List of Reversal Stocks (Part 1) [Parabolic Signal Reversal Stocks List]
○ List of Stocks Switched to Buy Market: TSE Prime Code Company Name Closing Price SAR <1605> Inpex 3612 3377 <2146> UT Group 2211 78 <2168> Pasona 1617 1523 <2181> Persol Holdings 2822 53 <2384> SBS Holdings 4920 4200 <2471> Es-Pool 2842 62 <2607> Fuji Oil 4457 3782 <2882>
Toppan, Crecion, Tokio Marine, and Daiichi Kotsu (on the 12th)
*The above calendar is tentative and subject to change depending on corporate circumstances.---------------------------------------August 12 (Wed) <1379> Hokuto <142A> Gingiv<1435> Robo Home <146A> Columbia<147A> SORACOM <1663> K&O Energy<1724> Syncrea <1795> Masaru<191
Rating on Nippon Shokubai, artience, and Others (Added)
Downgrades - Bearish Code Stock Name Securities Company Previous Revised ------------------------------------------------------- <2492> Infomart SBI "Neutral" "Sell" <7740> Tamron Nomura "Buy" "Neutral" Target Price Changes Code Stock Name Securities Company Previous Revised -----------------------------------------------------
August 10 [Today's Investment Strategy]
[Fisco Selected Stocks] [Catalyst Stock] Recruit Holdings <6098> 13,165 yen (8/7) The company operates job search engines, HR media, and staffing services. It has upwardly revised its earnings forecast for the fiscal year ending March 2027. Operating profit is projected at 945.0 billion yen, up 49.9% year on year. This represents an increase of approximately 20% from the previous forecast. The upward revision was driven by first-quarter results and the earnings outlook for the second quarter and beyond in the HR Technology segment, both of which exceeded expectations. First-quarter operating profit
This report identifies the renewed momentum in semiconductor and AI-related stocks.
[Equity Opening Comment] On the 10th, the Japanese stock market is expected to see strong buying momentum following the rally in U.S. equities; however, active trading is likely to be muted ahead of the upcoming holiday. In the U.S. market on the 7th, Dow Inc rose by $151, and the Nasdaq gained 342 points. The July U.S. employment report showed a decline in nonfarm payrolls, contrary to market expectations. This caused expectations for interest rate hikes by the Federal Reserve (FRB) to recede and U.S. long-term interest rates to fall, a development that was well received by the market. Nikkei 225 futures in Chicago were 6... compared to Osaka.
Kirin Holdings, Sapporo Breweries, and others
*Kirin Holdings <2503> to Acquire Major Canadian Supplement Firm for 218.3 Billion Yen, Entering North American Health Sector (Nikkan Kogyo Shimbun, p. 3)-○*Sapporo Breweries <2501> Unveils New Mid-Term Plan, Targeting 40 Billion Yen Operating Profit for FY2030 (Nikkan Kogyo Shimbun, p. 3)-○*Nakayama Steel Works <5408> Secures Funding for New Electric Arc Furnace Construction, Forms Capital Alliance with Hanwa and Yodoko (Nikkan Kogyo Shimbun, p. 3)-○*Kanadevia <7004> Sells Food Sorting Machine Business to Yoshizumi Sangyo, Reallocating Management Resources to Growth Areas (Nikkan Kogyo Shimbun, p. 3)-○*Horiba <6856> 5-Year Mid-Term Plan Rev...
Focus on Recruit Holdings and Electronic Materials; Nomura Micro and Rigaku May See Weak Performance
In the U.S. stock market last Friday, the 7th, the New York Dow Inc was up $151.83 at $54,036.93, the Nasdaq Composite Index was up 342.27 points at 26,690.62 points, and Chicago Nikkei 225 futures were up 655 yen from the Osaka day session close at 66,315 yen. The exchange rate was 157.60-70 yen per dollar. In today's Tokyo market, Hirata Corporation <6258>, whose first-quarter operating profit was 1.2 times the previous year's figure, HORIBA, Ltd. <6856>, which revised upward its earnings and dividend forecasts for the fiscal year ending December 2026, and the fiscal year ending December 2026...
List of Breakout Stocks (Weekly Chart) (Part 2)
○List of Stocks Breaking Below the Cloud Market Code Stock Name Closing Price Leading Span A Leading Span BTSE Prime Market <1414> Showa Bond 1290 1385 1323<1663>K&O Energy180020291802<1720>Tokyu Construction11251401.751180.5<1802>Obayashi30303565.53064<1812>Kajima505964795367<1861
TOYO and other companies announced share buybacks on August 7.
The following stocks announced the establishment of share buyback programs on Friday, August 7: <7716> Nakanishi 2 million shares (2.4%) 4 billion yen (2026/2/13-2026/12/30) <1605> INPEX 50 million shares (4.3%) 140 billion yen (2026/8/10-2026/12/31) <1961> Miki Corporation 4.5 million shares (2.9%) 10 billion yen (2026/8/10-2027/3/31) <1979> Taiki Corporation 1.5 million shares (2.4%) 5 billion yen (2026/8/10-2027/1/3
Recruit Holdings has upwardly revised its operating profit forecast for FY2027/3 to 945 billion yen from 787 billion yen.
Recruit Holdings <6098> announced a revision to its earnings forecast for the fiscal year ending March 2027, raising its operating profit estimate from 787.0 billion yen to 945.0 billion yen. The HR Technology business, centered around the U.S. job search site "Indeed", is performing strongly. Earnings for the first quarter of the fiscal year ending March 2027, also released on the same day, showed revenue of 1.04535 trillion yen, up 18.9% year-on-year, and operating profit of 255.413 billion yen, up 66.1%. [Positive Assessment] <6098> Recruit Holdings quarterly...
The market is on a recovery track, driven by buying of stocks with strong earnings, among other factors.
The Nikkei average edged lower for a second consecutive session, closing down 76.55 yen at 65,606.71 with an estimated trading volume of 2.87 billion shares. In early trading, short-covering buying led the market amid a rebound from the previous day's decline. Shortly after the opening, the Nikkei rose to 65,990.72. However, SoftBank Group <9984> faced selling pressure after announcing its earnings after the previous day's close. Lasertec <6920> also plunged after reporting earnings that fell short of market expectations, prompting broader selling in semiconductor and AI-related stocks, as well as Fuji Fi...
Haseko, ZOZO, and Others (Added) Rating
Upgrades - Bullish Code Stock Name Brokerage Previous Revised------------------------------------------------------------<4188> Mitsubishi Chemical GSBI "Neutral" "Buy" <4483> JMDC Tokai Tokyo "Neutral" "Outperform" Downgrades - Bearish Code Stock Name Brokerage Previous Revised-----------------------------------------------
Assess the underlying strength of semiconductor and AI-related stocks.
[Equity Opening Comment] On the 7th, the Japanese stock market is expected to see dip-buying amid a backdrop of profit-taking following the sell-off in U.S. equities. In the U.S. market on the 6th, Dow Inc fell 464 dollars, and Nasdaq dropped 15 points. According to a draft agreement between Iran and Oman aimed at reopening the Strait of Hormuz, the proposal includes provisions barring the passage of U.S. and Israeli vessels. With an agreement appearing out of reach, rising crude oil futures prices weighed on the market. The U.S. Federal Reserve (FRB)
Toyota Motor, Mitsui Fudosan, and Others [List of Stock Catalysts from Newspapers]
*Toyota Motor <7203> plans global production of over 10 million units next year, with 3.5 million units domestically, to maintain its supply chain (Nikkan Kogyo, p. 3)-○*Fujifilm Holdings <4901> to spin off multifunction printer subsidiary, eyeing an IPO (Nikkan Kogyo, p. 3)-○*JAPEX <1662> to acquire U.S. shale oil and gas assets for 50 billion yen (Nikkan Kogyo, p. 3)-○*Mitsui Mining & Smelting <5706> postpones integration of copper concentrate procurement business with Mitsubishi Materials and others (Nikkan Kogyo, p. 3)-○*Mitsui Fudosan <8801> physical...
Sumitomo Forestry, Kirin Holdings, Nichirei, and Nissan Chemical are in focus on the 7th (1301-5998).
※Please note that the above calendar is purely tentative and subject to change due to corporate circumstances. --------------------------------------- Friday, August 7 <1301> Kyokuyo <1381> Axes <1382> HOBE <1417> Mirait One <1420> Sanyo H <1429> Nihon Aqua <143A> Ishin <1446> Candy
Nintendo's first-quarter operating profit surged 150.5% to 142.5 billion yen.
Nintendo <7974> announced its consolidated financial results for the first quarter of the fiscal year ending March 2027, reporting net sales of 517.813 billion yen, a 9.5% decrease year-on-year, and operating income of 142.596 billion yen, a 150.5% increase year-on-year. In the dedicated gaming console business, the Nintendo Switch 2 performed steadily, with hardware sales reaching 3.82 million units. In the digital business for dedicated gaming consoles, sales of downloadable software sold alongside physical packages increased. [Positive assessment
SBI Securities (daily net flow summary) reports net buying of Tokyo Electron and Kioxia Holdings.
Sell Code Security Name Transaction Amount (285A) Kioxia Holdings 328,204,088,350 (6976) Taiyo Yuden 64,787,457,622 (5801) Furukawa Electric 49,743,229,723 (5803) Fujikura 41,338,904,503 (4062) Ibiden 37,268,992,500 (1570) NEXT FUNDS Nikkei Stock Average Leverage Listed Investment Trust 37
Raito Kogyo, Yakult, and others (Added) Rating
Upgrades - Bullish Code Company Name Brokerage Previous Revised ----------------------------------------------------- <3279> API Daiwa "3" "2" <9843> NITORI HD SMBC Nikko "2" "1" Downgrades - Bearish Code Company Name Brokerage Previous Revised ----------------------------------------------------- <4519> Chugai Pharm
List of Stocks Breaking Above the Cloud (Part 3) [Ichimoku Kinko Hyo: List of Cloud-Breakout Stocks]
○List of Stocks Breaking Below the Cloud Market Code Stock Name Closing Price Leading Span A Leading Span BTSE Prime <1333> Umios 1256 1282.25 1325<1605>Inpex33943424.253731<2353>Nitchu246248.5257.5<2784>Alfresa21412191.252308<3167>TOKAI11061119.251
Buoyed by gains in U.S. technology stocks, buying interest in AI-related shares strengthened, pushing the index back above the 66,000 yen level.
The Nikkei 225 rose sharply, closing at 66,300.44 yen—up 2,342.91 yen (estimated trading volume: 2.78 billion shares)—marking its first close above the psychological 66,000-yen level in about two weeks since July 23. Following the previous day’s U.S. market trend of strong buying in technology stocks, Tokyo saw gains led by semiconductor and AI-related shares, pushing the Nikkei 225 up to 66,170.04 yen shortly after the market opened. Meanwhile, South Korea’s benchmark KOSPI index briefly rose to 5