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Emerging Markets Digest: PSS continued to decline significantly for the third day, while Dricom reached its daily limit.
<7707> PSS 376 -34, significantly down for the third consecutive day. Tokyo Stock Exchange strengthened regulatory measures on margin trading from the 28th, causing bearish sentiment and leading to selling pressure. The initial margin requirement for new sell and buy orders is set at 70% or higher (with cash portion over 40%). Japan Securities Finance is also enhancing collateral collection measures. Precision System Science disclosed on the 27th that they have started selling PCR reagents manufactured by the German company SMD GmbH in the domestic market, but until the buying interest shifts.
Hot stocks digest (morning session): Rakuten Group, Hirata Corporation, Japan Air Conditioning, etc.
rakuten <4755>: 1027 yen (+85.1 yen) significant rise. morgan stanley MUFG securities continues to determine investment as overweight, raising the target stock price from 1100 yen to 1300 yen. If the business value of mobile is realized, the possibility of achieving a stock price of 1500 yen also increases. Expansion of acquiring contracts as main lines from corporate contracts, expanding main line ratio is expected to increase ARPU with a time lag, and the mobile business is for the fiscal year ending December 2026.
Exawizards - Decline, starting collaboration with Tohoku Electric Power on AI utilization services.
Falling short and falling back. To tackle social issues through the use of AI and services, Tohoku Electric Power Company <9506> has announced the start of collaboration. By leveraging Tohoku Electric Power Company's business assets such as data and customer base, as well as Exawizards' digital and AI service planning capabilities, DX human resource development know-how, etc., both parties will work together swiftly to achieve new business and solve social issues. It aims to improve the productivity of companies and organizations in Tohoku and Niigata, and contribute to improving the overall competitiveness of the area.
Volume change rate ranking (9 o'clock) - Excizer, S Science, etc. ranked in.
In the volume change rate ranking, you can understand the interest of market participants such as trends in speculations by comparing the volume of the most recent 5 days with the volume on the day of distribution. Top volume change rate [as of 9:32 on August 28] (comparison of volume for the most recent 5 days) Stock Code Stock Name Volume 5-day Average Volume Volume Change Rate Stock Price Change Rate <4392> FIG 2146600 107185.08 286.94% -0.0
Today's investment strategy for August 28th
[FISCO Selected Brands] [Material Brands] Intera Life Holdings <1418> ¥278 (8/27) They handle the design, construction, and management maintenance of commercial facilities and public facilities. The forecast for the fiscal year ended February 2025 has been revised upward. The operating profit is expected to be 0.6 billion yen (2.2 times the previous year). This is a 50% increase from the previous forecast. The interior construction business and the audio and lighting equipment business are doing well. In addition to the expected concentration of completion of construction related to the Osaka-Kansai Expo in the second half, it is also expected that the completion of construction in the city center will be concentrated in the second half.
The market is weak, making it easier to sell on the rebound, but there is strong support at the lower level.
[Emerging Markets Individual Stock Strategy] Today, a weaker trend is expected in emerging markets. In the US stock market on the 27th yesterday, the Dow Jones average rose by $9.98 (+0.02%) to $41,250.50, slightly extending for the third consecutive day. The rise in long-term interest rates weighed on stock prices, while the unexpected improvement in the August consumer confidence index supported stock prices. In addition, with Nvidia's (NVDA) earnings report scheduled for the 28th, the high tech sector turned higher on expectations, supporting the market. The Dow reached an all-time high for consecutive days.
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