Three key points to watch in the first half of the session - expecting a resilient market led by technology shareholders.
Three days ago, attention should be focused on the following three points during the morning trade. ■Expectation for a resilient market driven by technology stocks ■Ito En, 2Q operating profit down 15.6% to 14.3 billion yen ■Notable items from the morning session: Kawasaki Heavy Industries is recycling vehicle batteries, recovering lithium carbonate with a purity of 99.5%. ■Expectation for a resilient market driven by technology stocks. The Japanese stock market on the 3rd is expected to be in a strong consolidation phase after an initial buy, but the firmness at lower levels should be recognized. On the 2nd, the USA market saw the dow jones industrial average down by 128 dollars, and the Nasdaq...
Kawasaki Heavy Industries, dai, etc. [List of company materials from the newspaper]
*Kawasaki Heavy Industries <7012> recycles automotive batteries, recovering lithium carbonate with a purity of 99.5% (Nikkan Kogyo, page 1) - ○*Daihatsu <6622> enhances collaborative and transportation robots, strategic models expected in spring next year (Nikkan Kogyo, page 1) - ○*Shimadzu Corporation <7701> enters gene therapy, invests in Osaka University Spinoff, establishes analysis and evaluation methods, etc (Nikkan Kogyo, page 3) - ○*Resonac <4004> forms fine copper circuits, photosensitive films for AI semiconductors (Nikkan Kogyo, page 3) - ○*NTT <9432> NTT Com, research on land-based aquaculture.
Asia-Pacific High-Performance Liquid Chromatography Market Research Report 2023-2033, Competition Synopsis of Shimadzu, Hitachi, YMC CO, and JASCO - ResearchAndMarkets.com
Establishing investment analysis and evaluation methods for the startup You Medico from Osaka University, aimed at fully entering the gene therapy drug business.
Shimadzu Corporation has entered into an investment agreement with You Medico Co., Ltd. (headquartered in Osaka Prefecture, hereinafter referred to as You Medico), a contract research organization (CRO). With this investment, the company will start joint development of a "gene therapy manufacturing platform" aimed at pharmaceutical companies, contract development and manufacturing organizations (CDMO), mainland education research institutions, etc., and provide this platform domestically and internationally from December 2024. The company will support the manufacturing of gene therapy pharmaceuticals.
Pro Mao Saigo has been named Rookie of the Year on the U.S. Golf Tour.
Shimadzu's professional golfer, Mao Saigo, who belongs to the company, shone as the "Rookie of the Year" in the US Golf Tour (LPGA), where she has been participating full-time since this season. She achieved a good record of entering the top 10 in 7 out of 29 games (including 2 second places), marking the second remarkable achievement for Japanese players since Hiroshi Kobayashi in 1990 (current chairman of the Japan Ladies Professional Golf Association) after 34 years. Pro player Saigo will also challenge the LPGA in 2025. Mao Saigo Comment
Protein Sequencing Market Analysis and Forecast 2024-2033, Featuring Profiles of Agilent Technologies, Bio-Rad Laboratories, Thermo Fisher Scientific, Shimadzu, Selvita, Bruker, Merck, Seer and More
Three points to watch in the first half of the session – assessing the impact of nvidia's decline despite the positive sentiment from rising U.S. stocks.
In the morning session on the 26th, it is worth noting the following three points: - Pay attention to the impact of the rise in US stocks and the decline of Nvidia - Ricoh, upward revision on 25/3 from 52 billion yen to 61 billion yen - Points of interest in the morning session: Shimadzu Corporation, efficiency improvement in aircraft equipment production, aiming for a 20% cost reduction by the 2030 fiscal year - Pay attention to the impact of the rise in US stocks and the decline of Nvidia On the 26th, the Japanese stock market is likely to see a market development where the standoff intensifies after starting with buying momentum. On the 25th, the US market saw the Dow Jones Industrial Average rise by 440 points.
Shimadzu Corporation, Tsurumi Manufacturing Plant, etc.
Shimadzu Corporation <7701>: Efficiency improvement in aircraft components production, aiming for a 20% cost reduction by the end of 2030 (Nikkan Kogyo Front Page) - Tsurumi Corporation <6351>: Strengthening Tottori plant to double cast components, expanding in-house production for pumps (Nikkan Kogyo Front Page) - Dai-ichi Life Holdings <8750>: Dai-ichi Life Insurance revises the assumed exchange rate to reflect yen depreciation, following suit among major life insurers (Nikkan Kogyo Front Page) - Murata Manufacturing Co. <6981>: New mid-term plan announced, aiming for a revenue of over 2 trillion yen in the fiscal year 2027 (Nikkan Kogyo Page 3) - Japan Fine Ceramics Co. <5334>: Toshiba
The first infection management support system in japan, "ExpertTWIN," has been launched to connect primary care physicians and infectious disease specialists, contributing to the reduction of patient hospital stays.
Shimadzu Corporation will release the infectious disease management support system "ExpertTWIN" (Expert Twin) on November 25th, connecting the attending physicians who treat infectious disease patients (referred to as attending physicians) with infectious disease specialists via the web. By providing an environment where attending physicians struggling with the diagnosis and treatment of infectious diseases can consult with specialists on individual patients, the system helps reduce the burden on the medical field. It streamlines complex consultation and contractual/payment tasks between the two parties on the web.
Successfully developed the world's first compact and robust ultra-high precision optical lattice clock with a capacity of 250 liters, making significant progress towards the social implementation of optical lattice clocks.
Key points of the announcement: The miniaturization of optical lattice clocks enables extensive applications of high-precision time measurement technology, having significant impacts not only on advancements in science and technology but also on social infrastructure and new technological innovations. This research and development successfully achieved the world's first creation of a device with a capacity of 250 liters, approximately one-fourth of the traditional portable optical lattice clock. In the future, efforts will be made to further miniaturize and enhance robustness, advancing the implementation of optical lattice clocks into social infrastructure. In the JST Future Society Creation Program, the University of Tokyo, Graduate School of Engineering.
Shimadzu Invests in Sepragen Corporation
Three key points to watch in the morning session - strong interest in cryptocurrency-related assets is increasing -
In the morning session on the 19th, the following three points are worth noting. - Focus on the rise of cryptocurrency-related investment themes - Daikoh with upward revision to 0.98 billion yen in net profit from 0.66 billion yen - Key points of the morning session: Daio Papermaking, research expenses for the fiscal year 2026 increased by 1.5 times, promoting the development of next-generation materials The Japanese stock market on the 19th is likely to see a market development with a strong sense of stagnation after starting with a buying trend. The US market on the 18th saw a $55 decline in the Dow Jones Industrial Average, while Nasdaq dropped 111 points.
Daio Paper, H1 etc [List of stock materials from the newspaper]
Oji Holdings (3880): Research expenses for the fiscal year 2026 increased by 1.5 times, promoting the development of next-generation materials (Nikkan Kogyo front page) - UACJ (5741): Expanding the Tochigi-Koyama factory, focusing on aerospace and defense sectors (Nikkan Kogyo front page) - NTT (9432): NTT East West to start IOWN utilization services, with inter-base communications at 800 gigabits per second (Nikkan Kogyo page 3) - Tohoku Electric Power (9506): Electricity bill discount for February and March next year, due to the operation of the Onagawa Nuclear Power Plant (Nikkan Kogyo page 3) - Mitsui Fudosan (8801): Established
The Microchip Electrophoresis System 'MultiNAⅡ MCE-301' achieves high sensitivity detection, improved analysis functionality, and operability.
Product photo: Microchip electrophoresis system "MultiNA II MCE-301". Shimadzu Corporation will release the microchip electrophoresis system "MultiNA II MCE-301" domestically on November 19. By automating the entire electrophoresis process, which takes over two hours manually (gel preparation, reagent dispensing, electrophoresis, separation, staining, and cleaning of equipment), it will streamline gene analysis operations. This product is the successor to the "MCE-202 MultiNA" (released in 2007).
Open H, Ship HD, etc. (additional) Rating
Upgrade - Bullish code stock name securities company previously changed afterwards --------------------------------------------- <2413> M3 City "2" "1" <4565> Nexera Pharma City "2" "1" <7269> Suzuki JPM "Neutral" "Overweight" Downgrade - Bearish code stock name securities company previously changed afterwards --------------------------
List of stocks with cleared clouds (Part 2) [Ichimoku Kinko Hyo: List of Stocks with Cleared Clouds]
○List of breakout stocks in the market Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Main Board 1815 Tekken 2273 2402 2324.5 1878 DaiDohken 1717 0175 87.5 17210 2433 Hakuhodo DY 1140 1193.75 1153 2502 Asahi 1676 1870 1734 2749 JPHD 610 726 640.5 28
Dentsu Y&R, Mitsubishi Chemical, etc. (additional) Rating
Downgrade - bearish code stock company name securities company conventional change after -------------------------------------------------- <6856> Horiba Sei Morgan S "Equal W" "Under W" target stock price change code stock company name securities company conventional change after ----------------------------------------------------------------<232
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
Sell conversion stock list Market Code Stock Name Closing Price SAR TSE main board <6272> Leon Machine 1421 1477 <6287> Sato HD 2081 2177 <6289> Giken Manufacturing 1705 1777 <6310> Ikeda Farm 994 1009 <6323> Lotze 2011 2382 <6330> Yo Engine 743 784 <6358> Sakai Ju 230 2259 <6413> Ideal Science 361
Silver certification in the evaluation system for LGBTQ+ initiatives, "PRIDE indicators."
Shimadzu Corporation received silver certification on November 14 for its evaluation system "PRIDE indicators" regarding initiatives for sexual minorities, such as LGBTQ+. This certification was established by the general incorporated association work with Pride to create a workplace that is friendly to LGBTQ+ in japan, and it developed the first evaluation indicators for initiatives toward LGBTQ+ in the workplace in 2016.
Three key points to focus on in the morning session ~ Attention is drawn to the reaction of Tohokuelec's earnings announcement ~
In the morning session on the 13th, attention should be paid to the following three points: - Focus on Tokyo Electron's earnings reaction - Tokyo Electron, upward revision on 25/3, operating profit 680 billion yen ← 627 billion yen - Focus on the following points in the morning: JFE Holdings, JFE Engineering, setting the target for the fiscal year ending March 2028 to a record high, with orders totaling 800 billion yen Attention is focused on Tokyo Electron's earnings reaction. The Japanese stock market on the 13th is expected to have a market development with a sense of resilience after starting with a sell-off. In the US market on the 12th, the Dow Jones Industrial Average was at 382 points.