List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
List of buy conversion stocks: Market Code Company Name Closing Price SAR Tokyo Prime <1375> Yukiguni Maitake 1021 995 <1417> Miraitone 2140 2010 <1429> Nihon Aqua 898 855 <1515> Nippon Steel Ore 4785 4565 <1720> Tokyu Construction
Looking to buy semiconductors at a dip [Stock's Opening Comments, Strength and Weakness Materials, Support and Resistance]
[Stock Opening Comments] The Japanese stock market on the 1st day is expected to see a pullback led by semiconductor shareholders after a round of selling. On the US market on July 31, the Dow Jones Industrial Average rose by 99 dollars, and the NASDAQ rose by 451 points. The Federal Reserve Board (FRB) kept the policy interest rate as expected at the Federal Open Market Committee (FOMC). Powell, Chairman of the FRB, hinted at the possibility of a rate cut in September during the FOMC press conference, which was considered as a material. In addition, Advanced Micro
Hitachi's operating profit in the first quarter increased by 51.4% to 197.6 billion yen, exceeding the consensus.
For the first quarter of the fiscal year ending March 2025, sales revenue decreased by 4.8% compared to the same period of the previous year to 2.211 trillion yen, while operating profit increased by 51.4% to 197.624 billion yen, exceeding the consensus estimate of around 150 billion yen. The power transmission and distribution business grew against the background of expanding datacenter investment, and the IT department also performed well. The performance for the fiscal year ending March 2025 is planned to maintain the initial plan of sales revenue decreasing by 7.5% compared to the previous year to 9 trillion yen, while operating profit increasing by 13.1% to 855 billion yen.
Mitsui & Co., Mitsubishi Corporation, Mitsubishi UFJ Financial Group, Yamato Holdings (1st)
*The above calendar is subject to change due to company circumstances.---------------------------------------August 1 (Thu) <1450> Tanaka Construction Industry <2222> Kotobuki Spirits <2282> Nippon Ham <2296> Itoham Yonekyu HD <2612> Kadoya <2907> Ajikan <3064> MonotaRO <3110> Japan
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]
Express News | Dow Jones Reported Japan Confirms Currency Intervention Over Past Month
BOJ's Bold Step Toward Policy Normalization Marks 'New Dawn'
BOJ Looks More Hawkish About Future Rate Increases
Active and newly listed stocks during the morning session.
*Aisangyo <7283> 1510 +199 raised financial estimates and dividend forecast for the full year due to significant earnings growth in the first quarter. *Risokagaku <6413> 3285 +371 acknowledges the upward revision of financial performance and the share buyback. *I S B <9702> 1598 +152 achieves double-digit growth in the first half, exceeding the planned target. * Nittetsu Solutions <2327> 3370 +220 acknowledges significant earnings growth in the first quarter and good order intake. *Makita <6586> 4908 +285 due to the effect of a decrease of 1 yen.
Bank of Japan Raises Policy Rate to 0.25%, Tapers Bond Buying
Express News | Reported Earlier, Japan Industrial Production (MoM) Preliminary For June -3.6% Vs. -4.2% Est.; 3.6% Prior
Express News | Japan Interest Rate Decision 0.25% Vs. 0.10% Est.; 0.10% Prior
Another round of pre-announcement before the release! Will Japan raise interest rates and shrink its balance sheet at the same time? Technology stocks plummeted in response to the news overnight, and the Japanese yen rose.
NHK reports that the Bank of Japan is discussing raising interest rates to 0.25%, and combined with previous analyses, the central bank may propose specific measures to reduce the balance sheet at this meeting. Will this 'double whammy' affect global markets today?
Japan Industrial Production, Retail Sales Data Show Signs of Improvement Ahead of BOJ Meet
Tokyo Century, FKG, etc.
*Tokyo Century <8439> to invest 40 billion yen in datacenter expansion in North America to respond to AI demand (Nikkan Kogyo front page) - ● *Additional model for Fuku-tsu <6474> collaborative robots with 12kg portability and high-speed movement (Nikkan Kogyo front page) - ● *NTT <9432> AI collective proof for local governments, reference for policy making reproduced through citizen participation discussions (Nikkan Kogyo page 3) -● *Daiwa House <1925> to construct new refrigerated warehouses in Osaka Bay Area (Nikkan Kogyo page 3) - ● *TDK <6762> Edge AI new company, Shin
Starlink is rapidly spreading in Brazil.
Space business: Starlink seems to be rapidly spreading in Brazil. Starlink obtained regulatory approval two years ago and became the largest satellite internet communications provider in the country in May of this year. The number of subscribers is currently 0.2 million, and further growth is expected with the introduction of the small antenna 'Starlink Mini'. <7203> Toyota <7721> Tokyo Keiki <2359> Core <3004> Kami-ei <3401> Teijin <34...
Express News | BOJ To Weigh Rate Hike To 0.25% At Wednesday Policy Meeting; Considering Raising The Policy Interest Rate, Likely To 0.25%, At Its Meeting That Concludes Wednesday; Central Bank Also Looks To Decide By How Much And How Fast To Reduce Its Monthly...
Express News | Pennsylvania Governor Shapiro Says Has Serious Concerns About Nippon Steel Acquisition Of U.S. Steel; Says Nippon Steel Deal For U.S. Steel Would Not Meet His Approval As It Stands Now
Express News | BOJ Board Members To Discuss Raising Rates To 0.25%, Reports NHK
The market is currently in a stalemate ahead of important events between Japan and the US.
The Nikkei average continued to rise slightly. It ended trading at 38,525.95 yen, up 57.32 yen (with a rough volume of about 1.702 billion shares) before the Bank of Japan's monetary policy meeting and the important event of the Federal Open Market Committee (FOMC) of the United States. The Nikkei average started to fall back amid a wait-and-see mood, but then rebounded to 38,349.87 yen in the first half of the day. However, because major stocks with a large contribution to the index, such as semiconductor-related stocks, were trading weakly, it fell to 38,076.7 yen towards the end of the morning session.