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Three key points to focus on in the morning session ~ Attention is drawn to the reaction of Tohokuelec's earnings announcement ~
In the morning session on the 13th, attention should be paid to the following three points: - Focus on Tokyo Electron's earnings reaction - Tokyo Electron, upward revision on 25/3, operating profit 680 billion yen ← 627 billion yen - Focus on the following points in the morning: JFE Holdings, JFE Engineering, setting the target for the fiscal year ending March 2028 to a record high, with orders totaling 800 billion yen Attention is focused on Tokyo Electron's earnings reaction. The Japanese stock market on the 13th is expected to have a market development with a sense of resilience after starting with a sell-off. In the US market on the 12th, the Dow Jones Industrial Average was at 382 points.
JFEHD, Japan Catalyst, etc. [List of stock materials from the newspaper]
JFE Engineering, under JFE Holdings<5411>, sets its target for the fiscal year ending March 2028 at the highest level ever, with an order amount of 800 billion yen (Nikkan Kogyo front page) - Agrocane Sho<4955>: Idemitsu Kosan launches a TOB at 23 billion yen to expand its agrochemical business (Nikkan Kogyo page 3) - Toyo Engineering<6330> collaborates with a Thai company to promote decarbonization of plants (Nikkan Kogyo page 3) - Nippon Shokubai<4114> acquires a JSR subsidiary to strengthen waterproof materials, etc. (Nikkan Kogyo page 3) - Tohoku Electric Power<9506>: Higashidori Nuclear Power Plant No. 2
Nippon Shokubai Acquires Emulsion Tech to Boost Growth
Nippon Shokubai: Confirmation letter
Nippon Shokubai: Half-Yearly Report - Term 113 (2024/04/01 - 2025/03/31)
Iida GHD, Toyo, etc. (additional) Rating
Upgrade - Bullish code stock name securities company traditional change after -------------------------------------------------- <9983> FirstLiteiJPM "Neutral" "OverW" Downgrade - Bearish code stock name securities company traditional change after -------------------------------------------------- <
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