INPEX, Haseko etc. (additional) Rating
Upgrades - Bullish Code Stock Name Securities Company Previous After ----------------------------------------------------------- <1979> Taiki SMBC Nikko "2" "1" <4887> Sawai GHD Nomura "Neutral" "Buy" <5706> Mitsui Gold Daiwa "3" "2" <9508> Kyushu Electric Nomura "Neutral" "Buy" Downgrades - Bearish Code Stock Name Securities Company Previous After --------
Rating information (Target Price change - Part 1) = Pilot, flat glass ETC.
◎Nomura Securities (three stages: Buy > neutral > Reduce) Pilot <7846.T> -- "Buy" → "Buy", 5,600 yen → 5,200 yen Kobayashi Pharmaceutical <4967.T> -- "neutral" → "neutral", 5,950 yen → 5,500 yen Mitsubishi Pencil <7976.T> -- "neutral" → "neutral", 2,450 yen → 2,400 yen Tokyo Gas <9531.T> -- "neutral" → "neutral", 4,440 yen → 4,840 yen (click image)
Sumitomo Metal Mining's Nine Month Profit Falls 49%
February 13 [Today's Investment Strategy]
[Fisco Selected Stocks]【Material Stocks】Mitsui Mining & Smelting Co., Ltd. <5706> 4687 yen (2/12) engaged in functional materials, electronic materials, Nonferrous Metals refining, resource development, Precious Metals recycling, etc. The performance forecast for the fiscal year ending March 2025 has been revised upward. The operating profit is expected to be 66 billion yen (2.0 times year-on-year). This is an increase of about 17% from the previous forecast. Profits in the metals, functional materials, and mobility segments have been growing, leading to the upward revision. The operating profit for the cumulative third quarter announced at the same time is 56.2 billion yen (previously
Attention is drawn to Furukawa Electric and iStyle, while JGC HD and Sumitomo Metal seem to be sluggish.
Yesterday, on the 12th, in the US stocks market, the Dow Jones Industrial Average decreased by 225.09 dollars to 44,368.56, the Nasdaq Composite Index increased by 6.10 points to 19,649.95, and the Chicago Nikkei 225 Futures rose by 165 yen compared to the Osaka daytime, reaching 39,165 yen. The exchange rate is 1 dollar = 154.40-50 yen. In today's Tokyo market, GMO Internet <4784>, which announced a change in dividend policy and a commemorative dividend for its listing on the Main Board, expects an operating profit of 8 billion yen this term, and Furukawa has revised its performance and dividend estimates upward for the fiscal year ending March 2025.
List of convertible stocks (Part 1) [List of Parabolic Signal convertible stocks]
○ List of stocks that have turned to Buy in the market Code Stock Name Closing Price SAR Main Board <1332> Nissui 847 815 <1333> Maruha Nichiro 31542883 <1803> Shimizu Construction 13761282 <1860> Tadao Construction 983896 <1950> Japan Electrical Installation 20311941 <1968> Taihei Electric 50004655 <2209> Imuraya Group 24572409 <2413> M3 1
List of cloud break stocks (Part 2) [Ichimoku Kinko Hyo - List of cloud break stocks]
○ List of stocks that have broken below the clouds in the market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Main Board <1952> Shin Nippon Air Conditioning 1682 1993.25 1858.5 <2001> Nippon Flour Mills 2142 22153.5 2153.5 <2445> Takamiya 4054 13.25 432 <3088> Matsukiyo Cocokara 2175 2223.75 2178.5 <3276> JPMC 1121 1124.
Recruit Holdings has revised its 2025/3 operating profit upward to 488 billion yen from 442.7 billion yen.
Recruit Holdings <6098> announced a revision of its financial estimates for the fiscal year ending in March 2025. Revenue has been revised upward from 3 trillion 468.7 billion yen to 3 trillion 560 billion yen, and operating profit has been revised upward from 442.7 billion yen to 488 billion yen. The HR Technology business, centered around the US job search site "Indeed," is performing well, contributing to increased revenue per paid job advertisement. Matching & solutions such as the real estate site "SUUMO" and the beauty reservation site "Hot Pepper View Inc" are also contributing.
Key points of the PTS on the 12th = Rakuten Bank, GMO R&A, Sumitomo Construction.
▽ Rakuten Bank <5838.T>, Earnings Reports and Financial Estimates revisions ▽ GMO R&A <3695.T>, Earnings Reports and Financial Estimates and Dividends forecast revisions as well as the introduction of a Shareholder benefit system ▽ Mizuho Construction <1821.T>, Earnings Reports and Financial Estimates revisions ▽ Japan Electrical Construction <1950.T>, Dividend increase and share buyback ▽ JGC HD <1963.T>, Earnings Reports and Financial Estimates revisions ▽ Sasmmed <4263.T>, achievement of milestones related to a joint research and development and sales agreement with Aska Pharmaceutical ▽ SIGG <
Sumitomo Metal Mining Faces Financial Challenges Amid Market Pressures
Sumitomo Metal Mining Sees FY Net Y31.00B
Sumitomo Metal Mining: Notice regarding revisions to earnings forecasts, recording impairment losses, and revisions to dividend forecasts
Sumitomo Metal Mining: Summary of financial results for the 3rd quarter of the fiscal year ending March 31, 2025 [IFRS] (consolidated)
TODA Industry Research Memo (8): Executing the mid-term management plan "Vision 2026", aiming to achieve an operating margin of 5% (2)
■TODA Industries <4100>'s Medium to Long-Term Growth Global Strategy (3) Regarding soft magnetic materials, the wholly-owned subsidiary TDMI will be consolidated starting from the fiscal year ending March 2025, and it is expected to become the second-largest sales scale in the electronic materials business after magnetic materials in the fiscal year ending March 2025. Currently, in addition to soft ferrite magnetic powders for inductors, sales are expanding in response to increasing inductor demand with soft magnetic metal powders for power inductors. Furthermore, by integrating material technology and composite technology, soft magnetic solutions for inductors are being developed.
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
○ List of stocks that have switched to Sell market Code Stock Name Closing Price SAR Main Board <1980> Dai-Dan 3505 3720 <3104> Fujibo HD 5060 5250 <3922> PR TIMES 2125 2220 <4004> Resonac 3694 4144 <4046> Osaka Soda 1716 1823 <4062> Ibiden 4644 5145 <4182> Mitsubishi Gas Chemical 2698 2823 <418
Accommodation F, Sawai GHD, etc. (additional) Rating.
Upgraded - Bullish Code Stock Name Securities Company Previous Change After ----------------------------------------------------------- <4062> Ibiden Morgan Stanley "Underweight" "Equal Weight" Downgraded - Bearish Code Stock Name Securities Company Previous Change After ----------------------------------------------------------- <5711> Mitsubishi Mamoru
Sumitomo Metal Mining, Nomura Securities has lowered the Target Price to 4,100 yen.
On the 14th, Nomura Securities maintained the rating of Sumitomo Metal Mining <5713.T> as "neutral" (Hold). The Target Price was lowered from 4,500 yen to 4,100 yen. This reflects recent Metal price volatility, increased costs in Overseas Copper mines and Overseas Nickel smelting, and deteriorating conditions for buying Copper. Provided by Wealth Advisor Co.
Rating information (Target Price change) = Toho, FANUC CORP, ETC.
Nomura Securities (3-tier system: Buy > Neutral > Reduce) Toho <9602.T> -- "Buy" → "Buy", 7,300 yen → 7,400 yen Sumitomo Metal <5713.T> -- "Neutral" → "Neutral", 4,500 yen → 4,100 yen ◎ Morgan Stanley MUFG Securities (3-tier system: Overweight > Equal Weight > Underweight) FANUC CORP <6954.T> -- "Overweight" → "Overweight", 5,600 yen → 5,400 yen.
Correction to IAMGold Eyes Production Rise Article
Nikkei Average Contribution Ranking (before the close) – The Nikkei average significantly fell for four consecutive days, with Advantest pushing it down by about 212 yen from one stock.
As of the market close 14 days ago, the number of rising stocks in the Nikkei average was 40, while 184 stocks fell, and 1 remained unchanged. The Nikkei average has declined for four consecutive days, finishing the morning session at 38,469.58 yen, down 720.82 yen (-1.84%) from the previous day (with an estimated Volume of 0.9 billion 90 million shares). The US market on the 13th was mixed, with the Dow Inc gaining 358.67 dollars to close at 42,297.12 dollars, and the Nasdaq falling 73.53 points to finish at 19,088.10. There are expectations for interest rate cuts.