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Three points to watch in the first half of the session – assessing the impact of nvidia's decline despite the positive sentiment from rising U.S. stocks.
In the morning session on the 26th, it is worth noting the following three points: - Pay attention to the impact of the rise in US stocks and the decline of Nvidia - Ricoh, upward revision on 25/3 from 52 billion yen to 61 billion yen - Points of interest in the morning session: Shimadzu Corporation, efficiency improvement in aircraft equipment production, aiming for a 20% cost reduction by the 2030 fiscal year - Pay attention to the impact of the rise in US stocks and the decline of Nvidia On the 26th, the Japanese stock market is likely to see a market development where the standoff intensifies after starting with buying momentum. On the 25th, the US market saw the Dow Jones Industrial Average rise by 440 points.
Shimadzu Corporation, Tsurumi Manufacturing Plant, etc.
Shimadzu Corporation <7701>: Efficiency improvement in aircraft components production, aiming for a 20% cost reduction by the end of 2030 (Nikkan Kogyo Front Page) - Tsurumi Corporation <6351>: Strengthening Tottori plant to double cast components, expanding in-house production for pumps (Nikkan Kogyo Front Page) - Dai-ichi Life Holdings <8750>: Dai-ichi Life Insurance revises the assumed exchange rate to reflect yen depreciation, following suit among major life insurers (Nikkan Kogyo Front Page) - Murata Manufacturing Co. <6981>: New mid-term plan announced, aiming for a revenue of over 2 trillion yen in the fiscal year 2027 (Nikkan Kogyo Page 3) - Japan Fine Ceramics Co. <5334>: Toshiba
November 19 [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Daiko <3160> 619 yen (11/18) is engaged in food wholesale and operates a food supermarket for business use. The area of focus is Chukyo. The financial estimate for net profit for the fiscal year ending May 2025 has been revised upwards to 0.98 billion yen (an increase of 28.9% compared to the previous period). This is an increase of about 48% from the previous estimate. As announced on November 13, a compensation claim is being made against TEPCO HD <9501> for damages incurred due to import bans from various countries resulting from the release of ALPS-treated water.
Three key points to watch in the morning session - strong interest in cryptocurrency-related assets is increasing -
In the morning session on the 19th, the following three points are worth noting. - Focus on the rise of cryptocurrency-related investment themes - Daikoh with upward revision to 0.98 billion yen in net profit from 0.66 billion yen - Key points of the morning session: Daio Papermaking, research expenses for the fiscal year 2026 increased by 1.5 times, promoting the development of next-generation materials The Japanese stock market on the 19th is likely to see a market development with a strong sense of stagnation after starting with a buying trend. The US market on the 18th saw a $55 decline in the Dow Jones Industrial Average, while Nasdaq dropped 111 points.
Dai光, upward revision on 25/5, net profit 0.98 billion yen ← 0.66 billion yen.
Daiko <3160> announced a revision of the performance forecast for the fiscal year ending May 2025. The net income was revised upward from 0.66 billion yen to 0.98 billion yen. Due to the release of ALPS treated water related to Tokyo Electric Power HD <9501>, a compensation claim was made for damages caused by embargoes from various countries, and an agreement was reached on the compensation amount, resulting in the recognition of special income of 0.394 billion yen in the second quarter. [Positive Evaluation] <9408> BSNH HD Revision | <3160> Daiko
The Nikkei average started up 189 points, with companies like Mitsui E&S and Sumitomo Electric rising.
[Nikkei Average Stock Price・TOPIX (Table)] Nikkei Average: 38,911.04, +189.38 TOPIX: 2,716.54, +8.12 [Opening Overview] On the 14th, the Nikkei Average started trading with a rebound for the first time in three days, up 189.38 yen to 38,911.04 yen. The U.S. stock market on the previous day, the 13th, was mixed. The Dow Jones Industrial Average ended trading at 43,958.19, up 47.21 points, while the Nasdaq ended at 19,230.73, down 50.68 points. October Consumer Price Index (
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