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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
IX Knowledge Research Memo (3): As the IT market continues to expand, there are concerns that the shortage of IT personnel will worsen.
IX Knowledge (9753) Market Environment The domestic IT market continues to show steady growth, and the IT market including hardware, software, and services is expected to continue to grow steadily at around 2-3%. The expected growth drivers in the future are IT investment projects for DX in manufacturing, etc., services utilizing "FinTech" in the financial industry, and 5G (fifth-generation mobile communication system) in communications-related services. This applies to information security as well.
Biprogy: Extraordinary Report
Biprogy: Confirmatory letter.
Biprogy: Securities Report - 80th Fiscal Year (April 1, 2023 - March 31, 2024)
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