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Tokyu Real Estate Holdings invests in CVC fund Arisaga Partners ~ aiming to create business synergies such as improving CX through digitalization ~
3 points to focus on in the morning session ~Aim to buy dips in high-tech stocks due to a temporary rotation~
In the morning of the 19th, we want to pay attention to the following three points for trading. ■ Aim for the dips of high-tech stocks due to rotation pause ■ DISCO, 1Q operating profit increased by 96.7% to 33.3 billion yen ■ Focus of the morning: Japan Paper, entry into oil-resistant paper for food packaging, with safety considerations without PFAS ■ Aim for the dips of high-tech stocks due to rotation pause In the Japanese stock market on the 19th, in the midst of an unstable market development, it is likely to become a movement to find a dip. On the 18th, in the US market, the Dow Jones Industrial Average was down 533 dollars and the Nasdaq was
Japanese papermaking, Toyota Tsusho, etc. [List of stock materials from newspapers]
*Japan Paper <3863> enters into oil-resistant paper for food packaging, ensuring safety by not using PFAS (Nikkan Kogyo front page) - ○ *Panasonic HD <6752> verifies performance of refrigerated and frozen showcases, refreshing the laboratory at the Gunma base (Nikkan Kogyo page 3) - ○ *ANA HD <9202> develops industry-specific customer service AI with SoftBank, etc. to solve labor shortages (Nikkan Kogyo page 4) - ○ *Inoue Agricultural Machinery <6310> expands cooperation with Yanmar in the domestic small agricultural machinery market (Nikkan Kogyo page 4) - ○ *Toyota Tsusho <8015> German industrial gas giant
Selected for a consecutive 15 years in the ESG investment index "FTSE4Good Index Series" constituent stocks, with a domestic 6th place score of "4.7" across all industries.
Three points to focus on in the morning market: movements of fund shifts leading to searches for underperforming stocks.
In the morning session of the 18th trading day, attention should be paid to the following three points: The movement of fund shifts is intensifying, and there is a movement to find out-of-date stock. JIA, upward revision on December 24th, operating profit 10.5 billion yen ← 8.12 billion yen. Key materials in the morning: Komatsu Seisakusho invests 17 billion yen in car lamps, and increases production by 80% in Brazil and Mexico. With the movement of fund shifts intensifying, the Japanese stock market on the 18th is likely to have an unstable market development even after the selling wave due to the influence of the U.S. high-tech stock market decline on the 17th.
Companies such as Koito Manufacturing Co. and Panasonic HD.
*Koito Manufacturing Co Ltd <7276> invests 17 billion yen in automotive lamps, increasing production by 80% in Brazil and Mexico (Nikkan Kogyo front page) - ○ *Nidec Corp <6594> President emphasizes focus on software, synergy in group development (Nikkan Kogyo front page) - ○ *IHI Corp <7013> accelerates expansion of aircraft engine MRO, plans to double production next year (Nikkan Kogyo front page) - ○ *Suzuki Motor Corp <7269> to develop new cars that reduce weight by 100kg, to be launched in the early 2030s (Nikkan Kogyo page 3) - ○ *Transcosmos Inc <9715>
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