Asahi Intecc, Mitsubishi Estate, etc. (additional) Rating
Target stock price change code stock name securities company previous change after --------------------------------------------------- <141A> Trial Mizuho 4,000 yen 4,200 yen <1925> Daiwa House SMBC Nikko 5,000 yen 5,400 yen <2802> Ajinomoto Mizuho 7,200 yen 7,250 yen <2875> Toyo Suisan SMBC Nikko 11,800 yen 12,600 yen <3110> Nitto Boseki Daiwa 6,000 yen 6,300 yen <3291>
Tokio Marine Holdings and others continue to rank, with profits financial estimates excluding gains from policy stock sales revised downward.
Tokyo Marine <8766> is ranked (as of 10:32 AM). It has significantly dropped. The company announced its first half results the previous day, with a net profit of 688.5 billion yen, which is 3.4 times compared to the same period last year. The full-year financial estimates were revised upward from the previous 870 billion yen to 880 billion yen, an increase of 26.5% year-on-year. However, when excluding gains from the sale of policy stocks, the profit will be 528 billion yen, which is a reduction of 82 billion yen from the initial estimate, appearing to be seen as a selling factor. The announcement of the share buyback also lacks surprises.
Rating [security companies rating]
Upgraded - bullish code stock name brokerage firm previous change after ----------------------------------------------------------------- <7839> SHOEISMBC Nikko "2" "1" <4208> UBE Daiwa "3" "2" <4004> Resonac HD Iwai Cosmo "B+" "A" <4886> Asuka Pharmaceutical HD Toyo "Hold" "Buy" <4967> Kobayashi Pharmaceutical Jefferies "Under P" "
November 20 [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Morito <9837> 1,444 yen (11/19) engages in apparel materials such as hooks and automotive interior components. It announced a year-end dividend of 34 yen for the fiscal year ending November 2024. The previous financial estimate was 29 yen, and the year-end dividend for the previous year was 28 yen. Additionally, shareholders who hold more than 100 shares at the year-end will receive a commemorative gift (a 500 yen Quo card) for the 35th anniversary of listing. At the same time, all shares of Ms.ID, which manufactures, imports, and sells fashion accessories, will be acquired, making it a subsidiary.
Kawasaki Kisen Kaisha, Asahi Kasei, etc. [List of stock information from the newspaper]
Kawasaki Heavy Industries, Ltd. <7012> will enter the civil aircraft engine MRO in the fiscal year 2026, and will enhance the structure of its two factories in Hyogo (Nikkan Kogyo front page) - ○ Subaru Corp Unsponsored ADR <7270> adopts On Semiconductor's image sensor for "EyeSight" (Nikkan Kogyo page 3) - ○ Sumitomo Metal Mining Co., Ltd. <5713> nickel-based cathode material plant for automotive use to start operation in January next year (Nikkan Kogyo page 3) - ○ Asics Corporation <7936> upwardly revises its three-year mid-term plan, raising its operating income to over 130 billion yen (Nikkan Kogyo page 3) - ○ Canadivya <7004>
Attention is focused on SOMPO and Morito, while Max and Higashitech are showing weakness.
In the U.S. stock market on the 19th, the dow jones industrial average closed at 43,268.94, down 120.66 points, while the nasdaq composite index closed 195.66 points higher at 18,987.47. The Chicago Nikkei 225 futures were down 145 yen at 38,275 yen compared to the Osaka day session. The exchange rate was 1 dollar = 154.60-70 yen. In today's Tokyo market, SOMPO<8630> announced an upward revision of the performance and dividend estimates for the fiscal year ending in March 2025, as well as a share buyback of up to 7.44% of the issued shares. They also announced an upward revision of the dividend estimate for the fiscal year ending in November 2024.
List of converted stocks (Part 2) [List of converted stocks for Parabolic Signal]
○List of stocks for sale conversion Market Code Stock Name Closing Price SAR Tokyo Main Board <1814> Oomatsu Construction 1684 1799 <1982> Hibiya Setting 3660 3945 <2124> JACR 706747 <2587> Suntory BF 5001 5349 <2791> Daikokuten 10400 10890 <2809> QP 3522 3676 <2918> Warabe Nichiyoh 2012 2074 <3183> Win P
Announcement of share buyback by SOMPOHD etc on November 19.
The stocks that announced the establishment of a self-share acquisition framework on November 19 (Tuesday) are as follows: <8630> SOMPO HD 72 million shares (7.4%) 155 billion yen (November 27, 24 - May 19, 25) <8766> Tokio Marine & Nichido Fire Insurance Co. 75 million shares (3.8%) 120 billion yen (November 20, 24 - May 15, 25) <8725> MS&AD Insurance Group Holdings Inc. 30 million shares (2.0%) 60 billion yen (November 20, 24 - March 24, 25) <6454> Max 0.6 million shares (1.3%) 2.4 billion yen (25/
SOMPO, upward revision on March 25, ordinary profits of 550 billion yen, revised from 320 billion yen, increased dividends, share buyback.
SOMPO <8630> announced a revision to its fiscal 2025 performance forecast. Operating profit was upwardly revised from 320 billion yen to 550 billion yen. This was due to the strong performance of policy stock reduction at Sompo Japan and the sale of part of the shareholding investment securities, resulting in an expected increase in gains from the sale of securities compared to the previous forecast. In addition, the year-end dividend forecast at the beginning of the year was expected to be 56 yen per share, but considering the outlook for future performance trends, the year-end dividend forecast.
The rebound also functions with the 200-day line as a support.
The Nikkei average rebounded. It closed the trading at 38,414.43 yen, up 193.58 yen (approximately 1.8 billion shares in volume), following the trend in the US market. It started with a rebound, recovering the milestone of 38,500 yen just after the opening. However, active buying was limited, and there were scenes where the price increase narrowed to 38,246.36 yen in the mid-morning session. Subsequently, although the market development was characterized by a stalemate, there were also moments in the afternoon session when the price briefly exceeded the high of 38,560.10 yen set in the morning.
The Nikkei average has rebounded and is fluctuating slightly while waiting for nvidia's earnings report.
On the 18th, the USA market was mixed. The Dow Jones Industrial Average closed the trading session at 43,389.60, down 55.39 points, while the NASDAQ ended at 18,791.81, up 111.69 points. With limited news at the opening, the market was mixed. The unexpected improvement in the November NAHB Housing Market Index and strong growth expectations provided support, but the Dow was pressured by profit-taking sales and traded weakly throughout the day. The NASDAQ was supported by the rise of electric car maker Tesla, a decline in long-term interest rates, and expectations for the earnings of semiconductor company NVIDIA.
Asia Markets Trade Mixed on Hawkish RBA Minutes, Japanese Yen Strengthens on Intervention Fears
List of conversion stocks (Part 2) [List of stocks converted by Parabolic Signal]
List of sell conversion stocks in the market Code Stock Name Closing Price SAR Tokyo main board <1726> Brother HD 343 350<1898>Century Tokyu 15521586<2127>Japan M&A 656711<2170>LINK&M 556608<2209>Imuraya G 23982450<2326>Deagarts 57906180<2331>ALSOK 10671136<2533>Oenon
Mitsubishi UFJ Financial Group, Inc. (MUFG) Q2 2025 Earnings Call Transcript Summary
SOMPOHD, MS&AD, Tokio Marine (19th).
※The above calendar is only a schedule and may be subject to change depending on the company's circumstances. ---------------------------------------November 19 (Tue) <8630> SOMPOHD <8725> MS&AD <8766> Tokio Marine---------------------------------------November 20 (Wed)-----------------------
Express News | 'U.S. Tech Firm ServiceNow to Spend $2bn on Japan Data Center Push' -Nikkei
'Nippon Steel Makes Anti-Import Vow To Win Over U.S. Steel Workers; Nippon Steel's Mori Makes Appeal In Letter To Union Workers; Letter Includes Vow Not To Import Foreign Steel Slabs Into U.S.' - Bloomberg
BOJ Governor Signals Rate Hikes Ahead, but Uncertainty Over Timing Weighs on Yen
High-tech stocks and pharmaceutical stocks are a burden on the market.
The Nikkei average plunged significantly, closing at 38,220.85 yen, down 422.06 yen (trading volume approximately 1.73 billion shares). Reflecting the decline in semiconductor-related sectors in the US market last week, selling pressure focused on tech stocks also dominated the Tokyo market. The Nikkei average dropped to 38,150.39 yen shortly after the opening of trading. However, spurred by comments from BOJ Governor Kuroda at a morning speech, the yen temporarily weakened to the 155 yen range against the dollar, leading to increased buying activity in futures and other markets.
The Nikkei average fell significantly, weighed down by the decline in tech stocks.
Last weekend, the Dow Jones Industrial Average in the USA market closed with a loss of 305.87 points at 43444.99 points, while the NASDAQ closed with a loss of 427.53 points at 18680.12 points. The selling pressure continued following hawkish remarks by Federal Reserve Chair Powell, leading to a decline after the opening. Buying interest, which was driven by expectations of policies supporting corporate performance such as deregulation by the upcoming Trump administration, paused. Furthermore, the speculation of an additional rate cut in December receded after comments from Fed officials, contributing to the continued decline. US stocks that declined.