No Data
November 1st [Today's Investment Strategy]
[FISCO Selected Stocks] [Material Stocks] SCREEN Holdings <7735> 10,030 yen (10/31) Engaged in semiconductor manufacturing equipment such as wafer cleaning equipment. The earnings forecast for the fiscal year ending March 2025 has been revised upward. Operating profit is expected to be 113.5 billion yen (an increase of 20.5% from the previous year). It has been raised by about 8% from the previous forecast. This is the second upward revision of the full-year forecast for this fiscal year. The upward revision was due to factors such as the first-half operating profit of 58.2 billion yen (a 51.1% increase from the previous year), exceeding the previous forecast of 53 billion yen. "Year
Focus on Mitsubishi Electric and Screen HD, while Fujitsu and Ibiden are weak.
Yesterday, on October 31st, in the US stock market, the Dow Jones Industrial Average closed down 378.08 points at 41,763.46, the Nasdaq Composite Index closed down 512.78 points at 18,095.15, and the Chicago Nikkei 225 futures in Osaka closed 710 yen lower at 38,350 yen compared to the previous day's Tokyo closing price. The exchange rate was 1 dollar = 152.00-10 yen. In today's Tokyo market, Mitsubishi Electric <6503> turned to profit growth with a 30.1% increase in operating profit from a 3.8% decrease in the first quarter, and another company saw profit growth with a 12.0% increase in operating profit from a 7.3% decrease in the first quarter.
Canon Inc-spons adr, 3Q operating profit increased by 14.4% to 296.6 billion yen.
Canon Inc-spons adr <7751> announced its third quarter financial results for the fiscal year ending December 2024, with revenue increasing by 7.3% year-on-year to 3 trillion 236.1 billion 11 million yen, and operating profit increasing by 14.4% to 296.6 billion 38 million yen. The gross profit margin increased to 47.8%, surpassing the same period last year by 0.8 points, due to cost reductions and improvements in product mix, with gross profit also increasing by 7.1% year-on-year to 516.4 billion yen. Positive evaluation for Takeda Pharmaceutical Co., Ltd. <4502> in the mid-term and Sony Corporation <7735>.
Profit-taking sales are dominant due to the decline in US high-tech stocks.
The Nikkei average fell for the first time in 4 days. It closed at 39,081.25 yen, down 196.14 yen (trade volume approximately 2.19 million shares). In the previous three days, it rose more than 1,300 yen, but due to the selling of tech stocks in the US market the previous day, profit-taking sales of tech stocks led the way in the Tokyo market as well. The outcome of the Bank of Japan's monetary policy meeting revealed after the morning session ended was as expected, deciding to maintain the current monetary policy, but not as dovish as the outlook report had anticipated.
J Front, NRI, etc. (additional) Rating.
Upgrade - bullish code stock name securities company conventional change after -------------------------------------------------- <1407> West HD Morgan S "Equal W" "Over W" Downgrade - bearish code stock name securities company conventional change after -------------------------------------------------- <7276> Small
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
Buy conversion stock list market Code Company name Closing price SAR TSE Main Board <5698> Envipro HD 515 493 <5802> Sumitomo Electric Industries 2373 2248 <5803> Fujikura 5617 4872 <5805> SWCC 5340 5040 <5851> Ryobi 1893 1811 <5857> AREHD 1836 1758 <5911> Yokogawa BHD 2769 2500 <5975>