Tokyo Seimitsu (7729)
- 16850.0
- +65.0+0.39%
Tokyo Seimitsu (7729) News
Today's flows: 08/24 Sumitomo Metal Mining saw an inflow of JPY¥ 4.99 billion, Kioxia Holdings saw an outflow of JPY¥ 44.76 billion
On August 24th, the TSE Main Market saw an inflow of JPY¥ 1.21 trillion and an outflow of JPY¥ 1.3 trillion.$Sumitomo Metal Mining(5713.JP)$, $Advantest(6857.JP)$ and $Recruit Holdings(6098.JP)$
Sojitz, Kosé HD, and others (additional) Rating
Upgrades - Bullish Code Company Name Brokerage Previous Revised -------------------------------------------------- <4061> Denka SBI Securities "Neutral" "Buy" <6273> SMC Daiwa Securities "3" "2" Downgrades - Bearish Code Company Name Brokerage Previous Revised -------------------------------------------------- <9090> AZ-Wa Maruwa HD SBI Securities "Buy" "Neutral"
NVIDIA moves to build open AI architecture in response to China
[Semiconductors] NVIDIA plans to use a recently agreed $6 billion (approximately 950 billion yen) contract to build one of the world’s most powerful open-weight artificial intelligence (AI) models, according to reports citing multiple sources familiar with the matter. The move is seen as a counter to leading Chinese models such as DeepSeek and “Kimi K3.” <6857> Advantest <8035> Tokyo Electron <7735>
List of Cloud Breakout Stocks (Part 2) [Ichimoku Cloud – List of Cloud Breakout Stocks]
List of Stocks Breaking Below the Cloud Market Code Stock Name Closing Price Leading Span A Leading Span B TSE Prime <1833> Okumura Corp. 5610 5687.5 5910 <1941> Chudenko 5020 5270 5072.5 <1964> Chugai Ro 3995 4021.25 4327.5 <1980> Daidan 2664 2781.5 2765.5 <2760> Tokyo Electron Device 3925 3963.75 395
Matsumoto Kiyoshi Cocokara, Kikkoman, etc. (Additional) Rating
Upgrade - Bullish Code | Company Name | Securities Firm | Previous | Revised -------------------------------------------------- <7269> Suzuki Motor | City Securities | "2" | "1" Downgrade - Bearish Code | Company Name | Securities Firm | Previous | Revised -------------------------------------------------- <7951> Yamaha | SBI Securities | "Buy" | "Neutral" Target Price Revision Code | Company Name | Securities Firm | Previous | Revised
Raito Kogyo, Yakult, and others (Added) Rating
Upgrades - Bullish Code Company Name Brokerage Previous Revised ----------------------------------------------------- <3279> API Daiwa "3" "2" <9843> NITORI HD SMBC Nikko "2" "1" Downgrades - Bearish Code Company Name Brokerage Previous Revised ----------------------------------------------------- <4519> Chugai Pharm
Ibiden, JT, and others (additional) Rating
Upgrades – Bullish Code Stock Name Brokerage Firm Previous Revised ------------------------------------------------------------ <4062> Ibiden MS & MUFG "Underweight" "Overweight" <6516> Sanyo Electric MS & MUFG "Equal-weight" "Overweight" Downgrades – Bearish Code Stock Name Brokerage Firm Previous Revised ---------------------------------------
August 5 [Today's Investment Strategy]
[Fisco's Featured Stock] [Stock with Positive Catalyst] Ibiden Co., Ltd. <4062> ¥16,330 (as of August 4): The company manufactures package substrates and diesel particulate filters for automobiles. It has revised upward its earnings forecast for the fiscal year ending March 2027, now expecting operating profit of ¥127 billion—double the prior-year figure—an increase of approximately 41% from its previous forecast. Demand for high-value-added products, particularly those for AI servers, remains robust, and selling prices for these high-value-added products have remained at elevated levels. Additionally, the company will implement a stock split with a record date of September 30, 2026, at a ratio of one share to
Investor interest is shifting toward semiconductor and AI-related stocks, as well as benefiting from the decline in crude oil prices.
[Equity Opening Comment] The Japanese stock market on the 5th is likely to open with a gap up, and buying interest targeting dips appears strong even after an initial round of purchases. On the 4th, U.S. markets saw the NY Dow Inc rise by 907 points and the Nasdaq gain 671 points. U.S. Treasury Secretary Bessent indicated in a CNBC interview that an agreement with Iran may be near, citing developments such as the opening of the Strait of Hormuz. Following this statement, WTI crude oil futures prices dropped sharply to around $75 per barrel, and U.S. long-term interest rates...
Ibiden and Aucnet warrant attention, while Dexerials and SigmaKiss may remain weak.
On the U.S. stock market yesterday, April 4, the NY Dow rose 907.47 points to close at 54,085.88; the Nasdaq Composite Index gained 671.09 points to reach 26,584.99; and the Chicago Nikkei 225 futures settled at ¥65,485, up ¥1,585 from the Osaka daytime session. The yen traded at 157.70–80 per U.S. dollar. In today’s Tokyo market, Ushio Electric Co., Ltd. <6925>, which reported first-quarter operating profit 5.1 times higher than the same period last year, and AREHD Co., Ltd. <5857>, whose first-quarter operating profit doubled year-over-year, led gains.
Nippon Steel revised its net profit forecast upward for the fiscal year ending March 27, increasing it to ¥290 billion from ¥220 billion.
Nippon Steel <5401> announced a revision to its earnings forecast for the fiscal year ending March 2027, raising its net profit outlook from ¥220 billion to ¥290 billion. Despite adverse impacts materializing from rising raw material and fuel costs and reduced steel exports to the Middle East—driven by external environmental changes affecting primarily domestic markets but also including Middle East-related factors—the company benefited from stronger-than-expected earnings at U.S. steel major U.S. Steel, supported by rising steel market conditions in the United States and the effective implementation of profitability improvement measures. [Positive assessment] <6925> Ushio Denki (quarterly) | <8252> Marui Group (quarterly)
Tokyo Seimitsu: FY2026 (Fiscal Year Ending March 2027), First Quarter Earnings Presentation (with Notes)
Tokyo Seimitsu Raises Dividend Forecast on Stronger FY2027 Outlook
Tokyo Seimitsu Lifts Profits and Dividend Outlook on Strong Q1
Express News | Tokyo Seimitsu Co Ltd Q1 Group Operating Profit 5.92 Bln Yen (+29.2%) Vs Profit 4.58 Bln Yen, 2026/27 Forecast Profit 44.00 Bln Yen (+30.4%)
Express News | Tokyo Seimitsu Co Ltd Q1 Group Recurring Profit 6.43 Bln Yen (+44.1%) Vs Profit 4.46 Bln Yen, 2026/27 Forecast Profit 44.00 Bln Yen (+26.3%)
Tokyo Seimitsu Sees 1H Net Y13.40B
Tokyo Seimitsu Co. Ltd. also released the following forecasts: GROUP 1st Half To Sep 2026 Revenue Y88.50 bln Operating Profit Y19.10 bln Pretax
Tokyo Seimitsu 1Q Net Y4.67B Vs Net Y3.23B
Tokyo Seimitsu Co. Ltd. (7729.TO) Japan 1st Quarter Ended June 30 GROUP 2026 2025 Revenue Y36.72 bln Y30.88 bln Operating Profit Y5.92
Tokyo Seimitsu: Notice Regarding the Revision of Dividend Forecast for the Fiscal Year Ending March 2027
Tokyo Seimitsu: First Quarter Earnings Presentation for Fiscal Year 2026 (Ending March 2027)