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Emerging Markets stocks digest: Uninec continues to decline significantly, while Rentrax rebounds strongly.
＜3566＞ Uninex 527 -45 significantly fell again. After the market closed last weekend, the earnings forecast for the fiscal year ending December 2024 was revised downward, which has become a material for sellers. The operating profit is forecasted to be 0.462 billion yen (a decrease of 7.0% compared to the previous period). This is about a 30% reduction from the previous estimates. The delays in the production and arrival of fan-equipped work clothes have led to a loss of trust among customers who purchased that commodity, which impacted the subsequent sales of autumn and winter work clothes and cold weather clothing. Additionally, the warm climate continued until early November.
Stocks that moved or were traded in the first half of the session.
*Market Overview E＜3135＞ 1114 + Shareholder benefits expansion announcement continues to be well-received. *Migaro HD＜5535＞ 2055 +332 Continues to be viewed favorably with the selection by Aeon Mall Tokoname and Aeon Bank. *Cybozu＜4776＞ 2828 +184 Continuously received favor for the discussion of increased dividends this term and the outlook for substantial profit increases next term. *Yamashin Filter＜6240＞ 691 +45 Expectations for earnings exceed projections continue. *Shin Nippon Science＜2395＞ 1708 +104 At the end of last week.
Hot Stocks Digest (Morning Session): Hokusin, Ise Chemical, Ran Business, ETC.
Satsudora Holdings <3544>: 834 yen (+48 yen) significantly continued to rise. The first half results were announced last weekend, with an operating profit of 0.88 billion yen, a 28.7% increase compared to the same period last year, significantly expanding from a 1.4% increase in the first quarter. The full-year Financial Estimates remain at 1.4 billion yen, showing good progress against a 1.1% increase from the previous period. In addition to the recovery in inbound and Cosmetic demand, the effect of rising customer spending also contributed. The previous period's impairment loss on sanitary products has cycled out, along with revenue increases driven by app promotion.
Stable, supported by U.S. stock market highs [Emerging Markets Individual Stocks Global Strategy]
[Emerging Markets Individual Stock Global Strategy] Today's Emerging Markets are expected to show a solid performance. Last weekend on the 20th, the US Stocks market saw the Dow Inc rising by 498.02 points (+1.18%) to 42,840.26, marking a significant increase. The November Personal Consumption Expenditures (PCE) Price Index suggested progresses in inflation control, which supported stock prices. The Dow Inc temporarily rose over 800 points compared to the previous day, but the possibility of a government shutdown weighed on investor sentiment, leading to a slowdown in growth during the afternoon. Today's new
Three key points to note in the first half of the game - aiming for a dip after the CPI is expected to pass.
In the morning session on the 11th, there are three points to focus on: ■ Targeting dips based on the anticipation of passing the CPI ■ Token Corporation, upward revision of operating profit to 19.2 billion yen from 14.1 billion yen ■ Key materials in the morning session: Nishikawa Rubber Industry, resumption of plans for a new factory for automotive sealing components The Japanese stock market on the 11th is expected to show strong stagnation. On the 10th, the USA market saw the Dow Jones Industrial Average drop by 154 points and the Nasdaq fell by 49 points.
Nishikawa Rubbers Industry, Mitsubishi Heavy Industries, etc. [List of stock materials from the newspaper]
*Nishikawa Rubbers Industry <5161> resumes new factory plans for automotive sealing components (Nikkai Industrial, page 1) - ○ *Mitsubishi Heavy <7011> establishes a new design center for the next-generation fighter jet in Aichi (Nikkai Industrial, page 1) - ○ *Teijin <3401> develops Resin for cars, utilizing recycled plastics and responding to European regulation proposals (Nikkai Industrial, page 1) - ○ *Mitsui Chemicals <4183> aims for an ICT operating profit of 73 billion yen for fiscal 30, targeting 10 billion from new products (Nikkai Industrial, page 3) - ○ *Japan Micronics <6871> President Masayoshi Hasegawa discusses the expansion of generative AI.