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Chinese combatants supported by Russia exceed 150.
【Defense】It has been reported that over 150 Chinese nationals have participated in the fighting with the Russian military in Ukraine, according to a report confirmed by the Wall Street Journal (WSJ). On the 9th, the Chinese government completely denied any military involvement in Ukraine. <7011> Mitsubishi Heavy Industries <7012> Kawasaki Heavy Industries <6503> Mitsubishi Electric Corp. Unsponsored ADR <7270> SUBARU CORP Unsponsored ADR <7224> ShinMaywa <7721> Tokyo Instrument.
The U.S. Senate has confirmed Mr. Corbyn as Deputy Secretary of Defense.
In the defense meeting on the 8th, the U.S. Senate approved the appointment of Elbridge Colby as Deputy Secretary of Defense with a majority vote. Colby is demanding that Japan raise its defense spending to "at least 3%" of GDP as soon as possible. <7011> Mitsubishi Heavy Industries <7012> Kawasaki Heavy Industries <6503> Mitsubishi Electric Corp. Unsponsored ADR <7270> SUBARU CORP Unsponsored ADR <7224> ShinMaywa Industries <7721> Tokyo Keiki <6208> Ishikawajima-Harima Heavy Industries.
The U.S. Missile System that angers China.
The new USA missile system deployed in the Philippines seems to put China's important military and commercial bases within striking range. This is reported to be a touchstone for President Trump's commitment that the USA will deter China's attacks on its allies in Asia. This is the first time since the Cold War that the US military has deployed such long-range ground-launched systems abroad. <7011>Mitsubishi Heavy Industries <7012>Kawasaki Heavy Industries <6503>Mitsubishi Electric Corp. Unsponsored ADR
Russia is buying time with the ceasefire agreement.
It is reported that President Trump acknowledged that his efforts for an early resolution to the war in Ukraine are not progressing as he hoped. Furthermore, it is reported that he pointed out that Russia seems to intentionally delay the USA-mediated ceasefire negotiations to extract further concessions from Western countries. <7011> Mitsubishi Heavy Industries <7012> Kawasaki Heavy Industries <6503> Mitsubishi Electric Corp. Unsponsored ADR <7270> SUBARU CORP Unsponsored ADR <7224> ShinMaywa.
Aftermarket [Stocks that moved and stocks that were traded]
*Sumitomo Realty & Development Co., Ltd. <8830> 6042 +575, reported that hedge fund Elliott acquired shares. *Taiyo Holdings <4626> 4700 +605 announced a change in profit return policy and an upward revision of Dividends Financial Estimates. *Alvivant <7523> 1173 +131 announced a commemorative Dividends for its 20th anniversary of listing. *Tamagawa Holdings <6838> 772 +3225 revised upward the Financial Estimates for net profit for the fiscal year ending October 2025. *Sonocom <7902> 907 +44 announced the expansion of its Shareholder benefit program. *Kei Pharma <
March 24th [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Mitachi Industries <3321> 1178 yen (3/21) a trading company for Semiconductors and Electronic Components. Considering recent performance trends, the Financial Estimates for the fiscal year ending May 2025 have been revised upwards. Operating profit is estimated at 2.1 billion yen (a 31.9% increase from the previous term). This is about a 10% increase from the previous estimate. The upward revision is due to the transfer of the commercial flow of automotive-related clients starting in the second quarter and solid orders in consumer-related EMS, etc. 【Emerging Markets Stocks】 Keipharma <489