SBI Securities (all-day trading) reported a net sell for Furukawa Electric and a net buy for Mitsubishi Heavy Industries.
Sell Code Stock Name Trading Value (285A) Kioxia HD 274,205,175,240 (5803) Fujikura 128,495,401,515 (4062) Ibiden 71,455,546,845 (5801) Furukawa Electric 67,014,223,000 (9984) SoftBank Group 63,694,148,572 (5016) JX Metals 52,804,568,29.
J. Front Retailing, Ajinomoto, and others (Additional) Rating
Upgrade – Bullish‑rated stocks: Stock name, Brokerage firm, Previous rating, New rating ---------------------------------------------------------- <3046> JINSHDUBS "Neutral" → "Buy" <6506> Yaskawa Electric Corporation "2" → "1" <7762> Citizen JPM "Underperform" → "Neutral" <8056> BIPROGYS MBC Nikko Securities "2" → "1" <9020> JR East, Central Japan, Tokyo "
May 12 [Today's Investment Strategy]
[FISCO Select Stocks] [Stock with News] THK <6481> closed at 6,931 yen on May 11. The company specializes in linear motion guidance devices and other mechanical component parts as well as mechatronics-related products. It has upwardly revised its earnings forecast for the fiscal year ending December 2026. Operating profit is projected to reach 31 billion yen (2.1 times the previous fiscal year), marking an approximately 19% increase from the prior forecast. Orders in the industrial equipment business have been exceeding initial expectations both domestically and internationally. In the concurrently announced first-quarter results, operating profit amounted to 7.62 billion yen (4.6 times year-on-year).
Citizen Watch, Daiichi Sankyo, and others.
- Citizen Watch <7762> and Citizen Machinery to rapidly supply machine tools in India, with a sales company expected to be established by October (Nikkan Kogyo, front page). - Daiichi Sankyo <4568> unveiled its new medium-term plan, targeting 3 trillion yen in revenue by FY 2030, with organizational strengthening to expand its oncology business (Nikkan Kogyo, page 3). - AEON <8267> announced its new medium-term plan, aiming for 15 trillion yen in revenue by FY 2030, with a focus on health and Vietnam (Nikkan Kogyo, page 3). - Kansai Paint <4613> is undergoing structural reforms in Europe, including reorganization and efficiency improvements in production and other functions (Nikkan Kogyo, page 3). - Toyota Motor <7203>
Focus is on THK and Fuso Chemical, while JX Advanced Metals and others may remain lackluster.
In yesterday's U.S. stock market on the 11th, the NY Dow rose by 95.31 dollars to close at 49,704.47 dollars, the Nasdaq Composite Index increased by 27.05 points to reach 26,274.13 points, and the CME Nikkei 225 futures were 535 yen higher than Osaka's daytime close at 62,935 yen. The exchange rate was 1 dollar = 157.10-20 yen. In today’s Tokyo market, Fuso Chemical <4368>, which announced its mid-term management plan with a forecast of a 16.1% increase in operating profit from the previous fiscal year and a 28.9% increase for this fiscal year, saw attention.
List of Converted Securities (Part 3) [List of Parabolic Signal Converted Securities]
○ List of Stocks Subject to Selling Conversion Market Code Stock Name Closing Price SAR Tokyo Stock Exchange Prime <1414> Showbond 1310 1338 <1720> Tokyu Construction 1303 1520 <1882> Toa Road 1585 1627 <1899> Fukuda Group 8150 8730 <2282> Nippon Ham 6078 6712 <2288> Marudai Foods 2182 2271 <2378> Renaissance 991 11028 <3183> Win P