Investment strategy for today, July 29th.

[Fisco selected stock] [Material stock] MK Seiko <5906> 400 yen (7/26) handles repair equipment for cars such as gate-type car wash machines and transportation information boards. It has revised its financial estimates for the first half of 25 years ending March. Operating profit is expected to be 1.1 billion yen (an increase of 12.1% compared to the same period last year). The previous estimate was doubled. Due to the strong investment interest in improving non-oil revenue and the demand for labor-saving maintenance operations, the SS business is doing well. The full-year estimate has not been revised. Operating profit for the year ending March 25 is 10.0.

Fisco Japan20:35 ET

Disposition of Treasury Stock as Stock Compensation with Transfer Restrictions Completed by Chuosei Manufacturing Co., Ltd.

Chunichi Seisakusho <5941> announced that the payment procedure has been completed regarding the disposal of its own common stock as transfer-restricted stock compensation resolved at the board of directors meeting on June 27. The type and number of shares to be disposed are the company's common stock of 5,121 shares, and the disposal price is 2,162 yen per share, making the total disposal amount 11,071,602 yen. The disposal recipient and the number of people, as well as the number of disposed shares, are five directors (excluding outside directors) of the company, and the disposal deadline is July 26, 2024.

Fisco Japan20:31 ET

Pay attention to Nippon Electric and Tohoku Steel, while Hitachi Construction Machinery and SMS are weak.

In the US stock market last weekend, the Dow Jones Industrial Average rose 654.27 points to 40,589.34, and the Nasdaq Composite Index rose 176.16 points to 17,357.88. The Chicago Nikkei 225 futures rose 545 yen to 38,235 yen compared to the Osaka day-ask price for the day. The exchange rate is 1 dollar = 153.70-80 yen. In today's Tokyo market, high-purity <4973> reported a 2.7-fold increase in operating profit for the first quarter from the same period last year, while Misumi G <9962> saw a 31.4% increase and Keyence saw a 10.9% increase in the same period.

Fisco Japan19:15 ET

List of cloud-clearing stocks (weekly) (part 2)

List of stock market companies that have passed beneath the clouds. Market Code Company Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Prime <1803> Shimizu Construction 882 990.5 911.5 <1821> Sansumukensetsu 394 400.5 395 <1884> Nichidoro 1765 2116 1803 <1975> Asahi Kogyo

Fisco Japan19:09 ET

Shin-Etsu Chemical's 1Q operating profit increased by 0.1% to 191 billion yen.

The performance report for the first quarter of fiscal year 2025 announced by Shin-Etsu Chemical <4063> showed that revenue decreased by 0.2% compared to the same period last year to 597.93 billion yen, while operating profit increased by 0.1% to 191.023 billion yen. Operating profit and ordinary profit were almost the same as the same period last year. Automobile input devices continued to perform well against the background of the recovery of the automotive industry, and sales also expanded in the silicone roller for office equipment due to increased orders for new products. In FY2025, revenue increased by 3.5% compared to the previous year.

Fisco Japan17:14 ET

The Nikkei average fell for the 8th consecutive day, with semiconductor and Toyota Motor stocks dropping sharply in the afternoon.

On the 25th, the US stock market was mixed. The Dow Jones Industrial Average closed at 39,935.07, up 81.20 points (+0.20%), the NASDAQ closed at 17,181.73, down 160.68 points (-0.93%), and the S&P 500 closed at 5,399.22, down 27.91 points (-0.51%). Risk aversion remained strong, and the market was mixed after the opening. However, due to the better-than-expected growth in domestic gross domestic product (GDP) and consumption in the April-June period, pessimistic views on the economy have retreated, leading to buying back.

Fisco JapanJul 26 02:30 ET