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The Nikkei average has risen for three consecutive days, with Semiconductors stocks being bought, but the stronger yen is a burden.
On the 5th, the Dow Inc in the US market closed up $317.24 at $44,873.28, while the Nasdaq ended up 38.31 points at 19,692.33 points. Disappointment over Alphabet's disappointing earnings report, which operates the search engine Google, led to selling in the tech sector, resulting in mixed performance after the market opened. While the decline of Alphabet weighed on the Nasdaq, the rise of the semiconductor NVIDIA offset this, allowing it to recover into positive territory towards the end. The Dow was supported by expectations of additional interest rate cuts which contributed to lower interest rates and a weaker dollar.
Fuji HD, US, ETC (additional) Rating
Downgrade - Bearish Code Stock Name Brokerage Firm Previous Changed After----------------------------------------------------------------<2175>SMS Morgan S "Overweight" "Equal Weight" <6367>Dai Kin Macquarie "Outperform" "Neutral" Target Price Change Code Stock Name Brokerage Firm Previous Changed After-----------------------------------
NINTENDO CO LTD continues to update its highest value daily, raising expectations for the 'Nintendo Switch 2'.
The highest price has been updated for consecutive days. Regarding the new Game Console "Nintendo Switch 2," which will be released in 2025, it has been reported that the company's president stated that products will be prepared to meet demand. It is also conveyed that there is a desire to achieve a Start Dash that the current console Switch was unable to accomplish. Although sales of the current console are expected to decline in anticipation of the new model, the earnings forecast for the fiscal year ending March 2025 has been revised downward, but it did not lead to a negative reaction.
Kandenko, Kinden ETC (additional) Rating
Upgrades - Bullish Code Stock Name Securities Company Previous After ----------------------------------------------------------- <6326> Kubota GS "Sell" "Hold" <7203> Toyota Macquarie "Neutral" "Outperform" Downgrades - Bearish Code Stock Name Securities Company Previous After --------------------------------------------------
February 5 [Today's Investment Strategy]
[Fisco Selected Stocks]【Material Stocks】Tokalo <3433> 1,740 yen (2/4) Performs thermal spraying, which involves spraying fine particles of Metals and ceramics melted at high temperatures onto the surfaces of Machinery components to form high-functional coatings. Announced the Q3 financial results. Accumulated operating profit is 8.489 billion yen (up 32.6% year-on-year). Steady performance, particularly in the Semiconductors sector. Financial Estimates for the fiscal year ending March 2025 project an operating profit of 11.5 billion yen (up 25.0% compared to the previous period). The full-year estimates are upward for revenue, ordinary profit, net profit, and Dividends.
Attention is on Tokaro and Takara Stanley, while Ibiden and NINTENDO CO LTD are weak.
In the US stock market on the 4th, the Dow Jones Industrial Average rose by 134.13 points to 44,556.04, the Nasdaq Composite Index increased by 262.06 points to 19,654.02, and the Chicago Nikkei 225 futures rose by 340 yen compared to the Osaka day, standing at 39,110 yen. The exchange rate is 1 dollar = 154.30-40 yen. In today's Tokyo market, FUJIMI <5384> reported an operating profit increase of 48.3% for the cumulative third quarter, and Kawasaki Shipping <9107> also saw a 31.5% increase, with the cumulative third quarter operating profit at 36.5.