Stocks that moved or were traded in the first half of the session.
*GMO Internet <4784> 1150 +70 continues to attract interest as a Datacenter-related stock. *Sumitomo Pharma <4506> 587 +36 continues to be seen as material due to the sales contract concluded with Janssen Pharma. *Sapporo HD <2501> 7156 +4063 D Investment's Shareholding ratio has increased. *Fuji HD <4676> 1920 +103 announced the establishment of a third-party committee and the implementation of a press conference in an open format. *TechnoPro HD <6028>
The market is stable, supported by the rise in U.S. stocks, but resistance may be strong at higher levels.
[Emerging Markets Individual Stock Strategy] Today's Emerging Markets are expected to perform steadily. Yesterday, on the 23rd, the US Stock market saw the Dow Inc rise by 408.34 points (+0.92%) to 44,565.07, marking four consecutive days of gains. Employment-related indicators were weak, and concerns about the Stunk in Semiconductors demand weighed on high-tech stocks. However, President Trump reaffirmed plans for the largest tax cuts and deregulation in history during his speech at the Davos conference, as well as calling for interest rate cuts and a decrease in crude oil prices.
Afternoon session [Active stocks and traded stocks]
*Sumitomo Electric Industries <5802> 3057 +149 Reports of increased production of optical devices are communicated. *Medikit <7749> 2645 +44 Received sales approval for the dialysis needle "Supercath NEO" in the China market. The upper price is heavy. *GFA <8783> 686 +5 SNS media & consulting led by Takafumi Horie signs an advisory contract. Initially buying, but then losing momentum. *DWTI <4576> 136 +1 Regenerative medicine cell product DWR -2206.
United U, Yusen etc. (additional) Rating
Upgraded - Bullish Code Stock Name Brokerage Firm Previous After -------------------------------------------------------- <8136> Sanrio SMBC Nikko "2" "1" <8766> Tokio Marine JPM "Neutral" "Over W" Downgraded - Bearish Code Stock Name Brokerage Firm Previous After ---------------------------------------------------
January 23 [Today's Investment Strategy]
[Fisco Selected Stocks] [Material Stocks] Gokurakuyu Holdings <2340> 470 yen (1/22) operates bath facilities under the "Gokurakuyu" and "RAKU SPA" brands. It was announced that a business partnership was formed with Hinata no Mori, a group company of Nishi Nihon Gas Holdings <9536>, which operates the bath facility "Hinata no Mori Kodo no Yudokoro". In addition to conducting promotional events organized by Gokurakuyu at "Hinata no Mori Kodo no Yudokoro", there will also be joint development of products and services related to the bathing business.
Pay attention to InfoMT and Haide Hidaka.
In the US stock market on the 22nd, the Dow Jones Industrial Average rose by 130.92 points to 44,156.73, the Nasdaq Composite Index increased by 252.56 points to 20,009.34, and the Chicago Nikkei 225 Futures rose by 225 yen compared to Osaka daytime to 39,805 yen. The exchange rate is 1 dollar = 156.50-60 yen. In today's Tokyo market, Infom MT <2492>, which announced an upward revision of the financial estimates for the fiscal year ending December 2024 and is predicting a 92.1% increase in operating profit for the fiscal year ending December 2025, is conducting a share buyback of up to 2% of the issued stocks.