Steady development from the movement of high-tech stocks and earnings evaluations.

The Nikkei Average rebounded, and closed at 35,025.00 yen (approximately 2.504 billion shares traded), up 193.85 yen from the previous day's trading, with buying centered on high-tech stocks against the backdrop of a rise in US stocks and a weak yen. Shortly after the opening of trading, it rose to 35,671.31 yen. In addition, there was a continued shift of funds to stocks with good earnings results. However, with the possibility of position adjustments, such as selling before the three-day weekend, there was a standoff around 35,000 yen after the buying spree, and it fell to 34,445.57 yen in the middle of the afternoon.

Fisco JapanAug 9 03:20 ET

Sanyo Chemical Industries - significant increase in operating profit in Q1, due to the recovery of demand in the automobile-related industry and semiconductor sector, as well as improvement in profitability from business withdrawal.

On the 7th, Sanyo Chemical Industries <4471> announced the consolidated financial statements for the 2025 March quarter (April-June 24). Revenue was 39.654 billion yen, up 1.9% from the same period last year, operating profit was 2.183 billion yen, up 209.8% YoY, ordinary profit increased by 25.7% to 3.571 billion yen, and the quarterly net profit attributable to parent company shareholders decreased by 18.8% to 2.402 billion yen. Sales in the life and health industry related fields decreased by 4.0% YoY to 10.832 billion yen, and operating loss was 0.032 billion yen.

Fisco JapanAug 9 02:18 ET

Sumitomo forestry, Nexon, etc. (additional) rating.

Downgrade – Bearish Code|Stock Name|Securities Company|Previous|Current|------|---------------|-------------|---------|---------|＜3279＞|API| Mizuho|Buy|Hold|Target Stock Price Change Code|Stock Name|Securities Company|Previous|Current|------|---------------|--

Fisco JapanAug 8 23:37 ET

Investment strategy for today, August 9th.

[Fisco's Selected Stocks] [Materials Stocks] KOKUSAI ELECTRIC <6525> 3285 yen (8/8) was established as a spin-off of Hitachi Kokusai Electric's semiconductor manufacturing equipment division, specializing in film deposition equipment. The first quarter results were announced. The operating profit was 17.8 billion yen (4.4 times higher than the same period last year). Against the background of the popularization of AI generation, the demand for advanced node DRAM and Logic has recovered. Operating profit for the fiscal year ending March 2025 is expected to be 44.8 billion yen (a 45.7% increase from the previous year). This is in response to the full-year forecast.

Fisco JapanAug 8 20:04 ET

Rating [security companies rating]

Upgrade Ratings - Bullish Codes | Stock Name | Brokerage | Conventional | Revised | ------ | --------------- | -------- | -------- | -------- | <4186> | Oki Kasei Co., Ltd. | Ichiyoshi | "B" | "A" | <6855> | Electronic Materials Co., Ltd. | Ichiyoshi | "B" | "A" | <4109> | Stella Chemifa Corp. | Ichiyoshi | "B" | "A" |

Fisco JapanAug 8 19:59 ET

Including Kewpie, BEENOS, etc.

<2681> Geo Holdings Co., Ltd. Endo Yukikura's shareholding ratio is 37.37% -> 40.01%, with a reporting obligation on August 2, 2024. <2683> Yuuki Uehara Co., Ltd. Kazue's shareholding ratio is 39.09% -> 38.04%, with a reporting obligation on August 6, 2024. <2809> Kewpie Corporation Nakajima Shoten Co., Ltd.'s shareholding ratio is 15.84% -> 15.84%, with a reporting obligation on 2024/0.

Fisco JapanAug 8 19:52 ET