Sumitomo Forestry, Nishimatsu Construction, etc. (additional) Rating
Upgrade - Bullish Code Stock Name: CKD (Code: 6407), Securities Company: Tokai Tokyo, Previous Rating: Neutral, New Rating: Outperform. Downgrade - Bearish Code Stock Name: Olympus (Code: 7733), Securities Company: Mizuho, Previous Rating: Buy.
$2.88 Bn Aluminum Brazing Markets: Automotive, Aerospace & Defense, Industrial, Electrical & Electronics, Others - Global Forecast to 2032
The earnings announcements have come to an end, providing a temporary pause.
The Nikkei Average fell for the third consecutive trading day, closing at 56,806.41 yen, down 135.56 yen (with an estimated trading volume of 2.47 billion shares). Following a rebound from last week's declines and the January U.S. Consumer Price Index (CPI) data released on the 13th falling short of market expectations, expectations for further U.S. interest rate cuts were reignited, pushing the NY Dow higher. The Tokyo market opened with initial buying. However, due to the strengthening yen, export-related stocks declined, causing the Nikkei Average to fall to 56,748.18 yen by the late morning session.
JP Movers | Sumitomo Pharma Rose 20.24%, Leading Nikkei 225 Components, Kioxia Holdings Topped Turnover List
Market sentiment was stable today as Nikkei 225 components continued to trade sideways, with Sumitomo Pharma(4506.JP) being the top gainer today, rising 20.24% to close at 2970.5 yen. In addition, the top loser was Olympus(7733.JP),falling 12.87% to end at 1614.0 yen.
SBI Securities (daily trading) reported net selling of SoftBank Group shares and net buying of Kioxia HD shares.
Sell Code Stock Name Trading Value (285A) Kioxia HD 129,628,462,020 (9984) SoftBank Group 53,911,324,001 (8136) Sanrio 38,711,873,708 (1570) NEXT FUNDS Nikkei Average Leverage ETF 25,406,000,590 (6857) Advantest 25,161,295,960 (580
Today's flows: 02/16 Sanrio saw an inflow of JPY¥ 19.31 billion, Kioxia Holdings saw an outflow of JPY¥ 28.88 billion
On February 16th, the TSE Main Market saw an inflow of JPY¥ 1.06 trillion and an outflow of JPY¥ 1.13 trillion.$Sanrio(8136.JP)$, $SoftBank Group(9984.JP)$ and $Mitsui Kinzoku(5706.JP)$ were net
Mitsui Metals surged as earnings forecasts were raised due to strong demand for electrolytic copper foil used in high-frequency substrates for AI servers.
The stock surged following the announcement of its third-quarter results for the fiscal year ending March 2026, released after the market close on the previous Friday. Revenue reached 54.2207 billion yen (a 3.1% increase year-on-year), with operating income at 71.723 billion yen (a 27.6% increase year-on-year). Additionally, the company revised its full-year earnings forecast upward, now projecting an operating income of 117 billion yen (a 56.5% increase from the previous fiscal year). Key products in the functional materials segment, such as ultra-thin copper foil with carriers and electrolytic copper foil for high-frequency AI server substrates, appear to be performing strongly. Furthermore, the year-end dividend is expected to be 140 yen (previously forecasted at...
Mitsui Kinzoku: Interim Report
SYNs, Yakult, etc. (additional) Rating
Upgrade - Bullish Code Stock Name Securities Company Previous Change After ------------------------------------------------------ <3659> Nexon GS "Sell" "Neutral" Downgrade - Bearish Code Stock Name Securities Company Previous Change After ------------------------------------------------------ <9531> Tokyo Gas Mizuho "Buy" "Neutral" Target Stock Price Change Code Stock
The share price of Mitsui Metals surged 13% to a record high.
On February 16, Gelonghui reported that shares of Mitsui Metals, a metal materials manufacturer, surged by 13% to a record high after the company raised its profit forecast beyond expectations, driven by rising prices of precious metals.
Speculative interest in the Takai trade has led to rotational buying of related stocks.
[Opening Stock Market Comments] The Japanese stock market on the 16th is expected to open with buying interest, but gradually drift into a stalemate as investors cautiously assess underlying strength while positioning for potential dips. On the 13th, the U.S. market saw the NY Dow rise by 48 dollars, while the Nasdaq fell by 50 points. The January U.S. Consumer Price Index (CPI) came in below expectations, reinforcing anticipation of an interest rate cut by the Federal Reserve (FRB), which encouraged buying. However, with a three-day weekend approaching, trading activity may remain subdued.
Asahi Intec and Micronix are attracting attention, while Tatsumo and Olympus may remain lackluster.
In the U.S. stock market on the 13th at the end of last week, the NY Dow rose by 48.95 dollars to reach 49,500.93 dollars, while the Nasdaq Composite Index fell by 50.48 points to 22,546.67 points. The Chicago Nikkei 225 futures closed 610 yen higher than the Osaka daytime session at 57,600 yen. The foreign exchange rate was 1 dollar = 152.50-60 yen. In today's Tokyo market, Raks <3923>, which announced a 65.7% increase in cumulative operating profit for the third quarter and a share buyback and cancellation of up to 2.44% of issued shares, reported an operating profit increase of 12.0% from the previous term.
February 16: [Today's Investment Strategy]
[FISCO Select Stocks] [Material Stock] Nippon Micronics <6871> 10,620 yen (as of February 13) is a company that manufactures "probe cards," which are used for electrical testing of semiconductor chips. The company announced its financial results for the fiscal year ending December 2025, reporting an operating profit of 16.5 billion yen, a 31.6% increase from the previous term, surpassing the previous forecast of 13.8 billion yen. The company discloses earnings forecasts two quarters in advance. For the first half of the fiscal year ending June 2026 (January-June 2026), the operating profit is projected to be 12.3 billion yen, representing a 62.5% year-on-year increase.
Japan Post Bank has revised its operating profit forecast upward to 720 billion yen from 680 billion yen as of March 26.
Japan Post Bank <7182> has announced a revision to its earnings forecast for the fiscal year ending March 2026, raising its operating income projection from 680 billion yen to 720 billion yen. As part of the review of its mid-term management plan, the bank has been promoting a shift in investment from deposits to government bonds (zero risk-weight) in response to the reversal of yen interest rate trends in its market operations. However, due to the rise in domestic interest rates since the beginning of the fiscal year, interest income from government bonds has exceeded expectations. [Positive Evaluation] <8766> Tokio Marine Half-Year | <5707> Toho Zinc Half-Year <914
Mitsui Kinzoku Lifts FY2025 Outlook on Copper Foil and Metal Price Tailwinds
Mitsui Kinzoku Lifts Full-Year Outlook and Dividend as Profits Rise
Express News | [Test] Mitsui Kinzoku Co Ltd 5706.t 9-Mth Group Net Profit 49.05 Bln Yen (-5.9%), 2025/26 Forecast Profit 77.00 Bln Yen (+19.1%)
Express News | [Test] Mitsui Kinzoku Co Ltd 5706.t 9-Mth Group Operating Profit 71.72 Bln Yen (+27.6%), 2025/26 Forecast Profit 117.00 Bln Yen (+56.5%)
Express News | [Test] Mitsui Kinzoku Co Ltd 5706.t 9-Mth Group Recurring Profit 74.51 Bln Yen (+26.1%), 2025/26 Forecast Profit 120.00 Bln Yen (+57.0%)
Mitsui Kinzoku: Financial Results Presentation for the Third Quarter of Fiscal Year 2026