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】

Fisco Japan18:42 ET

Teijin, Sumitomo Chemicals, ETC [List of brand materials from the newspaper]

*Teijin <3401> shipped samples of electrode materials, miniaturizing the Fuel Cell Energy for Autos (Nikkan Kogyo, front page) — ○*Sumitomo Chemicals <4005> focuses on Agrochemicals and electronic materials with a new mid-term plan, solidifying its foundation for a return to growth (Nikkan Kogyo, page 3) — ○*Mercari <4385> enters the MVNO market, allowing the resale of unused gigabytes on 'Mercari' (Nikkan Kogyo, page 3) — ○*Nagase & Co. <8012> establishes a new investment fund, creating a new company to transform its materials business (Nikkan Kogyo, page 4) — ○*Mitsubishi Corporation <8058> supports the introduction of EV trucks for Pharmaceutical Logistics comprehensively.

Fisco Japan18:33 ET

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 --------

Fisco JapanMar 2 22:27 ET

Shimizu Construction, Kanadebia ETC [List of stock materials from newspapers].

*Shimizu Corporation ＜1803＞ promotes the spread of wood-pattern concrete and external sales of formwork coating agents with Toyo Aluminum (Nikkan Kogyo, page 1) - ○*SCREEN HD ＜7735＞ Goto Masato is appointed president, and Hiroe becomes chairman, correcting the Semiconductor bias (Nikkan Kogyo, page 3) - ○*Nippon Paper Industries ＜3863＞ Sebe, the next president, states, "Aim for stable profit," and builds a circular business model (Nikkan Kogyo, page 3) - ○*Marubeni ＜8002＞ integrates domestic A-REIT ETF business with Dai-ichi Life HD, consolidating into an intermediate holding company (Nikkan Kogyo, page 3) - ○*Fuji

Fisco JapanMar 2 18:29 ET

List of cloud breakout stocks (weekly) [Ichimoku Kinko Hyo - List of cloud breakout stocks]

○ List of stocks that broke through the clouds in the market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Main Board <1879> Shin Nihon Ken 1499 1489.5 1407.5 <1928> Sekisui House 3390 3371.5 3322.5 <2353> Nichiju 205 195 201 <25935> Ito En No. 1

Fisco JapanMar 2 17:55 ET

MonotaRO, Daio Paper, ETC (additional) Rating

Upgrades - Bullish Code Stock Name Broker Previous After ------------------------------------------------------------- <1911> Sumitomo Forestry SMBC Nikko "2" "1" <4062> Ibiden Morgan Stanley "Equal Weight" "Over Weight" <5333> Gaishi Mizuho "Hold" "Buy" Downgrades - Bearish Code Stock Name Broker Previous After ---------------------------

Fisco JapanFeb 27 21:43 ET