From the perspective of dividend-oriented expectations, the market has recovered to the 38,000 yen level for the first time in a month.
The Nikkei average continued to climb. It closed at 38,027.29 yen, up 246.75 yen (estimated Volume of 1.7 billion 50 million shares), recovering over the 38,000 yen mark for the first time in about a month since February 27. Following the trend of tech stocks being bought in the US market on the 25th, Semiconductors and Electronic Components were purchased, leading to the recovery of the Nikkei average over the key 38,000 yen level at the start. After the buying frenzy, a sense of stagnation became stronger, and there was a moment in the middle of the morning session where it narrowed its gains to 37,873.28 yen, but tomorrow.
The SBI report (before the close) shows strong Sell for NINTENDO CO LTD and strong Buy for Mitsubishi Heavy Industries.
Sell Code Stock Name Trading Volume (5803) Fujikura 24,703,508,580 (7012) Kawasaki Heavy Industries 21,711,905,608 (7011) Mitsubishi Heavy Industries 17,759,651,153 (6146) Disco 17,475,488,650 (1570) NEXT FUNDS Nikkei Average Leveraged ETF 17,088,704,343 (2432) DeNA 1
MTG, Sanbio [Emerging Markets Rating List]
SMBC Nikko <7806> MTG 2 Maintained Morgan <4592> SanBio EQUALWEIGHT maintained * The ratings of the above companies are as confirmed by our company as of 03/24.
Aftermarket [Stocks that moved and stocks that were traded]
*Sumitomo Realty and Development Co. <8830> 6042 +575 reports that the hedge fund Elliott has acquired shares. *Taiyo Holdings <4626> 4700 +605 announced a change in profit distribution policy and upward revision of Dividends Financial Estimates. *Alvivin <7523> 1173 +131 announced a commemorative dividend for its 20th anniversary of listing. *Tamagawa Holdings <6838> 772 +322 revised upward its net profit Financial Estimates for the fiscal year ending October 2025. *Sonocom <7902> 907 +44 announced an expansion of the Shareholder benefit program. *Kei Pharma <
Ariake, Kuriyama HD, ETC (additional) Rating
Downgrade - Bearish Code Stock Name Brokerage Firm Previous After ------------------------------------------------------------- <2267> Yakult Morgan Stanley "Equal W" "Under W" <2810> House Food Group Mizuho "Buy" "Hold" Target Price Change Code Stock Name Brokerage Firm Previous After ----------------------------------------------
March 24th [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Mitachi Industries <3321> 1178 yen (3/21) a trading company for Semiconductors and Electronic Components. Considering recent performance trends, the Financial Estimates for the fiscal year ending May 2025 have been revised upwards. Operating profit is estimated at 2.1 billion yen (a 31.9% increase from the previous term). This is about a 10% increase from the previous estimate. The upward revision is due to the transfer of the commercial flow of automotive-related clients starting in the second quarter and solid orders in consumer-related EMS, etc. 【Emerging Markets Stocks】 Keipharma <489