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The desire to Buy on dips related to AI is strong.
[Stocks Opening Comments] On the 12th, the Japanese stock market is expected to start with a Buy, but gradually create a sense of stagnation. On the 11th, the USA market saw the Dow Jones Industrial Average rise by 123 points, while Nasdaq fell by 70 points. Following President Trump's signing of an executive order imposing a 25% tariff on Iron & Steel and Aluminum, there was a Sell-off due to concerns over escalating trade frictions. Additionally, Federal Reserve Chairman Powell testified at a Senate Banking Committee hearing, indicating an urgency to cut interest rates.
February 12 [Today's Investment Strategy]
[FISCO Selected Stocks] 【Material Stocks】 Furukawa Machinery Metal <5715> 2028 yen (2/10) Handles industrial machinery such as sewage treatment sludge pumps, rock drilling machines, vehicle-mounted cranes, and copper for electric wires. The performance forecast for the fiscal year ending March 2025 has been revised upward. Operating profit is estimated to be 8.7 billion yen (up 2.1% from the previous term). This is a 6% increase from the previous forecast. Hydraulic crawler drills for North America are performing well. Additionally, there will be a commemorative Dividends for the 150th anniversary and a Share Buyback limit of 19.30% of the issued Shares.
Focus on Furukawa Machine Gold and Eran, while Sekisui Glass and Akatsuki may be soft.
In the Tokyo market on the 10th before the holiday, the Dow Jones Industrial Average was up by 167.01 dollars, and on the 11th, it increased by 123.24 dollars to 44,593.65 dollars. The Nasdaq Composite Index was up by 190.87 points on the 10th, and on the 11th, it decreased by 70.41 points to 19,643.86. The Chicago Nikkei 225 Futures yesterday were up by 310 yen compared to the Osaka day session, reaching 39,070 yen. The exchange rate is 1 dollar = 152.40-50 yen. In today's Tokyo market, Suzuki <6785> reported a 59.8% increase in operating profit for the first half.
<Today's individual materials> Nomura Micro, Teikoku Electric, Mercuria, Sanwa Oil Chemical, ETC (announced on the 10th).
▽Nomura Micro <6254.T>, upwardly revised the consolidated financial estimates for the fiscal year ending March 2025. ▽Teikoku Electric <6333.T>, raised the consolidated financial estimates for the fiscal year ending March 2025 and increased the end-of-term Dividends forecast from the previous 41 yen to 55 yen (previous period result 46 yen). ▽Mercuria <7347.T>, downwardly revised the consolidated financial estimates for the fiscal year ending December 2024. ▽Sanwa Yuka <4125.T>, lowered the consolidated financial estimates for the fiscal year ending March 2025. ▽Furukawa Machinery <5715.T>, forecasted a consolidated operating profit of 8.2 billion yen for the fiscal year ending March 2025.
SoftBank's operating profit for Q3 increased by 12.3% to 821.8 billion yen.
The results for the third quarter of the fiscal year ending March 2025, announced by SoftBank <9434>, showed a revenue of 4 trillion 811.4 billion 63 million yen, a 6.6% increase compared to the same period last year, and an operating profit of 821.8 billion 61 million yen, a 12.3% increase year-on-year. PayPay's performance improved. The core mobile business also showed steady recovery from the impact of mobile price reductions. 【Positive assessment】 <6645> Omron quarter | <4284> Solxyz full year <7189> Nishi Nippon FH quarter | <7370> Enjin revision
KI-Star Real Estate Reports Strong Q3 Performance and Revises Forecasts Upward