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ROXX, AViC among others [Emerging Markets Press Release]
<241A> ROXX selected as a rental stock <4240> Cluster T approved for dual listing on the Nagoya Stock Exchange <6255> NPC enters into a business alliance with Gosan Tech Co., Ltd. (South Korea) <7707> PSS concludes a new manufacturing contract for an improved model of the mobile immunoluminescence measuring device "Path First" <7695> Exchangeable-kun acquires shares of Kitchen Works, which handles renovation work, making it a subsidiary <9554> AViC revises upward; current fiscal year operating profit forecast increased to 7.20
The Early Reading Operations Command Room = Cluster T: Performance forecasts are conservative, heading towards delayed adjustments.
Cluster Technology <4240.T> has transitioned to a gradual upward trend, although it still exhibits a strong sense of lagging behind. The company is expanding into nanomicrotechnology. On the 8th, it revised its earnings forecast for the fiscal year ending March 2026 (standalone) upwards. It anticipates a full-year operating profit of 140 million yen, an increase of 29% compared to the previous period (previously 110 million yen). Revenues from industrial inkjet printer heads and molds are experiencing significant growth, with several sectors showing stronger momentum than initially anticipated. The increase corresponds to the upward revision for the first half of the fiscal year.
August 12 [Today's Investment Strategy]
[FISCO Selected Stock] [Material Stock] Sanrio (8136) 6,206 yen (as of August 8). The company engages in the planning and sale of character goods, licensing business, and theme park operations. It has revised its earnings forecast for the fiscal year ending March 2026 upward. Operating profit is expected to be 67.3 billion yen (up 29.9% from the previous year). This is a 12% increase from the previous forecast. Sales have been boosted by an increase in both foreign tourists and domestic visitors, and the licensing business has grown, particularly in North America and China. The annual dividend will be 60 yen. This is the latest forecast.
The market is soft, with profit-taking selling likely to dominate ahead of the U.S. CPI release.
[Emerging Market Individual Stock Strategy] Today, the emerging markets are expected to show a weak performance. During the three-day holiday in Tokyo, the U.S. stock market on the previous Friday, August 8, saw the Dow Inc rise by 206.97 points (+0.47%). Expectations of interest rate cuts and the anticipated U.S.-Russia summit supported the stock prices. Yesterday, on the 11th, it fell by 200.52 points (-0.45%) to 43,975.09, showing a decline. As the deadline for the suspension of U.S.-China tariffs and the scheduled U.S.-Russia summit this week approaches, the adjustment tone has intensified. Towards the end, the extension of the deadline for the suspension of U.S.-China tariffs
Individual investors are focusing on seeking out stocks with strong earnings.
■Individual investors are expected to dominate trading this week in the emerging markets, as the peak of earnings announcements from major companies on the Prime Market has passed. The focus is likely to shift to individual stock picking, particularly for small and mid-cap stocks with strong earnings. On the other hand, with the summer vacation season beginning, trading by institutional investors is expected to decrease, making individual investor-driven transactions more prominent. However, even though the buying will be based on strong earnings, the rotation of funds is expected to be rapid, so it is essential to be cautious about potential volatility.■Strong-earnings stocks
Cluster Technology: Announcements of individual stocks regarding revisions to individual earnings forecasts for the second quarter (interim period) and full year of the fiscal year ending March 31, 2026