Individual investor and limited teahouse Tamasuke: Evaluate the information war in the US presidential election! Now, focus only on strong stocks [FISCO Social Reporter]
The following is a comment written by individual investor Mr. Yugen Tei, a Fisco Social Reporter (Blog: Profitable Stock Information 'The Cat Husband's Stocks Know No Bounds'). At Fisco, we strive to actively collaborate with individuals who proactively provide information, and to disseminate a wider range of information to investors. -----------*Written at 12:00 on August 26, 2024, it goes without saying that the result of the U.S. presidential election will have a significant impact on the Japanese stock market. August 2
Stocks that moved the previous day part 1 include Acryte, Migaro HD, and Enya Fi HD, etc.
Stock name <code>29th closing price ⇒ Previous day comparison SE H&I <9478> 259 +26. Share buyback limit of 2.26% of the issued shares. KOKUSAI <6525> 3895 -90. SOX index down, semiconductor related stocks weakened due to nvidia's after-hours decline. Kimura Chemical <6378> 753 +27. Invented and filed a patent for a new "heat pump bioethanol distillation device". Blue Innov <5597> 864 +33. NEDO's research and development project (drone flight)
Stocks that moved the previous day part1 include SBI Leasing, MagMag, Ishihara Chemical, etc.
Stock name <code>22-day closing price ⇒ previous day comparison change HD <3962> 1371 +77 Thank you for your gift, the fastest delivery is the next day "Aschak Furusato Donation" open. Informart <2492> 269 -425 The daily line is blocking the upside. Helios <4593> 216 +11 Presented research results of eNK cells at the annual meeting of the Japan Cancer Association. HOUSEI <5035> 435 +41 Super AI assistant to the pre-release version generated AI low-code development platform.
Active and newly established stocks in the afternoon session.
*Change HD <3962> 1371 +77 Open "Astchak Furusato Tax Payment" where thank-you items will arrive as soon as the next day. *Informate <2492> 269 -425 The daily line is blocking the upside. *Helios <4593> 216 +11 Announcing the research results of eNK cells at the Japan Cancer Society's Academic General Meeting. *HOUSEI <5035> 435 +41 Equipped with a super AI assistant on the pre-release version of the AI low-code development platform. *Sharing
List of Cloud Breakout Stocks [Ichimoku Balance Table, List of Cloud Breakout Stocks]
○ List of stocks that stand out in the cloud market Code Company Name Close Price Leading Span A Leading Span B Tokyo Stock Exchange Main Board <1930> Hokuriku Electric Power 1159 1148.25 1140 <1982> Hibiya Engineering 3410 3380 3369.5 <2211> Fujii Kasei 2645 2618 2558.5 <2372> Iromu G 2774
The outline of the defense budget request exceeds 8 trillion yen.
The Ministry of Defense is reported to be planning to include a record-high defense budget of over 80 trillion yen in the rough estimate of the budget for the fiscal year 2025 to strengthen island defense with China in mind, and it is reported to include the necessary costs for acquiring drones (unmanned aircraft) for attacking enemies.
Oriental Shirakishi, Takada Industries, etc.
<1786> Oriental Shirakawa Co., Ltd. Itochu Corporation Shareholding Ratio 13.86% → 14.90% Reporting Obligation Generation Date 2024/08/13 <1966> TAKATA Corporation Mitsuyoshi Kodenashi Co., Ltd. Shareholding Ratio 13.16% → 14.18% Reporting Obligation Generation Date 2024/08/13 <2330> Forcidevo Corporation Fund (Evo Fund) Shareholding Ratio 11.90% → 11.06%
SBI Holdings increases its stake in Change Holdings(3962.JP) to 33.38%
On Aug 20, SBI Holdings submitted the Change Report to Ministry of Finance. The report shows that SBI Holdings increased their holdings in $Change Holdings(3962.JP)$, with their joint shareholding
Skylark, Change HD ◆ Today's FISCO hot stocks ◆
Skylark <3197> announced a revision to its financial estimates for the fiscal year ending December 2024. Sales revenue has been revised upwards from 375 billion yen to 395 billion yen, and operating profit from 15 billion yen to 24 billion yen. This exceeds the consensus estimate (approximately 18.7 billion yen). The average customer price has increased due to menu review, improving profitability. Collaborative commodities with popular anime such as 'Demon Slayer' at family restaurants such as 'Gusto' and 'Bamiyan' were strong performers in the second quarter. Change HD <39
Investment strategy for August 15th [Today].
[FISCO selected stocks][Material stock] Ice Style <3660> operates a beauty-related comprehensive portal site, @cosme. It announced its results for the fiscal year ending June 2024. Operating profit was 1.94 billion yen (2.3 times higher than the previous year). The previous financial estimates was 1.7 billion yen. The expected operating profit for the fiscal year ending June 2025 is 2.4 billion yen (23.7% increase from the previous year). In the retail business it operates domestically, it aims to further increase user and brand experiences and interactions.
Due to political instability, caution should be exercised in chasing higher prices.
[Stock Market Opening Comments] In the Japanese stock market on the 15th, the market remains in a stalemate, but it is likely to move towards a buying stance targeting declines. On the 14th, the US market saw the NY Dow up 242 points and the Nasdaq up 4 points. Following confirmation of inflation slowdown in the US Consumer Price Index (CPI) for July, there was continued buying amid expectations that the Federal Reserve Board (FRB) would be more inclined to cut interest rates. The Chicago Nikkei 225 futures settlement price was 36,275 yen, down by 105 yen from Osaka. The yen exchange rate is
Pay attention to Skylark and Ice Style, while the Orchestra and Sun Asterisk are weak.
On the US stock market on the 14th, the Dow Jones Industrial Average rose by 242.75 points to 40,008.39, the Nasdaq Composite Index rose by 4.99 points to 17,192.60, and the Chicago Nikkei 225 futures fell 105 yen compared to Osaka and China to 36,275 yen. The exchange rate is 1 dollar = 147.20-30 yen. In today's Tokyo market, Ice Style <3660> announced operating profit forecasts for the current period as 2.3 times the previous period and an increase of 23.7%, while Asahi Intec <7> announced an operating profit increase of 22.8% from the previous period and an expected increase of 13.9% for the current period.
Change HD --- Continues smooth rebound.
After hitting a bottom of 828 yen during the sudden drop on August 5th, the stock has continued to rebound smoothly. Although it has fallen significantly below the cloud in the Ichimoku Kinko Hyo chart, it has broken through the conversion line and is catching up to the baseline due to the current rebound. It is expected that there will be movements aimed at taking advantage of the value range assuming a trend that is conscious of the cloud, which is hovering around 1200-1250 yen. First, crossing the 25-day moving average around 1126 yen is expected.
Dentsu Group revised downwards to 107.1 billion yen in operating profit, from 135.4 billion yen on 24 December.
Dentsu Group (4324) announced a revision of its financial estimates for the fiscal year ending in December 2024, lowering its operating profit from 135.4 billion yen to 107.1 billion yen due to anticipated revenue deficits in Asia-Pacific regions such as China and Australia, resulting in impairment losses. Additionally, expenses related to the sale of its business in Russia, against the background of the Ukrainian invasion, have exceeded expectations. Plus evaluation: Skylark (3197), Medpeer (6095), Yonshan Holdings (3962).
Change Holdings: Financial statements for the first quarter of FY March 2025.
Change Holdings: Quarterly financial report for the first quarter of the fiscal year ending March 2025 [IFRS] (consolidated)
Skylark, Dentsu G, Ebara, Asahi Intec (14th)
*The above calendar is subject to change due to company circumstances. --------------------------------------- August 14th (Wed) <1380> Akikawa Bokuen <1443> GikenHD <147A> Solacom <1491> Chugai Mining <149A> Shinka <157A> Green Monster <160A> Az Partners <1711> SDSHD 1
Despite a decrease in sales in the third quarter, the customer support and advertising review business for EC and flea market increased for EG.
E-Guardian (6050) announced its consolidated financial results for the third quarter of fiscal year 2024 (October 23 to June 24). Revenue decreased by 6.6% year-on-year to 8.485 billion yen, operating profit decreased by 5.9% to 1.284 billion yen, ordinary profit decreased by 8.0% to 1.278 billion yen, and net profit attributable to shareholders decreased by 13.7% to 0.802 billion yen. Social support revenue amounted to 4.996 billion yen, a decrease of 4.4% compared to the same period last year. Cumulative for the third quarter.
Change Holdings Completes Share Buyback Initiative
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
List of sell conversion stocks in the market: Code Stock Name Closing Price SAR TSE Prime <1719> Ando Hazama 1189 1215 <1833> Okumura Corporation 5110 5230 <1884> Nittochou 1831 1886 <1945> Tokyo Enesis 1342 1451 <1968> Taihei Elect.
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