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Three points to focus on in the morning session: Rotation from high-tech stocks to value stocks.
In the trading session on the 12th, the following three points should be noted: ■ Rotation from high-tech stocks to value stocks ■ Fursurite, upward revision of operating profit to 475 billion yen from 450 billion yen ■ Focus of the morning session: Lintec, sample provision of EUV pellicle begins, contributing to semiconductor miniaturization ■ Rotation from high-tech stocks to value stocks. The Japanese stock market on the 12th is expected to develop into a market that discerns the firmness after one round of selling. On the 11th, the NY Dow was up 32 points.
List of stock information from newspapers including Lintec and Mitsui & Co.
*Lintec <7966> begins offering EUV pellicle samples, contributing to semiconductor miniaturization (Nikkan Kogyo front page) - ○ *Toyota <7203> invests in North American EV charging network, aims to install 0.03 million ports by 2030 (Nikkan Kogyo page 3) - ○ *Seino HD <9076>, T2 and 2 others demonstrate autonomous driving of cargo trucks on highways (Nikkan Kogyo page 3) - ○ *Mitsui & Co. <8031> participates in LNG project in UAE, investing 88 billion yen in facilities (Nikkan Kogyo page 4) - ○ *Mitsubishi Electric Corp. unsponsored ADR Solution
Three points to focus on in the morning session ~ Determining the impact of sell demand related to ETF earnings ~
In the morning trading on the 8th, we want to pay attention to the following three points. ■Assess the impact of selling demand related to ETF earnings■Yaskawa Electric, 1Q operating profit decreased by 32.4% to 11.1 billion yen■Morning attention material: Tokyo Electron, US automatic and semiconductor-specialized generative AI platform, public■Assess the impact of selling demand related to ETF earnings. On the 8th, the Japanese stock market is likely to start with buying as a result of the high trend in the US, but after the first round of buying, the impasse is likely to increase. On the 5th, the US market
Tokyo Electron Ltd. unsponsored adr, Kanematsu, etc.
*Tokyo Electron Ltd. unsponsored ADR <8035> and US Automattic jointly develop semiconductor-specific AI infrastructure, which is now publicly available (Nikkan Kogyo front page) - ○ *Ibiden <4062> to mass-produce EV battery safety components, aiming for revenue of 10 billion yen (Nikkan Kogyo front page) - ○ *Lintec <7966> to improve all researchers' skills to become DX professionals through education (Nikkan Kogyo page 3) - ○ *Hitachi Zosen <7004> falsifies fuel efficiency data, affecting 1,364 marine engines (Nikkan Kogyo page 3) - ○ *Kanematsu <8020> cooperates with South Korean charging gun industry giant to launch 30 chargers by the end of this fiscal year.
LINTEC: Extraordinary Report
LINTEC: Confirmation letter
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