No Data
Toyo Elec, upward revision on 3/25, operating profit 680 billion yen←627 billion yen
Toshiba Electronics <8035> announced a revision to its financial estimates for the fiscal year ending March 2025. The operating profit was revised upward from 627 billion yen to 680 billion yen. In the electronics industry, various products incorporating AI are being introduced, leading to the emergence of new markets. In the semiconductor manufacturing equipment market, investment in memory and advanced packaging equipment for AI applications is significantly expanding, while investment in equipment for mature generations in China continues. Investment in cutting-edge generations for logic/faux
The Nikkei average fell for the first time in three days, raising awareness of caution towards the future Trump administration.
On the 11th, the US stock market continued to rise. The Dow Jones Industrial Average closed at 44,293.13, up 304.14 points, while the Nasdaq ended trading at 19,298.76, up 11.99 points. Buying continued on expectations of deregulation and priority on growth policies under the upcoming Trump administration, leading to an increase after the opening. Subsequently, with the bond market closed due to Veterans Day holiday causing a lack of material news, there was a rotation where small-cap stocks were bought while high-tech stocks were sold, leading to a temporary decline in the Nasdaq. The Dow remained strong throughout the day.
Iida GHD, Toyo, etc. (additional) Rating
Upgrade - Bullish code stock name securities company traditional change after -------------------------------------------------- <9983> FirstLiteiJPM "Neutral" "OverW" Downgrade - Bearish code stock name securities company traditional change after -------------------------------------------------- <
November 12th [Today's Investment Strategy]
[FISCO Selected Stock] [Material Stock] Foster Electric <6794> 1872 yen (11/11) Engaged in speakers, audio equipment, and electronic equipment. The financial estimates for the year ending March 25 have been revised upward. Operating profit is expected to be 6.5 billion yen (an increase of 47.3% compared to the previous year). It has been raised by about 18% from the previous estimate. Strong speaker sales with high profit margins. Continuous cost improvement initiatives are also contributing. The year-end dividends are set at 30 yen. The previous estimate was 20 yen, and the year-end dividends for the previous period were 15 yen. [Emerging Market
List of cloud breakout stocks (Part 1) [Ichimoku Kinko Hyo Cloud Breakout Stock List]
○Cloud-break stock list market Code Stock Name Closing Price Leading Span A Leading Span BTokyo Stock Exchange Main Board <1814> Daiwa Estate 1648 1642.75 1570<1952>Shin-Nikko Air Conditioning39103523.753832.5<2207>Meito Suger19171864.751909.5<2429>World HD20501972.51870<2491>V-Commerce11181
Daiwa House, Idemitsu Kosan, Tokyo Electron Ltd. unsponsored adr, SoftBank Group (12th)
※Please note that the above calendar is subject to change depending on the company's circumstances. --------------------------------------- November 12 (Tuesday) <1431> Livework <146A> Colombia <148A> Hatchwork <1491> Chugai Mining <1605> INPEX <1663> K&O Energy <166A> Taski HD <1770> Fujita E