BOJ Seeks More Rate Hikes but Not in Rush, Deputy Governor Says -- 2nd Update
February 20 [Today's investment strategy]
[FISCO Selected Stocks]【Material Stocks】Kura Sushi <2695> 2,590 yen (2/19) operates conveyor belt sushi "Kura Sushi" primarily in roadside locations. It has announced the reintroduction of its shareholder incentive program. The shareholder incentive program was set to be abolished after the reference date at the end of April 2025, but due to requests and opinions from many shareholders about the reinstatement of the program, it will be reintroduced. Previously, discount coupons were provided, but they will be changed to meal vouchers for easier use.【Emerging Markets Stock】ALiNK Internet <7
Focus on Kura Sushi and Nippon Professional Baseball, while Sanwells and FIG seem to be sluggish.
In the US stock market on the 19th, the Dow Jones Industrial Average rose by $71.25 to 44,627.59, the Nasdaq Composite Index increased by 14.99 points to 20,056.25, and the Chicago Nikkei 225 Futures fell by 185 yen from the Osaka daytime, reaching 38,985 yen. The exchange rate is 1 dollar = 151.40-50 yen. In today's Tokyo market, Kurazushi <2695>, which announced a reintroduction of the shareholder benefit program, and UMC Ele <6615>, which announced that it has established a seven-line mass production system for products aimed at the electric vehicle industry, are in focus.
<Today's Individual Materials> Midac HD, Garden, Kurazushi, FIG, etc. (Announced on the 19th)
▽ Midac HD <6564.T> received a permit for changing the industrial waste disposal facility regarding the plan to increase the landfill capacity of the stable final disposal site in Hamamatsu City, Shizuoka Prefecture. ▽ Garden <274A.T> has introduced a shareholder benefit system that presents a free ticket for one bowl of family-style ramen or oil soba to shareholders holding one unit (100 shares) or more, usable at all Ichikakuya stores. ▽ Kurazushi <2695.T> has reintroduced its shareholder benefit system. ▽ FIG <4392.T> predicts consolidated operating profit for the fiscal year ending December 2025 to be between 800 million and 1.1 billion.
Key points of attention for the PTS on the 19th = Kurazushi, FIG, Welldy, ALiNK, ETC.
▽ Kura Sushi <2695.T> reintroduces the Shareholder benefit program. ▽ FIG <4392.T> forecasts consolidated operating profit for the fiscal year ending December 2025 to be between 800 million and 1.1 billion yen (2.2 to 3.0 times year-on-year). ▽ Welldy <2901.T> enters into a strategic partnership agreement with Karada Note <4014.T>. ▽ ALiNK <7077.T> introduces a preferential system for long-term Shareholding. Shareholders with more than 100 shares and a continuous holding period of over one year will receive Quo cards according to the number of Shares held. ▽ Genda
Fujita: Supplementary explanation of financial results for the 3rd quarter of the fiscal year ending March 31, 2025
Fujita: Summary of Financial Results for the 3rd Quarter Ending March 31, 2025 [Japanese GAAP] (Consolidated)
Kirin HD, Matsukiyo Cocok, Dentsu Group, Rakuten Group (14th) (1379-5368)
The above Calendar is merely a schedule and is subject to change due to the company's circumstances.--------------------------------------- February 14 (Friday) <1379> Hokuto <1380> Akigawa Boku-en <1417> Mirait-Wan <142A> Jinjibu <1438> Gifu Landscaping <1443> Giken HD <1447> SAAF HD <145A> Elizbee<
Fujita Kanko Inc Sees FY Net Y8.00B
Fujita Kanko Inc FY Net Y9.13B Vs Net Y8.11B
Fujita Engineering 9-Mos Net Y1.40B Vs Net Y994.00M
As soon as the news of Japan easing tourist visas for people from China was released, local retail travel stocks surged immediately.
① The Japanese Foreign Minister, Toshimitsu Motegi, announced the relaxation of visa requirements for Chinese tourists to Japan, expected to be implemented in spring 2025. ② After the announcement, retail and tourism-related stocks in Japan rose, with J. Front Retailing Co. soaring by 8.38%, while Isetan Mitsukoshi Holdings and Takashimaya increased by 6.98% and 3.69%, respectively.
Stocks that moved the day before part 2 Veru Inc, Hamee, GFA ETC.
Stock Name <Code> 20-Day Closing Price ⇒ Day-on-Day Comparison Tanpaku Co. <9743> 978 -42 Strong sense of completion in the movements due to good earnings evaluation. Rakuten Bank <5838> 4385 -143 Pressured by the decline in bank stocks. Kyushu Electrical Utilities <9508> 1333 -4311 Below the November low, with cutting losses becoming dominant. IHI <7013> 8347 -257 SMBC Nikko Securities has downgraded the investment rating. HOYA <7741> 19530 -685 Softness in Semiconductors stocks leads to dominant selling on rebounds.
Stocks that moved or were traded in the first half of the session.
*Cybozu <4776> 2644 - Positive sentiment due to consideration of increased dividends for this period and significant profit growth outlook for the next period. *Market E <3135> 964 - Positive sentiment following the announcement of expanded shareholder benefits. *Japan Retech <1938> 1326 +199 High dividend yield appeal following significant dividend increase announcement. *Mitsui E&S <7003> 1754 +150 Reported to begin production of port cranes in Vietnam. *Shin Nihon Science <2395> 1662 +126 Tokai Tokyo Securities recommends buying anew.
Nextwear ETC [Stocks with intriguing characteristics based on Volume changes]
Stock closing price compared to the previous day Volume *<4814> Nextware 161,257,986,700 *<3370> Fujita Corporation 272,522,778,300 *<5884> Kuradashi 319,391,393,100 *<3943> Oishi Industries 109,197,157,500 *<7743> Seed 510,523,138,100 *<1457> iFree TPX Bear 29,711,621,317 *<5592> Kusuri no Madoguchi 145,997,283,200 *<9273> Ko-A Trading HD 61,011.
Three key points to pay attention to in the afternoon session – despite a decline in U.S. stocks, selling is dominant but there is a tendency to moderate the drop.
In the afternoon trading session on the 19th, three points to focus on are: • The Nikkei Average has fallen for five consecutive days, with selling pressure prevailing due to the decline in US stocks, though it has shown a reluctance to drop further. • The dollar-yen exchange rate is strong, with selling of the yen following the Bank of Japan's decision to hold off on raising interest rates. • The top contributors to the decline were Advantest <6857>, with SoftBank Group <9984> in second place. ■ The Nikkei Average has fallen for five consecutive days, down 373.33 yen (-0.96%) from the previous day, sitting at 38,708.38 yen (estimated Volume of 1.2 billion 10 million).
Stocks reaching the upper and lower limits in the first half of the trading session.
■ Limit Up <3370> Fujita Corporation <3457> And Do Holdings <4416> True Data <5131> Linkers <5884> Curadashi <7360> Ondeck <7743> Seed <9562> Business Coach ■ Limit Down <5707> Toho Zinc * Includes temporary Limit Up and Down (indicative prices).
Hot Stocks Digest (Morning Session): Fujita Corporation, Toho Lead, AndDo, ETC.
Fujita Corporation <3370>: 294 yen (+74 yen) briefly reached the daily limit up. A new shareholder benefit program has been announced. For shareholders holding more than 100 shares as of the end of March, a 1000 yen web coupon will be presented. The purpose of the new benefit is to deepen understanding of the business by experiencing the company's products and services, increase the appeal of investing in Stocks, and encourage many investors to hold Stocks for the medium to long term. There is an anticipated movement to expand the investor base.
Fujita Corporation - temporarily hit the upper limit, a new shareholder benefit program will be established.
Fujita Corporation <3370> has temporarily reached the upper limit. They have announced the establishment of a new shareholder benefit program. Shareholders with a holding of 100 shares or more at the end of March will receive a 1,000 yen WEB coupon. The goal of this new benefit is to deepen understanding of the business through engagement with the company's commodities and services, and to enhance the attractiveness of investing in stocks, encouraging many investors to hold stocks for the medium to long term. There is a move to expect an expansion of the investor base.
TOYO, etc. [Stocks with unique appeal seen from changes in trading volume]
Closing price, day-on-day change, volume for each stock: 4255 THECOO 56580200500 6045 Rentracks 7405094600 246A Asa 7911001137800 7851 Kawase Computer 24194183500 2270 Snow Brand Meg 2575411121900 173A Hammock 13547033900 4347 Bromedia 155711141300 3370 Fujita Corporation 241445700