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Premium Stocks News = The theory of Prime Minister Ishiba's resignation is gaining strength, and attention is once again focused on "related to Takai."
The imposition of reciprocal tariffs announced by President Trump is shocking the world. There is a concern that it could significantly impact the Japanese economy, and the pressure on the Ishiba administration seems likely to intensify. Within the ruling Liberal Democratic Party, calls for the Prime Minister's resignation are being openly voiced, and there is potential for political expansion ahead of the House of Councillors elections in July. <Considering the diplomatic crisis and the House of Councillors elections> At a meeting held on the 3rd by the "Conservative Unity Association," composed of conservative members of the Liberal Democratic Party, demands for resignation were raised, stating "The Ishiba administration cannot win the House of Councillors elections."
Premium Stock News = There are still stocks related to Takai, pay attention to the "National Dental Checkup for All Citizens."
Amid the issue of Prime Minister Ishiba distributing Commodity ETF vouchers to members of the National Diet, the related stocks of former Economic Security Minister Takai, seen as the strongest candidate for a post-Ishiba era, are surging due to speculative buying. A broader range of selections is also in sight. <Heart Seed is up 35%, along with Mark and others> Prime Minister Ishiba apologized for the distribution of the Commodity ETF vouchers but stated there is no illegality involved. However, the opposition parties are largely united in their stance that it violates regulatory laws and are preparing to pursue the matter. Calls questioning the Prime Minister's responsibility are also emerging within the ruling Liberal Democratic Party.
Express News | [Change Report] Doumeki Enterprise reported an increase in the shareholding ratio of Sukegawa Electricity Industry (7711.JP) to 16.0%.
February 7 [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Digital Hearts Holdings ＜3676＞ 899 yen (2/6) Engaged in debugging to detect defects in Gaming and amusement machines, etc. Announced third-quarter financial results. Cumulative operating profit is 1.837 billion yen (up 29.2% year-on-year). Profit increased from 0.825 billion in the first half (up 13.1% year-on-year). The operating profit for the year ending March 2025 is predicted to be 2.54 billion yen (up 24.5% from the previous period). At the same time, commemorative Dividends for the 25th anniversary of the founding.
Ahead of the Japan-U.S. summit, movements towards rebalancing are likely to take place.
[Stocks Opening Comments] The Japanese stock market on the 7th is likely to become more stagnant overall, but it is expected to show some resilience. In the US market on the 6th, the Dow Jones Industrial Average fell by 125 points, while the Nasdaq rose by 99 points. The Dow Jones Industrial Average started off with buying, but then turned to decline due to profit-taking amid caution ahead of the US employment statistics announcement the next day. The Chicago Nikkei 225 Futures are down 120 yen compared to Osaka, at 38,970 yen. The yen exchange rate is 151.30 yen per dollar.
Focus on Mercari and Digi-HDs, TOWA and Konica Minolta seem to be soft.
In the U.S. stock market on the 6th, the Dow Jones Industrial Average fell by $125.65 to 44,747.63, the Nasdaq Composite Index rose by 99.66 points to 19,791.99, and the Chicago Nikkei 225 Futures decreased by 120 yen compared to the Osaka day session, reaching 38,970 yen. The exchange rate is 1 dollar = 151.40-60 yen. In today's Tokyo market, F-Stars <3687> saw a 40.7% increase in operating profit for the first quarter, while Mercari <438> turned to increased profit with a 28.9% increase in core operating profit for the first half, compared to a 13.1% decrease in the first quarter.
