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.

Fisco Japan19:54 ET

Hokuriku Electricity Industry, AEON Delight

＜6989＞Hokuriku Electric Industry Co., Ltd. Shareholding ratio of Ferrotech Holdings Stocks -% → 5.00% Reporting obligation date 2025/04/24 ＜9787＞Aeon Delight Co., Ltd. Shareholding ratio of Aeon Stocks 50.86% → 85.33% Reporting obligation date 2025/04/24

Fisco Japan19:34 ET

Takamatsu Machinery Industry, Mitsubishi Electric Corp. Unsponsored ADR, etc.

*Takamatsu Machinery Industry <6155> strengthening global sales, aiming for an operating profit of 0.9 billion yen for the fiscal year ending March 2028 (Nihon Keizai Shimbun, page 3) -○*Toyota Motor Corporation <7203> expanding EV in China, demonstrating presence in cutting-edge markets (Nihon Keizai Shimbun, page 7) -○*Yamaha Corporation <7272> launching sports tourer with electronic shift mechanism (Nihon Keizai Shimbun, page 7) -○*Mitsubishi Motors <7211> collaborating with Yanekara, delivering charging control equipment for EVs for public vehicles in Kurashiki City (Nihon Keizai Shimbun, page 7) -○*Kurimoto Iron Works <5602> bio 100% demonstration, melting.

Fisco Japan19:27 ET

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.

Fisco Japan19:24 ET

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

Fisco Japan19:15 ET

List of stocks breaking through clouds (weekly chart) (part 2)

○ List of stocks that have fallen below the clouds in the market Code Stock Name Closing Price Leading Span A Leading Span B Main Board <1379> Hokuto 1811 1826.75 1824 <1873> Japan House HD 317338.5 323.5 <2531> Takarajima HD 1145 1163.25 1145.5 <2594> Key Coffee 2042 2047 2066.5 <2792> Honeys HD 1603 1628

Fisco Japan18:50 ET