Airbus's new aircraft is doing well [Today's GAINIANBANKUAI].
It has been reported that the new passenger aircraft from European Index major player Airbus is stealing some customers from its rival, Boeing. Airbus began deliveries of its new model "A321XLR" at the end of last year, and it seems that the number of orders has surpassed 500 so far. Many of these orders are said to come from Airlines looking to replace aging Boeing aircraft. <4619> Nikko Paint <5108> Bridgestone Corporation Unsponsored ADR <5189> Sakura Rubbers.
LINE Yahoo, Furukawa Electric, etc. (additional) Rating.
Upgraded - Bullish Code Stock Name Securities Company Previous Change After ------------------------------------------------------------- <4041> Nisso Chemical Daiwa "3" "2" <9531> Tokyo Gas Mizuho "Hold" "Buy" Downgraded - Bearish Code Stock Name Securities Company Previous Change After ------------------------------------------------------------
Rating information (Target Price change - Part 1) = Medley, TREHD, ETC.
◎Nomura Securities (three-stage: Buy > neutral > Reduce) Medley <4480.T> — "Buy" → "Buy", 7,400 yen → 6,450 yen LINE Yahoo <4689.T> — "Buy" → "Buy", 523 yen → 569 yen Cover <5253.T> — "Buy" → "Buy", 3,400 yen → 3,200 yen Furukawa Electric <5801.T> — "Buy" → "Buy", 5,950 yen → 8,700 yen Maxell <6810.T> — "Buy" → "Buy",
List of stock materials from the newspaper, including NTN, Murata Manufacturing, ETC.
*NTN<6472>developed a bidirectional rotating fluid Bearing, eliminating the need for a verification process (Nikkan Kogyo, page 1) - ○*Hitachi<6501>and 13 other companies collaborated for anti-money laundering measures and executed Asset Trades (Nikkan Kogyo, page 3) - ○*Mitsubishi Corporation<8058>and NTT conducted joint verification in AI drug discovery, transmitting large data using IOWN (Nikkan Kogyo, page 4) - ○*Espec<6859>launched a testing facility specializing in Battery for Autos, one of the largest in Japan, in Tokoname, Aichi (Nikkan Kogyo, page 8) - ○*IHI<7013>original for the Romanian project in the U.S.
List of cloud break stocks (Part 2) [Ichimoku Kinko Hyo - List of cloud break stocks]
○ List of Stocks Under the Cloud Market Code Stock Name Closing Price Leading Span A Leading Span B Main Board <1663> K&O Energy 3120 3342.75 3290 <1721> Comsys HD 3187 3255.25 3212.5 <1786> Oriental Shiraishi 3823 387.5 382.5 <1835> Tohtetsu 3235 3240 3250 <1939> Shikoku Electric Construction 1408 1540.25
Rating information (investment decision change - part 2) = Dai and ETC.
◎ Macquarie Capital Securities (three levels: outperform > neutral > underperform) Daikin <6367.T> - "Outperform" → "Neutral", from 25,000 yen to 19,000 yen. ◎ CLSA Securities (three levels: HC outperform > outperform > hold > underperform > HC underperform) NTN <6472.T> - "Hold" → "Outperform", from 275 yen to 275 yen. Provided by WealthAd.
Rating [Securities company ratings]
Upgrades - Bullish Code Stock Name Securities Company Previous Change After ------------------------------------------------------------- <6472> NTN CLSA "Hold" "Outperform" <3048> Bic Camera Morgan Stanley "Underweight" "Equal Weight" <7729> Tokyo Precision Iwai Cosmo "B+" "A" <2908> Fujicco Tokai Tokyo "Underperform" "Neutral" Downgrades - Bearish Code Stock
<Rating Change Observation> Toho Precision upgraded, SMS downgraded, ETC.
◎ New and reopening - ◎ Upgrade Fujicco <2908.T> - A domestic quasi-major is in the middle of the three-tiered scale Bic Camera <3048.T> - The bank-affiliated is in the middle of the three-tiered scale NTN <6472.T> - Foreign-affiliated is in the second position of the five-tiered scale Higashiseimitsu <7729.T> - A domestic quasi-major is at the highest level of the five-tiered scale. ◎ Downgrade SMS <2175.T> - The bank-affiliated is in the middle of the three-tiered scale Daikin <6367.T> - Foreign-affiliated is in the middle of the three-tiered scale. Provided by Wealth Advisor Co.
NTN Swings to Nine-Month Loss
<Individual Stock Trends> HENNG, TEO, YAGI, GATECH, NTN = 5 days ago.
HENGGE <4475.T> - The consolidated financial results for the first quarter of the fiscal year ending September 2025 (October-December 2024) showed a significant increase in profit. T-O-C <8841.T> - Acquired 4.95 million shares (5.31% of the total outstanding shares excluding treasury stock) in the ToSTNeT-3 (off-market purchase of treasury stock) at 8:45 AM on the 5th. Yagi <7460.T> - Selected as a margin trading stock by the Tokyo Stock Exchange as of the 5th, and an increase in trading activity due to improved liquidity is expected. GATECH <3491>
February 5 [Today's Investment Strategy]
[Fisco Selected Stocks]【Material Stocks】Tokalo <3433> 1,740 yen (2/4) Performs thermal spraying, which involves spraying fine particles of Metals and ceramics melted at high temperatures onto the surfaces of Machinery components to form high-functional coatings. Announced the Q3 financial results. Accumulated operating profit is 8.489 billion yen (up 32.6% year-on-year). Steady performance, particularly in the Semiconductors sector. Financial Estimates for the fiscal year ending March 2025 project an operating profit of 11.5 billion yen (up 25.0% compared to the previous period). The full-year estimates are upward for revenue, ordinary profit, net profit, and Dividends.
Attention is on Tokaro and Takara Stanley, while Ibiden and NINTENDO CO LTD are weak.
In the US stock market on the 4th, the Dow Jones Industrial Average rose by 134.13 points to 44,556.04, the Nasdaq Composite Index increased by 262.06 points to 19,654.02, and the Chicago Nikkei 225 futures rose by 340 yen compared to the Osaka day, standing at 39,110 yen. The exchange rate is 1 dollar = 154.30-40 yen. In today's Tokyo market, FUJIMI <5384> reported an operating profit increase of 48.3% for the cumulative third quarter, and Kawasaki Shipping <9107> also saw a 31.5% increase, with the cumulative third quarter operating profit at 36.5.
Panasonic HD, 3Q operating profit increased by 8.8% to 348.3 billion yen.
Panasonic <6752> announced its performance for the third quarter of the fiscal year ending in March 2025, with revenue increasing by 1.6% year-on-year to 6 trillion 403.8 billion 97 million yen, and operating profit rising by 8.8% to 348.3 billion 8 million yen. While the living business experienced a decline in sales of heat pump water heaters (A2W) in Europe, air quality air conditioning and electrical materials, excluding A2W, remained strong. In the Connect division, there was robust order intake in field solutions including large projects, as well as in process automation and avionics.
Key points of interest for the PTS on the 30th = Kawasaki Heavy Industries, NINTENDO CO LTD, UARROWS, Panasonic, etc.
▽ KAWASAKI Heavy Industries <9107.T>, the consolidated ordinary profit for the third quarter cumulative for the fiscal year ending March 2025 (April to December) is 288.9 billion yen (2.9 times year-on-year). The full-year Financial Estimates have been raised from 240 billion yen to 300 billion yen (2.3 times compared to the previous fiscal year). ▽ NINTENDO CO LTD <7974.T> has revised its consolidated operating profit Financial Estimates for the fiscal year ending March 2025 down from 360 billion yen to 280 billion yen (down 47% compared to the previous fiscal year). The annual Dividends estimate has been lowered from 129 yen to 116 yen (the previous fiscal year was 211 yen). ▽ UARROWS <7606.T>, retail + online.
NTN: Financial results briefing materials for the 3rd quarter of the fiscal year ending March 31, 2025
NTN: Summary of Financial Results for the 3rd Quarter Ending March 31, 2025 [Japanese GAAP] (Consolidated)
Mitsukoshi Isetan, Yokogawa Electric, NINTENDO CO LTD, Mitsui & Co. (4th)
※The above Calendar is just a schedule and is subject to change due to the circumstances of the company.--------------------------------------- February 4 (Tuesday) <1814> Oosue Construction <2327> NSSOL <2331> ALSOK <2397> DNA Research <2676> Takachiho Exchange <2768> Sojitz <2810> House Food G <2871> Nichirei <293
Mitsubishi Motors, Mizuho, JR East, ANA (3rd).
※The above Calendar is only a plan and may be changed due to the company's circumstances.---------------------------------------February 3 (Monday) <1301> Kyokuyo <1946> Toenec <1967> Yamato <2130> Members <2222> Kotobuki Spirits <2281> Prima Ham <2802> Ajinomoto <2811> Kagome <2816
Nidec Corporation Sponsored ADR, Fukuyama Transport, ETC (additional) Rating
Target Price Change Code Stock Name Securities Company Previous Changed After---------------------------------------------------<2432> DeNA SMBC Nikko 1800 yen 2900 yen <4502> Takeda Macquarie 4800 yen 5000 yen <4503> Astellas Pharma Macquarie 2000 yen 2200 yen <4519> Chugai Pharmaceutical Macquarie 8200 yen 8700 yen <6752> Panasonic HDGS 1450 yen 1750 yen <90
Rating information (Target Price change) = Nidec Corporation Sponsored ADR, Dentsu Group, ETC
◎Nomura Securities (3-tier system: Buy > neutral > reduce) Nidec Corporation Sponsored ADR <6594.T> ―― "Buy" → "Buy", 4200 yen → 4000 yen ◎SMBC Nikko Securities (3-tier system: 1 > 2 > 3) Dentsu Group <4324.T> ―― "1" → "1", 5200 yen → 4300 yen DeNA <2432.T> ―― "2" → "2", 1800 yen → 2900 yen ◎Mizuho Securities (3-tier system: Buy > Hold > underperform) Nissan Chemical <4021.T> ―― "Buy" → "Buy"