to 18 billion yen during the third-quarter earnings report, resulting in consecutive upward revisions.
Unichika---significantly fell, wary of significant dilution due to regeneration support.
Unichika <3103> has significantly declined. There were instances of a large rise the previous day following reports of withdrawal from the textile business, but today, receiving the announcement of the revival support decision from the regional economic revitalization support organization has led to a prevailing sell-off. It seems that approximately 87 billion yen in financial support will be received through the implementation of third-party allocation capital increase and requests for debt waiver to trading banks. Although allocation capital increase will issue C-type condition shares, the potential dilution rate considering the right to acquire common stock is expected to be approximately 803%.
Volume change rate ranking (9 AM slot) - Ito En, Headwater, etc. are included in the ranking.
In the volume change rate ranking, you can understand the interest of market participants such as trends in trading by comparing the average volume of the recent 5 days with the volume on the delivery date. Top Volume Change Rate [As of 9:32 on November 29] (Comparison with the average volume of the recent 5 days) Stock Code Stock Name Volume 5-day Average Volume Volume Change Rate Stock Price Change Rate <9028> Zero 158,200 107,185.08 174.88% 0.02
Three key points to focus on in the morning session: Overseas flows are limited, with short-term trading being the main focus.
In the trading session before the 29th, three points should be noted. ■ Overseas participants have limited flow and focus on short-term trading. ■ Noritz Steel, upward revision of operating profit to 18.7 billion yen from 18 billion yen for 24/12. ■ Key materials for the morning session: canon inc-spons adr, Space One, the increase of launch sites in Wakayama and Kushimoto, aiming for 30 satellite truckings per year in the 30s. The Japanese stock market on the 29th is likely to experience a stagnant trend due to a lack of guiding materials, similar to the US market on the 28th.
Canon inc-spons adr, Kaga Electronics, etc. [List of stock materials from the newspaper]
*Canon Inc-spons adr Space One plans to expand its launch site in Kushimoto, Wakayama, with 30 satellite trucking missions per year in the 30s (Nikkan Kogyo, front page) - ○ *Uni-Chika plans to withdraw from textiles and focus on polymers, with the president stating, "We will carry out a plan for survival" (Nikkan Kogyo, front page) - ○ *Nisshinbo Holdings has appointed Yasushi Ishii as president, aiming to regain momentum in wireless and communications (Nikkan Kogyo, front page) - ○ *SoftBank Group is considering additional investments in OpenAI (Nikkan Kogyo, page 3) - ○ *Veru Inc call information from.
Okamoto Glass, Urbanet, T&DHD, etc.
<2428> Veru Inc. 888 greatly rebounds. It was announced that they have started a collaboration with Japan Communications to build the first "personally authenticated electronic money" that reduces social costs. Through this collaboration, they aim to jointly develop electronic money that combines reliable identity verification and the highest level of personal authentication, with the goal of providing safe payment services and digital ride tickets for MaaS by next spring. As the government aims to increase the cashless payment ratio, the future direction is set.
Digest of hot stocks (morning session): Sumitomo Mitsui Trust SBI Net Bank, T&D Holdings, Casio and etc.
Sumitomo Mitsui Trust SBI Bank <7163>: 3,380 yen (+475 yen) showing a significant rebound. There seems to be increasing speculation regarding a takeover by NTT Docomo. Some broadcasting reports indicate that executives from major banks have commented that NTT Docomo is moving towards acquiring the bank. It is also reported that Mr. Kitao, the chairman and president of major shareholder SBIHD, has given the go-ahead. Expectations of a premium for the acquisition are prevailing. Since NTT Docomo announced its entry into the banking sector, potential acquisition targets have been considered.
Unichika - Significant rebound as reports of withdrawal from the textile business emerge.
Unitika <3103> rebounded significantly. Reports have emerged about the withdrawal from the fiber business. In addition to the core clothing fiber sector, it seems that the company will withdraw from most of its functional materials business, including non-woven fabrics and industrial fibers, which reportedly account for 40% of the company's revenue. It appears they will seek buyers until the fiscal year ending March 2026. In an effort to rebuild the management, support from major trade banks is being sought, and it has been reported that banks such as Mitsubishi UFJ Bank are likely to respond with a debt waiver of around 30-40 billion yen. The company is implementing measures for structural reform as part of the unprofitable fiber business.
Volume change rate ranking (9 o'clock) ~ DELTA-P, Sumitomo Mitsui SBI Ne, etc. ranked in.
In the ranking of volume change rate, comparing the average volume of the last five days with the volume on the day of distribution allows understanding of market participants' interests such as trends in stock selection. ■ Top volume change rates [As of November 28, 9:35] (Comparison of the average volume of the last five days) Stock code Stock name Volume 5-day average volume Volume change rate Stock price change rate <1457> iFTPX Bear 5777107185.08162.53% 0% <7163> Sumishin SBI Ne.
Unitika: Confirmation letter
Unitika: Semi-Annual Report - Term 215 (2024/04/01 - 2025/03/31)