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Three points to focus on in the morning session: In addition to defense-related stocks, exploring movements related to policies with the inauguration of the Ishiba administration.
On the morning of October 2nd, in the trading session, we want to focus on the following three points: ■ Movement to explore defense-related stocks and policy-related movements with the establishment of the Ishiba administration ■ Daiseki, 2Q operating profit decreased by 5.4% to 7.327 billion yen ■ Points of interest in the morning session: DMG Mori Seiki, doubling the number of engineers launched and repaired in the United States in 2028, 1.5 times more, 400 people In addition to defense-related stocks, with the establishment of the Ishiba administration, we are likely to see a focus on policy-related movements. In the Japanese stock market on the 2nd, amid concerns about geopolitical risks, it is expected that selling will take the lead. In the US market on the 1st day
DMG Mori Seiki, Toyota Industries, etc.
*DMG Mori Seiki <6141> to increase engineers for setup and repair in the US, 400 people to double to 1.5 times in 2028 (Nikkan Kogyo 1st page) - ○*Toyota Motor <7203> launches "Toyota Battery", expands rechargeable batteries for PHV & EV (Nikkan Kogyo 3rd page) - ○*Mizuho Financial Group <8411> capital alliance with US asset management company, providing commodities to domestic affluent (Nikkan Kogyo 3rd page) - ○*Teijin <3401> partners with a Singaporean bio company in regenerative medicine CDMO (Nikkan Kogyo 3rd page) - ○*SoftBank Group <9984>
September 27th [Today's Investment Strategy]
[Fisco Selected Stocks] [Material Stocks] Ray <4317> 428 yen (9/26) Engaged in video production such as CM, event and promotion production, digital content production, etc. Announced the expansion of the company's share buyback framework set from July 16, 24 to February 28, 25. Previously, it was set at 0.5 million shares, which is equivalent to 3.6% of the issued shares, with a maximum limit of 0.25 billion yen in amount, but it will be increased to 0.8 million shares, which is equivalent to 5.8%, with a maximum limit of 0.4 billion yen. As of September 26.
Focus on Asteria and Toho Silver, while Honeys HD may be soft.
In the U.S. stock market on the 26th, the dow jones industrial average rose by 260.36 points to 42,175.11, the nasdaq composite index rose by 108.08 points to 18,190.29, and the Chicago Nikkei 225 futures rose by 620 yen compared to Osaka daytime to 39,280 yen. The exchange rate is 1 dollar = 144.80-90 yen. In today's Tokyo market, Toho Bank <8346> announced an upward revision of its earnings forecast for the fiscal year ending March 2025 and also announced an increase in dividend expectations, and Lester <3156> announced a share buyback of 8.31% of the issued shares and purchase offers.
China aims for the top with AI self-driving cars
[Self-driving Cars] Competition is intensifying among emerging companies such as Xpeng and leading tech giants like Huawei over the driver assistance software that is becoming a step towards full self-driving cars in China. China has surpassed other countries in the field of electric automobiles (EVs), and now it is reported that China is trying to repeat this achievement in the field of self-driving cars. <7203> Toyota Motor, <6902> Denso, <3663> Cell Cysco, <3906>
Three points to focus on in the morning session - High-tech-led expansion with the nvidia effect -
In the morning session of the 12th, the following three points should be noted. - Focus on high-tech-led expansion with the NVIDIA effect - Kobe Bussan, 3Q operating profit increased by 14.4% to 26.6 billion yen - Morning focus materials: Sodick, various machinery companies, India offensive, acceleration of local production and sales/service localization With the NVIDIA effect leading the high-tech expansion, the Japanese stock market on the 12th is likely to develop into a solid bottoming out phase after a round of buying. In August, the US Consumer Price Index (CPI) unexpectedly accelerated core index significantly.
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