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.

Fisco JapanMay 2 03:29 ET

JVCKW ETC continues to rank, and there are views that the guidance for this term is conservative.

JVCKW <6632> is ranked (as of 1:32 PM). A significant continued rise. The previous day, the company announced its financial results for the fiscal year ending March 2025, with operating income of 25.3 billion yen, an increase of 26.4% compared to the previous period, surpassing the previous financial estimate of 23 billion yen. For the fiscal year ending March 2026, the operating income is expected to be 20 billion yen, reflecting a decrease of 21.0%. However, a stronger incorporation of negative effects from tariffs is assumed, and a conservative view is prevailing. An announcement of a Share Buyback with a limit of 2.3 million shares and 2 billion yen, along with a plan for consecutive dividend increases, also supports this.

Fisco JapanMay 2 00:33 ET

Stocks that moved and those that were traded in the front market.

* AOKI HD <8214> 1412 +148 Positive reaction to the upward revision of performance and Dividends forecast. * DTS <9682> 4510 +415 Evaluation of favorable financial results and implementation of increasing Dividends and Share Buyback. * JVC Kenwood <6632> 1168.5 +88.5 There is a view that the current guidance is conservative. * Komatsu Wall Industry <7949> 2298 +118 Continued material view due to the significant increase in Dividends plans and enhanced yield appeal. * Japan Agrochemicals <4997> 848 +448

Fisco JapanMay 2 00:31 ET

Tokyo Electron Limited (TOELY) Q4 2025 Earnings Call Transcript Summary

moomoo AIMay 1 22:49 ET · Conference Call

May 2nd [Today's Investment Strategy]

[Fisco Selected Stocks] 【Material Stocks】 Toho Lemac <7422> 390 yen (5/1) engages in the wholesale of women's and men's shoes, etc. A change to its shareholder benefit program has been announced. Previously, discount coupons that could be used on the Fit Partner site were given, but this will be changed to shareholder benefits in the form of QUO cards. Shareholders holding over 300 shares will receive a QUO card worth 500 yen at the end of the term, and shareholders holding over 500 shares will receive QUO cards worth 500 yen at both the interim and end of the term, etc., depending on the number of shares held. 【Emerging

Fisco JapanMay 1 20:04 ET

Rating [Securities companies rating]

Upgraded - Bullish Code Stock Name Securities Company Previous After --------------------------------------------------------- <6857> Advanta Mito "B+" "A" <4063> Shin-Etsu Chemical Mito "B+" "A" Downgraded - Bearish Code Stock Name Securities Company Previous After --------------------------------------------------------- <6086>

Fisco JapanMay 1 19:36 ET