March 5th [Today's Investment Strategy]
[FISCO Selected Stocks] 【Material Stocks】 Yokogawa Electric Corporation <6841> 2816.5 yen (3/4) engaged in control and monitoring systems for production facilities in plants. Announced a Share Buyback of 12 million shares, which is 4.61% of the outstanding shares, with a maximum amount of 20 billion yen. The acquisition period is from March 5, 2025, to the end of December. It is stated that efforts will continue to enable flexible capital policies that respond to changes in the management environment. 【Emerging Markets Stocks】
A soft tone and declining U.S. stocks may weigh on the market, but a solid performance at lower levels is expected.
[Emerging Markets Individual Stock Strategy] Today's emerging markets are expected to show a sluggish performance. Yesterday, on the 4th, the U.S. stock market saw the Dow Inc drop significantly by 670.25 points (-1.55%) to 42,520.99 points. The selling pressure was a result of heightened caution regarding intensified trade competition and concerns over an economic slowdown. On the other hand, expectations for a ceasefire in Ukraine were reignited following remarks from President Trump regarding the Mineral Resource proposal, and Semiconductors NVIDIA (NVDA) were bought back from a dip.
List of convertible stocks (Part 1) [List of Parabolic Signal convertible stocks]
○ List of stocks with a Buy change in the market Code Stock Name Closing Price SAR Main Board <1802> Obayashi Corporation 2081 1977 <1813> Fudo Tetra 22542177 <1820> Nishimatsu Construction 49584815 <1861> Kumagai Gumi 39903750 <1873> Japan House HD 330318 <1888> Wakachiku Construction 36553375 <2002> Nisshin Flour Milling Group 16951679 <2266> Roku.
List of cloud-breaking stocks [Ichimoku Kinko Hyo - List of cloud-breaking stocks]
○ List of stocks that have broken through the clouds in the market Code Stock Name Closing Price Leading Span A Leading Span B Main Board <2327> NSSOL 4124 3909.75 4069 <2674> Hard Off 189518531892 <2810> House Food G 28382789.752830.5 <3151> Vital KSK 11991195.51184 <3196> Hot Stock 2169203
Reasons why AI investment is not slowing down [GAINIANBANKUAI for today].
Although questions temporarily arose among investors regarding the generated AI, it has been reported that the funds poured into Artificial Intelligence (AI) by major tech companies, governments, and venture capitalists have ballooned to an unprecedented scale. AI technology is shifting from traditional large-scale language models to inference models and AI agents. Although inference models are based on large-scale language models, it seems that the responses consume many times more microchips and Electrical Utilities.
INPEX, Haseko etc. (additional) Rating
Upgrades - Bullish Code Stock Name Securities Company Previous After ----------------------------------------------------------- <1979> Taiki SMBC Nikko "2" "1" <4887> Sawai GHD Nomura "Neutral" "Buy" <5706> Mitsui Gold Daiwa "3" "2" <9508> Kyushu Electric Nomura "Neutral" "Buy" Downgrades - Bearish Code Stock Name Securities Company Previous After --------
104874106 : Thanks for sharing! The company is listing soon!
104874106 : Nice!