Today's materials and influential stocks: Ukraine is accepting a ceasefire on the 30th, but attention is focused on resource extraction and reconstruction-related matters.
Ukraine has expressed its readiness to accept a 30-day ceasefire with Russia in response to a proposal from the USA. On the 11th, high-level talks were held in Saudi Arabia, and it was agreed that efforts should be made toward lasting peace. There is a possibility of progress toward a complete ceasefire between Ukraine and Russia, which could lead to positive reactions from resource extraction and reconstruction-related stocks. In addition to Komatsu <6301.T>, Hitachi Construction Machinery <6305.T>, companies related to construction machinery such as Takeuchi Manufacturing <6432.T>, Yamashin F.
Okada Aiyon: Financial results briefing materials for the 3rd quarter of the fiscal year ending March 31, 2025
Okada Aiyon: Supplementary material for the 3rd quarter financial results summary for the fiscal year ending March 31, 2025
Okada Aiyon: Summary of Financial Results for the 3rd Quarter Ending March 31, 2025 [Japanese GAAP] (Consolidated)
Okada Aiyon 9-Mos Net Y1.28B Vs Net Y1.62B
Okada Aiyon Sees FY Net Y1.52B
List of breakout stocks (Part 1) [Ichimoku Kinko Hyo - List of breakout stocks]
○ List of stocks that broke through the clouds Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Main Board <1802> Obayashi Corporation 2082 2081.5 1995.5 <1885> Toa Construction 1190 11821089.5 <2378> Renaissance 1056 1022.5 1044.5 <2815> Ariake 5570 5545 5485 <2922> Naturi 2192 2182 2156.5 <2
Stock News Premium = Osaka Expo, proposals for using the site include a circuit and a resort.
The selection process for the future use of the site for the Osaka-Kansai Expo, to be held from April to October this year, is progressing. The Osaka Prefectural and City governments have announced two proposals for resort development and a circuit arena. A basic plan is expected to be presented by the end of March. <Sound equipment company Hibino, etc.> The site of the expo, held on the artificial island Yumeshima in Osaka Bay, is planned for the opening of an integrated resort (including a casino) in the northern area, while the southern area, approximately 50 hectares, has yet to have a developer determined. So far, a certain level of high.
Three key points to watch in the first half of the session – trading primarily driven by short-term capital –
In the trading session before the 25th, three points should be focused on: ■ Trading centered on short-term funds ■ J Excellent, downward revision of operating profit from 4.812 billion yen to 4.451 billion yen ■ Highlight materials for the session: Canon Inc-Spons Adr re-entering the ArF lithography equipment market, aiming to acquire Share through miniaturization ■ Trading centered on short-term funds The Japanese stock market on the 25th is expected to start with a Buy focus, although position adjustments are anticipated, the market appears to exhibit resilience.
Three key points to watch in the early session - while assessing the underlying strength, be mindful of filling in the gaps.
In today's morning trading, three points to focus on are as follows: ■ While assessing firmness, keep in mind the gap filling. ■ Billing System, upward revision of operating profit to 0.616 billion yen from 0.489 billion yen. ■ Key material in the morning: TOPPAN acquiring the USA's flexible packaging business for 271.3 billion yen. ■ While assessing firmness, keep in mind the gap filling. The Japanese stock market on the 20th is likely to start slightly with sales ahead, but there seems to be an awareness of support in the lower range. In the USA market on the 19th, the Dow Jones Industrial Average rose by 15 dollars, and Nasdaq...
TOPPAN, Mitsubishi Chemical Group, etc.
*TOPPAN <7911> acquired the soft packaging business of a U.S. company for 271.3 billion yen (Nikkei Industrial page 3) - ○*Murata Manufacturing <6981> produces MLCC in India to capture demand for smartphones (Nikkei Industrial page 3) - ○*Akebono Brake Industry <7238> fund becomes the largest Shareholder, Mr. Nagaoka as president (Nikkei Industrial page 3) - ○*Nippon Steel <5401> participating in iron ore development in Canada with Sojitz (Nikkei Industrial page 3) - ○*Mitsubishi Chemical Group <4188> increases production of synthetic quartz powder, capacity enhancement at Kyushu plant (Nikkei Industrial page 3)
Okada Aiyon: Financial results briefing materials for the 2nd quarter of the fiscal year ending March 31, 2025
Three key points to focus on in the morning session: Increasing interest in cryptocurrency-related investments.
In the morning trade 19 days ago, three points deserve attention. ■ The interest in cryptocurrency-related assets is strengthening. ■ Daiko raised its net profit forecast to 0.98 billion yen from 0.66 billion yen. ■ Focus materials for the morning session: Daio Paper will increase its research budget by 1.5 times in the fiscal year 26 to promote next-generation material development. ■ The interest in cryptocurrency-related assets is strengthening. The Japanese stock market on the 19th started with a buying trend, but it seems likely to develop into a market with a strong sense of stalemate. The US market on the 18th saw the dow jones industrial average down by 55 dollars, while the nasdaq was at 111.
Daio Paper, H1 etc [List of stock materials from the newspaper]
Oji Holdings (3880): Research expenses for the fiscal year 2026 increased by 1.5 times, promoting the development of next-generation materials (Nikkan Kogyo front page) - UACJ (5741): Expanding the Tochigi-Koyama factory, focusing on aerospace and defense sectors (Nikkan Kogyo front page) - NTT (9432): NTT East West to start IOWN utilization services, with inter-base communications at 800 gigabits per second (Nikkan Kogyo page 3) - Tohoku Electric Power (9506): Electricity bill discount for February and March next year, due to the operation of the Onagawa Nuclear Power Plant (Nikkan Kogyo page 3) - Mitsui Fudosan (8801): Established
Japan Machinery Orders Decline 2.9% in September
List of converted stocks (Part 2) [List of converted stocks for Parabolic Signal]
○ List of stocks with sell conversion Market Code Stock name Closing price SAR main board <1780> Yamauura 1155 1212 <1815> Tekken 22732438 <1911> Sumitomo Forestry 54995940 <2109> DM Mitsui Sugar 32003305 <2198> Ikikei 732742 <2371> Kakaku.com 24062694 <2440> Gurunavi 305333 <2445> Takami
Okada Aiyon: Confirmation letter
Okada Aiyon: Half Year Report - Term 66 (2024/04/01 - 2025/03/31)
Okada Aiyon: Supplementary materials for the 2nd quarter (interim period) financial results summary for the fiscal year ending March 31, 2025
Okada Aiyon: Notice regarding revisions to full-year consolidated earnings forecasts