Japanese stock buybacks this week (4/28~5/2)
――――4/28――――$Hitachi(6501.JP)$ will buy back up to 140 million shares, 3.06% of its outstanding shares (excluding its own shares), for an amount of JPY¥ 300 billion.$Lion(4912.JP)$ will cancel 4.65
Key points of the PTS on the 2nd = IBJ, Orico, Adastria, ETC.
▽ IBJ <6071.T>, withdrew a shareholder proposal regarding the appointment of external directors for Tameni <6181.T>. ▽ Orico <8585.T>, announced that as of March 31, 2025, it has fully met the listing maintenance standards for the Main Board market. ▽ Kyodo Paper <9849.T>, forecasts a consolidated operating loss of 0.1 billion yen for the fiscal year ending March 2025 (previous Financial Estimates were a profit of 0.2 billion yen, and the previous year was a profit of 0.9 billion yen). ▽ Adastria <2685.T>, reported that existing store sales in April were year-on-year.
M3: Financial results presentation materials for the fiscal year ending March 2025
M3: Notice regarding differences between full-year individual results for the fiscal year ending March 31, 2025 and results for the previous fiscal year
M3: Summary of financial results for the fiscal year ending March 2025 [IFRS] (consolidated)
<Today's main economic Indicators and schedule> March unemployment rate and active job openings ratio, US April employment Statistics ETC.
【Domestic】・ 8:30 March unemployment rate and effective job openings ratio・ 8:50 April monetary base, weekly foreign and domestic securities trading contracts・ Earnings Reports = Itochu <8001.T>, Mitsubishi Corp <8058.T>, Marubeni <8002.T>, JR West <9021.T>, M3 <2413.T>, JAL <9201.T>【Overseas】 (Times are Japan time)・ 18:00 Eurozone March unemployment rate・ 21:30 US April employment statistics・ 23:00 US March manufacturing orders・ Earnings Reports = (Europe
M3, Itochu, Mitsubishi Corporation, JAL (2nd).
※ The above Calendar is just a schedule and may be subject to change due to corporate circumstances.--------------------------------------- May 2 (Friday) <1878> Daito Kentaku <2296> Itoham Yonekyu Holdings <2413> M3 <2480> Sysrock <2908> Fujicco <3191> JOYY Inc. American Depositary Shares <4565> So-sei <4772> Digiad
Kyowa Kirin, Mitsui & Co., Sumitomo Corp., Yamato HD (on the 1st).
※ The above Calendar is merely a schedule and may be subject to change due to the company's circumstances.--------------------------------------- May 1 (Thursday) <2148> ITM <2551> Marusan Ai <2579> Coca BJH <2768> Sojitz <299A> dely <3064> MonotaRO <4151> Kyowa Kirin <4206> Ai
Rating information (investment decision change - part 2) = M3 ETC
◎ CLSA Securities (3-level system: HC outperform > outperform > Hold > underperform > HC underperform) M3 <2413.T> -- "Hold" changed to "outperform", 1500 yen to 2060 yen. Round One <4680.T> -- "Hold" changed to "outperform", 1300 yen to 1220 yen. Toyota Industries <6201.T> -- "Hold" changed to "outperform", 11200 yen to 18500 yen. Taiyo Yuden <697>
<Rating Change Observation> Nishimatsuya rating upgrade, Seiren rating downgrade ETC.
◎ New and Resumed - ◎ Upgraded M3 <2413.T> - Foreign companies rated it as 2nd out of 5. Round One <4680.T> - Foreign companies rated it as 2nd out of 5 (Target Price is downgraded). Toyota Industries <6201.T> - Foreign companies rated it as 2nd out of 5. Nishimatsuya Chain <7545.T> - Domestic major players rated it as the highest out of 5. ◎ Downgraded Seiren <3569.T> - Domestic major players rated it in the middle at 3 out of 5. Takeuchi Manufacturing <6432.T> - Domestic major players rated it as 2nd out of 5. PHCHD <6523.T>
Rating [Securities companies rating]
Upgrades - Bullish Codes Stock Name Brokerage Firm Previous After ------------------------------------------------------------- <4680> Round One CLSA "Hold" "Outperform" <2413> M3 CLSA "Hold" "Outperform" <7545> Nishimatsuya Chain Iwai Koss Corp "B+" "A" Downgrades - Bearish Codes Stock Name Brokerage Firm Previous After -------------------
M3 Group (ADR) (MTHRY.US) will release its Earnings Reports after the market close on May 1.
$M3 Group (ADR) (MTHRY.US) will release its Earnings Reports after the market closes on May 1. Investors please pay attention. How was the previous performance? $M3 Group (ADR) (MTHRY.US) had revenue of 80.702 billion yen and net income of 15.946 billion yen in Q3 2025, with an EPS of 11.17 yen. In Q4 2024, the revenue was 59.694 billion yen, the net income was 9.635 billion yen, and the EPS was 6.37 yen. The accounting standards used for the above data are NonUS_GAAP. Futubull reminds: 1. Companies listed in Hong Kong and the US.
The Nikkei average is up about 635 yen, with positive contributions from Tokyo Electron, Advantest, and Fast Retailing being the top contributors.
As of 12:45 PM on the 25th, the Nikkei average was trading around 35,675 yen, approximately 635 yen higher than the previous day. Vroom reported that the Chinese government is considering exempting some imported goods from the USA from a 125% retaliatory tariff. Concerns about the USA-China Trade friction have eased, and the trading opened with an increased margin compared to the previous closing price. By 12:40 PM, it had reached 35,737.51 yen, up 698.36 yen. The exchange rate is 1 dollar = 1.
Concerns about the escalation of trade friction between the US and China eased, temporarily recovering to the 35,000 yen range.
The Nikkei Average has made a significant rebound for the first time in three days, closing at 34,868.63 yen, up 648.03 yen (with the estimated Volume of 1.8 billion shares). On the 22nd, in the USA, it was reported that U.S. Treasury Secretary Yellen indicated that progress in trade negotiations with China was possible, leading major stock indices to rise by over 2%. In line with this trend, the Nikkei average started on a Buy and quickly climbed to 35,142.12 yen shortly after the trading began. However, it briefly fell by 143 yen in the morning.
Stocks News Premium = Support for resolving "Drug Loss", marking related Stocks with support for clinical trials of new drugs overseas.
To resolve the 'drug loss' issue, which prevents the use of new drugs approved overseas but not in Japan, the government will support early commercialization through clinical trial assistance. There is a desire to mark related stocks. <M&A is also frequent> In Japan, the time until new drugs are approved is relatively long, and due to issues such as clinical trial costs and profitability, overseas Drug Manufacturers may not aim to enter. Many new drugs in this state of drug loss exist, and patient groups are seeking improvements.
Technical selection of Hot Stocks = M3: Recovery of positive divergence from both the 5-day and 25-day moving averages.
On the 17th, the stock price of M3 <2413.T> rose by 110 yen compared to the previous day with a trading Volume of 4.51 million shares, recovering a positive deviation against both the 5-day and 25-day moving average lines at the closing price. The deviation between the two moving average lines has also narrowed to about 9 yen, indicating that the mini golden cross (GC) formation between the 5-day and 25-day lines, the first since February 12, is within reach, and a movement toward the upper price level seems likely. The weekly chart also shows that the 13-week moving average line was crossed two weeks ago.
The Nikkei average is up by about 250 yen, with the stocks that have risen the most being CyberAgent, IHI, M3, ETC.
As of just after 11:03 AM on the 17th, the Nikkei average stock price is trading around 34,170 yen, up approximately 250 yen from the previous day. At 9:03 AM, it reached 34,264.24 yen, up 343.84 yen. It has been revealed that currency issues were not discussed during the ministerial-level negotiations between Japan and the United States concerning tariffs held on the 16th. The yen's depreciation has supported a strong performance that continues. Among the stocks listed in the Nikkei average, Cyber <4751.T> and IHI <70> are among those with the highest price increases.
List of cloud penetration stocks [Ichimoku Kinko Hyo - List of cloud penetration stocks]
○ List of stocks breaking through the clouds in the market Code Stock Name Ending Price Leading Span A Leading Span B Main Board <1801> Taisei Corporation 6754 6642.25 6636.5 <1802> Obayashi Corporation 2063 2030 2055.5 <1808> Haseko Corporation 2003 1974 1991 <1812> Kajima Corporation 3092 3024.75 2910 <1861> Kumagai Gumi Co., Ltd. 3960 3950 3930 <1949> Sumitomo Electric Industries 477
Jefferies Adjusts M3's Price Target to 1,600 Yen From 1,400 Yen, Keeps at Hold
Sumitomo Electric, Kobayashi Pharmaceutical ETC (Additional) Rating
Target Price Change Code Stock Name Securities Company Previously Changed After-----------------------------------------------<1928> Sekisui House City 4500 yen 3900 yen <2413> M3 GS 2300 yen 2150 yen <3116> Toyota Boshoku GS 2300 yen 2000 yen <3281> GLP Nomura 166000 yen 160000 yen <4151> Kyowa Kirin GS 2500 yen 2400 yen <4483> JMDG GS 47