Three key points to watch in the morning session - SoftBank Group is leading the Nikkei average.
In the trading session prior to the 22nd, attention should be paid to the following three points. ■ SoftBank Group is leading the Nikkei Stock Average ■ Aeon Kyushu revised its operating profit forecast down to 9 billion yen from 10.6 billion yen for FY 25/2 ■ Focus materials from the morning session: Daito Trust Construction invest 45 billion yen in logistics facilities in Chiba and Tochigi for in-house development ■ SoftBank Group is leading the Nikkei Stock Average On the 22nd, the Japanese stock market is expected to exhibit a buy-favored trend. In the US market on the 21st, the Dow Jones Industrial Average rose by 537 points, and Nasdaq increased by 126 points.
Daito Trust Construction, Stanley Electricity, ETC.
*Daito Kento <1878> is investing 45 billion yen in logistics facilities in Chiba and Tochigi for in-house development (Nikkan Kogyo, front page) - ○ *Stanley Electric <6923> is promoting development collaboration and re-evaluating its in-house policy for rapid market introduction (Nikkan Kogyo, page 7) - ○ *Toyota Gosei <7282> is investing in digital archi and considering using recycled resin for construction molds (Nikkan Kogyo, page 7) - ○ *Horiba Seisakusho <6856> Horiba Estec has developed ultra-thin control devices for semiconductor equipment, with maximum gas flow increased sevenfold (Nikkan Kogyo, page 9) - ○ *Dai Nippon Printing <7912> mini
Three points to pay attention to in the first half - a temporary Buyback movement ahead of the presidential inauguration.
In the trading session 20 days ago, attention should be focused on the following three points. ■ A temporary Buy-back movement ahead of the presidential inauguration ceremony. ■ Yorozu, downward revision for 25/3, operating loss of -1.2 billion yen compared to -4.5 billion yen. ■ Key material from the previous session: Toyota Industries, a solar power increase by seven times, aiming for completion of the Takahama plant in 35 years, considering perovskite as well. ■ A temporary Buy-back movement ahead of the presidential inauguration ceremony. The Japanese stock market on the 20th is likely to exhibit a strong sense of stagnation after an initial buying trend. In the U.S. market on the 17th, the Dow Jones Industrial Average rose by 334 points.
Toyota Industries, Asahi Kasei, etc. [List of stocks and materials from the newspaper]
* Nidec Corporation Sponsored ADR <6594> Maki No TOB, concerns in the Chinese mold industry, impact on supply balance (Nikkan Kogyo, page 1) - ○ * Toyota Industries <6201> aims for 7 times solar power, plans for Tahahama factory by 2035, also considering perovskite (Nikkan Kogyo, page 1) - ○ * Rohm <6963> appoints Mr. Higashi as president, structural reform without shying away from 'pain' (Nikkan Kogyo, page 3) - ○ * Honda <7267> plans to invest 15 billion yen in human resources over 5 years, recruitment of engineers and retraining of overseas talent (Nikkan Kogyo, page 3) - ○ * Mitsubishi Corporation <8058> partnership with JOGMEC and synthesis.
Mitsui Chemicals and Mitsubishi Chemicals have begun joint discussions to ensure the stable supply of phenol-related products.
Mitsui Chemicals <4183.T> announced on the weekend of the 17th that it has begun collaborative discussions with Mitsubishi Chemical <4188.T> regarding the stable supply of phenol-related products. Both companies determine that it is important to implement various measures beyond the scope of their companies to improve the supply stability of phenol-related products and contribute to the reduction of GHG (greenhouse gas) emissions, thereby continuing to contribute to customer value creation in the future. Specifically, this includes responding to product supply during the regular maintenance periods of each company and in the event of troubles.
Notification of personnel changes (PDF: 182.4KB)
Mitsui Chemicals has enhanced the production capacity of high refractive index lens materials (MR).
Mitsui Chemicals, Inc. (Headquarters: Chuo-ku, Tokyo, President: Osamu Hashimoto) announces the decision to enhance its production capacity of high refractive index lens materials (MR), which are leading in the world. As a leading company innovating glasses from lens materials, Mitsui Chemicals produces a multitude of lens materials and coating materials, including the high refractive index lens material brand MR, providing solutions across the entire value chain.
Unicharm Corporation Sponsored ADR, Seria, ETC (additional) Rating
Downgrade - Bearish Code Stock Name Brokerage Firm Previous After -------------------------------------------------------------- <2678> Askul JPM "Neutral" "Underweight" <6146> Disco Macquarie "Outperform" "Neutral" Target Price Change Code Stock Name Brokerage Firm Previous After ------------------------------------
TODA Corporation, Taisei Corporation, etc. (additional) Rating
Upgrades - Bullish Code Stock Name Brokerage Firm Previous Change After----------------------------------------------------------<4755> Rakuten G SMBC Nikko "2" "1"<8354> Fukuoka JPM "Neutral" "Over W"<8411> Mizuho Morgan S "Equal W" "Over W" Downgrades - Bearish Code Stock Name Brokerage Firm Previous Change After----------------------
Rating information (Target Price change - Part 2) = Kirin HD, Asahi ETC.
◎ Mizuho Securities (three-tier: Buy > Hold > underperform) Kirin HD <2503.T> – "Hold" → "Hold", 2300 yen → 2150 yen ◎ Morgan Stanley MUFG Securities (three-tier: overweight > equal weight > underweight) Mitsubishi Chemical G <4188.T> – "Overweight" → "Overweight", 1200 yen → 1120 yen D Garage <4819.T> – "Equal weight" → "Equal weight", 250
Tensho Electric Research Memo (2): A long-established Plastics molding product manufacturer. Strengthening in non-Automobile fields.
Company Overview 1. Company Overview Tensho Electric Industry Co., Ltd. <6776> is a long-established manufacturer of synthetic resin (Plastics) molded products, founded in 1936 (Showa 11). The company was the first to transition radio cabinets from wood to Plastics, and over its long history, it has engaged in various synthetic resin molding processes. Based on the technological expertise developed during this time, the company has expanded its business scope into the preceding mold manufacturing and further into post-processing stages such as painting, as well as its production in the domestic market.
Today's flows: 12/30 Fujikura saw an inflow of JPY¥ 2.83 billion, Mitsubishi Heavy Industries saw an outflow of JPY¥ 6.04 billion
On December 30th, the TSE Main Market saw an inflow of JPY¥ 582.65 billion and an outflow of JPY¥ 678.24 billion.$Fujikura(5803.JP)$, $Mitsui O.S.K. Lines(9104.JP)$ and $Sanrio(8136.JP)$ were net
Mitsui Chemicals Spends 2.16 Billion Yen in Share Repurchase
Sanyo Chemical Research Memo (6): A significant increase in profits is expected for the entire period ending in March 2025 (final transition to profit) with a V-shaped recovery forecast.
■Future Outlook ● The performance forecast for the fiscal year ending March 2025 for Sanyo Chemical Industries <4471> predicts consolidated results (with upward revisions for each profit announced on September 27, 2024) with revenue decreasing by 9.1% year-on-year to 145,000 million yen, operating profit increasing by 84.2% to 9,000 million yen, ordinary profit increasing by 22.1% to 10,000 million yen, and net income attributable to shareholders of the parent company at 4,000 million yen (the previous period had a special loss resulting in a loss of 8,501 million yen).
List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
○ List of stocks for Buy conversion Market Code Stock Name Closing Price SAR Main Board <1419> Tamahome 3470 3400 <1605> INPEX 19881924 <1663> K&O Energy 32602960 <1821> Mitsui Construction 422411 <1852> Asanuma Corporation 627613 <1898> Seiki Tokyu 15051462 <2117> Wellneo S 21452117 <2209> Imuraya
Mitsui Chemicals has developed a patent chat using Generative AI.
Mitsui Chemicals, Inc. (Headquarters: Chuo-ku, Tokyo, President: Osamu Hashimoto) has developed a platform equipped with a uniquely developed generative AI chat to meet the highly specialized business needs in the Chemicals field, such as reading tables of experimental results and understanding chemical structural formulas. A proof-of-concept will be completed through usage in business divisions and research and development departments within the fiscal year 2024, and full-scale operation within the company will begin in fiscal year 2025. This initiative is part of the digital transformation in the business domain.
Confirming the effectiveness of the joint Logistics demonstration experiment by the 'Physical Internet Implementation Conference - Chemicals Working Group'.
The "Chemicals Working Group," led by the Ministry of Economy, Trade and Industry and the Ministry of Land, Infrastructure, Transport and Tourism, chaired by Professor Yuji Yano of the University of Logistics, conducted a joint logistics demonstration experiment on various Root Inc routes from Yokkaichi to Ichihara, Chukyo to Hokuriku, and Ichihara to Tohoku from September to December 2024. The results confirmed the improvements in truck loading rates and reductions in CO2 emissions, which were announced today, December 23.
Notification of personnel change (PDF: 187.6KB)
The 3D printing Components developed by the Mitsui Chemicals Group, "TAFNEXCF/PP", are installed in a pace car based on the TOYOTA FORTUNER.
Mitsui Chemicals, Inc. (Headquarters: Chuo-ku, Tokyo, President: Osamu Hashimoto, hereinafter referred to as "Mitsui Chemicals") and its subsidiary Ark, Inc. (Headquarters: Osaka City, Osaka Prefecture, President: Naoki Ryogaku, hereinafter referred to as "Ark") have jointly developed direct pellet-type 3D printing Components*1 and the unidirectional Carbon Fiber reinforced polypropylene Resin sheet "TAFNEXCF/PP"*2, which have been supplied to TCD ASIA CO., LTD.*3 (Thailand, Bangkok...
Successfully implemented AI operation support in a large-scale boiler plant.
NEC Corporation (hereinafter referred to as NEC), National Institute of Advanced Industrial Science and Technology (hereinafter referred to as AIST), Mitsui Chemicals, Inc. (hereinafter referred to as Mitsui Chemicals), and Omega Simulation Co., Ltd. (hereinafter referred to as Omega Simulation) have built a plant operation support system that combines "AI for plant operation support" which aids the operation of large-scale infrastructures like chemical plants, with a mirror plant reproduced on a simulator, for the large-scale boiler plant at Mitsui Chemicals' Osaka factory.