April 23rd [Today's Investment Strategy]

[Fisco Special Selected Stocks]【Material Stocks】Obic <4684> 4,904 yen (April 22) System Integrator. Announced the financial results for the fiscal year ending March 2025. The operating profit is 78.3 billion yen (up 10.5% year-on-year). The core integrated business Software "OBIC7 series" has seen a strong demand for system construction from major and medium-sized companies across various Industries such as manufacturing, distribution, services, and finance. The operating profit for the fiscal year ending March 2026 is expected to be 86.2 billion yen (up 10.0% year-on-year). Cloud.

Fisco Japan19:58 ET

Asahi Kasei, Sumitomo Rubbers ETC [List of stock materials from the newspaper]

*Asahi Kasei <3407> increases production of photosensitive insulating materials and introduces a new line aimed at cutting-edge Semiconductors (Nikkan Kogyo, page 1) - ○ *Sumitomo Rubber Industries <5110> to raise North American tire prices next month in response to Trump tariffs (Nikkan Kogyo, page 1) - ○ *Nomura HD <8604> acquires three investment firms in the US and Europe for 258.4 billion yen from an Australian company (Nikkan Kogyo, page 3) - ○ *Seibu Gas HD <9536> partners with JERA for LNG exchange and sales, utilizing the base in Kitakyushu (Nikkan Kogyo, page 3) - ○ *Tokuyama <4043> to acquire JSR's in-vitro diagnostic business for 820.

Fisco Japan19:26 ET

Pay attention to USS and Ovic; Bronco B and Arresti are weak.

In the U.S. stock market on the 22nd, the Dow Jones Industrial Average rose by 1,016.57 dollars to 39,186.98, the Nasdaq Composite Index increased by 429.52 points to 16,300.42, and the Chicago Nikkei 225 Futures were up by 565 yen compared to the daytime in Osaka, at 34,845 yen. The exchange rate is 1 dollar = 141.60-70 yen. In today's Tokyo market, operating profit is expected to increase by 10.5% compared to the previous period and 10.0% for the current period, as announced by Obic <4684>, and Quick <4318>, which revised its performance and dividend forecast upward for the fiscal year ending March 2025.

Fisco Japan19:15 ET

List of conversion stocks [List of parabolic signal conversion stocks]

○ List of stocks for Buy change in the market Code Stock Name Closing Price SAR Main Board ＜3401＞ Teijin 1167 1076 ＜3593＞ Hogi Medical 42454010 ＜3901＞ Mark Lines 22352000 ＜4078＞ Sakai Chemicals 24382168 ＜4502＞ Takeda Pharmaceutical 43003916 ＜6047＞ Gunosy 572492 ＜6269＞ Mitsui Ocean 39903135 ＜6473＞ J-Tech

Fisco Japan18:53 ET

China's CATL reveals the latest EV Battery, capable of traveling 520 kilometers with a 5-minute charge.

At the "Tech Day" held in Shanghai, China's CATL showcased an EV Battery that can travel up to 520 kilometers with a five-minute charge. China’s largest EV manufacturer BYD announced an in-vehicle system in March that can travel approximately 400 kilometers with a five-minute charge. <7203> Toyota <6758> Sony Group Corp <6752> Panasonic HD <3407> Asahi Kasei <4204>

Fisco Japan17:28 ET

Concerns about the decline in U.S. stocks and the appreciation of the yen are present, but there is a sense of underlying strength.

The Nikkei average continued to decline, finishing trading at 34,220.60 yen, down 59.32 yen (Volume estimated at 1.4 billion 30 million shares). Reflecting the drop in major stock indices in the previous day's USA market, selling started ahead. There was a moment right after the opening when it turned positive at 34,340.57 yen, but the buying did not continue, and by the middle of the morning session, it had dropped to 34,109.85 yen. However, nearing the psychological barrier of 34,000 yen, there was a resistance to falling due to the bargains stemming from perceived value, and the yen exchange rate is at its highest in about seven months.

Fisco JapanApr 22 03:30 ET