Kyowa Kirin, Idemitsu Kosan, and others (additional) Rating
Rating Upgrades - Bullish Codes Stock Code | Company Name | Securities Firm | Previous | Revised ------------------------------------------------------- <8439> Tokyo Century | Daiwa | "3" | "2" <7181> Japan Post Insurance | Iwai Cosmo | "B+" | "A" Target Price Changes Stock Code | Company Name | Securities Firm | Previous | Revised ------------------------------------------------------- <
Rating [Ratings by Securities Firms]
Upgrade - Bullish Code Stock Name | Securities Firm | Previous | Revised ---------------------------------------------- <8439> Higashi Century | Daiwa | "3" | "2" <7181> Kanpo Life Insurance | Iwai Cosmo | "B+" | "A"
CI INVESTMENTS INC MORNINGSTAR INTERNATIONAL VALUE INDEX ET: INTERIM MANAGEMENT REPORT OF FUND PERFORMANCE FR
CI INVESTMENTS INC MORNINGSTAR INTERNATIONAL VALUE INDEX ET: INTERIM MANAGEMENT REPORT OF FUND PERFORMANCE EN
INTERIM FINANCIAL STATEMENTSREPORT EN
INTERIM FINANCIAL STATEMENTSREPORT FR
CITIC Research: Reassessing the Value of Large Banks from a Global Perspective
Since 2020, global Global Systemically Important Banks (G-SIBs) have demonstrated robust performance in capital markets. A breakdown reveals that enhanced profitability and increased share buybacks and dividends have been the primary drivers of the strong returns delivered by G-SIBs over the past decade. The return drivers for G-SIBs vary across regions: U.S. banks rely on profits and buybacks; European banks on dividends and cyclical reversal; Japanese banks on revaluation driven by interest rate normalization; while Chinese banks exhibit prominent dividend characteristics. Looking ahead, large domestic banks in China are entering a stage of high-quality development, with continuous optimization of their balance sheet expansion, profitability, capital management, and shareholder return models, offering substantial investment value.
Septeni Holdings, Medley, and others (additional) Rating
Upgrade - Bullish Code Company Name | Securities Firm | Previous | Revised ---------------------------------------------------------- <9020> JR East | JPM | "Neutral" | "Overweight" Downgrade - Bearish Code Company Name | Securities Firm | Previous | Revised ---------------------------------------------------------- <2413> M3
Suntory BF, Nissan Chemical Industries, etc. (Additional) Rating
Upgrades - Bullish Ratings Code Company Name Securities Firm Previous Revised ----------------------------------------------------- <4063> Shin-Etsu Chemical Mizuho "Neutral" "Buy" <6857> Advantest Mizuho "Neutral" "Buy" <7282> Toyota Tsusho Citigroup "2" "1" <7309> Shimano Nomura "Neutral" "Buy" Target Price Changes Code Company Name Securities Firm Previous Revised --------------------
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 -----------------------------------------------------
Japan Post Insurance shares fell sharply, as first-quarter progress was relatively limited.
Shares fell sharply. The company released its first-quarter earnings at the end of last week, reporting net income of 34.1 billion yen, down 1.5% year on year. The progress rate toward the unchanged full-year forecast of 141 billion yen—a 16.5% increase from the previous fiscal year—stands at 24.2%. While investment-related profits increased due to higher distributions from alternative investments, insurance-related profits declined due to a decrease in insurance contracts. This progress rate is perceived as somewhat sluggish compared to other life insurers. With the stock price remaining in a high range, selling on rebounds has been dominant.
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...
Kawasaki Heavy Industries, Japan Post Bank, Olympus, and Mitsui O.S.K. Lines (7th) (6005-9987)
*Please note that the above calendar is purely tentative and subject to change due to corporate circumstances.---------------------------------------Friday, August 7 <6005> Miura <6029> Atla G<6055> J Materials <6072> Jiban Net Holdings<6073> Asante <6087> Abist<6089> Will G <6090> HMT<6098
List of Reversal Stocks (Part 2) [List of Stocks with Parabolic Signal Reversals]
○ List of Stocks Showing Sell Reversal Signals Market Code Stock Name Closing Price SAR TSE Prime <1419> Tamahome 2,905 3,140 <1773> YTL 768 1 <2004> Showa Sangyo 3,425 3,665 <2109> DM Mitsui Sugar 3,390 3,600 <2124> JACR 909 996 <2220> Kameda Seika 1,231 1,313 <2281> Prima Ham 2,346 2,589 <2296> Ito Ham Yoneyuki 4,845 517
Afternoon Session [Notable Movers & Actively Traded Stocks]
*Kuriyama HD <3355> 1,785 +139: Revised interim earnings guidance upward. * Nippon Light Metal HD <5703> 2,835 +120: Raised profit forecast and interim dividend outlook for the fiscal year ending March 2027. * Nittō Fuji <2003> 1,720 -117: First-quarter operating profit declined 10.1% year-over-year. * Sanyo Trading <3176> 985 +120: Announced share buyback, special commemorative dividend, and introduction of a shareholder benefit program. * AR Advanced <5578> 793 +42: Increased full-year dividend forecast for the fiscal year ending August 2026.
Morning Session [Active Stocks / Executed Trades]
*NS United Shipping Co., Ltd. <9110> ¥9,540 — Nippon Yusen launching a tender offer aimed at delisting the company. *Tomen Device Co., Ltd. <2737> ¥26,140 (+¥4,990) — Shares continue to rise sharply as investors welcome another significant upward revision of earnings guidance and an increased dividend. *Casio Computer Co., Ltd. <6952> ¥2,164.5 (+¥400) — First-quarter results significantly exceeded market expectations. *Maxell Holdings Corporation <6810> ¥2,523 (+¥453) — First-quarter earnings were stronger than market forecasts. *Riken Technos Corporation <4220> ¥2,592 (+¥376) —
August Hong Kong Stock Dividend Ex-Dividend Calendar: A Comprehensive Review of 10 High-Yield Stocks, with the Highest Offering HK$1,020 in Dividends per Board Lot
Below is a curated list of 10 key dividend-paying stocks scheduled for August distributions (with total market capitalization exceeding HK$3 billion, ranked among the top 10 Hong Kong-listed stocks by Futu’s trailing twelve-month dividend yield; some companies have paid dividends multiple times this year, data as of July 31, 2026).
Asahi Kasei, Mitsubishi Electric, Sumitomo Corporation, and JR East (31st)
※The above calendar is tentative only and is subject to change at the companies' discretion. --------------------------------------- July 31 (Fri) <1450>TANAKEN <1878>Daito Kensetsu <1879>Shin-Nihon Kensetsu <1939>Shidenko <1941>Chudenko <1942>Kandenko <1950>Nihon Densetsu <1972>Sanko Kinzoku <1976>
Koei Tecmo, Kikkoman, and others (added) Rating
Downgrade – Bearish Code Stock Name Securities Firm Previous Revised --------------------------------------------------- 2602 Nisshin OilliO UBS Buy Neutral Target Price Revision Code Stock Name Securities Firm Previous Revised --------------------------------------------------- 2809 Kewpie SMBC Nikko ¥4,900 ¥5,500
List of Reversal Stocks (Part 3) [Parabolic Signal Reversal Stocks List]
○ List of Stocks with Buy Reversal Signals Market Code Stock Name Closing Price SAR Tokyo Prime <6454> Max 1766 1680 <6460> Sega Sammy Holdings 2664 2408 <6465> Hoshizaki 5706 5211 <6501> Hitachi 5023 4616 <6532> Bay Current 7106 6137 <6539> MS-Japan 9999 69 <6564> Midac Holdings 2242 2120