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).
Saiginia - "ZETA RECOMMEND", introduced to the hometown tax site "ANA's hometown tax payment".
On the 16th, Saijinia <6031> announced that the recommendation engine "ZETA RECOMMEND" provided by its subsidiary ZETA has been introduced to the "ANA no Furusato Nōzei" website operated by ANA Akindo, a subsidiary of ANA Holdings <9202>. In addition to popular return gifts such as "meat," "seafood," and "fruits," "ANA no Furusato Nōzei" features contents based on strengths of the ANA group, such as "travel," "lodging," and "experiences."
Is the second bull market really here? The Nikkei rose 2% and hit a new high again.
Is the Japanese stock market starting a new bull market?
List of stocks with cleared clouds (Part 2) [Ichimoku Kinko Hyo: List of Stocks with Cleared Clouds]
- List of stocks which passed under the cloud: Market Code Stock name Closing price Leading Span A Leading Span B TOPIX Prime 1333 Maruha Nichiro 3123 3215.25 3127.5 1379 Hokuto 1820 1834.25 1844 1930 Hokuriku Electric 1118 1140 1189.5 1941 Nihon Dempa Kogyo -
Companies such as Tei's Tech and Watami (etc.) (Part 3)
<7172> Japan Investment Advisor Co., Ltd., Naoto Shiraiwa's shareholding ratio is 56.62%, which is the same as before. The reporting obligation starts on June 27, 2024. <7297> Car Mate Co., Ltd., Shuko Akahane's shareholding ratio changes from -% to 5.48%. The reporting obligation starts on June 28, 2024. <7297> Car Mate Co., Ltd., Hiroko Tokuda's shareholding ratio changes from -% to 5.90%. The reporting obligation starts on June 2, 2024.
Sanbio, Free, and other emerging market ratings list.
Downgraded 2 to 3 ranks: Sun Bio "City" <4592>, Free "Morgan" <4478>. Maintained Overweight: Skymark "Daiwa" <9204> upgraded from 3 to 2 ranks. The above ratings for each company were confirmed by us as of 07/01.
Daisei, Nichiyu, etc. (additional) Rating
Ratings upgrade - bullish code | Stock name | Stock company | Previous | Current | ----- | ------------- | ---------- | ------------ | -------------- | <4188> | Mitsubishi Chemicals | Mizuho | "Hold" | "Buy" | <6532> | Bay Current | JPM | "Neutral" | "Overweight" | <9204> | Skymark
Acumo F, Toray Industries Inc, etc (added) Rating
Upgrade - Bullish Code | Stock name | Securities company | Previously | Changed after | ------ | -------------- | ------------ | ------------- | ------------- | <6005> | Miura Kogyo | SMBC Nikko | "2" | "1" | <7167> | Mebuki FG | Daiwa | "3" | "2"
Skymark is a domestic airlines based in Haneda Airport.
Skymark<9204> is an airline that focuses on domestic high-yield routes based in Haneda Airport. The company offers high quality service at affordable prices with unique positioning that is different from both full service carrier and LCC. As of March 2024, they operate 12 airports, 23 routes, and 154 flights per day from Hokkaido to Okinawa and Miyako (Shimojishima). They operate mainly on routes based in Haneda Airport, which has high passenger unit prices and excellent profitability, with shareholding.
Kumagai Gumi, Mandom, etc. (additional) Rating.
Upgrade - Bullish Code | Stock Name | Securities Company | Conventional | After Change | ------ | ----------------- | ---------- | --------- | --------- | <9793> | Dai Seki | SMBC Nikko | "2" | "1" | Downgrade - Bearish Code | Stock Name | Securities Company | Conventional | After Change | ------ | ----------------- |-
Rating [security companies rating]
Upgrade- Bullish Code | Stock Name | Securities Company | Before | After Modification | ------|-------------|-----------|-----------------|--------------| <4188 > | Mitsubishi Chemical G | SMBC Nikko | "2" | "1 " | <9301 > | Mitsubishi Warehouse | Daiwa | "3" | "2"
Kaonavi, Skymark [List of Emerging Market Ratings]
"Ichiyoshi" <4435> Kaonavi, and "Tokai Tokyo" <9204> Skymark are recommended as outperform. * The ratings of the above companies were confirmed by our company as of 06/19.
Dai-ichi Life HD, Tokyo Marine, etc. (additional) Rating
Upgrade - Bullish Code | Stock Name | Securities Company | Before | After | ------|-------------|-------------|---------|---------|<5714> | DOWA | Daiwa | "4" | "3" |<8253> | Clessezon | SMBC Nikko | "2" | "1" |<9041> | Kintetsu GHD | Mizuho | hold
Convertible Stock List (Part 3) [Parabolic Signal Convertible Stock List]
○ List of sales conversion stocks market code stock name closing price SAR Tokyo Stock Exchange Prime <7637> Hakudo 2887 2990 <7718> Star Seimitsu 2079 2130 <7721> Tokyo Keiki 3070 3330 <7729> Higashi Seimitsu 11095 11730 <7739> Canon Electronics
Check out the disclosed information for [Tomorrow's Good and Bad Materials]! (Announced on 5/30)
[Good Material] ――――――――――■Sanyo Homes [Tokyo Stock Exchange S] formulated a medium-term management plan. We aim for operating profit of 2.4 billion yen for the fiscal year ending 27/3 (results for the fiscal year ending 24/3 are 950 million yen). ■Petroleum Resources Development [TSE P] Participated in the “Freeport LNG Project” in Texas, USA. ■Kudo Construction [TSE S] will additionally acquire shares of Nikken Kikaku, which is an affiliated company applying the equity method, and make it a consolidated subsidiary. ■TOENEC
Sodick, Mitsubishi Electric, etc. [List of brand materials from newspapers]
*Sodick <6143> enters “plant meat” and develops special heating equipment (Nikkan Kogyo side 1) - ○*TOPPAN <7911>Africa Offensive, 4 businesses (Nikkan Kogyo 1 page) - ○*Mitsubishi Electric <6503> Aisin and new company to strengthen EV parts supply, to in-vehicle restructuring (Nikkan Kogyo, page 3) - ○*Kandenko <1942>YKK AP and solar power generation in the building window (Nikkan Kogyo 3 pages) - *○Seito <89>Nagoya Railroad Capital and business alliances with real estate Synergistic effects (Nikkan Kogyo, page 3)