November 7th [Today's Investment Strategy]

[Selected Stocks by FISCO] [Material Stocks] Maiko <6787> 5600 yen (11/6) is engaged in printed circuit boards. The financial estimates for the fiscal year ending in March 25 have been revised upwards. Operating profit is expected to be 19 billion yen (an increase of 62.9% compared to the previous year). It has been raised by about 18% from the previous estimate. The sales of high value-added build-up boards have expanded significantly, in addition to productivity improvements, cost reductions, and the impact of exchange rates, leading to an upward revision. The year-end dividend is set at 40 yen. The previous estimate was 36 yen, the year-end dividend for the previous period.

Fisco Japan07:59

Determine the sustainability of Trump trade while taking risk preferences into account.

[Stock Opening Comment] On the 7th, the Japanese stock market started with a buying trend, and it seems to be a battle at 0.04 million yen. On the 6th, the US market saw the dow jones industrial average rise by 1508 points and the nasdaq rise by 544 points. The uncertainty was dispelled by the presidential election passing. Expectations for the pro-business policies of the second Trump administration, such as deregulation leading to increased corporate earnings, accelerated buying, leading to a strong trend throughout the day. The Chicago Nikkei 225 futures settlement price was 40,035 yen, 335 yen higher than Osaka. The exchange rate is 154 yen to 1 dollar.

Fisco Japan07:37

Tsugami, Hitachi Construction Machinery, etc. [List of stock-related materials from the newspaper]

*Tsugami <6101> China's annual production increased by 20% to 0.022 million units, expanding lathe and MC products (Nikkan Sangyo front page) - ○* NTT <9432> DoCoMo to fully introduce virtualized base stations next fiscal year, enabling the use of products from multiple companies (Nikkan Sangyo page 3) - ○* Tadano <6395> Acquisition of transportation system from IHI group, strengthening overseas expansion (Nikkan Sangyo page 4) - ○* Itochu <8001> Additional investment of 117 billion yen in Brazilian iron ore (Nikkan Sangyo page 4) - ○* Hino Motors <7205> Introduces fully flat EV route buses, benefiting

Fisco Japan07:21

Keep an eye on Meiko, Coca BJH, JFE, and Osaka Titanium for subdued performance.

In the US stock market on the 6th, the NY Dow Jones Industrial Average closed at 43,729.93, up 1,508.05 points, while the Nasdaq Composite Index rose 544.29 points to 18,983.46. In Chicago, the Nikkei 225 futures on the Osaka Stock Exchange rose 335 yen compared to the daytime session in Tokyo, closing at 40,035 yen. The exchange rate was 1 dollar = 154.50-60 yen. In today's Tokyo market, Omron <6645> showed a decrease in the operating profit decline rate, shrinking from a 6.9% reduction in the first half to 56.2% in the first quarter, while Daikin <6367> revised upwards its financial estimates for the fiscal year ending in March 2025.

Fisco Japan07:15

List of Conversion Stocks (Part 4) [List of Parabolic Signal Conversion Stocks]

○ List of stocks with sell conversion in the market Code Company Name Closing Price SAR Main Board <1332> Nissui 913 965 <1835> Tetsuko 3210 3315 <2157> Koshidaka HD 1189 1267 <2281> Prima Ham 2207 2349 <2461> Funko Meats 4134 24 <2607> Fujiseiyu G 3145 3311 <2676> Takachio 3975 4180 <3002> Gunze 506

Fisco Japan07:04

List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]

Buy conversion stock list market code Stock name Closing price SAR TSE main board <7414> Ono Ken 1494 1441 <7420> Satotori Electric 1915 1831 <7467> Hagiwara Electric HD 3400 3230 <7513> Kojima 1056 1035 <7554> Kourakuen 1271 1230 <7605> Fujicorp 1869 1803 <7717> V-Tech 2453 2344 <7721>

Fisco Japan07:03