SCREEN Holdings Co., Ltd. (DINRF) Q2 2025 Earnings Call Transcript Summary

moomoo AINov 2 13:35 ET · Conference Call

Today's flows: 11/01 Renesas Electronics saw an inflow of JPY¥ 2.28 billion, Tokyo Electron saw an outflow of JPY¥ 15.99 billion

On November 1st, the TSE Main Market saw an inflow of JPY¥ 803.26 billion and an outflow of JPY¥ 973.74 billion.$Renesas Electronics(6723.JP)$, $Sumitomo Mitsui Financial Group(8316.JP)$ and $

Moomoo NewsNov 1 02:15 ET

The Nikkei average started 576 yen lower, with Socionext and Fujitsu falling, etc.

[Nikkei Average Stock Price·TOPIX (Table)] Nikkei Average; 38504.35; -576.90 TOPIX; 2659.92; -35.59 [Opening Summary] The Nikkei Average on the 1st started trading with a decline of 576.90 yen to 38504.35 yen. The US stock market on the previous day of October 31 continued to decline. The Dow Jones Industrial Average closed at 41,763.46, down 378.08 points, while the Nasdaq closed at 18,095.15, down 512.78 points. The Core PCE Price Index exceeded financial estimates.

Fisco JapanOct 31 20:32 ET

November 1st [Today's Investment Strategy]

[FISCO Selected Stocks] [Material Stocks] SCREEN Holdings <7735> 10,030 yen (10/31) Engaged in semiconductor manufacturing equipment such as wafer cleaning equipment. The earnings forecast for the fiscal year ending March 2025 has been revised upward. Operating profit is expected to be 113.5 billion yen (an increase of 20.5% from the previous year). It has been raised by about 8% from the previous forecast. This is the second upward revision of the full-year forecast for this fiscal year. The upward revision was due to factors such as the first-half operating profit of 58.2 billion yen (a 51.1% increase from the previous year), exceeding the previous forecast of 53 billion yen. "Year

Fisco JapanOct 31 20:20 ET

Three key points to focus on in the morning session: Yen strength and US tech stock weakness are a heavy burden.

In the morning session of November 1st, the following three points deserve attention: - The strong yen and weakness in US high-tech stocks are a burden. - Canon, 3Q operating profit increased by 14.4% to 296.6 billion yen. - Points of interest in the morning session: Nidec, Nidec Machine Tools, inline gear full inspection, partnership with a Swiss company. With the strong yen and weakness in US high-tech stocks, the Japanese stock market on November 1st is likely to see a bearish trend. On October 31st, the US market saw a dow jones industrial average decrease of 378 points, and the nasdaq dropped by 512 points. Micro

Fisco JapanOct 31 19:53 ET

Strong yen and the decline of US technology stocks are a heavy burden.

The Japanese stock market on November 1st seems to be developing a selling trend. On October 31st, the US market saw the Dow Jones Industrial Average fall by 378 points, and the Nasdaq drop by 512 points. Due to the decline of Microsoft and Meta Platforms, a wide range of tech stocks were sold. Additionally, amid reports that Iran is preparing for a large-scale retaliatory attack against Israel, concerns about the deterioration of the Middle East situation also became selling points. The Chicago Nikkei 225 futures settlement price was 38,350 yen, which was 710 yen lower than Osaka. The yen exchange rate is 1 dollar.

Fisco JapanOct 31 19:37 ET