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
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
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.
List of cloud breakout stocks (Part 3) [Ichimoku Kinko Hyo and Cloud Breakout stocks]
○ List of stocks under the cloud market Code Stock Name Closing Price Leading Span A Leading Span B Main board <4180> Appier 1438 1731 1453 <4189> KH NeoChem 202820682040.5 <4203> Sumitomo Bake 36653999.253880.5 <4208> UBE 241626162599 <4215> Takiron CI 868868.75869
List of cloud breakout stocks (Part 1) [Ichimoku Kinko Hyo Cloud Breakout Stock List]
○ List of stocks above the clouds Market Code Stock Name Closing Price Leading Span A Leading Span B main board <1941> Chudenko 3335 3332.5 3145 <2590> DyDo 3290 3000 62837.5 <3593> Hogi Media 4750 4735 4432.5 <3741> Secc 4200 4198.75 3882.5 <3774> IIJ 2994 2966.5 2707 <
Nothing special today. [List of ratings for emerging markets]
There is nothing special today.