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<One Strike! Hidden Stock> Room for activity in the environmental sector, expectations for a stock price reversal for Maruen.
Maru-un, a logistics company under the ENEOS Holdings <5020.T> group, is expected to resurface due to the significant opportunities in the environmental sector and the undervaluation of its stock price. Recently, there has been a strong sense of adjustment, increasing the appeal for speculative investments. The company primarily focuses on the transportation of petroleum and chemical products. The largest shareholder is JX Metals, a subsidiary of ENEOS, which has a high sales ratio to ENEOS, and Kobe Steel <5406.T> also holds a major client relationship. For the fiscal year ending in March, the consolidated ordinary profit is projected to be 1.01 billion yen (compared to the previous period.
The Nikkei average is up about 110 yen, and after a round of buying, the upper levels are heavy = 23 days before the session.
As of 10:06 AM on the 23rd, the Nikkei Average is trading around 39,750 yen, a rise of about 110 yen from the previous day. At 9:07 AM, it reached 39,897.49 yen, up 251.24 yen. In the US stock market on the 22nd local time, SoftBank Group <9984.T> and US companies OpenAI and Oracle Corp announced a $500 billion (approximately 78 trillion yen) investment in Artificial Intelligence (AI) development, leading to a rise in Semiconductor-related stocks. The NY Dow and Nasdaq Composite Index increased over three days.
Stocks that moved the day before part 2: Renascience, Kitagawa Seiki, Last One Mile, ETC.
Stock name <Code> Closing price on the 22nd ⇒ Change from the previous day Sumitomo Forestry <1911> 5302 -152, viewed negatively due to the drop in D.R. Horton stock. ENEOS <5020> 783.9 -23.3, petroleum stocks remain under pressure due to the decline in oil prices. Kitagawa Seiki <6327> 646 +100, significantly upwardly revised earnings estimates for the first half. Palemo HD <2778> 160 +35, regarded as newsworthy for the resumption of the shareholder benefit program. Spankrete <5277> 268 +49, notable volatility at present, particularly in materials.
The Nikkei average rises for three consecutive days as expectations strengthen for Trump's economic policies.
On the 21st, the US Stocks market continued to rise. The Dow Inc average gained $537.98 to close at $44,025.81, while the Nasdaq increased by 126.58 points to finish at 19,756.78. After the opening, expectations grew that the tariff measures from the Trump administration would not be strengthened as feared, which contributed to the rise. Reports of large-scale AI infrastructure investments from three private companies, including SoftBank Group <9984>, also served as positive material, leading to further gains. The decline in interest rates and the rise of Semiconductors NVIDIA, as well as the search engine Google operated by Alfu, contributed to this upward trend.
The Nikkei average rose by 618 yen and has continued to rise for three days, moving in a high price range, with heavy resistance ahead of the decision-making meeting = 22nd afternoon session.
On the 22nd, the Nikkei average stock price rose sharply, closing at 39,646.25 yen, an increase of 618.27 yen compared to the previous day, marking three consecutive days of gains. The TOPIX (Tokyo Stock Price Index) also rose by 23.69 points to 2,737.19 points. Concerns about rising prices in the U.S. due to increased tariffs diminished as U.S. President Trump did not strongly mention imposing uniform tariffs worldwide or raising tariffs against China after his inauguration, leading to a rise in stock prices. Japanese stocks followed this trend and saw early buying.
Stocks that moved or were traded in the first half of the session.
*Furukawa Electric Industry <5801> 7896 +863 Shares of electric wire companies surged due to reports of large AI-related investments in the USA. *Fujikura <5803> 6767 +720 Large infrastructure investments in the USA are seen as a buying opportunity for Optical Fiber-related stocks. *Mitsui E&S <7003> 1635 +159 Marusan Securities recommends initiating a buy. *Disco <6146> 51360 +4760 Anticipation grows ahead of tomorrow's Earnings Reports. *Nomura Micro Science <6254> 2724 +2
