The Nikkei average has fallen for the first time in three days, reflecting concerns about the upcoming Trump administration.
On the 11th, the US stock market continued to rise. The Dow Jones Industrial Average closed at $44,293.13, up $304.14, while the Nasdaq closed at 19,298.76, up 11.99 points. Buying continued on expectations of deregulation and growth-oriented policies under the upcoming Trump administration, leading to gains after the opening. However, with the bond market closed due to Veterans Day, causing a lack of material, small-cap stocks were bought as part of a rotation, while tech stocks were sold off, leading to a temporary decline in the Nasdaq. The Dow remained strong throughout the day.
Rakuten Bank - significant gains, upward revision of financial estimates reflecting interest rate hikes and more.
Marked increase. The company announced the interim financial results the day before, with a net profit of 22.1 billion yen, a 37.6% increase compared to the same period last year. The full-year financial estimates have been revised upward from the previous 37.8 billion yen to 46.2 billion yen, a 34.3% increase from the previous year. This is believed to be due to reflecting the effects of the Bank of Japan's interest rate hike and the disappearance of restructuring costs. Market expectations were around 42 billion yen, and although the upward revision itself was already factored in, the magnitude of the revision is seen as exceeding expectations.
Iida GHD, Tosoh, etc. (additional) Rating
Upgrade - Bullish code Stock name Securities company Previous change after ----------------------------------------------- <9983> First LightJPM "Neutral" "Overweight" Downgrade - Bearish code Stock name Securities company Previous change after ----------------------------------------------- <
Nissin Foods Holdings and others announced a share buyback on November 11th.
The stocks announced to set up their own stock acquisition frame on November 11th (Monday) are as follows: <7242> KYB 4.6 million shares (18.4%) 20 billion yen (24/11/12-24/11/12) <7749> MediKit 0.25 million shares (1.7%) 0.7 billion 11.75 million yen (24/11/12-25/2/28) <6180> GMO Broadcasting 0.02 million shares (1.1%) 0.1 billion yen (24/11/12-25/3/31) <8331> Chiba Silver 12 million shares (1.7%) 10 billion yen (24/11/
Daiwa House, Idemitsu Kosan, Tokyo Electron Ltd. unsponsored adr, SoftBank Group (12th)
※Please note that the above calendar is subject to change depending on the company's circumstances. --------------------------------------- November 12 (Tuesday) <1431> Livework <146A> Colombia <148A> Hatchwork <1491> Chugai Mining <1605> INPEX <1663> K&O Energy <166A> Taski HD <1770> Fujita E
Recruit HD, 2Q operating profit increased by 13.4% to 269.7 billion yen
Recruit HD <6098> announced that the second quarter performance for the quarter ending March 2025 showed sales revenue increased by 5.4% year-on-year to 1.7987 trillion yen, and operating profit increased by 13.4% to 269.8 billion yen. All HR technology business, matching & solution business, and temporary staffing business reported revenue growth. It exceeded the consensus of around 255 billion yen. Operating profit for the fiscal year ending March 2025 was revised upwards from 390 billion yen to 442.7 billion yen. Consensus.