Panasonic HD, Toyota, etc.
Panasonic HD <6752> to enter North American water heater business, partnering with US sales company (Nikkan Kogyo page 3) - ○ Mitsubishi Electric Corp. <6503> to unveil Quasi-Zenith Satellite 'Michibiki' 6, heading to space within the fiscal year (Nikkan Kogyo page 3) - ○ Sumitomo Corp. <8053> Considering investment in Yokado, expecting synergy effect in the capital region (Nikkan Kogyo page 3) - ○ Matsuya <8237> Integrating physical stores and digital platforms, expanding product lineup, targeting younger age groups (Nikkan Kogyo page 4) - ○ Itochu <8001> Forming a capital alliance with emission management startup, launching new business in decarbonization support
Sharp corp, Sysmex etc (additional) Rating.
Downgrade - Bearish Code Stock Name Securities Companies Previously Changed After -------------------------------------------------- <6920> Laser Tech McCaulley "Out P" "Neutral" <7951> Yamaha Mizuho "Buy" "Hold" <8058> Mitsubishi Shounomura "Buy" "Hold" Target Stock Price Change Code Stock Name Securities Companies Previously Changed After ----------------------
November 26th [Today's Investment Strategy]
[Fisco Selected Stock] [Materials Stock] Mai-com Net <8908> 720 yen (11/25) Engaged in real estate utilization consulting, student dormitories and student dormitory property management, student life solution business, etc. Upwardly revised the first half profit forecast for the first half of the 25th fiscal year. Operating profit is 0.215 billion yen (down 76.2% year-on-year). Revenue has been downwardly revised, but the real estate management department has increased profits. The full-year forecast has not been revised. Operating profit for the first half of the 25th fiscal year.
Focus on Nichitsu Ceramics and V-Tech [Today's individual stock trends]
In the U.S. stock market on the 25th yesterday, the Dow Jones Industrial Average rose 440.06 points to 44,736.57, the Nasdaq Composite Index rose 51.19 points to 19,054.84, and the Chicago Nikkei 225 Futures rose 55 yen to 38,795 yen compared to the Osaka daytime session. The exchange rate is 1 dollar = 154.20-30 yen. In today's Tokyo market, Ricoh <7752>, which upwardly revised its profit financial estimates for the fiscal year ending March 2025, and TeGaia <3738>, which announced a share buyback of up to 13.61% of the issued shares, as well as Toshiba Materials.
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
Nissho, Nichias etc (additional) Rating
Upgraded - bullish Code Stock Name Brokerage Firm Previous Change After -------------------------------------------------------------- <4967> Kobayashi Pharmaceutical Mizuho "hold" "buy" <6481> THK City "2" "1" <7186> Concordia JPM "Neutral" "OverW" <7202> Isuzu Mizuho "hold" "buy" Downgraded - bearish Code Stock Name Brokerage Firm Previous Change After -----