Air Transportation
- 720.556
- -4.073-0.56%
Fines, Three-D Matrix, etc.
<2586> Futta Futta Evo Fund (Evo Fund) shareholding ratio 39.50% → 39.16%, reporting obligation date: 23/07/2024; <4074> Rakiiru Kubo Holdings Co., Ltd. shareholding ratio 44.50% → 44.44%, reporting obligation date: 06/08/2024; <4374> Robot Payment Seikyu Kenya Holdings Co., Ltd. shareholding ratio 52.21% → 52.21%.
Active and newly listed stocks during the morning session.
* Cross-Marketing Group <3675> 566 yen -Significant profit increase outlook and share buyback evaluation. * Hottotani Chemical Industry <4112> 5100 yen -Good progress with significant profit increase in the first quarter than expected. * Artience <4634> 3350 yen -Announcement of upward revision of full-year performance and high level of share buyback. * I-ne <4933> 1744 yen -New establishment of shareholder benefits system. * Toho Zinc <5707> 791 yen- Higher-than-expected revenue level in the first quarter.
Is the dominant buying trend steady and has high expectations for the settlement period?
[Emerging Markets Individual Stock Strategy] Today's emerging markets are expected to show a steady development. In the US stock market on the weekend of the previous week, the Dow Jones Industrial Average rose by 51.05 dollars (+0.13%) in the absence of the Tokyo market for three consecutive holidays. While the pessimistic view of economic slowdown due to comments from financial officials spread and supported stock prices, the upward trend was heavy ahead of the announcement of important inflation indicators in the following week. On the 12th, the Dow Jones average fell for the third consecutive day, with a decline of 140.53 dollars (-0.36%) to 39,357.01 dollars. Irrelevant content was cut off in the original text.
Last week saw a historic crash. Can the mood be changed by the announcement of earnings by our main operations?
It seems that the main index will pause on the rebound during the week, as the emerging markets are alert to movements that are searching for a second bottom and as major companies' earnings reports start to pick up. Although a long lower shadow (lower wick) remains on a weekly basis, the index has not yet filled the window that opened from August 2nd to 5th on a daily basis. The weakness of the rebound, which is almost the same shape as the Nikkei average, is being noticed. It is desirable to fill the window early and strengthen the rebound, but the market is limited in participation as trading volume remains below 100 billion yen and the market conditions remain poor. US.
Japan Post's operating profit in the first quarter increased by 22.2% to 211.4 billion yen.
Japan Post Holdings Co., Ltd. (6178) announced its first quarter results for the fiscal year ending March 2025. Operating revenue decreased by 3.9% YoY to 2.735888 trillion yen, while operating profit increased by 22.2% YoY to 211.449 billion yen. The increase in investment income at Yucho Bank (7182), a subsidiary, and the improvement in capital gains and losses at Japan Post Insurance Co., Ltd. (7181) were contributing factors. Operating revenue for the fiscal year ending March 2025 is expected to decrease by 5.9% YoY to 11.280 trillion yen, while operating profit is expected to increase by 13.7% YoY to 760 billion yen.
Japanese stocks plunged, "squeezing the bubble", is it time to buy low?
The market is betting on a rebound in Japanese stocks, with the growth rate of call options contracts for the Nikkei 225 index exceeding that of put options. The current expected PE ratio of the TOPIX index is 13 times, far lower than that of the US stock market. However, Japanese stocks still face the risk of a strengthening yen and further interest rate hikes by the Bank of Japan.
List of converted stocks (Part 2) [List of converted stocks for Parabolic Signal]
List of buy conversion stocks in the market Code Company Name End Price SAR Tokyo Stock Exchange Prime <7092> FFJ 1225 1025 <7187> J-REIT 1202 940 <7202> Isuzu Motors 2012 1640 <7239> Tachibana Eletechs 1772 1550 <7280> Mitsuba
Agriculture is also a focus in the US presidential election [Today's theme for consideration]
With Vice President Harris, who has been nominated as the Democratic presidential candidate, selecting Governor Waltz of Minnesota, a major agricultural state, as her running mate, it has been reported that the previously little-discussed issue of agriculture may become one of the focal points of the election. <6310> Inukai Farm, <6326> Kubota, <6501> Hitachi, <6634> NEXG, <6701> NEC, <6702> Fujitsu.
Recruit Holdings, Tokyo Electron ltd. unsponsored adr, Hulic Co. Ltd., and Tokyu Corporation (8th) (6005-9955).
※The above calendar is tentative and subject to change due to company circumstances. --------------------------------------- August 8th (Thurs) <6005> Miura Kogyo <6016> Japan Engine <6022> Akasaka Steel <6028> TechnoPro HD <6029> AtlaG <6062> Charm Care <6089> Will G <6098> Recruit
DMG Mori Seiki, Sony Group Corp, etc.
*DMG Mori Seiki <6141> consolidated five ball screw processes into one composite machine, increasing productivity by more than 20% (Nikkan Kogyo 1st page) - ○ * Sony Group Corp <6758> semiconductor laser shipments are doing well, contributing to the increase in memory capacity of data centers (Nikkan Kogyo 1st page) - ○ * Japan Airlines <9201> collaborates with Narita Airport, Itochu, and 7 other companies to demonstrate environmental value trading, reducing greenhouse gas emissions with SAF (Nikkan Kogyo 3rd page) - ○ * Mitsubishi UFJ <8306> MUFG Bank invests 63.3 billion yen in a Philippine company, expanding fintech (Nikkan Kogyo 3rd page)
Shinka, Regil, etc. (emerging markets 5% rule)
<149A> Shinca SBI Investment Co., Ltd. Shareholding Ratio 10.87% → 9.86%, Reporting Obligation Occurrence Date: 2024/07/25 <176A> Regil Co., Ltd. Hikari Communications Co., Ltd. Shareholding Ratio 9.35% → 10.36%, Reporting Obligation Occurrence Date: 2024/07/25 <219A> Hearts Seed Co., Ltd. Shunji Furukawa Shareholding Ratio -% → 5.09%, Reporting Obligation Occurrence Date: 2024/07
List of Cloud Break Stocks (Part 4) [Ichimoku Kinko Hyo, List of Cloud Break Stocks]
List of stocks that broke through the clouds: Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Prime ＜2127＞ Japan M&A 707 796.75 815 ＜2489＞ ADWAYS 386 395.5 415.5 ＜3388＞ Meiji Electric 1609 1759.75 1720 ＜3636＞ Mitsubishi Research
Yamazaki Pan and others announced share buyback on July 31st.
The following stocks announced the establishment of their own Stock repurchase plan on July 31: <2212> Yamazaki Bread, 3.7 million shares (1.8%), 13.7 billion 60.3 million yen (August 1-24); <4220> Riken Technos, 2.5 million shares (4.5%), 3 billion yen (August 9-October 31); <9201> JAL, 0.45 million shares (0.1%), 2 billion yen (August 1-31); <7508> G Seven HD.
Panasonic's operating profit for the first quarter decreased by 7.3% to 83.7 billion yen.
Panasonic <6752> announced its Q1 FY2025 performance, with revenue of 2.121689 trillion yen, a 4.5% YoY increase, and operating profit of 83.761 billion yen, a 7.3% YoY decrease. It fell short of consensus estimate (about 94.2 billion yen). Sales from the Living Solutions segment were 868 billion yen (a 4% YoY increase), Automotive segment revenue was 363.6 billion yen (a 7% YoY increase), and Connected Solutions segment revenue was 297.9 billion yen (a 13% YoY increase). [Positive]
Kin Den, NEC, etc. (Additional) Rating
Target stock price change code | Stock name | Securities company | Conventional | After change | ------ | -------------- | --------- | --------- | --------- | ＜1944＞ | Kinden | Nomura | 3600 yen | 3700 yen | ＜4552＞ | JCR Pharma | MSMUFG | 590 yen | 600 yen | ＜6701＞ | NEC | Nomura | 13000 yen |
Japan is doing well with purchases from Chinese travelers at LVMH.
In the second quarter, the revenue of LVMH Moet Hennessy Louis Vuitton, a high-end brand including China, decreased sharply by 14%. The downturn in China was partially offset by the strong purchasing power of Chinese travelers abroad, and sales in Japan were particularly strong. <3660> I-Style <5261> Risol Holdings <8202> LaOX <7532> Don Quijote H <3179> Shuppin <4917>
JFE Holdings, Yokohama Rubber, etc. [List of stock materials from newspapers]
*JFEHD<5411> JFE Engineering, waste power generation in India, 27 years of operation (Nikkan Kogyo front page) - ○ * Komatsu <6301> Thermoelectric power generation sensor development, data transmission distance 10 times 500m (Nikkan Kogyo front page) - ○ * Yokohama Rubber <5101> Acquires mining tires from US Goodyear for 142 billion yen (Nikkan Kogyo page 3) - ○ * TIS <3626> Invests in Save Medical to expand pharmaceutical support (Nikkan Kogyo page 3) - ○ * ANA <9202> introduces 7 used small aircrafts.
List of cloud breakout stocks (Part 3) [Ichimoku Kinko Hyo and Cloud Breakout stocks]
List of stocks that have fallen below the cloud: Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Prime <7637> Shira Dō 2614 2831 2700 <7679> Yakuōdō HD 2726 2781.25 2734.5 <7990> Globe Life 2068 2136.5 2075 <8020> Kanematsu
Japanese papermaking, Toyota Tsusho, etc. [List of stock materials from newspapers]
*Japan Paper ＜3863＞ enters into oil-resistant paper for food packaging, ensuring safety by not using PFAS (Nikkan Kogyo front page) - ○ *Panasonic HD ＜6752＞ verifies performance of refrigerated and frozen showcases, refreshing the laboratory at the Gunma base (Nikkan Kogyo page 3) - ○ *ANA HD ＜9202＞ develops industry-specific customer service AI with SoftBank, etc. to solve labor shortages (Nikkan Kogyo page 4) - ○ *Inoue Agricultural Machinery ＜6310＞ expands cooperation with Yanmar in the domestic small agricultural machinery market (Nikkan Kogyo page 4) - ○ *Toyota Tsusho ＜8015＞ German industrial gas giant
Mitsubishi Heavy Industries, Dai Nippon Printing, Japan, etc.
Mitsubishi Heavy Industries, Mitsubishi Heavy Industries and Kawasaki Heavy Industries, three companies, have lifted production restrictions on the 787 aircraft body (Nikkan Kogyo page 1).