Socionext (6526)
- 2118.5
- +127.0+6.38%
Socionext (6526) News
JP Movers | NEXON Rose 19.85%, Leading Nikkei 225 Components, Kioxia Holdings Topped Turnover List
Market sentiment was stable today as Nikkei 225 components continued to trade sideways, with NEXON(3659.JP) being the top gainer today, rising 19.85% to close at 3022.0 yen. In addition, the top loser was Trend Micro(4704.JP)，falling 14.60% to end at 5851.0 yen.
List of Reversal Stocks (Part 1) [Parabolic Signal Reversal Stocks List]
○ List of Stocks with Buy Recommendations Market Code Stock Name Closing Price SAR TSE Prime <1301> Kyokuyo 4660 4405 <1663> K&O Energy Group 1888 1765 <2053> Chubu Shiryo 1953 1863 <2124> JAC Recruitment 1017 892 <2229> Calbee 3041 2826 <2301> Gakujoken 1645 1588 <2378> Renaissance 1068 1028 <256A> Hi
JP Movers | Renesas Electronics Rose 13.45%, Leading Nikkei 225 Components, Kioxia Holdings Topped Turnover List
Market sentiment was stable today as Nikkei 225 components continued to trade sideways, with Renesas Electronics(6723.JP) being the top gainer today, rising 13.45% to close at 3905.0 yen. In addition, the top loser was Nippon Electric Glass(5214.JP)，falling 17.45% to end at 4394.0 yen.
JP Movers | Advantest Rose 10.85%, Leading Nikkei 225 Components, Kioxia Holdings Topped Turnover List
Market sentiment was stable today as Nikkei 225 components continued to trade sideways, with Advantest(6857.JP) being the top gainer today, rising 10.85% to close at 27935.0 yen. In addition, the top loser was Nomura Holdings(8604.JP)，falling 6.52% to end at 1470.0 yen.
Socionext—shares fell sharply again, with the company posting an operating loss in the first quarter.
The stock continued to decline sharply. The company reported its first-quarter earnings the previous day, posting an operating loss of JPY 660 million, significantly missing the market expectation of approximately JPY 20 billion in profit. The pullback from the concentration of product sales in the fourth quarter of the prior fiscal year appears to have been larger than anticipated, and R&D and other costs have also increased. The company maintained its full-year operating profit forecast at JPY 14 billion, representing a 13.3% year-over-year increase. It is also noted that approximately JPY 10 billion in revenue recognition has shifted into the second quarter, leading to limited downside after the initial sell-off.
July 30 [Today's Investment Strategy]
[FISCO Featured Stock] [Stock with Positive Catalyst] Tokyo Electron Device <2760> — ¥3,470 (July 29). A semiconductor trading company affiliated with Tokyo Electron <8035>. The company has revised upward its earnings forecast for the fiscal year ending March 2027, now expecting operating profit of ¥13.6 billion (up 39.5% from the prior year), an increase of approximately 20% from its previous forecast. Order intake, including customers’ advance procurement driven by rapidly expanding AI demand, has exceeded initial expectations. Full-year dividend is set at ¥129 per share, up from the previously projected ¥108 and the prior year’s full-year dividend.
Advantest and Tokyo Electron warrant attention, while Socionext and JAE may remain weak.
On the U.S. stock market yesterday, the 29th, the NY Dow fell 1,153.18 points to close at 51,594.14, the Nasdaq Composite declined 433.97 points to 24,442.94, and the Chicago Nikkei 225 futures settled at ¥61,320, down ¥1,130 from the Osaka daytime session. The yen traded at 163.30–40 per dollar. In today’s Tokyo market, Enplas Corp. <6961>, which reported first-quarter operating profit 2.5 times higher than the same period last year, and Kinden Corp. <1944>, whose first-quarter operating profit rose 89.0% year-on-year, led gains.
Hitachi revised its operating profit forecast upward for the fiscal year ending March 27, from ¥1.315 trillion to ¥1.408 trillion.
Hitachi (6501) revised its earnings forecast for the fiscal year ending March 2027, raising its operating profit guidance from ¥1.315 trillion to ¥1.408 trillion—above the consensus estimate of approximately ¥1.37 trillion. The revision reflects stronger demand for power transmission and distribution equipment driven by infrastructure upgrades and AI-related data center investments. [Positive rating] <7551> Wedge Capital (Q4) | <1944> Kinden Corporation (Q4) | <6524> Kita-Kanto Engineering (revised) | <3850> NTT DATA Institute of Management Consulting (Q4) | <4461> Daiichi Kogyo Seiyaku (revised) | <6857> Advantest
Socionext Posts Quarterly Loss but Maintains Full-Year Forecast and Dividend Plan
Express News | Socionext Inc Q1 Group Net Loss 580 Mln Yen Vs Profit 461 Mln Yen, 2026/27 Forecast Profit 10.00 Bln Yen (+14.5%)
Socionext: First Quarter Earnings Release for the Fiscal Year Ending March 2027 (Consolidated, Japanese GAAP)
Mitsubishi Research Institute, Hitachi, NEC, and Tokyo Electric Power Holdings (on the 29th)
※The calendar above is tentative only and may be subject to change at the companies’ discretion. --------------------------------------- July 29 (Wed) <1850> Nankai Toshimura <1944> Kinden <1946> Toenec <2175> SMS <2359> Core <2491> V-commerce <2664> Kawachi Yakuhin <2760> Toho Electronics Devices & Battery <3636>
Q1 FY2027 Earnings Presentation Materials [PDF]
Q1 Earnings Release for the Fiscal Year Ending March 2027 [Japanese GAAP] (Consolidated) [PDF]
Fujiya, Hulic, Keyence, Nitto Denko (28th)
※The above calendar is provisional only and is subject to change at the company's discretion. --------------------------------------- July 28 (Tue) <1930> Hokuriku Denko <1934> Yuatech <2211> Fujiya <3003> Hulic <3199> Watanohan HD <3771> System LISA <3778> Sakura <4290> PI <
Miki Kogyo, Canon, Kanagawa Chuo Bus, and Tokyo Gas (27th)
※ The above calendar is tentative only and is subject to change at the companies’ discretion. --------------------------------------- July 27 (Mon) <1718> Miki Kogyo <2767> Tsuburaya Films Holdings <3132> Macnica Holdings <3635> Koei Tecmo <4366> Daito Chemix <4373> Simplex Holdings <4644> Imaginia <4765>
Comsys HD, Exio G, etc. (additional) Rating
Upgrades – Bullish Code Stock Name Brokerage Firm Previous Revised ---------------------------------------------------------- <3659> Nexon Macquarie "Neutral" "Outperform" <6460> Sega Sammy Holdings Macquarie "Neutral" "Outperform" <6857> Advantest UBS "Neutral" "Buy" Downgrades – Bearish Code Stock Name Brokerage Firm Previous Revised -------
JP Movers | Kioxia Holdings Rose 17.18%, Leading Nikkei 225 Components, Kioxia Holdings Topped Turnover List
Market sentiment was high today as Nikkei 225 components generally rose, with Kioxia Holdings(285A.JP) being the top gainer today, rising 17.18% to close at 61060.0 yen. In addition, the top loser was Nintendo(7974.JP)，falling 4.13% to end at 6993.0 yen.
List of Stocks Breaking Above the Cloud (Weekly Chart) [Ichimoku Kinko Hyo – Stocks Breaking Above the Cloud]
○ List of Stocks Breaking Above the Cloud Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Prime <2109> DM Mitsui Sugar 3355 3281.25 3332.5 <2153> E.J. Holdings 1767 1751.25 1645.5 <2212> Yamazaki Baking 3372 3309.25 3039 <2590> DyDo Drinco 2904 2566 2897.5 <2875> Toyo Suisan Kaisha 10850 1
Kioxia HD, SUMCO, and others (additional) Rating
Upgrade — Bullish rating Stock name Brokerage firm Previous rating New rating --------------------------------------------------- <7309> Shimano UBS "Neutral" → "Buy" Downgrade — Bearish rating Stock name Brokerage firm Previous rating New rating --------------------------------------------------- <6268> Nabtesco City "1" → "2" Target price revised Code Stock