Warren Buffett's Compounders Crush Cathie Wood's Disruptors Over The Long Haul

BenzingaMay 2 08:52 ET

Expectations for the progress of the weak yen and tariff negotiations are driving prices close to 37,000 yen.

The Nikkei average has risen for seven consecutive trading days, finishing at 36,830.69 yen, up 378.39 yen (with an estimated volume of 1.9 billion 70 million shares). The depreciation of the yen, driven by the retreat of speculation regarding additional interest rate hikes by the Bank of Japan, combined with expectations of progress in tariff discussions with the USA, led to a bullish start. Autos stocks were bought, reaching as high as 36,976.51 yen in the middle of the morning session, approaching the significant level of 37,000 yen. However, ahead of the four-day holiday, profit-taking selling is likely to occur, and the USA is awaiting the announcement of the employment statistics for April.

Fisco JapanMay 2 03:29 ET

Aftermarket [Stocks that moved and stocks that were traded]

* Itoham Yonekyu <2296> 4945 +440 Financial Estimates for the fiscal year ending March 2026 forecast an increase of 35.4% in operating profit. * JAL <9201> 2629.5 +30 Financial and corporate income tax pre-profit is expected to increase by 18.7% compared to the previous period and by 16.0% for the current period. The upper limit is heavy. * Ricoh Leasing <8566> 5280 -190 Financial Estimates for the fiscal year ending March 2026 forecast a decrease of 12.6% in operating profit. * Fuji Residence <8860> 686 -14 Financial Estimates for the fiscal year ending March 2026 forecast a decrease of 8.8% in operating profit. * Benefit J <3934> 1295

Fisco JapanMay 2 03:10 ET

Tokken Corporation has updated its high prices.

The stocks that hit new highs on the Main Board are Tokken Corporation <1766> and Obayashi Corporation <1802>, totaling 55 stocks. The stocks that hit new lows on the Main Board are Otsuka Corporation <4768> and China Electrical Utilities <9504>, totaling 2 stocks. "Main Board" "Standard" "Growth" New Highs New Lows New Highs New Lows New Highs New Lows 05/0255226612105/0134643420204/3061152326204/2851274428204/2

Fisco JapanMay 2 02:35 ET

In the fiscal year ending in March 2025, the company experienced double-digit revenue and profit growth, achieving the numerical targets of the 'Medium-Term Management Plan 2025' one year ahead of schedule, and maintaining a high level of order receipts.

On the 30th, Shidenko <1939> announced its consolidated financial results for the fiscal year ending March 2025. The order volume increased by 1.8% compared to the previous fiscal year to 99.537 billion yen, revenue increased by 14.9% to 105.877 billion yen, operating profit increased by 25.3% to 8.073 billion yen, ordinary profit increased by 21.7% to 8.536 billion yen, and net income attributable to shareholders of the parent company increased by 13.2% to 5.173 billion yen. In the construction industry related to the company group, there are continuing trends of recovery in capital investment and public investment, leading to an increase in orders.

Fisco JapanMay 2 01:23 ET

Forval has been awarded the "Small and Medium Enterprises Digitalization Promotion Support Project and Women's Digital Human Resource Development Project" in Higashimurayama City for three consecutive years.

Forval <8275> announced on the 1st that it has been contracted by the city of Higashimurayama, Tokyo, for the "Small and Medium Enterprise Digitalization Promotion Support Project and Women's Digital Talent Development Project" for the fiscal year 2027. This marks the third consecutive year of contracting since fiscal year 2025. The purpose of this project is to support the sustainable growth of small and medium enterprises in Higashimurayama City in response to the rapidly advancing digitalization and the changing business environment impacted by the prolonged COVID-19 pandemic, by introducing advanced technologies such as ICT, IoT, and AI.

Fisco JapanMay 2 01:23 ET