June 12 – Today's Investment Strategy

[Fisco's Featured Stock] [Stock with Positive Catalyst] Marumae Co., Ltd. <6264> – Closing price: ¥1,915 (June 11). The company manufactures core components for semiconductor and flat-panel display (FPD) production equipment. It has revised upward its earnings forecast for the fiscal year ending August 2026, now expecting operating profit of ¥4.10 billion, a 95.0% increase from the previous year—approximately 28% higher than its prior forecast. Amid strong momentum in the semiconductor manufacturing equipment market, the company’s order backlog has expanded rapidly, supported by robust medium- to long-term demand visibility from customers. The year-end dividend is set at ¥26 per share, up from the previous forecast of ¥1.

Fisco JapanJun 12 08:00

Marumae and Nihon House Holdings are attracting attention, while VISIONAL and Rakuten Holdings appear weak.

On the U.S. stock market on May 11, the NY Dow rose 929.97 points to close at 50,848.75, the Nasdaq Composite Index gained 640.16 points to settle at 25,809.66, and the Chicago Nikkei 225 futures contract (June delivery) ended 1,955 yen higher than the Osaka daytime session at 66,275 yen. The yen traded at 159.90–160.00 per dollar. In today’s Tokyo market, Sea Ltd. <9692>, which reported a 29.7% year-over-year increase in first-quarter operating profit and announced a share buyback program up to the regulatory limit of 3.84% of outstanding shares, as well as other companies reporting first-quarter

Fisco JapanJun 12 07:15

Nintendo reported a 27.5% increase in operating profit to 360.1 billion yen for the fiscal year ending March 26, and forecasts a 2.7% increase to 370 billion yen for the fiscal year ending March 27.

Nintendo <7974> announced its consolidated financial results for the fiscal year ending March 2026, reporting a year-on-year increase of 98.6% in net sales to 2.313051 trillion yen and a 27.5% rise in operating income to 360.117 billion yen. The launch of "Pococha Pokémon" in March contributed to hardware sales, with annual unit sales reaching 19.86 million units. The Nintendo Switch, which marked its 10th anniversary in March, also maintained steady demand, achieving hardware sales of 3.8 million units.

Fisco JapanMay 11 05:17

THine Electronics 1Q Loss Y379.00M Vs Loss Y261.00M

Dow JonesMay 8 14:35

THine Electronics Sees 1H Loss Y333.00M

Dow JonesMay 8 14:35

THine Electronics: FY2026 Q1 Earnings Presentation Materials

JPXMay 8 14:30 · Announcements