Kachitas, TechnoPro HD, etc. (additional) Rating
Downgrade - Bearish Code Stock Name Securities Company Previous Revised ------------------------------------------------- <6301> Komatsu Daiwa '2' '3' <6305> Hitachi Construction Machinery Daiwa '2' '3' Target Stock Price Change Code Stock Name Securities Company Previous Revised ------------------------------------------------- <6028> Technopro HDSMBC Nikko3200 yen3
From the calm of the Trump trade, it moves to earnings-focused stock picking.
[Stock Opening Comments] On the 8th, the Japanese stock market started with buying, but it seems to gradually become deadlocked. On the 7th, the US market saw the dow jones industrial average drop by 0.59 dollars, while the nasdaq rose by 286 points. The Federal Reserve (FRB) decided to lower interest rates by 0.25% as expected at the Federal Open Market Committee (FOMC) meeting, leading to a decrease in long-term interest rates in the USA. The nasdaq continued to rise as it hit record highs daily. On the other hand, the victory of Mr. Trump in the US presidential election the previous day was well received.
Katō Manufacturing, Nissan Jidōsha, etc. [List of stock-related materials from the newspaper]
Katou Manufacturing Co., Ltd. <6390> developed a hybrid self-propelled crane, reducing fuel consumption by 40%.
List of converted stocks (Part 2) [List of converted stocks for Parabolic Signal]
List of stocks with buy conversion market Code Company Name Closing Price SAR Tokyo Main Board <6371> Tsubakimoto Chain 1962 1819 <6379> Raiznek 1579 1520 <6430> Daikoku Denki 3400 3280 <6472> NTN 2562 238 <6508> Meidensha 4120 3785 <6651> Nippon Kodo 3000 2868 <6653> Seiko Denki 1281 1226 <6701> NEC 13
Sony Group Corp, Asics, Mitsui Fudosan, Softbank (8th)(5541-9959)
※The calendar above is only a schedule and may be subject to change depending on the company's convenience. --------------------------------------- November 8th (Friday) <5541> Ohira Gold <5631> Nisshin Steel <5644> Metal Art <5706> Mitsui Gold <5711> Mitsubishi Ma <5727> Houg Titanium <5759> Nihon Denka <5816> Onamba <5830>
Insights Into Sony Group's Upcoming Earnings
Profit-taking dominant near 0.04 million yen, but Trump trade continues.
The Nikkei Average fell. It ended trading at 39,381.41 yen, down 99.26 yen (with an estimated volume of 2.750 billion shares). In the U.S. market on the 6th, former President Trump, the Republican candidate, won the presidential election held on the 5th and the Republican Party secured a majority in the Senate in the federal congressional elections. Expectations are rising for Trump to push ahead with tax cuts and deregulation promised, leading to major stock indexes hitting record highs across the board. Following this trend, the Tokyo market opened with buying ahead, and the Nikkei Average stock price reached the opening price.
The Nikkei average fell for the first time in 3 days, with a backlash from the sharp rise the previous day taking precedence.
On the 6th, the US stock market saw a significant rise. The Dow Inc rose by $1508.05 to $43729.93, while the Nasdaq rose by 544.29 points to 18983.46 at the close of trading. Boosted by optimism following the presidential election clearance, there was strong buying interest post-opening leading to a significant increase. Expectations for pro-business policies of the second Trump administration, such as deregulation leading to increased corporate earnings, accelerated the buying interest and the market remained firm throughout the day. Positive views on the economy and the Federal Reserve Board's Federal Open Market Committee (FRB) led to optimistic sentiment.
Express News | Reported Earlier, Japan 10-Year JGB Auction 1.00% Vs. 0.871% Prior
SBI Securities (morning closing) Toyota Motor selling more, Disco buying more.
Sell Code Stock Name Trading Value (6146) Disco 47,225,555,880 (7011) Mitsubishi Heavy Industries 30,760,963,992 (6920) Laser Tech 28,041,555,350 (6857) Advantest 25,298,566,835 (7013) IHI 25,080,538,440 (1570) NEXT FUNDS Nikkei 225 Leveraged Exchange Traded Fund 2
November 7th [Today's Investment Strategy]
[FISCO Selected Stock] [Material Stock] Maiko <6787> 5600 yen (11/6) Engaged in printed circuit boards. The financial estimates for the fiscal year ending in March 2025 have been revised upward. Operating profit is expected to be 19 billion yen (an increase of 62.9% from the previous period). It has been raised by about 18% from the previous estimate. The sales of high value-added build-up boards have expanded significantly, in addition to improvements in productivity, cost reduction, and the impact of exchange rates, resulting in an upward revision. The year-end dividend is set at 40 yen. The previous estimate was 36 yen, and the year-end dividend for the previous period
Tsugami, Hitachi Construction Machinery, etc. [List of stock information from newspapers]
*Tsugami <6101> china's annual production increases by 20% to 0.022 million units, expanding lathe and MC products (Nikkan Sangyo front page) - ○*NTT <9432> Docomo, full-scale introduction of virtualized base stations next fiscal year, multiple companies' products can be used (Nikkan Sangyo page 3) - ○*Tadano <6395> Acquires transportation system from IHI group, strengthens overseas expansion (Nikkan Sangyo page 4) - ○*Itochu <8001> Additional investment of 117 billion yen in Brazilian iron ore (Nikkan Sangyo page 4) - ○*Hino Motors <7205> Introduces full-flat EV route buses, benefits.
List of Conversion Stocks (Part 4) [List of Parabolic Signal Conversion Stocks]
○ List of stocks for selling conversion market Code Company Name Closing Price SAR Tokyo Main Board <1332> Nissui 913 965<1835> Toyo Tekko 3210 3315<2157> Koshidaka HD 1189 1267<2281> Prima Ham 2207 2349<2461> Funko 4134 24<2607> Fujiseiyu G 3145 3311<2676> Takachihokai 3975 4180<3002> Gunze 506
Toyota Motor Corporation (TM) Q2 2025 Earnings Conference Call Transcript Summary
Toyota Motor Q2 Sales $76.29B Beat $72.27B Estimate
The world's largest automaker's second-quarter profit plummeted by half! Toyota Motor is currently experiencing the bitter fruit of fraud.
①Toyota's second quarter profit plummeted 55% year-on-year to $3.7 billion, the chief financial officer of the company admitted that the main reason was the production stoppage caused by fraud scandals and recalls; ②Toyota promised to increase investment in human resources and development, and expects to resume its production in the second half of the fiscal year.
SBI Securities (day-to-day) Mitsubishi Heavy Industries sell more, Toyota Motor buy more.
Sell Code Security Name Trading Value (6146) Disco 73,478,542,070 (7011) Mitsubishi Heavy Industries 66,993,487,320 (6857) Advantest 57,762,803,590 (1570) NEXTFUNDS Nikkei 225 Leveraged Index ETF 54,999,948,463 (7013) IHI 46,230,002,024 (6920) Laser Tech
Express News | Reported Earlier, Au Jibun Bank Japan Services Purchasing Managers' Index For October 49.7 Vs. 49.3 Est.; 53.1 Prior
Active and newly listed stocks during the morning session.
*Enplus <6961> 5550 increased by 550, Ichii Securities upgraded its investment rating. *Itoki <7972> 1606 +146, turning to operating profit increase in the third quarter cumulative total. *Kyushu FG <7180> 778 +70.5, upwardly revised performance and dividend financial estimates. *JMDC <4483> 4633 +368, exceeding the previous plan in the first half. *Fujimi Incorporated <5384> 2504 +186, evaluation of significant profit increase in the first half financial results. *Nomura Micro-
Expectations for economic policies are high after the presidential election.
[Stock Market Opening Comments] On the 6th, the Japanese stock market is likely to see market developments while keeping an eye on the results of the US presidential election. On the 5th, the US market saw the NY Dow rise by 427 points and the Nasdaq rise by 259 points. Expectations that uncertainty will be dispelled by the presidential election passing led to a bullish trend. In addition, unexpected improvement in the October ISM non-manufacturing business conditions index in the US has strengthened buying expectations for a soft landing. Chicago Nikkei 225 futures settlement price compared to Osaka was 31 points.