No Data
May 22nd [Today's investment strategy]
[Fisco Selected Stocks] [Material Stocks] Boardleua <4413> 6270 yen (5/21) is engaged in IT infrastructure businesses such as cloud introduction support, network virtualization, and IT security. The performance forecast for the fiscal year ending February 2026 has been revised. The revenue estimate is 17.1 billion yen (an increase of 46.7% compared to the previous period). This is a roughly 10% increase from the previous forecast. Plans to fully acquire SPIN TECHNOLOGY, Goku Technologies, and ONE-TECH as wholly-owned subsidiaries in June 2025.
Yotai [5% rule]
＜5357＞Shareholding percentage of Yotai Sumitomo Osaka Cement Co., Ltd. 16.49% → 15.08% Report obligation date 2025/05/14
Toyota Motor Corporation, Kitagawa Iron Works, etc. [List of stock materials from newspapers]
*Toyota <7203> has adopted software infrastructure for the first time in the 'RAV4', taking a step toward zero accidents (Nikkan Kogyo, front page) -○*Renesas <6723> is heading towards bankruptcy for the major U.S. SiC power semiconductor companies, reconsidering their Global Strategy (Nikkan Kogyo, page 3) -○*Daiwa Securities Group <8601> emphasizes a shift to Asset Management with revenue exceeding 170 billion yen based on balances (Nikkan Kogyo, page 3) -○*NTN <6472> invests in shock absorbers in Tunisia, expanding toward Autos and ramping up sales (Nikkan Kogyo, page 3) -○*Sojitz <2768> with a medical business in Singapore.
Ito En - Development of the mug-type personal rice cooker "MUGIMUG".
While "mugi", which is more affordable than rice yet highly nutritious, is gaining attention as a substitute for rice, the mug-shaped personal mugi rice cooker "MUGIMUG" has been developed to easily cook delicious mugi. The project will launch on the crowdfunding service "Makuake", operated by Makuake Inc. <4479>, starting from June 6.
With a soft tone, the selling pressure appears to be dominated by profit-taking due to the decline in U.S. stocks and the rise in long-term U.S. interest rates.
[Emerging Markets Individual Stock Global Strategy] Today's Emerging Markets are expected to be soft. Yesterday, on the 21st, the U.S. stock market saw the Dow Inc. drop significantly by 816.80 dollars (-1.91%) to 41,860.44 dollars. Concerns among investors about risks to U.S. Assets intensified due to President Trump's tariff policy, and worries about fiscal deterioration surrounding the pending tax cut bill led to rising long-term interest rates. This weighed on stock prices. Today's Emerging Markets are likely to see a dominant selling trend. Yesterday, the U.S. stock market's major indicators...
Focus on Boudreaux and Needswell.
In the U.S. stock market on the 21st, the Dow Jones Industrial Average fell by $816.80 to 41,860.44, the Nasdaq Composite Index dropped by 270.07 points to 18,872.64, and the Chicago Nikkei 225 Futures decreased by 340 yen compared to the Osaka daytime to 36,920 yen. The exchange rate was 1 dollar = 143.50-60 yen. In today's Tokyo market, Boardura <4413>, which revised its Financial Estimates for revenues for the fiscal year ending February 2026 upward, and LTS <6560>, which announced the full-scale launch of IT finance enhancement support services.
