Sumitomo Pharma - Significantly declines, the Pharmaceutical Sector is weak due to concerns over tariffs.
Significant decline. President Trump of the United States stated that "an announcement regarding tariffs on pharmaceuticals will be made within the next two weeks," raising concerns over the impact of tariffs. As a result, today the Pharmaceutical Sector has become the top decliner among Global Sectors. Recently, the company's stock price surged due to an unexpectedly positive upward revision, and it is believed that profit-taking Sell pressure has also intensified. Furthermore, the company is said to have a high Revenue Composition ratio from North America, leading to concerns over the relative impact of tariffs.
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.