Three key points to watch in the first half of the session - considering the rise in U.S. tech stocks and the retreat of domestic political risks.
In the early trading session, I want to focus on the following three points: ■ The rise in USA tech stocks and the retreat of domestic political risks are seen as material factors. ■ Kurazushi's operating profit for fiscal year 24/10 increased by 132.0% to 5.699 billion yen, while the forecast for 25/10 is a decrease of 12.3% to 5 billion yen. ■ Key materials of the session: DMG Mori Seiki plans to quadruple its Nara factory and enhance its automation systems. The Japanese stock market on the 12th is likely to develop with buying prevailing. On the 11th, in the USA market, the Dow Jones Industrial Average rose by 9.
DMG Mori Seiki, Torishima Seisakusho, etc.
*DMG Mori Seiki <6141> Nara Plant was expanded by 4 times, automation system was enhanced (Nikkan Kogyo side 1) - ○*Torishima Seisakusho <6363> developed CO2 separation and recovery, high pressure pump test equipment (Nikkan Kogyo side 1) - ○*Nidec <6594> water-cooled parts are sold externally, commercial opportunities for AI servers (Nikkan Kogyo 1 side) - ○*Nissan to rebuild management system (Nikkan Kogyo 3 side) -○*North American president (Nikkan Kogyo 3 side) Honda <7267>GM, unmanned taxi Business withdrawal, autonomous driving
Stocks that moved the previous day part 2 J Frontier, VALUENEX, Baycurrent ETC.
Stock Name <Code> Closing Price on the 11th ⇒ Change from the Previous Day Peptidream <4587> 2664.5 -145.0 No particular materials observed, influenced by supply and demand factors. Sumitomo Forestry <1911> 5710 -191 Cautious about the financial results of Toll Brothers Inc. LIFULL <2120> 193 -5 A sense of reaching the upper limits is spreading, with selloff prevailing. Rakus <3923> 1924 -74 Growth stocks are softening due to rising U.S. long-term interest rates. Sunwells <9229> 813 -34 Small and mid-cap growth stocks are weak.
PolAOL HD, DaiKin ETC (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Change After---------------------------------------------------<6135> Makino F SMBC Nikko "2" "1" <8750> Dai-ichi Life Holdings Mizuho "Hold" "Buy" <8795> T&D Holdings Mizuho "Hold" "Buy" Downgraded - Bearish Code Stock Name Securities Company Previous Change After-----------------------------------------
Rating [Securities company ratings]
Upgraded - Bullish Code Stock Name Brokerage Previous After ---------------------------------------------------------- <6135> Makino SMBC Nikko "2" "1" <8795> T&D HD Mizuho "Hold" "Buy" <8750> Dai-ichi Life HD Mizuho "Hold" "Buy" <7701> Shimadzu UBS "neutral" "Buy" Downgraded - Bearish Code Stock Name Brokerage Previous After ----------
Express News | [Change Report] Sumitomo Mitsui Trust Bank reported an increase in its shareholding of DMG Mori Seiki Co., Ltd (6141.JP) to 8.47%.
BlackRock holds 5.47% of shares in Dmg Mori(6141.JP)
On Nov 20, BlackRock and related parties submitted the Large Shareholding Report to Ministry of Finance to disclose its 5.47% ownership of the shares in $Dmg Mori(6141.JP)$. Source: Edinet
Japan Machinery Orders Decline 2.9% in September
Do Fundamentals Have Any Role To Play In Driving DMG MORI AKTIENGESELLSCHAFT's (ETR:GIL) Stock Up Recently?
Three points to focus on in the morning session: Expectations for economic policies to increase after the presidential election.
In the morning session of the 6th, the following three points are worth noting: ■ After the presidential election, expectations for economic policies are increasing■ Nintendo, downward revision on 25/3, operating profit of 360 billion yen ← 400 billion yen■ Morning session's focal points: DMG Mori Seiki, production reorganization in Nagaoka City, Niigata, accelerating group coordination■ After the presidential election, expectations for economic policies are increasing. The Japanese stock market on the 6th is likely to see market developments while watching the results of the US presidential election. On the 5th, the US market saw the Dow Jones Industrial Average up 427 points.
DMG Mori Seiki, Toyota Tsusho, etc.
*DMG Mori Seiki <6141> to reorganize production in Niigata and Nagaoka City, accelerating group collaboration (Nikkan Kogyo front page) - ○ * Nissei Resin Industry <6293> to enhance its large dkm injection machine production capacity in the US, accommodating 3000-ton class machines (Nikkan Kogyo page 3) - ○ * Konica Minolta <4902> to sell its US subsidiary specializing in genetic testing, focusing on functional materials, etc. (Nikkan Kogyo page 3) - ○ * Lion <4912> Executive Officer Norihiko Nakabayashi to provide digital skills training to all employees (Nikkan Kogyo page 3) - ○ * Nidec Corporation <6594> Nidec Machines Two
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
○ List of stocks to be sold and converted in the market Code Stock Name Closing Price SAR Tokyo Stock Exchange main board <2148> ITM 1570 1637 <2264> Morinaga Milk 3441 3543 <2282> NH Foods 4754 5347 <2897> Nissin Foods HD 4040 4194 <2980> SRE HD 3700 3960 <3110> Nitto Bose 6200 7670 <3167> TOKAI 9149 43 <3191> Joyy Inc. American Depositary Shares
Stocks that moved the previous day part 1 Sanrio, FCC, Organo, etc.
Stock name <Code> 5-day closing price ⇒ day-on-day comparison Sankozel <2937> 1935 -8225 downward revision of financial estimates for FY03. Mimaki <6638> 1392 +8025 upward revision of financial performance and dividend forecast for FY03. IPhone <6718> 2853 -65 First-half operating profit decreased by 29.9%. Ifuji Industry <2924> 1521 +9225 upward revision of financial performance and dividend forecast for FY03. Yamashin F <6240> 500 +4025 upward revision of financial performance and dividend forecast for FY03.
FCC, Nitto Seimo, Organo, etc.
<8136> Sanrio 4549 +517 soaring. The company released its second quarter earnings over the weekend, with an operating profit of 12.8 billion yen for the July-September period, a 74.9% increase from the same period last year, significantly exceeding market financial estimates by around 3 billion yen. The full-year forecast has been revised upwards from the previous 37.1 billion yen to 41 billion yen, a 52.1% increase from the previous year, surpassing the mid-term plan target of 40 billion yen by March 2027. The annual dividend plan has also been raised from 37 yen to 40 yen. Major projects related to anniversaries, licenses.
JP Movers | Nomura Holdings Rose 10.61%, Leading Nikkei 225 Components, Disco Topped Turnover List
Market sentiment was high today as Nikkei 225 components generally rose, with Nomura Holdings(8604.JP) being the top gainer today, rising 10.61% to close at 860.1 yen. In addition, the top loser was Yamaha(7951.JP),falling 13.21% to end at 1081.0 yen.
Hot stocks Digest (Morning session): Nittoh, Organo, Yamaha, etc.
Organo <6368>: ¥7810 (+¥1000) hit the daily limit up. The company announced its first-half financial results last weekend, with operating profit reaching ¥11.5 billion, a 46.1% increase compared to the same period last year, exceeding the previous financial estimates of ¥9.5 billion. The full-year forecast has been raised from the previous ¥24.5 billion to ¥28 billion, a 24.2% increase from the previous year, marking an upward revision following the first quarter financial results. The annual dividends have also been raised from the initial plan of ¥106 to ¥142, a ¥40 increase from the previous year, reflecting relatively high profitability.
Volume change rate ranking (10 o'clock) ~ DMG Morisei, Zain, etc. ranked in.
In the volume change rate ranking, you can understand the market participants' interests such as trends in trading volume by comparing the average volume of the last 5 days with the volume on the delivery day. Top volume change rate [As of 10:32 on November 5th] (Comparison with the average volume of the last 5 days) Stock Code Stock Name Volume 5-Day Average Volume Volume Change Rate Price Change Rate <4310> D I 716,700 120,831.7 289.13% 0.20
DMG Mori Seiki ranks in, performance sharply decelerates, and next year's outlook is also viewed negatively.
DMG Mori Seiki <6141> ranks in (as of 10:32 am). Marked decrease. After the end of trading last week, the company announced its third quarter results, with operating profit of 23.2 billion yen for the first half, an increase of 2.9% year-on-year. However, for the July-September period, it decreased sharply by 48.0% to 6.79 billion yen. The full-year forecast has been revised downward from the previous 58.5 billion yen to 44 billion yen, a decrease of 18.7% compared to the previous year. Furthermore, the performance outlook for the year ending December 2025 has also been disclosed. Operating profit is expected to increase by double digits to 49 billion yen, compared to the previous year.
November 5th [Today's Investment Strategy]
Specializing in clutches for motorcycles and autos.
Focus on FCC and Organo, are DMG Mori Seiki and Yamaha weak?
In the US stock market on the 4th, the dow jones industrial average closed down 257.59 points at 41,794.60, the nasdaq composite index fell 59.93 points to 18,179.98, and the chicago nikkei 225 futures were 255 yen higher at 38,375 yen than osaka midday trading. The exchange rate is 1 dollar = 152.10-20 yen. In today's Tokyo market, FCC <7296> announced a 55.3% increase in operating profit for the first half, implemented commemorative dividends, and also announced a share buyback with a limit of 2.5% of the issued shares, with a 2.3% increase in operating profit for the first half and an increase in issued shares of 1.
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