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H-ONE: Confirmation letter
H-One: Securities Report - 18th Fiscal Year (April 1, 2023 - March 31, 2024)
Sanyo Holmes, Wakazuki Construction, etc. (Part 1)
<1420> Sumitomo Homuuzu Co., Ltd. Orix Corporation shareholding ratio 15.78% → 14.67% Reporting obligation start date June 14, 2024 <1518> Mitsui Matsushima Holdings Co., Ltd. City Index Elevens Co., Ltd. shareholding ratio 25.97% → 27.02% Reporting obligation start date June 13, 2024 <1888> Wakazuki Construction Co., Ltd. Sumitomo Mitsui Trust Bank, Limited shareholding ratio 7.88%
Three points to focus on during the morning trading session ~ Strong willingness to buy dips in semiconductor and AI-related stocks ~
In the morning trading on the 20th, we want to focus on the following three points: ■Semiconductor stocks and AI-related stocks are likely to be bought on dips ■Okanoval upward revision operating profit 880 million yen ← 492 million yen ■Market attention in the morning: TOPPANHD, new plant for building materials in Turkey, equipment expansion in the USA Semiconductor stocks and AI-related stocks are likely to be bought on dips, the Japanese stock market on the 20th is expected to have a slightly bearish market trend, but as a whole, it is expected to be a stalemate market. The US market on the 19th
TOPPAN HD, Chiyoda Building, etc.
*TOPPANHD<7911> has established a new "building materials" factory in Turkey, while Panasonic HD<6752> Panconnect has doubled its personnel exchange with Blue Yonder (Nikkan Kogyo 1st page) - ○ * SUBARU<7270> accelerates electrification, with 50% of global sales expected to be EVs by 2030 (Nikkan Kogyo 3rd page) - ○ * KDDI<9433> and Lawson will launch a new service this fall (Nikkan Kogyo 3rd page) - ○ * Hitachi<6501> Railway Systems, the control department's revenue ratio for the March quarter of this year is 57%
3 points to focus on in the morning session ~ Interest is focused on high-tech stocks with high prices ~
In the morning session of the 13th trading day, the following three points are worth noting: ■ Attention is focused on high-tech stocks with rising prices. ■ Hopper Industries' 2Q operating profit increased by 43.4% to 2.958 billion yen. ■ Morning focal points: Denso, skills standardization of soft talent, cross-industry SDV response mechanism ■ In the Japanese stock market on the 13th, after a round of buying, the market trend is likely to become more stagnant. In the US market on the 12th, the NY Dow was down 35 dollars and the Nasdaq was down 264 points.
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