November 28 [Today's Investment Strategy]

[Fisco Selected Stocks] [Material Stocks] Kokuyo <7984> 2,770.5 yen (11/27) engages in stationery, office furniture, etc. Announced the medium-term management plan for 25-27 fiscal years. For the fiscal year ending December 27, the revenue target is 430 billion yen, and the EBITDA target is 43 billion yen. For the fiscal year ending December 23, these figures were 328.7 billion yen and 32.4 billion yen respectively. For shareholder returns, the consolidated dividend payout ratio is set at 50%, with plans to acquire a total of 35 billion yen in treasury stock over the medium-term management plan period. At the same time, the issuance

Fisco JapanNov 27 19:01 ET

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

Fisco JapanNov 27 18:32 ET

Although there are pressures such as a soft tone and a decline in U.S. stocks, the lower prices may remain firm.

[Emerging Markets Individual Stock Strategy] Today's emerging markets are expected to be weak. In the US stock market on the 27th, the Dow Jones Industrial Average fell by 138.25 points (-0.31%) to 44,722.06, ending 6 days of gains. Concerns about the impact of additional tariff measures planned by the incoming President Trump on the economy and corporate performance sparked selling pressure, weighing on stock prices. Furthermore, there are concerns that expectations for artificial intelligence (AI) in the Nasdaq may be excessive, contributing to the tech sector's decline and overall weak performance.

Fisco JapanNov 27 18:20 ET

Pay attention to Kokuyo and Daido Steel, while companies like Hulic may be underperforming.

On the 27th yesterday in the US stock market, the Dow Jones Industrial Average closed at 44,722.06, down 138.25 points, while the Nasdaq Composite Index closed at 19,060.48, down 115.10 points. In Chicago, the Nikkei 225 futures were 290 yen cheaper at 37,810 yen compared to Osaka during the day. The exchange rate was 1 dollar = 151.10-20 yen. In today's Tokyo market, the steel maker Datong Special Steel Co., Ltd. <5471> announced a share buyback and tender offer with a 3.50% limit on the number of issued shares, and will acquire a total of 35 billion yen of its own shares over the cumulative period of the midterm management plan for the fiscal years 25-27.

Fisco JapanNov 27 18:15 ET

List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]

○ List of stocks converted to sell market Code Stock name Closing price SAR Tokyo Main board <6035> IRJ-HD 807 855 <6047> Gunosy 696734 <6118> Aida 779812 <6157> Nisshin Tool 762773 <6183> Veru Inc 2412531325 <6200> Insource 10521106 <6209> Liken NPR 23682482 <6222> Shosei

Fisco JapanNov 27 17:59 ET

List of converted stocks (Part 2) [List of converted stocks for Parabolic Signal]

○ List of stocks that have switched to sell in the market Code Stock Name Closing Price SAR Tokyo main board <1333> Maruha Nichiro 2987 3121 <1429> Japan Aqua 787824 <1719> Ando Hazama 11821217 <1721> Comsys HD 32523383 <1766> Tokken Corporation 1084011220 <1949> Sumitomo Electric Industries 48005220 <1951> Exio G 17671841 <

Fisco JapanNov 27 17:58 ET