Stocks that moved or were traded in the first half of the session.
* Nexstage <3186> 1531 +115 Morgan Stanley MUFG Securities has raised the Target Price. * Tamura Manufacturing <6768> 543 +34 Expectations for expansion of Datacenter demand are being promoted. * Honeys HD <2792> 1721 +1069 - The November quarter is expected to turn to an increase in operating profit. * World <3612> 2611 +157 Upward revision of full-year performance and Dividends estimates. * Take and Give Needs <4331> 1015 +54 Dividends policy.
TODA Corporation, Taisei Corporation, etc. (additional) Rating
Upgrades - Bullish Code Stock Name Brokerage Firm Previous Change After----------------------------------------------------------<4755> Rakuten G SMBC Nikko "2" "1"<8354> Fukuoka JPM "Neutral" "Over W"<8411> Mizuho Morgan S "Equal W" "Over W" Downgrades - Bearish Code Stock Name Brokerage Firm Previous Change After----------------------
Stocks reaching the upper and lower limits in the first half of the trading session.
■ Limit up <190A> Chordia Therapeutics <5247> BTM <7112> Cube <7359> Tokyo Communications Group ■ Limit down <269A> Sap eet <8783> GFA ※ Includes temporary limit up and down (indicated price).
Rakuten --- Investment ratings have been upgraded domestically.
It seems that SMBC Nikko has upgraded its investment evaluation from "2" to "1". The Target Price remains at 1,100 yen. Performance is steadily recovering after overcoming the worst phase for mobile. It appears that a stronger improvement in Rakuten Mobile's earnings is necessary for further increases in stock prices. Additionally, as voicemail and call-waiting services have been made paid, there may be potential for ARPU improvement through the expansion of Single Option fees. The utilization rate of voicemail is unknown, so it has not yet been factored into Financial Estimates, but it has been noted as a point of interest.
January 9th [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 World <3612> 2454 yen (1/8) is a major Clothing company. It develops brands such as 'Untitled' and 'Indivi'. The profit Financial Estimates for the fiscal year ending February 2025 have been revised upwards. The operating profit is estimated at 16.5 billion yen. This is an increase of about 6% from the previous estimate. The last fiscal year ended with an 11-month closing and recorded 12 billion yen. The lifestyle brands, digital business, and platform business have shown growth. The year-end Dividends will be set at 43 yen. The previous estimate was 38 yen, last year's period.
Rating [Securities company ratings]
Upgrades - Bullish Code Stock Name Securities Company Previous Change After----------------------------------------------------------------<8411> Mizuho Morgan S "Equal W" "Over W" <8354> Fukuoka JP Morgan "Neutral" "Over W" <4755> Rakuten G SMBC Nikko "2" "1" <6324> Harmonic Tokai Tokyo "Neutral" "Out P" <2802