BOJ Nearing End of Bank Stock Sales Shifts Focus to ETF Assets
Nishi-Nippon Financial Holdings' Nine-Month Profit Jumps 20%
The desire to Buy on dips related to AI is strong.
[Stocks Opening Comment] The Japanese stock market on the 12th started with buying but is likely to gradually show a sense of stagnation. The US market on the 11th saw the Dow Jones Industrial Average up by 123 points, while the Nasdaq was down by 70 points. Following President Trump's signing of an executive order imposing a 25% tariff on Iron & Steel and Aluminum, there were concerns about worsening trade friction that led to initial selling. Additionally, Federal Reserve Chairman Powell testified at the Senate Banking Committee hearing, stating that there is an urgent need for a rate cut.
February 12 [Today's Investment Strategy]
[Fisco Selected Stock] 【Material Stocks】 Furukawa Machinery & Metal <5715> 2,028 yen (2/10) engages in industrial machinery such as sludge pumps for sewerage treatment, rock drilling machines, vehicle-mounted cranes, and Copper for electric wires. The performance forecast for the fiscal year ending March 2025 has been revised upward. The operating profit is forecasted to be 8.7 billion yen (a 2.1% increase from the previous term). This is an increase of about 6% from the previous estimate. Additionally, hydraulic crawler drills for North America are performing well. A commemorative dividend for the 150th anniversary of the founding as well as a Share Buyback up to 19.30% of the total number of issued shares are also planned.
Focus on Furukawa Machine Gold and Eran, while Sekisui Glass and Akatsuki may be soft.
In the Tokyo market on the 10th before the holiday, the Dow Jones Industrial Average was up by 167.01 dollars, and on the 11th, it increased by 123.24 dollars to 44,593.65 dollars. The Nasdaq Composite Index was up by 190.87 points on the 10th, and on the 11th, it decreased by 70.41 points to 19,643.86. The Chicago Nikkei 225 Futures yesterday were up by 310 yen compared to the Osaka day session, reaching 39,070 yen. The exchange rate is 1 dollar = 152.40-50 yen. In today's Tokyo market, Suzuki <6785> reported a 59.8% increase in operating profit for the first half.
<Today's individual materials> Nomura Micro, Teikoku Electric, Mercuria, Sanwa Oil Chemical, ETC (announced on the 10th).
▽ Nomura Micro <6254.T> has revised upward its consolidated financial estimates for the fiscal year ending March 2025. ▽ Teikoku Electric <6333.T> has raised its consolidated financial estimates for the fiscal year ending March 2025 and increased its year-end Dividends estimate from 41 yen to 55 yen (previous year’s result was 46 yen). ▽ Mercuria <7347.T> has revised downward its consolidated financial estimates for the fiscal year ending December 2024. ▽ Sanwa Yuka <4125.T> has lowered its consolidated financial estimates for the fiscal year ending March 2025. ▽ Furukawa Machinery and Metal <5715.T> has projected its consolidated operating profit for the fiscal year ending March 2025 to be 8.2 billion yen.
SoftBank's operating profit for Q3 increased by 12.3% to 821.8 billion yen.
The results for the third quarter of the fiscal year ending March 2025, announced by SoftBank <9434>, showed a revenue of 4 trillion 811.4 billion 63 million yen, a 6.6% increase compared to the same period last year, and an operating profit of 821.8 billion 61 million yen, a 12.3% increase year-on-year. PayPay's performance improved. The core mobile business also showed steady recovery from the impact of mobile price reductions. 【Positive assessment】 <6645> Omron quarter | <4284> Solxyz full year <7189> Nishi Nippon FH quarter | <7370> Enjin revision
Nishi-Nippon Financial Holdings Reports Strong Financial Performance and Upward Forecast
Nishi-Nippon Fincl Sees FY Net Y30.00B
Nishi-Nippon Financial Holdings: Summary of Financial Results for the 3rd Quarter of the Fiscal Year Ending March 31, 2025 [Japanese GAAP] (Consolidated)
Nishi-Nippon Financial Holdings: Notice regarding revisions to full-year earnings forecasts and revisions (dividend increases) to year-end dividend forecasts
Meiji Holdings, M3, Shiseido Company, Limited Sponsored ADR, ORIX (10th)
※ The above Calendar is only a plan and may be changed due to the company's circumstances.--------------------------------------- February 10 (Mon) <1333> Maruha Nichiro <1414> Shobond <1439> Yasunori Construction <1446> Candil <1787> Nakabo Tech <1798> Moriya Commercial <1802> Obayashi Corporation <1826> Sada Construction <1979
List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
○ List of stocks turning to Buy Market Code Stock Name Closing Price SAR Main Board <2384> SBS HD 2355 2245 <2531> Takar Holdings 13691318 <3319> GDO 334307 <3593> Hogi Media 47904650 <3635> Koei Tecmo 18011728 <3916> DIT 20381955 <4676> Fuji HD 16911574 <4704> Tren
List of breakout stocks (Part 1) [Ichimoku Kinko Hyo - List of breakout stocks]
○ List of stocks above the clouds Market Code Stock Name Closing Price Leading Span A Leading Span B Main Board <1377> Sakata Seed 3615 3428.75 3530 <1890> Toho Construction 1335 1293.25 1321 <2594> Key Coffee 2040 2039.5 2025.5 <2930> North Master 1801 50.75 158 <3087> Doutor Nikkei 2351 2267.75
An 'Abnormally' Good Interest Deal in Low-Rates Japan Just Got Canceled
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
Nishi-Nippon Financial Holdings: Confirmatory letter.
Nishi-Nippon Financial Holdings: Half Year Report - Term 9 (2024/04/01 - 2025/03/31)
Japan's October Headline Inflation Rate Falls, but Economists Still See BOJ Rate Hike on the Table
Mori Hills REIT Secures 3.4 Billion Yen Green Loans