Pharmaceutical
- 1143.203
- -15.993-1.38%
Decline, worsening investor sentiment [Japan Small Stocks Overview from Last Week]
Overview from last week, February 24 to February 28. The Tokyo Stock Exchange Growth Index had a high of 677.29, a low of 648.66, and a closing price of 653.77, down 3.89% from the previous week. A pullback occurred due to worsening investor sentiment. Large Cap stocks in the Main Board faced selling pressure amid concerns over Trump's tariffs and tightening regulations on Semiconductors in China, leading to weak movements in the Emerging Markets as well. Among the top Market Cap stocks, GMO Financial Gate <4051> saw increased selling pressure after its Earnings Reports, reaching its lowest point since last year.
Emerging Markets split candidate stocks [Emerging Markets split candidate stocks]
Code Stock Name <278A> Terra Drone <6026> GMO Tech <4393> Bank of Innovation <2986> LEAD <3496> Azum <5254> Arent <9556> INT Loop <4051> GMO-FG <4377> One Career <4894> Qualips.
Wakamoto ETC continues to rank, and Asset Value appears as a major Shareholder.
Wakamoto <4512> ranked (as of 2:32 PM). It has significantly continued to rise. According to the large shareholding report submitted the previous day, it has been revealed that English Asset Value Investors has become a major shareholder with a 6.14% stake. The purpose of the shareholding includes the possibility of engaging in pure investment and significant proposal activities aimed at sustainable corporate value enhancement. This fund is an activist that holds many Australian Small/Mid Cap stocks domestically. Top change rates in Volume [February 28, 14:32
MonotaRO, Daio Paper, ETC (additional) Rating
Upgrades - Bullish Code Stock Name Broker Previous After ------------------------------------------------------------- <1911> Sumitomo Forestry SMBC Nikko "2" "1" <4062> Ibiden Morgan Stanley "Equal Weight" "Over Weight" <5333> Gaishi Mizuho "Hold" "Buy" Downgrades - Bearish Code Stock Name Broker Previous After ---------------------------
List of cloud break stocks (Part 2) [Ichimoku Kinko Hyo - List of cloud break stocks]
○ List of stocks that have broken through the clouds in the market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Main Board <8179> Royal HD 2396 2332.5 2375.5 <8279> Yaoko 92699131.25 9253 <8308> Resona HD 11841148.25 1160 <8354> Fukuoka 40704061.75 3909 <8370> Kiyo Bank 21792174.25 202
Afternoon session [Active stocks and traded stocks]
*Research Pharmaceuticals <4521> 4579 +147 Share Buyback with a limit of 4.52% of issued Stocks. A cancellation of Shares will also be implemented. *Yonkyo <9955> 2219 +118 The frequency of the Shareholder benefit program will be changed from once a year to twice a year. *Amekaze Taiyo <5616> 1083 +150 A partial amendment of the Articles of Incorporation to expand and diversify business areas. *Nichireki G <5011> 2270 +92 Announcement of a Share Buyback with a limit of 3.40% of issued Stocks. *Adish <7093>
The physician-led phase 1 trial of Nano mRNA---3Q TUG1 ASO (glioblastoma) is proceeding smoothly.
On the 14th, NANO MRNA (4571) announced its consolidated financial results for the third quarter of the fiscal year ending March 2025 (April-December 2024). Revenue was 0.083 billion yen, a 20.3% decrease compared to the same period last year, operating loss was 0.485 billion yen (compared to a loss of 0.687 billion yen in the same period last year), recurring loss was 0.446 billion yen (compared to a loss of 0.663 billion yen in the same period last year), and net loss attributable to shareholders of the parent company was 0.595 billion yen (compared to a loss of 0.737 billion yen in the same period last year). Regarding the main research and development progress during the cumulative period of the third quarter, TUG1
Stocks that moved or were traded in the first half of the session.
*Tonami HD <9070> 6870 - Announcement of MBO leads to movements aligning with TOB price. *Kioxia HD <285A> 2821 +282 Renewed expectations of reorganization with Western Digital. *Brother Industries <6448> 2845 +228.5 Nomura Securities upgrades investment determination. *Socionext <6526> 2193.5 +152.5 Establishes strategic partnership with Google Quantum AI. *JPH HD <2749>
Muromachi Chemicals --- Aiming for growth by addressing social issues related to "health" and the "environment" through Chemical technology.
Muromachi Chemical <4885>, headquartered in Fukuoka Prefecture, is a Drug Manufacturer that operates in three sectors: Pharmaceutical Business, Health Food Business, and Chemicals Business. It has both trading company functions and manufacturing functions, and is expanding its business by providing optimal solutions based on rich chemical technology in response to customer demands. For the interim period ending May 2025 (June to November 2024), the revenue is expected to be 2,965 million yen, an increase of 1.8% compared to the same period last year, with operating profit expected to increase by 34.0% to 154 million yen.
The research drug has been ranked, announcing a Share Buyback with a limit of 4.52% of the issued shares, and will also proceed with the cancellation of shares.
Research Pharma <4521> has ranked in (as of 9:32). It continues to rise significantly. After the close of the previous day's Trade, it was announced that a Share Buyback will be conducted for 1.8 million shares, which corresponds to 4.52% of the number of outstanding Stocks (excluding own shares), with a maximum amount of 9 billion yen. The acquisition period is from February 27, 2025, to September 30. It was also announced that 1.8 million shares of its own Stocks, equivalent to 3.91% of the total number of outstanding Stocks (including own shares), will be canceled on May 30. Volume change rate ranking [February 27, 09:32]
February 27 [Today's Investment Strategy]
[FISCO Selected Stocks] 【Material Stocks】 Allied Telesis Holdings <6835> 259 yen (2/26) provides IT solutions. It announced a Share Buyback of 2 million shares, amounting to up to 0.5 billion yen, which corresponds to 1.86% of the issued shares. The acquisition period is from February 27 to May 31, 2025. This action is part of a flexible capital policy and shareholder returns in response to changes in the business environment. As of January 31, 2025, the shareholding of treasury shares is 2.01 million 5802.
Stable, possibly maintaining a solid base after the Sell has run its course.
[Emerging Markets Individual Stock Global Strategy] Today's Emerging Markets are expected to show a steady performance. In the US stock market on the 26th, the Dow Inc fell by 188.04 points (-0.43%) to 19,075.26 dollars, marking a pullback after three days. Buys supported by some retail companies' earnings reports and the decline in long-term interest rates bolstered stock prices. On the other hand, concerns about the economic and inflation impacts emerged after President Trump revealed plans for the announcement of tariffs against Europe, putting pressure on stock prices. Today
Pay attention to research drugs and Gunma Silver, while Tochigi Silver and others may be soft.
In the US stock market on the 26th, the Dow Jones Industrial Average fell by 188.04 points to 43,433.12, the Nasdaq Composite Index rose by 48.87 points to 19,075.26, and the Chicago Nikkei 225 Futures decreased by 165 yen compared to Osaka during the day to 38,055 yen. The exchange rate was 1 dollar = 149.10-20 yen. In today's Tokyo market, Gunma Bank (8334) announced a change in its shareholder return policy, an upward revision of its Dividends forecast, and a 2.40% share buyback of issued Stocks.
Research drugs, etc., Share Buyback announcement on February 26.
The stocks for which share buyback frameworks were announced on February 26 (Wednesday) are as follows: <4521> Kyowa Hakko Kirin 1.8 million shares (4.5%) 9 billion yen (from February 27, 2025 to September 30, 2025) <4527> Rohto Pharmaceutical 2.43 million shares (1.1%) 5 billion yen (from February 27, 2025 to April 30, 2025) <2212> Yamazaki Baking 1.5 million shares (0.8%) 4.1 billion 43 million yen (on February 27, 2025) <6524> Hokuriku Industrial 1.2 million shares (4.5%) 2.7 billion 16.8 million yen (from February 27, 2025 to ...
The decline in Japanese tech stocks led to a temporary drop below the 38,000 yen level.
The Nikkei average continued to decline, closing at 38,142.37 yen, down 95.42 yen (with an estimated Volume of 1.8 billion 50 million shares). In the previous day's USA market, tech stocks were sold off, leading to a focus on selling semiconductor-related stocks in the Tokyo market. The Nikkei average dropped to 37,742.76 yen during the mid-morning session, also dipping below the key level of 38,000 yen at times. However, many are eager to wait for the earnings report from USA semiconductor giant NVIDIA, which is scheduled for early tomorrow morning Japan time.
Eiken Chemical - a comprehensive manufacturer of clinical diagnostic reagents, holds the top Share in fecal occult blood test reagents and aims for growth through Overseas expansion and M&A implementation.
Eiken Chemical Co., Ltd. <4549> is a comprehensive manufacturer of clinical testing reagents, handling clinical test reagents and equipment used in various fields such as fecal occult blood tests for colorectal cancer screening, urine tests at Hospitals and health checkups, and diagnostic tests for infections. It offers a wide range of clinical testing reagents and equipment used in various diagnostics, including microbiological tests, immunoserological tests, and rapid tests (POCT), with its fecal occult blood test reagents and urine test reagents boasting the top Share in the domestic market. In Japan, it holds the leading share in fecal occult blood test reagents.
Petroleum resources, light industry, etc. (additional) Rating
Upgraded - Bullish Code Stock Name Brokerage Firm Previous Changed After-------------------------------------------------------------<268A> Rigaku Nomura "Hold" "Buy" <3626> TIS GS "Hold" "Buy" <4528> Ono Pharmaceutical City "3" "2" <6752> Panasonic HD Morgan Stanley "Equal Weight" "Over Weight" <7735> Screen Morgan Stanley "Equal Weight" "Over Weight"
February 26 [Today's investment strategy]
[Fisco Selected Stocks] 【Material Stocks】 Pool Corp Japan <4690> 1508 yen (2/25) engages in the rental of pallets, handling, and transport equipment. It was announced that a Share Buyback will be implemented, with a maximum of 0.1 million shares, equivalent to 0.2 billion yen, representing 5.94% of the total shares outstanding. An order for the purchase will be placed on the Tokyo Stock Exchange's ToSTNeT-3 for self-owned stock trading on February 26. Additionally, it was announced that out of the acquired self-owned stock, up to 0.08 million shares will be canceled on March 25.
Focus on JPHD and Akita Silver [Today's individual stock trends]
In the U.S. stock market on the 25th, the Dow Jones Industrial Average rose by 159.95 points to 43,621.16, the Nasdaq Composite Index fell by 260.54 points to 19,026.39, and the Chicago Nikkei 225 Futures dropped by 285 yen to 37,955 yen compared to the daytime in Osaka. The exchange rate is 1 dollar = 149.00-10 yen. In today's Tokyo market, JPHD <2749> announced an upward revision of the Financial Estimates and the introduction of a Shareholder benefit program, along with the upward revision of the revenue, operating income, net profit, and Dividends for the fiscal year ending March 2025.
Mitsubishi Corporation etc. [Stocks with appeal seen from Volume changes]
Closing prices compared to the previous day Volume *<9257>* YCP 67,670,578,000 *<9812>* Teo HD 27,213,291,900 *<7426>* Yamadai 14,991,838,570,000 *<4558>* Chukyo Pharmaceutical 2,072,426,900 *<4220>* Riken Technos 10,252,654,390,000 *<7353>* KIYO 788,100,143,700 *<1629>* Trading companies wholesale 782,803,730,371,000 *<1482>* i Share 165,420,100,362 *<312