Three key points to focus on in the morning session ~ Attention is drawn to the reaction of Tohokuelec's earnings announcement ~
In the morning session on the 13th, attention should be paid to the following three points: - Focus on Tokyo Electron's earnings reaction - Tokyo Electron, upward revision on 25/3, operating profit 680 billion yen ← 627 billion yen - Focus on the following points in the morning: JFE Holdings, JFE Engineering, setting the target for the fiscal year ending March 2028 to a record high, with orders totaling 800 billion yen Attention is focused on Tokyo Electron's earnings reaction. The Japanese stock market on the 13th is expected to have a market development with a sense of resilience after starting with a sell-off. In the US market on the 12th, the Dow Jones Industrial Average was at 382 points.
JFEHD, Japan Catalyst, etc. [List of stock materials from the newspaper]
JFE Engineering, under JFE Holdings<5411>, sets its target for the fiscal year ending March 2028 at the highest level ever, with an order amount of 800 billion yen (Nikkan Kogyo front page) - Agrocane Sho<4955>: Idemitsu Kosan launches a TOB at 23 billion yen to expand its agrochemical business (Nikkan Kogyo page 3) - Toyo Engineering<6330> collaborates with a Thai company to promote decarbonization of plants (Nikkan Kogyo page 3) - Nippon Shokubai<4114> acquires a JSR subsidiary to strengthen waterproof materials, etc. (Nikkan Kogyo page 3) - Tohoku Electric Power<9506>: Higashidori Nuclear Power Plant No. 2
Mitsubishi Chemical Group: Confirmation letter
Mitsubishi Chemical Group: Half Year Report - Term 20 (2024/04/01 - 2025/03/31)
Three points to focus on in the morning session ~ After the buying spree, the market development remains in a stalemate ~
In the morning trading on the 12th, the following 3 points should be noted.
Tokai Rika, Iriso Denko, etc.
Tokai Rika <6995>: Expansion of DX for mold, cost reduction through design automation (Nikkan Kogyo front page) - ○ Futokoro <6474>: Introducing vacuum degreasing equipment, reducing power consumption by half with high-efficiency heat pump (Nikkan Kogyo front page) - ○ Chinese Electrical Utilities <9504>: Shimane Unit 2 to restart operation for the first time in 13 years on the 7th of next month (Nikkan Kogyo page 3) - ○ Nojima <7419>: Acquiring VAIO subsidiary, expanding B-to-B business (Nikkan Kogyo page 3) - ○ Tohoku Electrical Utilities <9506>: Unit 2 of Onagawa Nuclear Power Plant to start commercial operation by the end of the year, thorough implementation of measures to prevent recurrence
List of stocks with cleared clouds (Part 2) [Ichimoku Kinko Hyo: List of Stocks with Cleared Clouds]
List of breakout stocks under the clouds in the market Code Stock name Closing price Leading Span A Leading Span B Tokyo Stock Exchange Main Board <1878> Daito Build 17135 17693.75 17210 <2060> Feed One 855 866.75 857 <2264> Morinaga Milk 3068 3477.25 3360.5 <2297>
Enhancement of the semiconductor precision cleaning business in Japan ~ Establishment of a new Fukushima factory for Shinri, and reinforcement of the Iwate factory ~ NEW
Shin-Etsu Corporation (Headquarters: Kitakyushu City, Fukuoka Prefecture), a subsidiary of Mitsubishi Chemical Group (hereinafter referred to as the "Company Group"), has decided to establish a new factory in Fukushima and strengthen the Iwate factory in its semiconductor precision cleaning business, in order to expand the capability of cleaning parts such as semiconductor manufacturing equipment. Both are scheduled to start operating in October 2026. In the semiconductor precision cleaning business, the company provides parts cleaning services to semiconductor manufacturing equipment manufacturers and semiconductor device manufacturers.
Investing in Boston Materials, a company that provides solutions for next-generation semiconductors and the aerospace industry from the perspective of composite material manufacturing technology.
Mitsubishi Chemical Group invested in Boston Materials, a startup that manufactures materials for next-generation semiconductors, aerospace, and auto parts, through its corporate venture capital subsidiary Diamond Edge Ventures, Inc. (based in California, USA, CEO: Curtis Sikaner). Boston Materials is based in Massachusetts, USA, with CEO Anvesh Gurijala. 2016.
List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
○ List of buy conversion stocks Market Code Name Closing Price SAR Tokyo Main Board <1414> Show Bon 5302 5284<1821> Sansum Construction 393385<1925> Daiwa House 45774421<1975> Asahi Works 13031224<2335> Cube Sis 997958<2440> Gurunavi 319300<2461> Funko Me 418409<2489> ADWAYS
Stocks that moved the previous day part 1 Sanrio, FCC, Organo, etc.
Stock name <Code> 5-day closing price ⇒ day-on-day comparison Sankozel <2937> 1935 -8225 downward revision of financial estimates for FY03. Mimaki <6638> 1392 +8025 upward revision of financial performance and dividend forecast for FY03. IPhone <6718> 2853 -65 First-half operating profit decreased by 29.9%. Ifuji Industry <2924> 1521 +9225 upward revision of financial performance and dividend forecast for FY03. Yamashin F <6240> 500 +4025 upward revision of financial performance and dividend forecast for FY03.
FCC, Nitto Seimo, Organo, etc.
<8136> Sanrio 4549 +517 soaring. The company released its second quarter earnings over the weekend, with an operating profit of 12.8 billion yen for the July-September period, a 74.9% increase from the same period last year, significantly exceeding market financial estimates by around 3 billion yen. The full-year forecast has been revised upwards from the previous 37.1 billion yen to 41 billion yen, a 52.1% increase from the previous year, surpassing the mid-term plan target of 40 billion yen by March 2027. The annual dividend plan has also been raised from 37 yen to 40 yen. Major projects related to anniversaries, licenses.
Nikkei average rebounds significantly, after a round of buying back, a heavy upside development before the U.S. presidential election.
On the 4th, the US stock market fell. The Dow Jones Industrial Average closed the session at 41,794.60, down 257.59 points, while the Nasdaq ended trading at 18,179.98, down 59.93 points. It is believed that profit-taking selling occurred ahead of the presidential election, leading to a decline after the opening. The Dow remained weak throughout the day. The Nasdaq was supported by a decrease in long-term interest rates and the rise of Nvidia, providing some downside support and halting the decline. In Tokyo, the market after the holidays showed a reaction to the over 1000 yen decline from the previous weekend.
Active and newly listed stocks during the morning session.
*FCC<7296> 2865 - The impact of announcing a substantial increase in dividends in addition to good financial results. *Dream Incubator<4310> 2750 +426 implementing a special dividend leading to a significant increase in dividends. *Organo<6368> 7810 +1000 following a performance upward revision at the time of the first quarter financial results. *Sanrio<8136> 4595 +563 Highly rated for straightforwardly revising performance upwards. *Sumitomo Electric Industries<5802> 2609.5 +277.5 Excessive caution alleviated by performance upward revision.
Nikkei Average Contribution Ranking (pre-closing) ~ Nikkei Average rebounds significantly for the first time in 3 days, with Fast Retailing pushing up about 77 yen per share.
On the closing day five days ago, the number of rising stocks among the Nikkei average constituent stocks was 156, the number of declining stocks was 68, and the number of unchanged stocks was 1. The Nikkei average made a significant rebound. It closed the morning session at 38,474.66 yen, up 420.99 yen (+1.11%) from the previous trading day, with an estimated volume of 920 million 20 million shares traded. The U.S. stock market on the 4th day experienced a decline. The Dow Inc. closed at 41,794.60 dollars, down 257.59 dollars, and the Nasdaq closed at 18,179.98, down 59.93 points. Presidential election.
Nikkei average rebounds significantly, bought focusing on stocks with good earnings.
The Nikkei average rebounded significantly. It closed the morning trading session at 38,474.66 yen, up 420.99 yen from the previous trading day (+1.11%) (with a volume of approximately 920 million 20 million shares). The U.S. stock market on the 4th day saw a decline. The Dow Jones Industrial Average closed at 41,794.60, down 257.59 points, while the Nasdaq closed at 18,179.98, down 59.93 points. It is believed that profit-taking sales took precedence due to uncertainty surrounding the upcoming presidential election, leading to a decline after the market opened. The Dow traded weakly throughout the day. The Nasdaq...
Mitsubishi Chemical Group's Attributable Profit Drops 39% in Fiscal H1
Participation in the statistics and mathematics research institute 'Virtual Lab,' which promotes open innovation. NEW
Mitsubishi Chemical Group hereby announces that as part of the activities of the joint research division "ISM-MCC Frontier Material Design Research Center" with the Statistical Science Research Institute (hereinafter referred to as "Statistics"), they have participated in the Statistics' "Virtual Lab". In this Virtual Lab responsible for the "Co-creative Research Hub Formation Project in Data-Driven Science" of Statistics, a material exploration platform developed further from the results of the joint research between Statistics and our group so far is open.
Mitsubishi Chemical Expects FY Basic Materials, Polymers Core Op Loss Y21B Vs Y4B Loss Previously Forecast
Mitsubishi Chemical: Expect to Book One-off Losses in 2H Related to Restructuring of Several Businesses
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