.N225 Nikkei 225
- 38385.730
- +29.670+0.08%
The wait-and-see mood gradually intensifies as purchases start ahead of time and wait for US CPI
The Nikkei Average continued to rise slightly. The transaction closed at 38385.73 yen (estimated turnover of 2.14 billion shares), which rose 29.67 yen. Reflecting the rise in US stocks the day before, semiconductor-related stocks, etc. were bought mainly by high-value stocks, and immediately after the start of trading, the upper price increased to 38816.60 yen. Also, the fact that the depreciation of the yen progressed to the middle of the $1 = 156 yen range was also a source of support. However, since it was close to the psychological milestone of 39,000 yen, sales waiting to be returned were scattered, and consumer prices for April were scattered in the US
Express News | Japanese stock review: Nikkei 225 index rose slightly, Sony rose more than 8%
Front market [stocks that have moved, stocks that have been created]
*Irom G ＜2372＞ 2773 Ka-MBO implementation announcement continues to push back to the TOB price of 2800 yen. *Yamaichi Denki ＜6941＞ 3270 cars - Evaluating plans for a significant increase in profit and a significant increase in dividends for the current fiscal year. *Keiwa ＜4251＞ 1411 +238 The high performance change rate in the first quarter had an impact. *Atrae ＜6194＞ 533 +80 The significant increase in profit in the first half and the implementation of dividends for the current fiscal year are viewed positively. *Miura Kogyo ＜6005＞ 3054 +401.5 This fiscal year is better than consensus
Fine Index--1Q saw a 2-digit increase in sales and a significant increase in profit, and the health care business and public business showed strong sales
Fine Index ＜3649＞ announced consolidated financial results for the 1st quarter (24/1/03) of the fiscal year ending 2024/12 on the 14th. Sales increased 69.7% from the same period last year to 2.124 billion yen, operating profit increased 199.0% to 862 million yen, ordinary profit increased 196.2% to 865 million yen, and quarterly net profit attributable to parent company shareholders increased 222.4% to 642 million yen. Sales in the medical business increased 69.3% from the same period last year to 1,996 billion yen, and operating profit increased 181.9%
The epic “pillar” behind the Japanese stock bull market: dividends and repurchases continue to grow at record levels
① Of the Japanese stock companies that have published financial reports as of May 10, 53% have announced plans to increase their dividends this fiscal year; ② In addition to dividends, the number of shares announced to be bought back has also reached a record high. ③ According to Goldman Sachs Group data, a Japanese company announced a 1.2 trillion yen (7.7 billion US dollars) share repurchase plan in April, which is the highest record for the first month of the previous fiscal year.
ALSOK, JT, etc. (additional) Rating
Target Stock Price Change Code | Stock Name | Securities Company | Conventional | After Change |------|---------|---------|---------|<2331＞|ALSOK | Nomura | 890 yen | 965 yen |＜2914＞|JT | Yamato | 3700 yen | 4100 yen |＜3099＞|Mitsukoshi i
T&S---Begins AI research and development support for Denso
T&S ＜4055＞ announced on the 14th that the company's advanced technology business division has begun AI research and development support for Denso ＜6902＞. Note that the impact on the company's current fiscal year results is being calculated.
Isetan Mitsukoshi --- Significant growth continues, leading to good financial results and stock buyback evaluations that surpass consensus
Significant continued growth. Financial results for the fiscal year ended March 24 were announced the day before, and operating profit was 54.4 billion yen, up 83.6% from the previous fiscal year, which greatly exceeded market expectations of about 51 billion yen. The fiscal year ending 25/3 is expected to be 64 billion yen, up 17.7% from the same period. This is also far above the consensus of about 57 billion yen. It also seems that effects such as structural reforms and CRM enhancements are expected to become apparent. In addition, it was announced that 8.5 million shares, which is 2.3% of the number of issued shares, will be implemented with an upper limit of 15 billion yen.
Sony G --- significant continued growth, stock buybacks, mid-term value targets, etc. were viewed as buying materials
Significant continuous growth. Financial results for the fiscal year ended March 24 were announced the day before, and operating profit was 1,208.8 billion yen, almost at the level expected by the market. The fiscal year ending 25/3 is 1.275 billion yen, which is slightly below the forecast and consensus of a 5.5% increase from the previous fiscal year, but I&SS's drastic profit increase plan etc. are viewed positively.
Terilogy HD -- Multilingual video interpretation service introduced to 27 domestic hotels operated by Mitsui Fudosan Hotel Management
Terilogy Holdings ＜5133＞ announced on the 14th that it has introduced the multilingual video interpretation service “visible interpretation,” which is developed and sold by Terilogy Serviceware, which is a consolidated subsidiary of the company and develops the ICT solution service business, to 27 domestic hotels operated by Mitsui Fudosan Hotel Management. The overall inbound ratio of hotels operated by Mitsui Fudosan Hotel Management accounts for around 80% in Tokyo and Kansai, and is medium by country
Express News | Japanese stocks opened higher, the Nikkei 225 index rose 0.5%, and Mitsui Shipbuilding rose more than 6%
Mitsui Matsushima Holdings, FONFUN, etc.
＜1435＞Robot Home Co., Ltd. Furuki Osaki Stock Ownership Ratio 43.84% → 43.84% Reporting Obligation Date 2024/05/09＜1518＞Mitsui Matsushima Holdings Co., Ltd. City Index Eleven Co., Ltd. Stock Ownership Ratio 6.97% → 8.81% Reporting Obligation Date 2024/05/07 ＜2323＞FONFUN CYBRIDGE CORPORATION CO., LTD. Stock Ownership Ratio
5/15 [Today's Investment Strategy]
[FISCO Specially Selected Brand] [Material Brand] Lux＜3923＞ 1806.5 yen (5/14) IT services such as “Ruraku Settlement” are provided in the cloud. It is also involved in IT human resources business. Financial results for the fiscal year ending March 31, '24 have been announced. Operating profit was 5,559 billion yen (3.3 times the previous fiscal year). The previous forecast was 5.39 billion yen. Operating profit for the fiscal year ending 25/3 is expected to be 900 billion yen (up 61.9% from the previous fiscal year). Seize strong IT investment and digitalization needs, and continue to actively invest while increasing profit margins
Sumitomo Shigeru, Fuji Dice, etc. [List of brand materials from newspapers]
*Ion Techno, which is under the umbrella of Sumitomo Shigeru ＜6302＞, will introduce ion implantation devices next year for SiC power semiconductors - ○*Sharp ＜6753＞ device business drastically reduced, Sakai Plant stopped/personnel reduction (Nikkan Kogyo side 1) - ○*Harada Industries ＜6904＞ proposed a “film antenna type terminal” for car sharing, LPWA compatible (Nikkan Kogyo side 1) - ○*Casio ＜6952＞500-person personnel reduction (Nikkan Kogyo 3 sides) -○*Sony <6752＞ 8＞ New game business system, joint C
Pay attention to trends in high-tech stocks [stock opening comments/strong and weak materials/supporting resistance]
[Stock Opening Comment] The Japanese stock market on the 15th is likely to have a buy-dominant market. In the US market on the 14th, the NY Dow rose 126 dollars and the NASDAQ was 122 points higher. In response to the April Wholesale Price Index (PPI), which exceeded expectations, there were situations where growth was sluggish due to the recession in interest rate cut observations, but at the event, Chairman Powell of the US Federal Reserve (Fed) showed an attitude of leaving it unchanged at high interest rates without much improvement in inflation, but predicted the possibility of interest rate hikes
Pay attention to the Pacific Semet and Lux, are Konica Minolta and Casio meters soft
On the US stock market yesterday 14th, the NY Dow rose 126.60 dollars to 39,558.11, the Nasdaq Composite Index rose 122.94 points to 16,511.18, and the Chicago Nikkei 225 futures were 38590 yen, 280 yen higher than Osaka's Japan-China ratio. The exchange rate is 1 dollar = 156.40-50 yen. In today's Tokyo market, Taiheiyo Semet (5233) announced a medium-term management plan with operating profit expected to increase 12.6 times the previous fiscal year and 48.8% increase for the current fiscal year, and Lac announced that operating profit is 3.3 times the previous fiscal year and 61.9% increase forecast for the current fiscal year
Convertible Stock List (Part 3) [Parabolic Signal Convertible Stock List]
○ List of sales conversion stocks market code stock name closing price SAR Tokyo Stock Exchange Prime ＜5991＞ Nippatsu 1596 1670 ＜6055＞ J Material 2231 2404 ＜6089＞ Will Group 987 1082 ＜6095＞ Medopia 636 712 ＜6101＞ Tsugami 1449 1457
Convertible Stock List (Part 2) [Parabolic Signal Convertible Stock List]
○List of sales conversion stocks market code stock name closing price SAR Tokyo Stock Exchange Prime ＜1780＞ Yamaura 1369 1412 ＜1786＞ Oriental Shiraishi 355 387 ＜1805＞ Tobishima Ken 1370 1429 ＜1812＞ Kashima 2715 3057 ＜1833＞ Okumura Gumi 4840 501
Convertible Stock List (Part 1) [Parabolic Signal Convertible Stock List]
○List of trading stocks market code stock name closing price SAR Tokyo Stock Exchange Prime ＜1332＞ Nissui 920 873 ＜1605＞ INPEX 2390 2306 ＜1662＞ petroleum resources 6760 6530 ＜1802＞ Obayashi Gumi 1901 1668 ＜1870＞ Yahagi Ken
List of Unrivaled Stocks (Part 2) [Ichimoku Equilibrium Chart/Kumoku Stock List]
○List of Unbroken Stocks Market Code Stock Name Closing Price Advance Span A Advance Span B Tokyo Stock Exchange Prime ＜1786＞ Oriental Shiraishi 355 397.5 380 ＜1803＞ Shimizu Ken 912 947.5 953 ＜1812＞ Kashima 2715 3028.25 2888.5 ＜1950＞ Japan