.JPXN400 JPX-Nikkei Index 400 (© JPX Market Innovation & Research, Inc., Nikkei Inc.)
- 24677.340
- +78.170+0.32%
East Elec and SoftBank G hold back the upper value of the Nikkei Average
The Nikkei Average continues to fall. The transaction was closed at 38073.98 yen (estimated turnover of 1.7 billion shares), which depreciated 128.39 yen. Buys aimed at an autonomous rebound took precedence from the reaction that had fallen by over 600 yen the day before, and the shift of funds to well-performing stocks continued, and the Nikkei Average started a rebound. After that, although there was a situation where it temporarily turned negative, bargain purchases etc. continued, and the level was lowered to 38429.81 yen immediately after the start of backstage trading. However, at the 75-day line level that was interrupted the day before, sales waiting to return entered
Backstage [stocks that moved, stocks that were made]
*Kawasaki Shigeru ＜7012＞ 5607 +700Business profit for the fiscal year ending 24/3 decreased by 43.9%, but it exceeds previous forecasts. The forecast for the fiscal year ending 25/3 is 2.8 times that of the previous fiscal year. *Miyoshi Oil & Fat ＜4404＞ 1412+157 1st quarter operating profit was 1,233 billion yen. A deficit of 123 million yen in the same period last year turned into a surplus. *Daicel ＜4202＞ announced changes to its 1558.5 +90 shareholder return policy and cancellation of company shares. *Data HR ＜3628＞ Earnings Forecast for the Fiscal Year Ending 630-10624-6
The Nikkei Average continues to decline slightly, interest is concentrated on financial stocks, and the index lacks a sense of direction
The US stock market on the 8th was mixed. The Dow average closed at 39056.39 dollars (+ 0.44%), the Nasdaq was 29.80 points lower (-0.18%) at 16302.76, and the S&P 500 was 0.03 points lower (-0.00%) at 5187.67. Interest rate cuts were sold to postpone observation, and then fell after being close to each other. The Dow turned upward, supported by purchases in the financial sector from the push, and purchases expecting a good economy. Kashkari Minneapolis Union
Miraite One updates high prices [new high/new low updated stocks]
New high price update stocks of Tokyo Stock Exchange Prime are Miraite One ＜1417＞, 98 stocks of Mitsui Matsushima Holdings＜1518＞ New low price update stocks of Tokyo Stock Exchange Prime are Century Tokyu Kogyo ＜1898＞, 35 Link and Motivation ＜2170＞ stocks “Tokyo Stock Exchange Prime,” “Tokyo Stock Exchange Standard,” and “Tokyo Stock Exchange Growth” new high price new low price new low price new low 05/09 98 35 41 37 6 1805
Front market [stocks that have moved, stocks that have been created]
*KOSE ＜4922＞ 9868 +1500 The first quarter progressed well due to an increase in consensus. *USS＜4732＞ 1359 +180.5 We evaluate financial results and shareholder return positions compared to expectations. *Nagase Sangyo ＜8012＞ announced dividend increases and share buybacks due to changes in the 3110 +410 shareholder return policy. *iMobile ＜6535＞ 448 +54 to increase dividends by raising the dividend payout ratio. *Alps Logistics ＜9055＞ 4320 +505 Logistics
Logizard --- “Logizard ZERO” contributes to improving moving's inventory variance ratio
Logizard ＜4391＞ announced on the 8th that the cloud warehouse management system (WMS) “Logizard ZERO” provided by the company contributed to improving the inventory difference ratio in moving (headquarters: Toda-shi, Saitama-ken) logistics warehouses. Moving, which is the logistics division of the Marui Group ＜8252＞, is engaged in logistics outsourcing sales activities specializing in apparel and fashion products, and “Logizard-Pl,” the predecessor of “Logisard ZERO” in 2005
Front market for high stop and low stop stocks
■Stop High＜3750＞Cytri Cell Research Institute＜4922＞KOSE ＜6840＞AKIBA Holdings＜8012＞Nagase Sangyo ＜9235＞Selling Internet Advertising Company ■Stop Cheap*Includes temporary stop high/low (sign value)
SBI certificate (advance drawing) Mitsubishi UFJFG oversold, Mitsubishi Heavy Industries overbought
Selling Code Stock Name Trading Price (6920) Lasertech 44,093,751,280 (6146) Disco 19,326,484,380 (6526) Socionext 18,124,622,972 (
J-Front, Kissei Pharmaceutical Industries, etc. (additional) Rating
Target Stock Price Change Code | Stock Name | Securities Company | Conventional | After Change |------|-----------------------------|----------|-------|＜4205＞|Nippon Zeon |SMBC Nikko |1500 yen |1600 yen |＜8056＞|BIPROGY | SMBC Nikko | 3600 yen
Omron is in the ranking, and profit is expected to increase significantly above consensus this fiscal year
Omron ＜6645＞ is in the ranking (as of 10:32). Massive backlash. Financial results for the fiscal year ending 24/3 were announced the day before. Operating profit was 34.3 billion yen, down 65.9% from the previous fiscal year, but the previous plan of 24 billion yen is up. The fiscal year ending 25/3 is 49 billion yen, which is expected to increase 42.7% from the same period, and the market consensus is about 5 billion yen. While stock prices were currently sluggish, it is guidance that strengthens the sense of security. Top turnover change rate [5/9 10:
Express News | Bank of Japan: The interest rate path may be higher than market expectations, and it is necessary to raise interest rates moderately in a timely manner
Toyota's own --- drastic decline, dominant movement that views the downturn in market consensus guidance for the current fiscal year as negative
Toyota has continued its own sharp decline.
Furuya Metals, Asics, etc. (Part 4)
＜7713＞Sigma Optoelectronics Co., Ltd. Sigma Optoelectronics Supplier Shareholding Association Chairman Yamanoue Michihiro Stock Ownership Ratio 5.03% → 6.03% Reporting Obligation Date 2023/09/08 ＜7733＞Olympus Co., Ltd. Massachusetts Financial Services Company (MASSACHUSETTS FINANCIAL SERVICES COMPANY) Stock Ownership Ratio -% → 5.02% Reporting Obligation Date 20
Disco, Nabtesco, etc. (part 3)
＜6146＞DISCO Co., Ltd. Sumitomo Mitsui Trust Asset Management Co., Ltd. Stock Ownership Ratio 7.32% → 6.06% Reporting Obligation Date 2024/04/30 ＜6268＞Nabtesco Corporation Sumitomo Mitsui Trust Asset Management Co., Ltd. Stock Ownership Ratio 5.08% → 4.92% Reporting Obligation Date 2024/04/30 ＜6268＞Nabtesco Corporation East Spring Investments (Singa)
Futu Morning Post | A landmark breakthrough! Google DeepMind launches next-generation drug development AI model AlphaFold 3
Federal Reserve Collins: It may take longer to reach the 2% inflation target; Arm fell more than 9% after the market, and the revenue outlook for FY2025 is weak.
Nippon Rika, Hisamitsu Pharmaceutical, etc. (Part 2)
＜4406＞Sumitomo Mitsui Trust Asset Management Co., Ltd. Stock Ownership Ratio 5.36% → 3.96% Reporting Obligation Date 2024/04/30 ＜4406＞New Japan Rika Co., Ltd. Resona Bank, Ltd. Stock Ownership Ratio 7.35% → 6.28% Reporting Obligation Occurrence Date 2024/04/30 ＜4530＞Hisamitsu Pharmaceutical Co., Ltd. Invesco Asset Management Co., Ltd. Stock Ownership Ratio 5.05%
Mitsui Matsushima Holdings, INPEX, etc. (Part 1)
＜1518＞Mitsui Matsushima Holdings Co., Ltd. Nomura Securities Co., Ltd. Stock Ownership Ratio 5.65% → 5.40% Reporting Obligation Date 2024/04/30 ＜1605 ＞INPEX Co., Ltd. Nomura Securities Co., Ltd. Stock Ownership Ratio 5.21% → 5.01% Reporting Obligation Date 2024/04/30 ＜1802＞Obayashi Corporation BlackRock Japan Co., Ltd. Stock Ownership Ratio 6.33% → 7.51% Reporting Obligation
Express News | Japan's foreign exchange reserves were 1.28 trillion US dollars in April and 1.29 trillion US dollars in March.
5/9 [Today's Investment Strategy]
[FISCO Specially Selected Brand] [Material Brand] KOSE ＜4922＞ 8368 yen (5/8) Cosmetics are the main products. First quarter financial results have been announced. Operating profit was 7.902 billion yen (up 35.5% from the same period last year). Sales declined in China, but sales grew in all segments in Japan. Additionally, “tarts,” which are developed mainly in Europe and America, led the results. There was also a decline in cost rates and SG&A expenses, and profits grew. Operating profit for the fiscal year ending 24/12 is expected to be 20 billion yen (up 25.1% from the previous fiscal year). [Emerging Markets
Rating [securities companies' ratings]
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|--------------|------------|-----------|------------|------------|------------|<5411＞|JFE | Iwai Cosmo | “B+” | “A” |＜3141＞|Welcia HD |CLSA | “Out P” | “Buy”