Pharmaceutical
- 1427.629
- -21.847-1.51%
GNI and others continue to rank, with expectations for share buybacks and support for the stock price of subsidiaries also being positive factors.
GNI＜2160＞ is ranked (as of 14:32). It is significantly rising. After the end of last week's trading, it announced the questions and answers from the Q2 earnings conference. Among them, it mentioned the plan to use the sale of 1% of its subsidiary GYRE's stock as a source of funding for share buybacks, which seems to have attracted buying interest in share buybacks. It also seems that the 11.9% increase in the stock price of GYRE shares in the US stock market last week is also supporting the stock price.
List of stocks with cleared skies (weekly chart) (Part 1)
○ Cloud escapement stock list market Code Stock name Closing price Leading span A Leading span B Tokyo Stock Exchange Main Board < 1873> Nippon House HD 340 316.75 338.5< 1899> Fukuda Group 5500 5402.5 5115< 2220> Kameda Koji 4355 4348.75 4287.5< 2269> Meiji H
Supported by a firm US stock market, but there may be a heavy resistance to price increases.
[Emerging markets individual stock strategy] Today's emerging markets are expected to have a firm development. In the US stock market on the 23rd of last week, the Dow Jones Industrial Average rebounded significantly by 462.30 points (+1.14%) to 41,175.08. This was supported by the expectation of a swift interest rate cut revealed by Federal Reserve Chairman Powell during his speech at the Jackson Hole Symposium, which dispelled uncertainty and boosted stock prices. The sense of buying security spread, leading to a firm performance throughout the day. Buying is dominant in today's emerging markets.
List of conversion stocks [List of conversion stocks for parabolic signals]
Buy conversion stocks list market code stock name closing price SAR TOPIX Prime <1333> Maruhanichiro 3149 2760 <1833> Okumura Group 4630 4190 <1979> Taiki Company 4815 4100 <2264> Morinaga Milk 3351 3096 <2270> Yukijirushi Meg
There is a possibility that there will be a temporary pause in the market, and individual stock selection may become stronger due to positive investor sentiment.
■ The sluggish growth in trading value is a concern. This week's emerging markets are likely to experience a pause in the rebound. In the main board market, the Nikkei average is facing resistance at the 38,000 yen level. This level has a high volume of trading activity in different price ranges, indicating significant selling pressure on the rebound. The Growth Market 250 index has returned to its level before the sharp drop on August 1st, indicating that the emerging markets, like the main board market, are prone to selling pressure on the rebound. The trading value is slightly over 100 billion yen, and the trading activity is not significant.
Alphapolis, CANVAS, and others
<4169> Energy Change submits a "Improvement Report" request and implements a "Public Disclosure Measure" from the Tokyo Stock Exchange. <4376> Kufu Company's subsidiary, Kids Star, receives approval for listing on the Tokyo Stock Exchange's Growth Market. <4575> CANBAS receives notification of orphan drug designation for pancreatic cancer from the European Pharmaceutical Agency regarding the anti-cancer drug candidate CBP501. <5035> HOUSEI completes the repurchase of its own common stock. <7049> Shikigaku records an intellectual property transfer gain of 0.01 billion yen as special profit.
Stocks hitting the upper or lower price limit in the afternoon session.
■ High limit ＜175A＞ Will Smart ＜2334＞ Iole ＜2498＞ Oriental Consultant Holdings ＜3604＞ Kawamoto Industry ＜4059＞ Magmag ＜4575＞ Canvas ＜6574＞ Convan ＜7112＞ Cube ＜7707＞ Precision System Science ＜8254＞ Saikaya ＜9082＞ Yamato Automotive Transportation ＜9271＞ Washin ■ Stop limit ＜7776＞ Cell Seed ※ Includes temporary upper and lower limits (indicative values)
The Nikkei average continues to rise, with a sense of relief leading the way due to Governor Shida's remarks at the Bank of Japan.
On the 22nd, the US stock market fell. The Dow Jones Industrial Average closed at 40,712.78, down 177.71 points (-0.43%), the Nasdaq closed at 17,619.36, down 299.63 points (-1.67%), and the S&P 500 closed at 5,570.64, down 50.21 points (-0.89%). Weekly jobless claims did not surprise, and concerns about the rapid deterioration of the labor market subsided, leading to an increase after the opening. The number of existing home sales exceeded expectations, and with the rise in long-term interest rates, the focus shifted to high-tech.
Unfazed by the possibility of a repeat of "Black Monday," the Governor of the Bank of Japan is resolutely hawkish, still planning to raise interest rates.
Although the Japanese stock market just experienced a "Black Monday" crash earlier this month, the Bank of Japan's determination to raise interest rates does not seem to be shaken. On Friday, Bank of Japan Governor Kuroda Haruhiko stated during a parliamentary questioning session that if Japan's inflation and economic data continue to meet the central bank's expectations, the Bank of Japan will continue to raise interest rates.
Da Cheng Construction, Da Lin Group, etc. (additional) Rating
Upgraded - Bullish Code | Stock Name | Securities Company | Previous | After Change | ------|-----------------|-------------|---------|---------|<7013> | IHI | Mizuho | "Hold" | "Buy" | Downgraded - Bearish Code | Stock Name | Securities Company | Previous | After Change | ------|-------------
August 23rd [Today's Investment Strategy]
[Fisco Selected Stocks] [Material Stocks] Oriental Consultants Holdings <2498> 3405 yen (8/22) construction consultant. The company announced that the year-end dividend (= annual dividend) forecast for the fiscal year ending September 2024 is 175 yen. The previous forecast was 100 yen, and the previous period was also 100 yen. The company recognizes the long-term stable profit return to shareholders as one of the important management challenges, and also takes into account the trends in past consolidated performance, the outlook for future consolidated performance, dividend payout ratio and dividend yield.
KHC, Taiping Electric, etc. (Part 1)
<1451> KHC Corporation SOLABLE Shareholding Ratio 53.49% -> 53.23% Reporting Obligation Date 2024/08/15 <1968> Taihei Denko Co., Ltd Mitsui Sumitomo DS Asset Management Co., Ltd. Shareholding Ratio - -> 5.03% Reporting Obligation Date 2024/08/15 <2134> Kitahama Capital Partners Co., Ltd. SUN ORGANIC FARM Co., Ltd. Shareholding Ratio 73
Pay attention to Okuma and Eisai [Today's individual stock trends]
On November 22, the NYダウ fell 177.71 points to 40,712.78, and the NASDAQ composite index fell 299.63 points to 17,619.36. In the Chicago Nikkei 225 futures, it fell 180 yen to 38,050 yen compared to Osaka during the day. The exchange rate is 1 dollar = 146.20-30 yen. In today's Tokyo market, Okuma <6103> announced a stock split of 2 shares per share, Eisai <4523> announced that Lecanemab has obtained approval as an early Alzheimer's disease treatment drug in the UK.
Eisai and Biogen's Alzheimer's Drug Leqembi Receives First European Approval in Great Britain
With important events approaching, there is a strong willingness to buy on dips.
The Nikkei Average rebounded, ending the trading day at 38,211.01 yen, up 259.21 yen (+1.3 billion 40 million shares volume estimated). Following the rise in major stock indexes in the U.S. market the previous day, it started to rebound slightly. While the yen's strength was a burden, there were moments when it turned down immediately after the opening, but the yen exchange rate weakened from 1 dollar = 144 yen range in the morning to 1 dollar = 145 yen in the late morning, which led to a stronger buying back movement, and the Nikkei Average reached 38,408.
Active and newly established stocks in the afternoon session.
*Change HD <3962> 1371 +77 Open "Astchak Furusato Tax Payment" where thank-you items will arrive as soon as the next day. *Informate <2492> 269 -425 The daily line is blocking the upside. *Helios <4593> 216 +11 Announcing the research results of eNK cells at the Japan Cancer Society's Academic General Meeting. *HOUSEI <5035> 435 +41 Equipped with a super AI assistant on the pre-release version of the AI low-code development platform. *Sharing
The Nikkei average rebounded, but after a round of buying led by futures, it is facing strong resistance on the upside.
On the 21st, the US stock market rebounded. The Dow Jones Industrial Average closed at 40,890.49, up 55.52 points (+0.14%), the Nasdaq closed at 17,918.99, up 102.05 points (+0.57%), and the S&P 500 closed at 5,620.85, up 23.7 points (+0.42%). The market was buoyed by expectations of a rate cut due to a significant downward revision in the number of employers over the past year until March, leading to a rise after the opening. Some strong earnings in the retail sector provided support, and high-tech stocks were also bought due to the decline in long-term interest rates.
Active and newly listed stocks during the morning session.
*Japan Tobacco Inc.<2914> plans to acquire VGR, the fourth largest tobacco company in the United States, with a +64% increase. *Sysena<2317> announced a share buyback of up to 1.37% of the outstanding shares and a cancellation of 5.54% of its own shares. *Sumitomo Pharma<4506> received investment evaluation and raised its target stock price by domestic securities. *Kobe Bussan<3038> expects an increase in operating profit due to the effects of the yen's appreciation, despite individual operating losses in July. *Ishihara Chemical<4462>
Rating [security companies rating]
Upgrade - Bullish Code | Stock Name | Securities Company | Previous | After Change ------|-------------|-------------|-----------------|----------------- <4483> | JMDC | UBS | "Neutral" | "Buy" <5020> | ENEOS | Mizuho | "Hold"
JGC Holdings, Kawasaki Heavy Industries, etc. [List of stock materials from the newspaper]
*日揮HD <1963> and the Ministry of Economy, Trade and Industry, etc. establish a council for common specifications for CO2 transportation (Nikkan Kogyo front page) - ○ * Toho Gas <9533> and Toho Gas, detailed discussions on synthetic methane production and export with Australian company (Nikkan Kogyo page 3) - ○ * Nippon Yusen <9101> agrees with Kyuden and others to transport green ammonia by sea from India (Nikkan Kogyo page 3) - ○ * Obic <4733> cooperates with PayPay in digital wage payments (Nikkan Kogyo page 3) - ○ * Kawasaki Heavy Industries <7012> inspection irregularities, marine engines