Buy aiming for autonomous rebound against recent decline.
The Nikkei average rebounded for the first time in four days, closing at 38,642.91 yen, up 107.21 yen (volume approximately 2.108 million shares). In the U.S. market on the 14th, although the major stock price indices fell, there was buying aimed at autonomous rebound after dropping nearly 1,000 yen in the previous three days, and the yen depreciated to the mid-156 yen level against the dollar, providing a tailwind to export-related stocks. In addition, mega banks such as Mitsubishi UFJ <8306>, which announced good performance prospects and share buybacks, remained solid.
The Nikkei average rebounded for the first time in 4 days, temporarily hitting the 39,000 yen range, but closed lower for the second consecutive day due to heavy overhead pressure.
On the 14th, the US stock market declined. The dow inc average dropped by 207.33 points to 43750.86, while the nasdaq fell by 123.07 points to 19107.65 at the close of trading. After opening slightly higher due to falling long-term interest rates, the market turned lower when persistent inflation was confirmed by the October Producer Price Index (PPI), and the strength of the labor market was indicated by the number of new unemployment insurance claims, leading to a rise in long-term interest rates.
Takasago fever, medley, etc. (additional) Rating.
Upgrade - Bullish code stock name Securities company traditional changes after ----------------------------------------------- <6481> THK Daiwa "3" "1" Downgrade - Bearish code stock name Securities company traditional changes after ----------------------------------------------- <7951> Yamaha City "1" "2" Target price change code stock name Securities company traditional changes after--
November 15 [Today's Investment Strategy]
[Fisco Selected Stocks]【Material Stocks】Net Protections Holdings <7383> 361 yen (11/14) provides a post-payment settlement solution. The financial estimates for the fiscal year ending March 2025 have been revised upward. The operating profit is estimated to be 1.7 billion yen. This is approximately a 57% increase from the previous estimate. The previous year reported a loss of 0.627 billion yen. The operating revenue is progressing as planned. Cost control through improvements in credit activities and billing operations for each service, as well as streamlining selling, general and administrative expenses.
SoftBank Group supports the Nikkei average type.
[Stock Opening Commentary] The Japanese stock market on the 15th started with buying momentum, and while it is expected to remain steady, a sense of resilience may be felt. On the 14th, the US market saw the dow jones industrial average down 207 points, and nasdaq down 123 points. In October, the USA wholesale price index (PPI) confirmed persistent inflation, and the strong labor market was indicated by the number of new insurance claims for unemployment, leading to a rise in long-term interest rates and profit-taking sell offs. Additionally, the Federal Reserve Board (FRB) director Coogler...
Pay attention to Netpro HD and Gifty, while Nomura Micro and Tsuburaya Production HD are weak.
In the U.S. stock market on the 14th, the dow jones industrial average fell by $207.33 to 43,750.86, the nasdaq composite index dropped by 123.07 points to 19,107.65, and the chicago nikkei 225 futures were up 390 yen from the Osaka daytime to 38,970 yen. The exchange rate was 1 dollar = 156.30-40 yen. In today's Tokyo market, Oisix <3182>, with a first-half operating profit increase of 60.9% compared to 13.4% growth in the first half, saw a widening rate of increase, and TREHD <92> had a first-half operating profit that was 2.1 times higher than the same period last year.