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January 16 [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Terprobe <6627> 2860 yen (1/15) conducts testing and contract development of semiconductor products. Announced a change in the dividend policy. Previously stated, "For the time being, it will be based on approximately 30% of standalone net income, and in the future, it will be decided based on 30% of consolidated net income," but changed to, "It will be decided based on approximately 30% of consolidated net income." Taking this policy change into account, the previously undecided year-end dividends for the fiscal year ending December 2024 (annual dividends) will be 110 yen.
Attention is drawn to Daikin and Takamiya, while Murata Manufacturing and People seem to be weak.
In the U.S. stock market on the 15th, the Dow Jones Industrial Average rose by 703.27 points to 43,221.55, the Nasdaq Composite Index increased by 466.84 points to 19,511.23, and the Chicago Nikkei 225 Futures were up by 365 yen compared to the Osaka day's average, standing at 38,755 yen. The exchange rate was 1 dollar = 156.40-50 yen. Today in the Tokyo market, BUNKA SHUTTER <5930> announced that it would record special profits of 2.782 billion yen for damage compensation in its individual financial statements for the fiscal year ending March 2025, and a profit of 6.5 billion yen from the sale of investment securities for the fiscal year ending March 2025.
<Today's individual materials> AnGes, Takamiya, People, Asakuma, ETC (announced on the 15th)
▽ Anges <4563.T> entered into a joint research contract with the Stanford University School of Medicine for the development of new cancer treatments using genome editing technology. ▽ Takamiya <2445.T> resolved to conclude a basic agreement regarding the subsidiary acquisition of Nikken Lease (Hiroshima City, Hiroshima Prefecture). ▽ People <7865.T> revised the previously undecided forecast for the year-end Dividends for the fiscal year ending January 2025 to no dividends (previous year's performance: 48 yen). ▽ Asakuma <7678.T> downwardly revised the consolidated profit forecast for the fiscal year ending January 2025. ▽ Digital H
People: Notice regarding revisions to dividend forecasts (no dividends)
People: 2nd Company Briefing Material for Investors “Purpose Management Practice and Roadmap”
10 AM focus stocks = Buy Cigna Corp signal in the bottom price range, with industry restructuring also a tailwind -- People
Targeting People <7865.T>, a toy manufacturer associated with Bandai Namco. At the end of last year, Frontier Management <7038.T> announced the acquisition of the toy retail company Hobby Link Japan, indicating a trend of consolidation in the toy industry. People operates with no debt, and its equity ratio is extremely high at 94.2%, so it is not surprising that speculative interest is directed toward it. In terms of core business, a new venture focusing on children's curiosity is promising. The aim is to pursue the universal curiosity of one-year-olds.
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