Pharmaceutical
- 1207.218
- +21.192+1.79%
After the delayed interest rate hike by the Bank of Japan, the Nikkei average stock price temporarily recovered to 36,500 yen.
The Nikkei average continued to rise significantly for six consecutive trading days, closing up 406.92 yen at 36,452.30 yen (Volume estimated at 1.8 billion 60 million shares). Amid the sharp surge in the after-hours trading of U.S. Microsoft and Meta Platforms Inc, buying started to lead in the Tokyo market, particularly in the Semiconductors sector. Additionally, the depreciation of the yen to the 144 yen level against the dollar following the announcement of the Bank of Japan's monetary policy decision was also viewed as favorable, increasing the number of export-related stocks that gained in value.
Koei Tecmo, Komeda ETC (addition) Rating
Upgrade - Bullish Code Stock Name Brokerage Firm Previous After---------------------------------------------------- <8968> Fukuoka REIT Mizuho "Hold" "Buy" Downgrade - Bearish Code Stock Name Brokerage Firm Previous After---------------------------------------------------- <3481> Mitsubishi Logistics Mizuho "Buy" "Hold" <7752> Ricoh Daiwa
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
Emerging Markets split candidate stocks [Emerging Markets split candidate stocks]
Code Name of stock <338A> Zenmu <4393> Bank of Innovation <6026> GMO TECH <3496> Azum <2986> LAHD <4894> Quolips <278A> Terra Drone <4417> Global Security <350A> Digital Grid <4051> GMO-FG <2998> Clear.
Chordia --- significantly dropped, development halted for the inhibitor of the mucosal-associated lymphoid tissue lymphoma translocation protein 1.
Significantly declined. It has been announced that the strategic licensing partner, Ono Pharmaceutical Co., Ltd. <4528>, has decided to cease the development of the Mucosa-Associated Lymphoid Tissue Lymphoma Translocation Protein 1 (MALT1) inhibitor "CTX-177" for strategic reasons and return the rights related to its development, manufacturing, and commercialization to Chordia Therapeutics. Going forward, discussions will be held with Ono Pharmaceutical regarding the termination of the licensing agreement, and options will be considered.
Stocks hitting the upper and lower limits before the market.
■ Limit up <4240> Cluster Technology <4506> Sumitomo Pharma ■ Limit down <6836> Plat Home *Includes temporary limit up and down (indicative prices).
Sumitomo Pharma --- reached the upper limit of price increase, significantly revised upwards beyond expectations, making an impact.
The stock reached its upper limit. The upward revision of the financial results for the fiscal year ending in March 2025 was announced the day before yesterday. The core operating profit was raised from the previous estimate of 30 billion yen to 43.2 billion yen, while the previous term had a loss of 133 billion yen. In the North America segment, the treatment for advanced prostate cancer "Orgovix" appears to be exceeding expectations. Although impairment losses will be recognized, the operating profit has also been raised from 21 billion yen to 28.8 billion yen, significantly exceeding the market consensus of approximately 15 billion yen.
April 30 [Today's Investment Strategy]
[FISCO Selected Stocks]【Material Stocks】Komatsu Wall Industry <7949> 1480 yen (4/28) Engaged in office partitions and other products. Announced the financial results for the fiscal year ending March 2025. Operating profit was 3.635 billion yen (a 0.1% decrease from the previous period). The operating profit for the fiscal year ending March 2026 is projected at 4.06 billion yen (an 11.7% increase from the previous period). A Global Strategy review team has been established to plan and run growth strategies, including M&A. At the same time, a change in the shareholder return policy was announced, aiming for a dividend payout ratio (DOE) of 6%.
Stable, U.S. stocks are resilient and the buying intent continues.
[Emerging Markets Individual Stock Strategy] Today's emerging markets are expected to show a solid performance. The Dow Inc average rose by 114.09 dollars (+0.28%) in the US stock market two days ago on the 28th. Expectations for tax cuts and a stable bond market supported stock prices, while uncertainties regarding tariffs and the decline of NVIDIA (NVDA) weighed on them. Yesterday, on the 29th, it increased by 300.03 dollars (+0.75%) to 40,527.62 dollars, marking a sixth consecutive rise. Treasury Secretary Yellen stated that trade negotiations are progressing.
Pay attention to Komatsu Wall and Sumitomo Pharma, while Hokuriku Electric Industry and Hokuriku Electrical Utilities may be sluggish.
The day before yesterday, on the 28th, the Dow Jones Industrial Average in the U.S. stock market rose by $114.09, while the Nasdaq Composite Index fell by 16.81 points. Yesterday, on the 29th, the Dow Jones Industrial Average rose by $300.03 to 40,527.62, and the Nasdaq Composite Index rose by 95.19 points to 17,461.32. The Chicago Nikkei 225 Futures rose by 175 yen compared to Osaka's day session, reaching 36,085 yen. The exchange rate is 1 dollar = 142.20-30 yen. Today in the Tokyo market, Sumitomo Pharma ＜4506＞, which revised its earnings forecast upward for the fiscal year ending in March 2025.
Soleosia, Morpho and others [Emerging Markets press release]
＜190A＞The development of ChordiaCTX-177 (ONO-7018) has been discontinued. ＜2937＞ Changes have been made to some contents of the Sunkus shareholder benefits. ＜3653＞ Morpho Holdings has strengthened its capital and business alliance with Mickware, which engages in the planning, development, production, and sales of computer systems. ＜4597＞ Soleidia has started patient registration for the Phase Ib/II clinical trial of SP-05. ＜9166＞ GENDA operates "TSUTAYA" in Japan.
After the buying phase, individual stock selection will be guided by the financial results.
The Nikkei average has risen for four consecutive trading days. It ended trading at 35,839.99 yen, up 134.25 yen (with an estimated Volume of 2 billion 10 million shares). Following the purchase of tech stocks in the US market last weekend and favorable movements from major companies' earnings reports, the Nikkei average started with a buying lead, shortly rising to 36,075.26 yen after the trading began, recovering to the 36,000 yen level for the first time in about four weeks since April 1. Additionally, due to the yen depreciating to around 143 yen per dollar, export-related stocks were repurchased.
Kinden, Yamazaki Pan ETC (additional) Rating
Downgrade - Bearish Code Stock Name Securities Company Previous After--------------------------------------------------------------<6523> PHCHD Morgan Stanley "Equal Weight" "Under Weight" <8591> ORIX Morgan Stanley "Over Weight" "Equal Weight" Target Price Change Code Stock Name Securities Company Previous After------------------------------------
April 28th [Today's Investment Strategy]
[Fisco Selected Stocks]【Material Stocks】Hokkan Holdings <5902> 1,699 yen (4/25) Engaged in food cans, PET bottles, and filling business. The profit forecast for the fiscal year ending March 2025 has been revised upward. The estimated operating profit is 4.5 billion yen (up 2.5% from the previous year). This is an upward revision of about 9% from the previous financial estimates, resulting in a projected increase in profit. Revenue is expected to be lower than the previous forecast, but due to cost reductions in factory expenses and Logistics costs, profit has been upwardly revised. The year-end Dividends have been set at 70 yen.
Chordia Therapeutics
＜190A＞Chordia Therapeutics Inc. Mitsubishi UFJ Capital Co., Ltd. (Partnership Name) Mitsubishi UFJ Life Sciences No. 1 Investment Limited Partnership Shareholding ratio 5.89% → 4.85% Reporting obligation date 2025/04/18
Astellas Pharma and Hokkan Holdings are in the spotlight, while Nitto Denko and Yamazaki Baking seem to be underperforming.
Last weekend on the 25th, in the US Stocks market, the Dow Jones Industrial Average rose by 20.10 points to 40,113.50, the Nasdaq Composite Index increased by 216.90 points to 17,382.94, and the Chicago Nikkei 225 Futures were up by 220 yen compared to the Osaka daytime at 36,000 yen. The exchange rate was 1 dollar = 143.70-80 yen. In today's Tokyo market, Astellas Pharma <4503>, which experienced a significant increase in operating profit for the fiscal year ending March 2025, at 60.8% growth from a previous financial estimate of a 56.9% decline.
List of cloud penetration stocks [Ichimoku Kinko Hyo - List of cloud penetration stocks]
○ List of stocks that broke through the cloud market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Main Board <1882> Toa Road 1522 1510.75 1421.5 <1959> Kyudenko 5055 4666.54 994 <1964> Chugai Ro 3755 3718.75 3590 <2410> Career DC 1788 1758.75 1784 <3064> MRO 2704 2596.25 2703
Cluster T, TIM and others.
Acquired shares of Zero Medical, which promotes the realization of SDGs and CSV management in the fields of medical care, welfare, and nursing, and fully subsidiary-ized <286A>. Cluster T has revised its upward forecast for the previous operating profit to 0.108 billion yen from 0.065 billion yen <4240>. Submitted a clinical trial application for TIMS TMS-007 (JX10) for Phase II/Phase III clinical trials in Japan <4891>.
Split implementation / New stock issuance list [Split implementation / New stock issuance list]
Split drop date Stock name Split reference date Effective date Ratio Code----------------------------------------------------------------25/05/29 Dai 25/05/31 25/06/01 2<4577> 25/06/27 Tamron 25/06/30 25/07/01 3<7740> 25/06/27 Noritsu Steel Works 25/06/30 25/07/01 3<7
Shin-Etsu Chemical and others announced a Share Buyback on April 25.
The companies that announced the establishment of their own stock acquisition limit on April 25 (Friday) are as follows: <4063> Shin-Etsu Chemical 0.2 billion shares (10.2%) 500 billion yen (from May 25, 2021, to April 26, 2024) <4568> Daiichi Sankyo 80 million shares (4.3%) 200 billion yen (from May 1, 2025, to March 26, 2024) <7259> Aisin Seiki 0.1 billion 30 million shares (17.2%) 120 billion yen (from May 1, 2025, to March 31, 2026) <6857> AdvanTech 19 million shares (2.6%) 70 billion yen (from May 7, 2025 -