Skymark, Idomah HD
"Morgan" <9204> Skymark OVERWEIGHT retain; "Tohkai Tokyo" <7373> Idoma HD OUTPERFORM retain. * The ratings of the above companies are as of 11/12 according to our confirmation.
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 ----------------------------------------------- <
Steady, supported by high US stocks, etc., [individual stock strategy for emerging markets].
[Emerging markets Individual Stock Strategy] Today's emerging markets are expected to show a strong performance based on the positive development in the U.S. stock market on the 11th, with the Dow Jones up 304.14 points (+0.69%) to 44,293.13 points. Buying continued as expectations for regulatory relaxation and growth-oriented policies by the upcoming Trump administration. Small-cap stocks were bought due to rotation, while high-tech stocks were sold off and the Nasdaq temporarily declined. The Dow Jones remained strong throughout the day, reaching record highs consecutively. Today's emerging markets are dominated by buying.
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.
Shigeru Ishiba remains as japan's prime minister! Will build a minority new government.
①Japan's current Prime Minister, Shigeru Ishiba, defeated the opposition party's Constitutional Democratic Party leader, Yoshihiko Noda, to continue serving as prime minister and will reshuffle the cabinet; ②Shigeru Ishiba's new government is a minority government, expected to be constrained by the opposition group, having to seek support from the opposition for many important legislations.
Kirin Holdings, shiseido company,limited sponsored adr, Tokyo Metro, NTT (7 days)
※The above calendar is only a schedule and may be subject to change due to company's convenience. ---------------------------------------November 7th (Thu) <1375> Yukiguni Maitake <1382> Hobe <1439> Yasue Construction <147A> Soracom <1515> Nittetsu-ko <1719> Ando Hazama <1720> Tokyu Construction <1738> NITTOH <1788