No Data
Hot stocks digest (morning session): Keisei, Mitachi, San-A Chemical Engineering, etc.
San-Ei Kakensha <4234>: 559 yen (+55 yen) continues to rise significantly. An announcement has been made regarding the acquisition of treasury stock through off-exchange trading. Up to 1 million shares, which accounts for 9.5% of the issued shares, with a limit of 0.5 billion 4 million yen, will be executed in today's off-exchange trading. If the upper limit of 1 million shares and total acquisition amount of 0.6 billion yen are not reached, a market purchase will be carried out with the acquisition period set until October 31, 2025. While the direct impact on supply and demand is expected to be limited, it is likely to lead to an increase in value per share.
Mitachi --- Significant rebound, positive impact strengthened due to upward revision of performance.
Mitachi <3321> has rebounded significantly. Last weekend, it announced an upward revision of its financial estimates. Operating profit for the first half was revised upward from the previous estimate of 0.6 billion yen to 0.9 billion yen, a decrease of 3.7% compared to the same period last year, while for the full year, it was revised from 1.8 billion yen to 1.9 billion yen, an increase of 19.4% compared to the previous period. The background appears to be the transfer of commercial flows from automotive-related customers that started in the second quarter, along with strong orders for EMS related to consumer products. The first quarter had a significant decrease in profit of 35.9% compared to the same period last year, so the positive impact is growing.
Mitachi, Furukawa Electric ◆ Today's FISCO hot stocks ◆
Mitachi (3321) announced a revision of its financial estimates for the fiscal year ending in May 2025. Revenue has been revised upward from 80 billion yen to 90 billion yen, and operating profit has been adjusted from 1.8 billion yen to 1.9 billion yen. The steady orders from automobile-related customers that started in the second quarter and the EMS for consumer electronics contributed positively. The stock price has shown a rebound recently, and it has reached the 200-day support line, which is being watched closely. If it breaks through that line, it could reach the high return level of 1239 yen from October 7 and the high return level of 1 from July 26.
November 25th [Today's Investment Strategy]
[FISCO Selected Stocks] [Material Stock] San-Ai Kaken <4234> 504 yen (11/22) Engaged in packaging materials such as lightweight packaging materials, release paper, adhesive tape base materials. It was announced that they will implement a share buyback of up to 1 million shares, equivalent to 9.5% of the issued shares, and an amount of up to 0.6 billion yen. The acquisition period is from November 25, 24 to October 31, 25. On November 25th, they will entrust the buying in the Tokyo Stock Exchange's off-auction own share buyback trading (ToSTNeT-3) in 24.
Three key points to watch in the first half of the session - funds are likely to flow towards economically sensitive stocks, etc.
In the morning session of the 25th, the following three points are worth noting: ■ Money is likely to flow into cyclical stocks and others ■ Mitachi, 25/5 upward revision Operating profit 1.9 billion yen ← 1.8 billion yen ■ Highlights of the morning session: Sumitomo Corporation, Sumitomo Precision Products, MEMS contract manufacturing expansion, acquisition of a US joint venture Money is likely to flow into cyclical stocks and others. The Japanese stock market on the 25th started with buying, but is likely to develop into a market situation where deadlock intensifies. The US market on the 22nd saw the Dow Jones Industrial Average rise by 426 points and the Nasdaq etc.
Focus on DTS and Mitsui Chemicals, while Meiji Holdings and Fujio Foods may be underperforming.
Last weekend on the 22nd, in the US stock market, the dow jones industrial average rose by $426.16 to 44,296.51, the nasdaq composite index increased by 31.23 points to 19,003.65, and the Chicago nikkei 225 futures were up by 255 yen compared to the Osaka day session, reaching 38,595 yen. The exchange rate was 1 dollar = 154.20-30 yen. Today in the Tokyo market, DTS <9682> announced a share buyback and cancellation of up to 3.82% of the number of issued shares, while Mitsui Chemicals <4183> announced a share buyback of up to 1.68% of the number of issued shares, consolidated.
No Data
No Data