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...
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.
The Nikkei average continued to rise and reversed its trend in response to the yen's depreciation.
On the 29th, the U.S. stock market was mixed. The Dow was down 49.41 points (-0.12%) to 40,539.93, the Nasdaq was up 12.32 points (+0.07%) to 17,370.20, and the S&P 500 was up 4.44 points (+0.08%) to 5,463.54 at the close of trading. Buying continued after the opening due to good corporate earnings. In the absence of major economic indicators, caution ahead of the Federal Open Market Committee (FOMC) drove selling pressure.
Fanuc Corp, BIPROGY, etc. (added) rating.
Rating upgrade - bullish code | Stock name | Securities company | Conventional | After change | ------ | -------------- | ------------- | ------------- | -------------- | <3479> | TKP | Morgan Stanley | UnderW | EqualW | <5423> | East Steel | Nomura | Neutral |
List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
List of buy conversion stocks in the market: Code Stock name Closing price SAR TOPIX Prime <1719> Ando Hazama 1197 1168 <1808> Haseko 1860 1804 <1814> Daisue Ken 1754 1677 <1873> Japan House HD 352 345 <1878> Daito Ken
Chinemon Chuo, Minebea Mitsumi G, etc.
*Chunichi Chain<6371> delivers system to Senko with AI image recognition for automatic sorting (Nikkan Kogyo front page) - ○ * NTT<9432> collaborates with Southeast Asian emerging markets, promotes with 7 subsidiaries (Nikkan Kogyo page 3) -○ * NEC<6701> US Secretary of State inspects NEC, expects submarine cable maintenance (Nikkan Kogyo page 3) -○ * Minebea Mitsumi G<6479> Joint venture in Thailand within fiscal year, expanding procurement of renewable energy (Nikkan Kogyo page 3) -○ * GSI Creos<8101> President and CEO Naomi Yoshinaga makes inroads into emerging markets, I
Autonomous rebound buying is predominant, reflecting the high stock prices of the US stock market and others.
The Nikkei average rebounded for the first time in nine business days, closing at 38,468.63 yen (+801.22 yen) (with volume estimated at 1.6 billion 10 million shares). In addition to the buying of high-tech stocks due to growing expectations of interest rate cuts in the US market at the end of last week, the Nikkei average also saw buying aimed at autonomous rebound as it had fallen more than 3600 yen in eight business days, and it recovered in the 38,000 yen range at the start. In the mid-morning of the morning session, it rose to 38,719.70 yen. However, a financial policy decision meeting between Japan and the United States will begin tomorrow, on which the Nikkei market has a keen eye.
SBI Securities sold more shares of Shinetsu Chemical Industry, while SCREEN HD bought more shares.
Sell Code Company Name Trading value (6146) DISCO 49,020,874,440 (1570) NEXTFUNDS Nikkei Average Leverage Listed Investment Trust 48,927,947,080 (6920) Laser Tech 27,132,972,500 (8035)
SMS, Mabuchi, etc. (additional) Rating
Upgrade Rating - Bullish Code | Stock Name | Securities Company | Conventional | After Change | -- | --------- | ---------- | -------------- | -------------- | <5801> | Furukawa Electric | SMBC Nikko | "2" | "1" | <5803> | Fujikura | SMBC Nikko | "2" | "1" | <8630> |
Hitachi Construction Machinery's stock has fallen sharply, with double-digit profit decline in the first quarter, lower than consensus.
Fell sharply. The first quarter earnings were announced last week, with operating profit of 32.8 billion yen, a 14.0% decrease compared to the same period last year. The progress rate for the full-year plan of 161 billion yen, a 1.0% decrease from the previous period, remains at 20%, and the market consensus is believed to have fallen more than 10 billion yen. The company seems to be generally in line with expectations, but the yen's depreciation is believed to have been supportive, and demand in Asia and Oceania appears to have fallen more than expected. Expectations of an upward trend in performance have declined.
Investment strategy for today, July 29th.
[Fisco selected stock] [Material stock] MK Seiko <5906> 400 yen (7/26) handles repair equipment for cars such as gate-type car wash machines and transportation information boards. It has revised its financial estimates for the first half of 25 years ending March. Operating profit is expected to be 1.1 billion yen (an increase of 12.1% compared to the same period last year). The previous estimate was doubled. Due to the strong investment interest in improving non-oil revenue and the demand for labor-saving maintenance operations, the SS business is doing well. The full-year estimate has not been revised. Operating profit for the year ending March 25 is 10.0.
Kurimoto Iron Works, GS Yuasa, etc.
*Kurimoto Tekkojo <5602>: Integration of upstream processes at two locations for iron pipe production reorganization (Nikkan Kogyo front page) - ○*GS Yuasa <6674>: Production capacity of rocket thermoelectric batteries to be increased fivefold for the fiscal year ending March 29 (Nikkan Kogyo front page) - ○*NTT <9432>: Google to join IOWN international organization promoting establishment (Nikkan Kogyo front page) - ○*Mitsubishi Heavy <7011>: Increasing production of aircraft components in Vietnam with an eye on in-house manufacturing (Nikkan Kogyo front page) - ○*Toyota Motor <7203>: Expanding supply chain by establishing EV battery plant in Fukuoka (Nikkan Kogyo)
After the buying spree, we will focus on individual responses based on the settlement.
[Stock Opening Comment] On the 29th, the Japanese stock market is expected to have a buying-dominant market development following a high trend in the US stocks. On the 26th of the US market, NY Dow surged 654 dollars and Nasdaq went up 176 points. A better-than-expected performance of 3M's financial estimates as well as PCE price index staying within expectations and confirming a trend in inflation stagnation, have led to a strong buying spree due to expectation of interest rate cuts later this year. The Chicago Nikkei 225 futures clearing price was 38235 yen, an increase of 545 yen compared to Osaka. The exchange rate was 1 yen.
Pay attention to Nippon Electric and Tohoku Steel, while Hitachi Construction Machinery and SMS are weak.
In the US stock market last weekend, the Dow Jones Industrial Average rose 654.27 points to 40,589.34, and the Nasdaq Composite Index rose 176.16 points to 17,357.88. The Chicago Nikkei 225 futures rose 545 yen to 38,235 yen compared to the Osaka day-ask price for the day. The exchange rate is 1 dollar = 153.70-80 yen. In today's Tokyo market, high-purity <4973> reported a 2.7-fold increase in operating profit for the first quarter from the same period last year, while Misumi G <9962> saw a 31.4% increase and Keyence saw a 10.9% increase in the same period.
The latest installment of 'Deadpool' ranks first in North American movie box office revenue.
According to reports, the unusual hero film 'Deadpool & Wolverine' from The Walt Disney Company topped the North American box office with 205 million dollars (approximately 31.5 billion yen). It is said to be the highest grossing opening for an R-rated film, more than twice that of 'Joker' released in 2019. <3791> IG Port <9984> SoftBank G <4676> Fuji HD <9404> Nippon Television.
Shin-Etsu Chemical's 1Q operating profit increased by 0.1% to 191 billion yen.
The performance report for the first quarter of fiscal year 2025 announced by Shin-Etsu Chemical <4063> showed that revenue decreased by 0.2% compared to the same period last year to 597.93 billion yen, while operating profit increased by 0.1% to 191.023 billion yen. Operating profit and ordinary profit were almost the same as the same period last year. Automobile input devices continued to perform well against the background of the recovery of the automotive industry, and sales also expanded in the silicone roller for office equipment due to increased orders for new products. In FY2025, revenue increased by 3.5% compared to the previous year.
Johnson Controls Agreed To Sell Its Residential And Light Commercial HVAC Business, Including Its North America Ducted Business And 60% Stake In The Johnson Controls-Hitachi Air Conditioning Joint Venture, To Robert Bosch GmbH For ~$8.1B In Cash, With...
Ahead of the Bank of Japan meeting, there continues to be selling pressure from position adjustments.
The Nikkei Average fell for 8 consecutive business days. Trading ended at 37,667.41 yen (-202.10 yen) (with a volume of approximately 1.708 billion shares) . Reflecting the trend of high-tech stocks being sold in the previous day's US market, the Nikkei Average started to decline. However, after falling more than 3,400 yen for the previous 7 business days, it rebounded autonomously from buying and rose up to 38,105.96 yen at the end of the morning session. However, we still need to confirm the performance trends of major domestic companies that are beginning to ramp up, and next week will also see the Bank of Japan's monetary policy decision-making meeting.
The Nikkei average fell for the 8th consecutive day, with semiconductor and Toyota Motor stocks dropping sharply in the afternoon.
On the 25th, the US stock market was mixed. The Dow Jones Industrial Average closed at 39,935.07, up 81.20 points (+0.20%), the NASDAQ closed at 17,181.73, down 160.68 points (-0.93%), and the S&P 500 closed at 5,399.22, down 27.91 points (-0.51%). Risk aversion remained strong, and the market was mixed after the opening. However, due to the better-than-expected growth in domestic gross domestic product (GDP) and consumption in the April-June period, pessimistic views on the economy have retreated, leading to buying back.