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Whether it is a nervous development or assessing the political situation at home and abroad, etc., we must carefully distinguish and analyze.
Outlook for this week, from July 1st to July 5th, the Nikkei Average may have a nervous development due to domestic and foreign political movements, etc. It is expected that this week will be a market development with a directionless feeling as investors want to evaluate domestic and foreign political movements and financial policy. In the French lower house elections, it is highly likely that the far-right party National Union will take power, and the degree of concern is the rise in French government bond yields due to fiscal expansion. On the other hand, in the US presidential election, the market outlook is expected to focus on the comeback of President Trump for the time being.
Yubi AI Research Memo (5): Expanding the software technology and services that customers need domestically and internationally (2).
In the SP business overview, many Ubiquitous AI<3858> products such as automotive devices require 3 to 4 years to adopt and develop/produce customer products, and the upfront investment is a challenge until royalties are generated. However, by adding the SD, SS, and DA businesses, a balanced business portfolio has been formed that can secure profits relatively quickly, and it requires upfront investment. 3. Business segment overview.
Shibasawa Warehouse Research Memo (5): Develop logistics business such as internal and external logistics and a-reit etf businesses (3).
■Business Overview (3) When operating complex logistics operations with a large amount of information systems, advanced information systems become a significant differentiation factor. Shibasawa Warehouse <9304> has a highly integrated comprehensive logistics system that integrates four systems: warehouse management system (WMS), export/import and air cargo system, land transportation vehicle system, and beverage-specific WMS, and can provide comprehensive logistics services with one-stop service for land, sea and air transportation. It is able to provide logistics services that suit customers' various logistics characteristics and needs.
Operation Polaris HD --- The fiscal year ending March 2024 saw a significant increase in revenue and profit due to the good performance of domestic and international operated hotels.
Polaris Holdings <3010> holds the domestic expansion rights for the world brand 'Best Western(R) Hotels & Resorts' and operates 47 hotels with a total of 8,205 rooms (as of the end of March 2024), including their own brands such as 'KOKO HOTELS' and 'Value The Hotel' as well as the Philippine hotel chain 'Red Planet Hotels', which was made into a subsidiary in October 2023, both domestically and overseas.
EleMatec Research Memo (2): An electronics trading company specializing in electronic materials with 73 locations both domestically and internationally.
■ Company Overview 1. History and Business Overview (1) History EleMatec <2715> was established as a result of the merger between Takachiho Denki, founded in Tokyo in 1947, and Oonishi Denki, founded in Kyoto in 1958. Both companies started out handling insulation materials, expanded their product line to include electronic materials for electronics products in keeping with the trend of technological development, and have expanded their business as independent technology trading companies. The two companies merged in 2009 (with Takachiho Denki as the surviving company) and changed their company name.
Domestic and international economic indicators: Japan's core CPI in May is at the same level as April's performance.
The following are the expected economic indicators to be announced from June 17th to June 21st: On June 17th (Monday) at 11:00 am, the following will be released: - (China) Retail revenue in May - the estimate is +3.0% YoY. The reference April figure only increased by 2.3% YoY, due to a decrease in automobile sales. In May, subsidies for automobile purchases have started, which may result in a growth rate exceeding the April figures. On June 18th (Tuesday) at 9:30 pm, the following will be released: - (US) Retail revenue in May - estimate.
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