AstraZeneca And Daiichi Sankyo's ENHERTU Followed By THP Shows Improved Safety Profile Vs. Standard Of Care
Aftermarket [Stocks that moved and stocks that were traded]
*Nojima <7419> 2870 +335 Operating profit for the fiscal year ending March 2025 increased by 58.3%. The previous Financial Estimates were a 30.9% increase. *Takamatsu Machinery <6155> 482 +272 The operating loss for the fiscal year ending March 2025 is 0.16 billion yen. The loss has decreased from the previous estimate of 0.392 billion yen. It is estimated to have a profit of 0.138 billion yen in the fiscal year ending March 2026. Dividend policy and mid-term management plan were also announced. *Tokyo Steel <5445> 5880 +420 Operating profit for the fiscal year ending March 2025 increased by 38.1%. A Share Buyback of up to 2.87% of the issued Stocks.
M3, Kobe Bussan, etc. (additional) Rating
Downgrade - Bearish Code Stock Name Securities Company Previous Changed After----------------------------------------------------------------<7012> Kawasaki Heavy Industries Morgan Stanley "Equal Weight" "Underweight" <7259> Aisin Nomura "Buy" "Neutral" Target Price Change Code Stock Name Securities Company Previous Changed After-----------------------------------------
May 7th [Today's Investment Strategy]
[Fisco Selected Stocks]【Material Stocks】Itoki <7972> 1782 yen (5/2) focuses on office Furniture. Also engaged in Logistics equipment and devices for commercial facilities. Announced the first-quarter financial results. The operating profit was 7.422 billion yen, a 22.9% increase compared to the same period last year. The workplace business performed well, focusing on renewal projects tailored to a hybrid new way of working and office relocations. The operating profit estimate for the fiscal year ending December 2025 is 11.5 billion yen, a 14.1% increase compared to the previous period. Full-year financial estimates.
Caution is being taken regarding Trump tariffs, but buying back by Overseas investors is likely to be on people's minds.
[Stocks Opening Comment] The Japanese stock market on the 7th is expected to start slightly lower, but a sense of stability is likely to be recognized. In the US market on the 6th, the Dow Jones Industrial Average fell by 389 points, and the Nasdaq dropped by 154 points. Concerns arose as companies withdrew their forecasts due to uncertainty surrounding the Trump administration's tariff policies. Additionally, Treasury Secretary Yellen's comments revealed that there are no negotiations with China regarding trade, and the trade deficit in March reached a record high, raising concerns about the economy.
Focus on TOA and Itoki, while Nexera and Tamron are underperforming.
In the Tokyo market during the four-day weekend, on the last day of trading last week, the NY Dow Jones Industrial Average rose by $564.47 on the 2nd, then fell by $98.60 on the 5th, and decreased by $389.83 yesterday, closing at $40,829.00. The Nasdaq Composite Index increased by 266.99 points on the 2nd, then dropped by 133.49 points on the 5th, and fell by 154.58 points yesterday, ending at 17,689.66. The Chicago Nikkei 225 Futures yesterday were down by 60 yen compared to the day session in Osaka on the 2nd, standing at 36,750 yen. The exchange rate is 1 dollar = 142.40-50 yen. Today
List of reversal stocks (Part 1) [Parabolic Signal reversal stock list]
○ List of stocks that have turned to Buy Market Code Stock Name Closing Price SAR Tokyo Stock Exchange Main Board <2296> Itoham Yonekyu 4945 4440 <2809> Kewpie 33163167 <3092> ZOZO 14921373 <4543> Terumo 28312604 <4661> OLC 31642940 <7309> Shimano Inc Unsponsored ADR 2055019235 <8182> Inageya 12151180 <9143> SG Holdings
Minkabu, DELTA-P, ETC.
Minkab reported an investment securities impairment loss of 0.103 billion yen as a special loss and will dissolve its subsidiary Content Monster. DELTA-P's 10th subscription rights (with exercise price adjustment clause) saw a large exercise, with the number of shares delivered starting from the 1st being 0.33 million 100 shares.
JT, Line Yahoo, Yokogawa Electric, Kawasaki Shipbuilding (7th)
※ The above Calendar is merely a schedule and may be subject to change at the company's convenience.--------------------------------------- May 7 (Wednesday) <165A> SBI Reos <1723> Japan Electric Technology <1870> Yahagi Construction <1967> Yamato <2003> Nitto Fuji <2053> Chubu Feeding <2281> Prima Ham <2344> Heian Ray <2902> Taiyo
JR West, operating profit for the fiscal year ending March 25 increased by 0.2% to 180.1 billion yen, Financial Estimates for the fiscal year ending March 26 predict a 5.5% increase to 190 billion yen.
The results for the fiscal year ending March 2025 announced by JR West <9021> show that revenue increased by 4.5% compared to the previous year, reaching 1 trillion 707.9 billion 44 million yen, and operating profit increased by 0.2% to 180.1 billion 61 million yen. In the mobility business segment, due to the extension of the Hokuriku Shinkansen to Tsuruga and the increase in inbound demand, operating profit rose by 10.7% to 122.5 billion yen. For the fiscal year ending March 2026, revenue is planned to increase by 6.6% to 1 trillion 820 billion yen, and operating profit by 5.5% to 190 billion yen. Dividends.
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.
Japan M&A, strawberries ETC (additional) Rating
Target Price Change Code Stock Name Securities Company Previous Change After ---------------------------------------------------- <2127> Japan M&A Daiwa 750 yen 800 yen <2337> Ichigo Morgan Stanley 390 yen 430 yen <2579> Coca BJH Morgan Stanley 2200 yen 2400 yen <3479> TKP Morgan Stanley 1500 yen 1700 yen <6301> Komatsu City 4400 yen 4500 yen <9022> JR East.
The market is solid and supported by high U.S. stocks, but the upper levels may be under heavy pressure.
[Emerging Markets Individual Stock Global Strategy] Today's Emerging Markets are expected to show a strong performance. In yesterday's U.S. stock market, the Dow Inc average rose by $83.60 (+0.21%) to $40,752.96, marking the eighth consecutive increase. Buying was led by favorable earnings reports from major tech companies like Microsoft and Meta Platforms Inc. Expectations regarding potential trade negotiations with China and buybacks following the conclusion of resource agreements with Ukraine also dominated sentiment. The market remained strong throughout the day. Today's Emerging Markets are
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
Yamato HD, 25/3 operating profit decreased by 64.5% to 14.2 billion yen, 26/3 Financial Estimates increasing by 181.6% to 40 billion yen.
Yamato HD <9064> announced its performance for the fiscal year ending March 2025, with operating revenue increasing by 0.2% year-on-year to 1 trillion 762.6 billion 96 million yen, and operating profit decreasing by 64.5% to 14.2 billion 6 million yen. Although income from mailing services decreased, revenue from parcel delivery services increased and the corporate business expanded, including M&A implementations. For the fiscal year ending March 2026, operating revenue is planned to increase by 6.7% year-on-year to 1 trillion 880 billion yen, while operating profit is expected to increase by 181.6% to 40 billion yen. 【Positive evaluation】<3
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.