Afternoon session [Active stocks and traded stocks]
*Okamoto Glass <7746> 258 0 Strengthening production capacity of polarized Glass. Although it became popular temporarily, it lost momentum. *Wizus <9696> 2420 +220 Reports state that a shareholder's investment fund proposed going private. *Ateam <3662> 1001 +33 The WEB marketing consulting and WEB marketing operation agency WCA has become a subsidiary. *KTK <3035> 555 -19 The progress rate for the operating profit Financial Estimates for the full year is only 16.0% in the first quarter.
There is a shift away from large vehicles in the USA, which benefits Asian manufacturers.
[EV] Due to the high prices of automobiles and rising interest rates, it has been reported that among Americans, more people believe that bigger is not always better when considering purchasing a vehicle. As costs rise, some automobile buyers seem to be considering sacrificing size and interior space to keep monthly payments lower. <7203> Toyota <6758> Sony Group Corp <6752> Panasonic HD <3
Defense spending is increasing, and Japan's total budget for 2025 will reach a record 115 trillion yen.
In the new budget proposal, the spending items with the largest increase include: a significant increase of over 10% in defense spending, reaching 8.5 trillion yen; and an approximately 7% increase in allocations to local governments. Due to record high tax revenues, the scale of newly issued government bonds will decrease by nearly one-fifth, down to 28.6 trillion yen.
December 27 [Today's Investment Strategy]
[Selected Stocks by Fisco] 【Material Stocks】 Kaken Pharmaceutical <4521> 4174 yen (12/26) Main products include the nail fungus treatment 'Klenafin' and the joint function improvement drug 'Alts'. The company announced the signing of a contract granting Johnson & Johnson exclusive rights for the development, manufacturing, and commercialization globally of the 'STAT6 Program', which is being developed as a next-generation oral treatment for type 2 inflammatory diseases (such as atopic dermatitis and asthma).
Focus on DeNA and Kaken Pharmaceutical, while Oisix and Sankyo Tateyama may be sluggish.
In the US stock market on the 26th, the Dow Jones Industrial Average rose by $28.77 to 43,325.80, the Nasdaq Composite Index fell by 10.77 points to 20,020.36, and the Chicago Nikkei 225 Futures were up by 210 yen compared to Osaka daytime at 39,700 yen. The exchange rate was 1 dollar = 158.00-10 yen. In today's Tokyo market, Kusuri no Aoki <3549> saw an increase in operating profit of 85.5%, expanding from 10.2% growth in the first quarter, and the performance of its gaming business for the fiscal year ending in March 2025 is expected to see an increase in both revenue and profit compared to the previous period.
List of breakout stocks (Part 1) [Ichimoku Kinko Hyo - List of breakout stocks]
○ List of stocks that have broken through the clouds Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Main Board <1379> Hokuto 1786 1759.5 1783 <1515> Nippon Steel Mining 448043654355 <1662> Petroleum Resources 112611201117.5 <1720> Tokyu Construction 720692.25708.5 <1721> Comsys HD 32253211.53194.5 <