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October 1st [Today's investment strategy]
[Fisco Selected Stocks] [Material Stocks] Nexera Pharma <4565> 1226 yen (10/1) Drug discovery venture. Former Sosei Group. Its subsidiary Nexera Pharma Japan has announced the signing of a partnership agreement with Shionogi <4507> regarding the distribution and sales of the insomnia treatment drug "Cubick Tablets" in Japan, and resolved its sales efforts with Mochida Pharmaceutical <4534>. Shionogi will independently conduct distribution and sales activities in Japan. [Emerging Markets]
Pay attention to Zojirushi Mahobin and IBJ, Dai Seki, etc. are soft.
In the U.S. stock market on the 1st, the NY Dow Jones Industrial Average closed at 42,156.97, down 173.18 points, the Nasdaq Composite Index closed at 17,910.36, down 278.81 points, and the Chicago Nikkei 225 Futures closed at 38,030 yen, down 740 yen from the Osaka day session. The exchange rate was 1 dollar = 143.50-60 yen. In today's Tokyo market, Zojirushi Mahobin <7965> turned to profit by increasing operating profit for the third cumulative quarter by 6.5% from a 2.4% decrease in the previous period, and announced a share buyback of up to 1.59% of the issued shares.
Kuramoto: Amended temporary report
Apple has announced the new smart phone series "iPhone16".
[Apple] Apple has announced the new smart phone series "iPhone16". The company's self-developed AI service "Apple Intelligence" will be available on all models. It is rumored that semiconductors designed by Arm Holdings will be used in this new smart phone, causing Arm's stock to rise by more than 7%. <4005> Sumitomo Chemical <5201> AGC <5802> Sumitomo Electric Industries <6440> JUKI <6701> Japan's
Kuramoto: Extraordinary Report
Stocks that moved the day before, part 2: Zeedat, Daiwa Heavy Industries, Double A, etc.
Stock name <Code> 3 days closing price ⇒ day-on-day difference Ito En <2593> 3363 -105. The negative view of double-digit operating profit decline in the first quarter. Lasertec <6920> 26495 -945 Semiconductor manufacturing equipment is generally sell-off, shifting funds towards value. Socionext <6526> 3122 -63 Selling pressure spreads as a corner of the core semiconductor-related business. Disco <6146> 40160 -1190 Major semiconductor manufacturing equipment stocks are generally cheap. Tsuburaya Fi HD <
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