Machinery(Outdated)
- 1879.220
- -4.359-0.23%
Funds tend to concentrate on stocks evaluated at the fiscal year-end.
The Nikkei average stock price rebounded. It closed at 39,500.37 yen, up 118.96 yen (approximate volume of 2.4 billion shares). In the U.S. market on the 7th, while the NY Dow Jones Industrial Average fell slightly, a portion of tech stocks were bought, and the NASDAQ hit a record high for several consecutive days, starting with buying. However, as it approached the 0.04 million yen milestone, profit-taking sales were easily triggered, peaking at 39,818.41 yen shortly after the opening, leading to a trend of profit-taking dominance, with weekend factors causing a temporary drop to 39,377 in the afternoon.
Active and newly established stocks in the afternoon session.
*Round One <4680> 1093 +91, operating profit in the previous period increased by 24.2%, exceeding the previous estimate of 12.0% increase. *Cellis <3696> 2086 +400, operating profit for the cumulative third quarter increased by 94.2%. The previous period was 74.1% increase. *Toyokawa Kogyo <6203> 1095 +122, operating profit in the previous period increased by 3.8 times compared to the same period last year. *Cellsis <3663> 1356 +120, operating profit for the cumulative third quarter increased by 73.9%. The previous period was 51.6% increase. *Symphonia <6507>
The Nikkei Average rebounded, with attention shifting to earnings stocks after some buying and selling.
On the 7th, the US stock market was mixed. The Dow Jones Industrial Average closed at 43,729.34, down 0.59 points, while the Nasdaq closed at 19,269.46, up 285.99 points. Buying sentiment continued to be positive due to Trump's victory in the presidential election, and expectations of interest rate cuts at the Federal Open Market Committee (FOMC) led to buying interest. The Nasdaq continued to rise after the opening, following the expected interest rate cut by the Federal Reserve Board (FRB) at the FOMC, resulting in a decline in long-term interest rates, and Nasdaq reached a new all-time high for consecutive days.
Stocks hitting the upper or lower price limit in the afternoon session.
■ Lannett Co Inc <1439> Yasue Construction <2435> Cider <265A> Hmcomm <3696> Seres <3857> Rack <3917> Eyelid <4054> Japan Information Create <5025> Mercury <5801> Furukawa Electric Industry <6203> Toyowa Industry <6640> I-PEX <6787> Maiko ■ Stop Loss <269A> Sapeet <3350> Metaplanet <7063> Birdman <7071> Ambis Holdings※
Before the close of SBI Securities, Mitsubishi Heavy Industries is selling more, while Disco is buying more.
Sell code Stock name Transaction value (7011) Mitsubishi Heavy Industries 37,218,120,436 (6146) Disco 33,944,630,400 (6920) Laser Tech 27,015,342,430 (5803) Fujikura 26,483,235,440 (6857) Advantest 19,961,509,197 (7013) IHI 17,651,007,462 (1570)
Kachitas, TechnoPro HD, etc. (additional) Rating
Downgrade - Bearish Code Stock Name Securities Company Previous Revised ------------------------------------------------- <6301> Komatsu Daiwa '2' '3' <6305> Hitachi Construction Machinery Daiwa '2' '3' Target Stock Price Change Code Stock Name Securities Company Previous Revised ------------------------------------------------- <6028> Technopro HDSMBC Nikko3200 yen3
November 8th [Today's Investment Strategy]
[FISCO Selected Stock] [Material Stock] Furukawa Electric Industry <5801> 4031 yen (11/7) The forecast for the performance for the fiscal year ending March 2025 has been upwardly revised. Operating profit is expected to be 38 billion yen (3.4 times the previous year). It has been raised by about 52% from the previous forecast. This is due to productivity improvements in the automotive parts business, sales growth in data center-related products, domestic ultra high pressure and renewable energy-related products, and functional lines. The year-end dividend (= annual dividend) is set at 90 yen. The previous forecast was 60 yen, and the previous period was 6.
Katō Manufacturing, Nissan Jidōsha, etc. [List of stock-related materials from the newspaper]
Katou Manufacturing Co., Ltd. <6390> developed a hybrid self-propelled crane, reducing fuel consumption by 40%.
Focus on Furukawa Electric and Ajinomoto, while Rohm and Nissan Motor are sluggish.
In the U.S. stock market on the 7th, the NY Dow Jones Industrial Average closed down 0.59 points at 43,729.34, the NASDAQ Composite Index closed up 285.99 points at 19,269.46, and the Chicago Nikkei 225 futures closed 450 yen higher at 39,690 yen compared to Osaka daytime trading. The exchange rate is 1 dollar = 152.90-153.00 yen. In today's Tokyo market, Kao Co., Ltd. <4452> reported a 99.3% increase in cumulative operating profit for the third quarter, Kurita Water Industries Co., Ltd. <6370> revised upwards its financial estimates for the fiscal year ending March 2025.
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
Sell conversion stock list market Code Stock Name Price SAR TOKYO MAIN BOARD <1928> Sekisui House 3657 3773 <2206> Glico 4312 4515 <2331> ALSOK 1103 1130 <2664> Kawachi Pharmaceuticals 2503 2536 <2695> Kura Sushi 4025 4130 <2871> Nichirei 4126 4327 <3105> Nisshinbo HD 9299 81 <3445> RS Techno 392
List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
●List of stocks to buy and convert in the market Code Company Name Closing Price S.A.R. Prime <1662> Petroleum resources 1151 1085 <1726> Br.HD 348342 <1813> Unmoving Tetra 20922034 <1815> Tekken 24312335 <1833> Okumura Group 43954140 <1871> PS 1045970 <1879> New Japan Construction 15771501 <1885> Toa Construction 10
List of cloud breakout stocks (Part 3) [Ichimoku Kinko Hyo and Cloud Breakout stocks]
Below are the breakout stocks list in the market: Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Main Board ＜2206＞ Glico 4312 4325.25 4373.5 ＜2372＞ Ayro Inc 2700 2776.75 2753 ＜3105＞ Nisshinbo Holdings 929 942.75 1008 ＜4443＞ Sansan 2164 2245.52 2169 ＜4967＞ Kobayashi Pharmaceutical 5500 5559.55 6
Dacheng Construction, etc., announced share buyback on November 7th.
The stocks that announced the establishment of a share buyback program on Thursday, November 7th are as follows: <7211> Mitsubishi Motors 0.1 billion 49.02 million 8300 shares (10.0%) 68.6 billion 42.43 million 4980 yen (24/11/8-24/11/8) <1801> Taisei Corporation 30 million shares (16.4%) 150 billion yen (24/11/8-25/11/7) <3402> toray inds inc 0.1 billion 55 million shares (9.7%) 100 billion yen (24/11/
Sony Group Corp, Asics, Mitsui Fudosan, Softbank (8th)(5541-9959)
※The calendar above is only a schedule and may be subject to change depending on the company's convenience. --------------------------------------- November 8th (Friday) <5541> Ohira Gold <5631> Nisshin Steel <5644> Metal Art <5706> Mitsui Gold <5711> Mitsubishi Ma <5727> Houg Titanium <5759> Nihon Denka <5816> Onamba <5830>
Nissan revised its operating profit downwards to 150 billion yen from 500 billion yen on March 25th.
Nissan <7201> announced a revision to its 2025 fiscal year financial estimates. The operating profit was revised downward from 500 billion yen to 150 billion yen. The assumed exchange rate was revised to 1 dollar = 149 yen (previously 1 dollar = 155 yen), and 1 euro = 164 yen (previously 1 euro = 167 yen). The global passengers carried is set at 3.4 million units, down from the previous estimate of 3.65 million units. It was also announced that they will sell some of the shareholding in Mitsubishi Motors <7211>. [Positive Assessment] <5801> Furukawa Electric midterm | <674
A Look at Kubota's Upcoming Earnings Report
Profit-taking dominant near 0.04 million yen, but Trump trade continues.
The Nikkei Average fell. It ended trading at 39,381.41 yen, down 99.26 yen (with an estimated volume of 2.750 billion shares). In the U.S. market on the 6th, former President Trump, the Republican candidate, won the presidential election held on the 5th and the Republican Party secured a majority in the Senate in the federal congressional elections. Expectations are rising for Trump to push ahead with tax cuts and deregulation promised, leading to major stock indexes hitting record highs across the board. Following this trend, the Tokyo market opened with buying ahead, and the Nikkei Average stock price reached the opening price.
Daikin Industries - significant increase, positive impact leading to upward revision of full-year performance.
Sharp rise. The company announced its second quarter results the previous day, with operating profit for July-September reaching 131.2 billion yen, a 11.3% increase from the same period last year. This marks a turnaround from the profit decline in the first quarter to a double-digit increase. The full-year financial estimates have also been revised upward from the previous 425 billion yen to 428 billion yen, representing a 9.1% increase from the previous year. As the full-year consensus was previously below the company's plan, there seems to be a strong positive reaction. The main reason for the upward revision appears to be the yen depreciation in exchange rates.
Mitsubishi Heavy Industries, Yamazaki Baking, etc. (additional) Rating
Downgrade - Bearish Code Securities Company Formerly Changed After -------------------------------------- <2413> M3 IWAI Cosmo "B+" "B" <4549> Eiken Chemicals Mizuho "Buy" "Hold" Target Stock Price Change Code Stock Name Securities Company Formerly Changed After ----------------------------------------
November 7th [Today's Investment Strategy]
[FISCO Selected Stock] [Material Stock] Maiko <6787> 5600 yen (11/6) Engaged in printed circuit boards. The financial estimates for the fiscal year ending in March 2025 have been revised upward. Operating profit is expected to be 19 billion yen (an increase of 62.9% from the previous period). It has been raised by about 18% from the previous estimate. The sales of high value-added build-up boards have expanded significantly, in addition to improvements in productivity, cost reduction, and the impact of exchange rates, resulting in an upward revision. The year-end dividend is set at 40 yen. The previous estimate was 36 yen, and the year-end dividend for the previous period