Buy aiming for autonomous rebound against recent decline.

The Nikkei average rebounded for the first time in four days, closing at 38,642.91 yen, up 107.21 yen (volume approximately 2.108 million shares). In the U.S. market on the 14th, although the major stock price indices fell, there was buying aimed at autonomous rebound after dropping nearly 1,000 yen in the previous three days, and the yen depreciated to the mid-156 yen level against the dollar, providing a tailwind to export-related stocks. In addition, mega banks such as Mitsubishi UFJ <8306>, which announced good performance prospects and share buybacks, remained solid.

Fisco JapanNov 15 02:32 ET

Takasago fever, medley, etc. (additional) Rating.

Upgrade - Bullish code stock name Securities company traditional changes after ----------------------------------------------- <6481> THK Daiwa "3" "1" Downgrade - Bearish code stock name Securities company traditional changes after ----------------------------------------------- <7951> Yamaha City "1" "2" Target price change code stock name Securities company traditional changes after--

Fisco JapanNov 14 21:33 ET

November 15 [Today's Investment Strategy]

[Fisco Selected Stocks]【Material Stocks】Net Protections Holdings <7383> 361 yen (11/14) provides a post-payment settlement solution. The financial estimates for the fiscal year ending March 2025 have been revised upward. The operating profit is estimated to be 1.7 billion yen. This is approximately a 57% increase from the previous estimate. The previous year reported a loss of 0.627 billion yen. The operating revenue is progressing as planned. Cost control through improvements in credit activities and billing operations for each service, as well as streamlining selling, general and administrative expenses.

Fisco JapanNov 14 18:53 ET

Pay attention to Netpro HD and Gifty, while Nomura Micro and Tsuburaya Production HD are weak.

In the U.S. stock market on the 14th, the dow jones industrial average fell by $207.33 to 43,750.86, the nasdaq composite index dropped by 123.07 points to 19,107.65, and the chicago nikkei 225 futures were up 390 yen from the Osaka daytime to 38,970 yen. The exchange rate was 1 dollar = 156.30-40 yen. In today's Tokyo market, Oisix <3182>, with a first-half operating profit increase of 60.9% compared to 13.4% growth in the first half, saw a widening rate of increase, and TREHD <92> had a first-half operating profit that was 2.1 times higher than the same period last year.

Fisco JapanNov 14 18:15 ET

Mitsubishi UFJ and others announced share buyback on November 14th.

The stocks that announced the establishment of a share buyback framework on November 14 (Thursday) are as follows: <8306> Mitsubishi UFJ 2.3 million shares (2.0%) 300 billion yen (24/11/15-25/3/31) <8316> Mitsui Sumitomo 60 million shares (1.5%) 150 billion yen (24/11/15-25/1/31) <8411> Mizuho 50 million shares (1.9%) 100 billion yen (24/11/15-25/2/28) <7181> Japan Post 30 million shares (7.8%) 35 billion yen (24/11

Fisco JapanNov 14 17:12 ET

Mitsubishi UFJ, 2Q operating profit increased by 37.3% to 1.7569 trillion yen, announced a share buyback.

Mitsubishi UFJ <8306> announced its second-quarter results for the fiscal year ending March 2025, with operating revenue increasing by 21.1% year-on-year to 6 trillion 860.2 billion 77 million yen, and ordinary profit rising by 37.3% to 1 trillion 756.9 billion 26 million yen. Additionally, the net profit forecast for the fiscal year ending March 2025 was revised upwards from 1 trillion 500 billion yen to 1 trillion 750 billion yen. This was due to strong performance in the customer division, as well as improvements in profit margins from rising yen interest rates and the sale of shareholdings. The annual dividends plan is set at 60 yen per share, in line with previous indications.

Fisco JapanNov 14 16:22 ET