February 20 [Today's investment strategy]
[FISCO Selected Stocks]【Material Stocks】Kura Sushi <2695> 2,590 yen (2/19) operates conveyor belt sushi "Kura Sushi" primarily in roadside locations. It has announced the reintroduction of its shareholder incentive program. The shareholder incentive program was set to be abolished after the reference date at the end of April 2025, but due to requests and opinions from many shareholders about the reinstatement of the program, it will be reintroduced. Previously, discount coupons were provided, but they will be changed to meal vouchers for easier use.【Emerging Markets Stock】ALiNK Internet <7
UBE, Mitsui & Co., etc. [List of stock materials from the newspaper]
* UBE Corporation President Nishida announced a revenue of 1 trillion yen for 2023 (Nikkai Industry, page 3) - ○ * Kddi Corporation has completed verification of its cluster Router, flexibly responding to increased communications volume (Nikkai Industry, page 4) - ○ * Sodick is optimizing its strategy for China by restructuring its machinery (Nikkai Industry, page 4) - ○ * Mitsui & Co. acquired iron ore interests in Australia for 800 billion yen, with production expected to start in 2030 (Nikkai Industry, page 4) - ○ * NOK is expanding the utilization of data in the oil seal field.
JR East Japan ETC announced a Share Buyback on February 19.
The stocks with repurchase plans announced on February 19 (Wednesday) are as follows: <9020> JR East, 2.47 million shares (0.2%), 6.9 billion yen, 67.87 million yen (from February 25, 2020 to February 25, 2020) <5101> Hamagomu, 2.4 million shares (1.5%), 6 billion yen (from February 25, 2020 to August 31, 2025) <3837> Adsol, 0.6 million shares (6.5%), 1.2 billion yen, 90 million yen (from February 25, 2020 to February 25, 2020) <7814> Japan Creation, 1.43 million shares (3.1%), 0.6 billion yen, 60.66 million yen (from February 25, 2020 to February 25,
Stock Split Implementation / New Share Issuance List [Stock Split Implementation / New Share Issuance List]
Split drop date Stock name Split reference date Effective date Ratio Code----------------------------------------------------------------25/03/28 Nomura Holdings 25/03/31 25/04/01 <3231> 25/03/28 Horai 25/03/31 25/04/01 <9679> 25/03/28 Kddi Corporation 25/03/31 25/04/01 <9>
Focus on Kura Sushi and Nippon Professional Baseball, while Sanwells and FIG seem to be sluggish.
In the US stock market on the 19th, the Dow Jones Industrial Average rose by $71.25 to 44,627.59, the Nasdaq Composite Index increased by 14.99 points to 20,056.25, and the Chicago Nikkei 225 Futures fell by 185 yen from the Osaka daytime, reaching 38,985 yen. The exchange rate is 1 dollar = 151.40-50 yen. In today's Tokyo market, Kurazushi <2695>, which announced a reintroduction of the shareholder benefit program, and UMC Ele <6615>, which announced that it has established a seven-line mass production system for products aimed at the electric vehicle industry, are in focus.
After a three-day rise, it has fallen back and briefly dropped below 39,000 yen.
The Nikkei average fell for the first time in three days, closing down 105.79 yen at 39,164.61 yen (Volume estimated at 1.8 billion 60 million shares). It started to drop due to caution over Trump tariffs. As support at the 25-day moving average held, buying on dips expanded, and in the middle of the morning session, it rose to 39,298.05 yen. However, with the speech from BoJ's Takada creating early expectations for additional rate hikes, it fell below the key level of 39,000 yen, ending the morning session at 38,994.70 yen. After that, material cues are awaited.