Nifty Lifestyle: Confirmation letter
Nifty Lifestyle: Interim report - 8th period (2024/04/01-2025/03/31)
Stocks that moved the previous day part 2: Fujikogane E&C, Moneypartners Group, RSC, etc.
Concerns about limited financial surprises and future reduction in system development projects.
Emerging markets stock digest: Mikureed continues to rise, Sapeet hits the daily limit up.
<4883> Modalis 132 -14 consecutive declines. The Tokyo Stock Exchange has announced that it will increase the initial collateral rate for margin trading of the company's shares to 50% or more (including 20% or more cash) from the 1st, leading to selling pressure. Additionally, Japan Securities Finance has announced the implementation of increased collateral collection measures and will set the collateral rate for margin trading of the borrowing and lending transaction self-trading portion and the collateral trading of each non-netting participant to 50% (including 20% in cash collateral). <
Weakness, weighed down by factors such as falling US stocks [emerging markets individual stock strategy]
[Emerging Markets Individual Stock Strategy] Today, a subdued development is expected in the emerging markets. In the U.S. stock market on October 31st, the Dow Jones Industrial Average fell by $378.08 (-0.90%) to 41,763.46, marking a third consecutive decline. Adjusted selling pressure due to the Core PCE Price Index exceeding expectations and pending employment statistics at the end of the month weighed on the market. Additionally, the decline of Microsoft (MSFT) and Meta Platforms (META) dragged down stock prices. Furthermore, Iran is involved in a large-scale conflict with Israel.
Nifty Lifestyle: Financial results briefing materials for the 2nd quarter (interim period) of the fiscal year ending March 31, 2025
Nifty Lifestyle: Summary of financial results for the 2nd quarter (interim period) for the fiscal year ending March 31, 2025 [Japanese GAAP] (Consolidated)
Stocks that moved the previous day part2 include Japan Electricity, Geocode, Metaplannett, etc.
Stock name <Code> 21st closing price ⇒ Previous day comparison Rakuten Bank <5838> 3275 -135 Being pushed by the overall decline in bank stocks. Fujisoft <9749> 9350 -310 Continues to support KKR's acquisition proposal. Gunma Bank <8334> 884.6 -43.9 Following the outflow of funds like other regional bank stocks. Tohoku Electric Power <9506> 1442.5 -49.5 Return selling continues for electrical utilities stocks that rose last week. Tokyo Electric Power HD <9501> 621.6 -20.6 Electrical utilities
Stocks that moved the previous day part2 Inter Mestic, Secure, Sailor Advertisement, etc.
Stock name <Code> 18th closing price ⇒ previous day comparison ANYCOLOR <5032> 2181 -65. Sell-offs are dominant as prices fall below the September low level. Tokyo Electric Power HD <9501> 642.2 -20.8. Electric utility stocks, which have shown strong movements on the 17th, generally softened. Netpro HD <7383> 378 -10. On the 17th, there was also an increase due to SMBC Nikko Securities' upward revision of the target stock price. Hokkaido Electric Power <9509> 1023 -30. Overall, sell-offs are dominant for electric utility stocks on the 18th. Bic Camera <30
Emerging Markets Stock Digest: Dai Security rebounds significantly, Base Food hits limit up.
<4264> Secure 1840 +172 surged significantly. It was announced that sales of the AI detection and notification platform "SECURE AI BOX Lite" will begin. The "SECURE AI BOX Lite" is an advanced detection platform that uses AI algorithms to detect objects such as people and vehicles. It is a simplified version of the "SECURE AI BOX" released in February, reducing the number of channels from 8 to 4, etc.
Active and newly listed stocks during the morning session.
*Japan Optoelectronic Industry <6849> 2283 +203.5 viewed positively due to upward revision in core business. *Sansan <4443> 2387 +212 Nomura Securities upgrades investment rating. *Disco <6146> 37980 +2400 highly evaluated for exceeding expected gross margin improvement etc. *Meiko <6787> 6160 +380 morgan stanley MUFG Securities recommends new buy. *Nisshinbo <3110> 7170 +390 among small to medium-sized semiconductors.
Hot Stocks Digest (Morning Session): Kasumigaseki Capital, Japan Display, Sansan, etc.
Rebound. The company announced its second quarter financial results the day before. The operating profit for the July-September period was 42.6 billion yen, an increase of 51.6% compared to the same period last year, exceeding the estimated level from the preliminary revenue report released on October 4th.
Nifty Life - Nifty Life rebounds, starts collaborating with NTT DOCOMO's new online shopping service "dPoint Market"
Rebound. Stem inc announced the start of collaboration with NTT DoCoMo's new online shopping service "d POINT MARKET", by providing its data feed optimization service "DFO", which is viewed as a positive development. The collaboration enables easy creation and publication of product data feeds for "d POINT MARKET", streamlining operations. In addition, using the company's "DFO" allows for internal coordination and system development related to in-house data feed creation and operations.
October 18th [Today's investment strategy]
[Fisco Selected Stocks] [Material Stock] Suminoe Oritatami <3501> 2070 yen (10/17) Engaged in interior materials for automobiles and vehicle interiors, such as carpets. Announced the implementation of a share buyback for up to approximately 0.14 million 3000 shares, equivalent to 2.1% of the issued shares, with a maximum amount of about 0.296 billion yen. The company will entrust the purchase at the Tokyo Stock Exchange's off-hours share buyback trade (ToSTNeT-3) on October 18. This is to carry out flexible capital policy in response to changes in the management environment and to enhance shareholder value.
Nifty Lifestyle To Go Ex-Dividend On September 27th, 2024 With 9 JPY Dividend Per Share
September 26th (Japan Standard Time) - $Nifty Lifestyle(4262.JP)$ is trading ex-dividend on September 27th, 2024.Shareholders of record on September 30th, 2024 will receive 9 JPY dividend per share.
Steady support from high US stocks and low long-term US interest rates.
[Emerging Markets Individual Stock Strategy] A strong development is expected in today's emerging markets. In the US stock market yesterday, July 31, the Dow Jones Industrial Average rose 99.46 points (+0.24%) to 40,842.79 yen, continuing its rebound. Purchasing support from good earnings of major high-tech companies supported stock prices. In addition, while the Federal Reserve Board (FRB) kept policy interest rates as expected at the Federal Open Market Committee (FOMC), Chairman Powell suggested the possibility of a rate cut in September, leading to market expectations.
Nifty Lifestyle: Financial Report Presentation Materials for the 1st Quarter of FY2025.
Nifty Lifestyle: Financial report for the first quarter of the fiscal year ending March 2025 [based on Japanese standards] (consolidated).
Nifty Life - Real estate tech is the pillar of the business.
Nifty Lifestyle <4262> operates a "Behavior Support Service Business" to support user behavior in the lifestyle area. The services comprising this business include Nifty Real Estate in the real estate tech field, Nifty Onsen in the wellness tech field, and DFO and SEO consulting in the cross tech field. The real estate tech domain accounts for 76% of revenue for the fiscal year ending in March 2024, cross tech accounts for 15%, and wellness tech accounts for 9%.
Nifty Life, Perseus, and others.
<4262> Nifty Life revises its financial estimates, this year's revenue outlook is 4.764 billion yen, increased from 3.946 billion yen. <4593> Extends basic agreement period with Helios Snowbell Pharma. <4882> Perseus PPMX-T003: Polycythemia vera (PV) Phase I trial has been completed. <4888> Stella Pharma will issue large amount of subscription rights (with price adjustment clause) from the 13th, with 541,000 shares. <7066> Piazz IT Works School Business (BOOT CAMP)
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