December 6th [Today's Investment Strategy]
[FISCO Selected Stocks] [Material Stock] SE Holdings and Incubations <9478> 282 yen (12/5) Engages in publishing technical books, marketing support, content creation, etc. Announced the implementation of a share buyback, with a maximum of 0.12 million shares, equivalent to 0.71% of the issued shares, and a limit of 0.03 billion yen in amount. The acquisition period is from December 6th to December 20th, 24. The aim is to enable agile management in response to changes in the economic situation.
Attention is focused on Skylark and Tekumato, while Noritz may be weak etc.
In the U.S. stock market on the 5th, the Dow Jones Industrial Average closed down 248.33 points at 44,765.71, the Nasdaq Composite Index closed down 34.86 points at 19,700.26, and the Chicago Nikkei 225 futures in Osaka closed 50 yen lower at 39,340 yen. The exchange rate is 1 dollar = 150.00-10 yen. In today's Tokyo market, Osaki Den announced plans to include approximately 0.9 billion yen in fixed asset sales gains as special profits, and Stem Inc. <6644> announced the official adoption of a full cloud-based school support system as "Benesse School Cloud" by Benesse.
List of Cloud Breakout Stocks [Ichimoku Balance Table, List of Cloud Breakout Stocks]
○ List of Stocks Breaking Through the Clouds Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange main board <1878> Daito Building 17,420 16,978.75 17,307.5 <1938> Nihon Reitech 1120 1062 1084 <2121> MIXI 2851 2800.75 2837 <2301> Gakujo 1765 1757.5 1736.5 <2374> Centcare HD 7557 43.25
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
○ List of stocks converted to sell market Code Stock name Closing price SAR Tokyo Main board <6035> IRJ-HD 807 855 <6047> Gunosy 696734 <6118> Aida 779812 <6157> Nisshin Tool 762773 <6183> Veru Inc 2412531325 <6200> Insource 10521106 <6209> Liken NPR 23682482 <6222> Shosei
Stocks that moved the previous day part1: BTM, Kaiom, ID&EHD, etc.
Stock Name <Code> Close on the 21st ⇒ Compared to previous day Japan Sokaifa G<7814> 445 +27 Announced a share buyback and tender offer with a maximum limit of 3.09% of the issued shares. Acquired 2.86% today. Pacific Semiconductor<5233> 3566 +131 Domestic securities firms raise investment ratings and target stock prices. Osaki Electric<6644> 764 -35 Domestic securities firms downgrade ratings reflecting stock price increases. BTM<5247> 1567 +300 Establishment of a subsidiary specializing in AI technology field. Kaio
Active and newly established stocks in the afternoon session.
Japan Sohatsu <7814> announced a share buyback and tender offer up to 3.09% of the issued shares. Acquired 2.86% today. Pacific Cement <5233> up 131 to 3566, domestic securities raised investment rating and target stock price. Osaki Electric <6644> down 35 to 764 reflecting the rise in stock prices, domestic securities lowered the rating. BTM <5247> to establish a subsidiary specializing in AI technology field. Kaiom <4583> 150.
Foster Den, Koseido HD, Mitsusakura Kogyo, etc.
<6644> Osaki Electric fell sharply by 35 points to 764. Ichitoyo Securities has downgraded the rating from 'A' to 'B' and set the fair value at 900 yen. Although there have been no changes to financial estimates, it seems to reflect the rise in stock price. On the other hand, continued attention is being paid to the full-scale contribution of revenue from second-generation smart meters. In the domestic measurement and control business, smart meters are in a transitional period until the introduction of second-generation units, and it is expected that performance will continue to fluctuate through the end of March 2026.
Osaki Electric --- Significantly fell back, reflecting the rise in stock prices, domestic securities downgraded the rating.
Osaki Electric <6644> fell sharply. Ichiyoshi Securities downgraded the rating from "A" to "B" and set the fair value at 900 yen. Although there are no changes in financial estimates, it seems to reflect the rise in stock prices. On the other hand, attention continues to be paid to the full-scale contribution of second-generation smart meters to revenue. In the domestic measurement and control business, smart meters are in a transitional period until the introduction of second-generation machines, and performance is expected to remain volatile until the end of March 2026.
Rating [security companies rating]
Promotions - Bullish Code Stock Names Securities Company Previous Changes After ------------------------------------------------------------- <6981> Murata Manufacturing Co., Ltd. "B+" "A" <5233> Pacific Cement Sumitomo "2" "1" <6134> FUJI Tokai Tokyo "Neutral" "Outperform" <6146> Disco Okasan "Hold" "Bullish" <9468> Kadokawa Macquarie "Hold" "Outperform" <9989> Sa
Three key points to pay attention to in the morning session - nvidia's earnings have passed, but individual stocks related to defense and currency etf etc are being selected.
In the trading session on the 21st, attention should be focused on the following three points: ■ The earnings reports for nvidia have passed, but there is individual stock picking related to defense and cryptocurrency. ■ No earnings reports were released. ■ Key materials for the morning session: Sumitomo Corporation, acquisition of agrochemicals in Vietnam, gaining a major distribution network, and pursuing aggressive strategies in a growth market. The Japanese stock market on the 21st is expected to begin with selling pressure, but there may gradually be signs of resilience in market developments. On the 20th, the usa market saw the dow jones industrial average increase by 139 points, and the nasdaq...
Sumitomo Corporation, Canadavia, etc. [List of stock information from newspapers]
*Sumitomo Corporation <8053> acquires agrochemicals in Vietnam, gains access to a major sales network, and launches an offensive in a growing market. (Nikkan Kogyo front page) -○*MinebeaMitsumi <6479> Group's ABLIC enters the field of composite power circuits, focusing on those for car cameras next spring. (Nikkan Kogyo front page) -○*Zenken <7371> provides support for accepting foreign care workers, collaborating with local governments. (Nikkan Kogyo page 4) -○*Yokohama Rubber <5101> and Tsukuba University visualize rubber internal structure clearly. (Nikkan Kogyo page 7) -○*Canadia <7004> Capacity 1
Osaki Electric: Confirmation letter
Osaki Electric: Semi-Annual Report - 111th Term (2024/04/01 - 2025/03/31)
List of Conversion Stocks (Part 4) [List of Parabolic Signal Conversion Stocks]
○ List of stocks for selling conversion market Code Company Name Closing Price SAR Tokyo Main Board <1332> Nissui 913 965<1835> Toyo Tekko 3210 3315<2157> Koshidaka HD 1189 1267<2281> Prima Ham 2207 2349<2461> Funko 4134 24<2607> Fujiseiyu G 3145 3311<2676> Takachihokai 3975 4180<3002> Gunze 506
List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
○ List of buy conversion stocks Market Code Name Closing Price SAR Tokyo Main Board <1414> Show Bon 5302 5284<1821> Sansum Construction 393385<1925> Daiwa House 45774421<1975> Asahi Works 13031224<2335> Cube Sis 997958<2440> Gurunavi 319300<2461> Funko Me 418409<2489> ADWAYS
nintendo co ltd, downward revision on 25/3 operating profit 360 billion yen←400 billion yen
Nintendo Co Ltd <7974> announced a revision of its financial estimates for the fiscal year ending March 2025. Revenue was revised downward from 1.35 trillion yen to 1.28 trillion yen, and operating profit was lowered from 400 billion yen to 360 billion yen. The main game console, Nintendo Switch, and software sales are declining. The sales plan for the Switch this fiscal year is reduced by 20% to 12.5 million units, and the number of Switch software sales is reduced by 20% to 1.06 billion units, each with a downward revision of 1 million units and 50 million units from the previous estimates, respectively. [Positive review]
Osaki Electric: Summary of financial results for the 2nd quarter (interim period) of the fiscal year ending 2025/3 [Japanese GAAP] (Consolidated)
Osaki Electric: Notice regarding differences between consolidated earnings forecasts and actual values for the 2nd quarter (interim period) of the fiscal year ending March 31, 2025
Osaki Electric Co 1H Net Y571.00M Vs Net Y1.36B
Osaki Electric Co Sees FY Net Y2.70B
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