No Data
February 17 [Today's Investment Strategy]
[Fisco Selected Stock] 【Material Stocks】 Takuma <6013> 1719 yen (2/14) The main business includes EPC (Design, Procurement, Construction) for municipal waste treatment plants and after-sales service. The performance Financial Estimates for the fiscal year ending March 2025 have been revised upward. Operating profit is expected to be 13.5 billion yen (a 32.0% increase compared to the previous period). This is about a 20% increase from the previous estimate. The plant construction work is progressing smoothly. The year-end Dividends will be set at 38 yen, up from the previous estimate of 28 yen. Additionally, a maximum of 11.59% of the issued Stocks will be self.
Kawasaki Heavy Industries, SCREEN, ETC [List of stock materials from newspapers]
*Kawasaki Heavy Industries Ltd. completed the demonstration of the 'Hydrogen Digital Management System,' aiming for commercialization around 2028 (Nikkai Industrial, Page 3) - ○*Nissan Motor Co., Ltd. will launch the new 'e-POWER' within the year, improving fuel efficiency at high speeds (Nikkai Industrial, Page 9) - ○*MAZDA MOTOR CRP will invest 20 billion yen in Thailand to produce and maintain electric compact SUVs (Nikkai Industrial, Page 9) - ○*SCREEN Holdings Co., Ltd. will establish a new factory for Semiconductors in Shiga and develop bases Overseas (Nikkai Industrial, Page 13) - ○*Casio Computer Co., Ltd. will completely revamp its working environment and develop new centers.
Determine the resilience of high-tech stocks.
[Stocks Opening Comment] The Japanese stock market on the 17th is likely to experience a tough yet steady market development. On the 14th, the US market saw the Dow Jones Industrial Average down by 165 points, while the Nasdaq rose by 81 points. Retail revenue in January fell more than expected, leading to a Sell-off, particularly in economically sensitive stocks. On the other hand, some tech stocks like NVIDIA were purchased, with the Nasdaq Index continuing to rise for three days. The Chicago Nikkei 225 Futures are 10 yen lower than Osaka at 39,100 yen. The yen exchange rate is 1 dollar = 152 yen.
Attention is drawn to Sanrio and Takuma, while Olympus and Nomura Micro may be weak.
In the US stock market on the weekend of the 14th, the Dow Jones Industrial Average closed down by 165.35 points at 44,546.08, while the Nasdaq Composite Index rose by 81.13 points to 20,026.77. The Chicago Nikkei 225 Futures decreased by 10 yen compared to the daytime in Osaka, settling at 39,100 yen. The exchange rate was 1 dollar = 152.30-40 yen. In today's Tokyo market, the operating profit for the third quarter rose by 49.8% for Emup <3661>, and 52.8% for Copro HD <7059>, with operating profit turning positive compared to the previous period.
Tokio Marine raised its forecast on March 25, with ordinary profits projected at 1 trillion 380 billion yen, up from 1 trillion 240 billion yen.
Tokyo Marine <8766> announced a revision of the performance forecast for the fiscal year ending March 2025. Operating profit was revised upward from 1 trillion 240 billion yen to 1 trillion 380 billion yen, and net profit was raised from 880 billion yen to 1 trillion yen. Although the loss ratio related to Autos in the domestic insurance business is deteriorating, the sale of policy Stocks is expected to accelerate more than previously anticipated. The sales amount of policy Stocks is projected to be approximately 912 billion yen for the full year, increasing by 162 billion yen from the previous forecast. 【Positive Evaluation】 <8766> Tokyo Marine Quarterly | <4449> Giftie Full Year <2503> K
Mitsubishi Chemical G, Mitsui & Co., etc. [List of stock materials from the newspaper]
*Mitsubishi Chemical Group <4188> expands semiconductor materials for post-processing, suppressing sealing and thermal expansion (Nikkan Kogyo, front page) - ○ *Mitsui & Co. <8031> invests in U.S. synthetic fuels, eyeing decarbonization in the trucking industry (Nikkan Kogyo, page 4) - ○ *Kansai Electric Power <9503> reviews plans for the removal of spent nuclear fuel and presents them to Fukui Prefecture (Nikkan Kogyo, page 4) - ○ *Unitika <3103> receives 20 billion yen from REVIC and promotes structural reform (Nikkan Kogyo, page 4) - ○ *Miyoshi Oil & Fat <4404> announces new medium-term plan with capital investments of 20 billion yen.