Three points to focus on in the morning session ~ Determining the impact of sell demand related to ETF earnings ~

In the morning trading on the 8th, we want to pay attention to the following three points. ■Assess the impact of selling demand related to ETF earnings■Yaskawa Electric, 1Q operating profit decreased by 32.4% to 11.1 billion yen■Morning attention material: Tokyo Electron, US automatic and semiconductor-specialized generative AI platform, public■Assess the impact of selling demand related to ETF earnings. On the 8th, the Japanese stock market is likely to start with buying as a result of the high trend in the US, but after the first round of buying, the impasse is likely to increase. On the 5th, the US market

Fisco JapanJul 7 19:53 ET

Tokyo Electron Ltd. unsponsored adr, Kanematsu, etc.

*Tokyo Electron Ltd. unsponsored ADR <8035> and US Automattic jointly develop semiconductor-specific AI infrastructure, which is now publicly available (Nikkan Kogyo front page) - ○ *Ibiden <4062> to mass-produce EV battery safety components, aiming for revenue of 10 billion yen (Nikkan Kogyo front page) - ○ *Lintec <7966> to improve all researchers' skills to become DX professionals through education (Nikkan Kogyo page 3) - ○ *Hitachi Zosen <7004> falsifies fuel efficiency data, affecting 1,364 marine engines (Nikkan Kogyo page 3) - ○ *Kanematsu <8020> cooperates with South Korean charging gun industry giant to launch 30 chargers by the end of this fiscal year.

Fisco JapanJul 7 19:42 ET

List of cloud breakout stocks (Part 1) [Ichimoku Kinko Hyo Cloud Breakout Stock List]

List of Cloud High Performance Stocks in the Market Code Company Name End Price Leading Span A Leading Span B Tokyo Stock Exchange Prime &lt;1518&gt; Mitsui Matushima HD 4925 4752.5 4531.5&lt;1814&gt; Oozumikenshi 1754 1723.25 1674.5&lt;1860&gt; Toda Kensetsu 1081 1071.75 1039&lt;1871&gt;

Fisco JapanJul 4 18:51 ET

Hagiwara Electric HD Research Memo (2): A semiconductor trading company based in Nagoya. Toyota Group is the largest customer.

Company Overview: Hagihara Electric Holdings <7467> was founded in 1948 by its founder, Tadaomi Hagihara, who had previously worked for Anritsu <6754>, as a repair business for electrical products such as radios. Initially, the company sold electronic tubes as a sales agent for NEC <6701>, and expanded its business in the late 1960s by entering the automobile sector, with Toyota Group including Denso as its major trading partners. In 1995, it was listed on the stock market (

Fisco JapanJul 2 02:32 ET

Three Points to Watch in the Morning Session: Micro's decline may have an impact, but there is strong buying interest on the dips.

In the morning of the 27th trading, the following three points deserve attention: ■ The push to buy dips is still strong despite the impact of Micron's decline. ■ Da Tong Special Steel's operating profit in the March 24/3 quarter decreased by 15.5% to 42.2 billion yen, and financial estimates for the March 25/3 quarter increased by 13.6% to 48 billion yen. ■ Attention materials in the morning: SCREENHD developed two-dimensional optical phase modulation equipment for the 26th year, and it will be applied to satellite communications "terabyte". The Japanese stock market on the 27th is expected to have a dominant market trend of profit-taking that cools down the overheated market.

Fisco JapanJun 26 19:44 ET

SCREENHD, Nikko Machinery, etc.

*SCREENHD <7735> plans to develop second-generation optical phase modulation devices by 2026 for satellite communications with a capacity of terabytes. (Nikkan Kogyo front page) - ○ * JTEKT <6473> President says, "Integration of elemental technologies to build foundations" and focuses on high value-added products. (Nikkan Kogyo page 3) - ○ * Ogawa and Kuwahara refuse to be reappointed as President of Toyo Securities <8614>, an unprecedented development. (Nikkan Kogyo page 3) - ○ * Takeda Pharmaceutical <4502> is confident in sustainable growth, but concerns remain about excessive dividends. (Nikkan Kogyo page 3) - ○ * Maeda Kosen <7821> is a capital and industrial alliance with Mitsui Chemicals.

Fisco JapanJun 26 19:27 ET