Japan Post, Kampo Life Insurance, Japan Post Bank, Tokio Marine (14th) (5571-9989)
The above Calendar is just a schedule and is subject to change due to company circumstances. --------------------------------------- February 14 (Friday) <5571> Excite HD <5582> Grid <5587> Inbound PF <5588> First A <5590> Net Stars <5591> AVILEN <5592> Kusuri no Madoguchi <5616> Rain and Wind and Sun <56
Stocks that moved or were traded in the first half of the session.
*Gumi Co., Ltd. <3903> 534 - announced the realization of profits from sales and the purchase of Bitcoin. *Nomura Micro <6254> 2990 - a positive surprise due to performance upward revision. *Japan Investment Advisor <7172> 1860 +340 continues to be regarded based on the significant increase in dividends due to the rise in dividend payout ratio. *Furukawa Machinery and Metal <5715> 2441 +413 appreciated for substantial Share Buyback and dividend increase. *M3 <2413> 1640.5 +
Steady, with a heavy upper limit likely in the developments [Emerging Markets Individual Stock Global Strategy].
[Emerging Markets Individual Stock Strategy] Today's emerging markets are expected to perform steadily. In the U.S. stock market on the 10th, prior to the Tokyo market's holiday, the Dow Inc rose 167.01 points (+0.38%). Buying on the expectation of interest rate cuts and the repurchase of Semiconductors such as NVIDIA (NVDA) pushed the entire market up. On the 11th, it continued to rise by 123.24 dollars (+0.28%) to 44,593.65 dollars. President Trump signed an executive order imposing a 25% tariff on Iron & Steel and Aluminum, deepening trade friction.
Integral, Enjin and others.
<3842> Nextgen has received approval for a market change to the Tokyo Stock Exchange Standard Market and a dual listing on the Nagoya Stock Exchange main market. <4395> Acreet has formulated a medium-term management plan covering the fiscal years from December 2025 to December 2027, with a revised operating profit target for December 2027 of 1.074 billion yen, down from the previous forecast of 0.33 billion yen, which was revised down from 0.433 billion yen. <5842> Integral has increased its dividend, with the previous end-of-term dividend per share being 22.00 yen, up from 12.00 yen. <7043> Alu has revised its forecast downwards, anticipating an operating loss of △0.064 billion yen for the previous term.
SoftBank's operating profit for Q3 increased by 12.3% to 821.8 billion yen.
The results for the third quarter of the fiscal year ending March 2025, announced by SoftBank <9434>, showed a revenue of 4 trillion 811.4 billion 63 million yen, a 6.6% increase compared to the same period last year, and an operating profit of 821.8 billion 61 million yen, a 12.3% increase year-on-year. PayPay's performance improved. The core mobile business also showed steady recovery from the impact of mobile price reductions. 【Positive assessment】 <6645> Omron quarter | <4284> Solxyz full year <7189> Nishi Nippon FH quarter | <7370> Enjin revision
Inflow of investment funds continues towards major stocks and biotechnology-related areas, with potential for the Index ETF to rise further depending on earnings reports.
■ The favorable conditions for Emerging Markets may continue. This week, the Emerging Markets are likely to see a situation where profit-taking sell orders and reassessment buy orders intertwine against the backdrop of recent gains. The Growth Market 250 Index is clearly above the resistance of the 200-day moving average, indicating a strong trend. Profit-taking has increased to a certain extent, and trading volume has risen to the 150 billion yen range, the highest since December 16 of last year. The Tokyo market at the start of the week is expected to see selling pressure, particularly in the Main Board market, but investor buying enthusiasm remains strong.