5020 ENEOS Holdings
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ENEOS Holdings News
Three points to focus on during the morning trading session ~ Strong willingness to buy dips in semiconductor and AI-related stocks ~
In the morning trading on the 20th, we want to focus on the following three points: ■Semiconductor stocks and AI-related stocks are likely to be bought on dips ■Okanoval upward revision operating profit 880 million yen ← 492 million yen ■Market attention in the morning: TOPPANHD, new plant for building materials in Turkey, equipment expansion in the USA Semiconductor stocks and AI-related stocks are likely to be bought on dips, the Japanese stock market on the 20th is expected to have a slightly bearish market trend, but as a whole, it is expected to be a stalemate market. The US market on the 19th
TOPPAN HD, Chiyoda Building, etc.
*TOPPANHD＜7911＞ has established a new "building materials" factory in Turkey, while Panasonic HD＜6752＞ Panconnect has doubled its personnel exchange with Blue Yonder (Nikkan Kogyo 1st page) - ○ * SUBARU＜7270＞ accelerates electrification, with 50% of global sales expected to be EVs by 2030 (Nikkan Kogyo 3rd page) - ○ * KDDI＜9433＞ and Lawson will launch a new service this fall (Nikkan Kogyo 3rd page) - ○ * Hitachi＜6501＞ Railway Systems, the control department's revenue ratio for the March quarter of this year is 57%
Kura Sushi, Futura Corporation, etc. (additional) Rating.
Upgrade - Bullish code | Stock name | Securities company | Previous | Updated | ----- | -------------- | ---------- | ------------ | --------------| <6845> | Azbil | Mizuho | "Hold" | "Buy" | <9042> | Hankyu Hanshin | JPM | "Neutral" | "Underweight" | Downgrade - Bearish code
Three points to watch in the morning session: aiming for a rebound in high-tech stocks despite the stalemate.
In the morning of the 19th trading day, the following three points deserve attention: ■ Aiming for a rebound in high-tech stocks despite the stalemate ■ Teijin, downward revision of operating profit to 16 billion yen from 26 billion yen ■ Focus of the morning: Tamura Manufacturing enters railway current sensors and expands into Europe and the United States ■ Despite the stalemate, the Japanese stock market on the 19th is likely to have a strong market development feel after a round of buying. In the US market on the 18th, the NY Dow rose 56 dollars and the Nasdaq rose 5 points.
Petroleum resources, Sekisui House, etc. (Additional) Rating
Downgrade - Bearish Code | Stock Name | Securities Company | Previous | Revised | ------ | ----------------- | ----------- | --------- | --------- | ＜8058＞ | Mitsubishi Shoji | SMBC Nikko | "1" | "2" | Target stock price change code | Stock Name | Securities Company | Previous | Revised | ------ |---------------
Stock blogger Sana Sae: What are the theme stocks I'm focusing on this summer? I'll also introduce the themes that are likely to come next! [FISCO Social Reporter]
The following is a comment written by FISCO Social Reporters individual investor, "Sana Sae" (Blog: "Beautiful Investment Life of Sana Sae"). FISCO actively cooperates with individuals who actively share information in order to disseminate a wide range of information to investors. - *Written on June 12, 2024 at 10:00 a.m. - Good morning/afternoon/evening everyone. "What theme stocks are likely to move this summer?", if you say that, I've introduced up to now
ADR Japanese stock ranking: Yucho Bank and other banks are generally selling well, with Chicago being 345 yen lower than Osaka, with a price of 38,495 yen.
ADR (American Depositary Receipt) Japanese stocks, converted at a rate of 1 dollar to 157.42 yen compared to the Tokyo Stock Exchange, were generally sold with a decline in companies such as Yucho Bank<7182>, Japan Post<6178>, SMC<6273>, HOYA<7741>, Daikin Industries, Ltd. unsponsored ADR<6367>, Renesas<6723>, Murata Manufacturing<6981>, etc. The Chicago Nikkei 225 futures settlement price was 38,495 yen, down 345 yen from the Osaka-Japan comparison. The US stock market was mixed with the Dow Jones down 57.94 dollars to 38,58.
3 points to watch for in the morning session ~ Buy dips for high-tech stocks ~
In the morning trading on the 14th, we want to pay attention to the following three points. ■ Buy dips for high-tech stocks■ TOA Corporation, 24/4 operating profit increased by 33.9% to 13 billion yen, 25/4 expected to increase by 8.7% to 14.1 billion yen■ Focus of the morning session: Honda, Mitsubishi Corporation, and a new company will be established in Tokyo next month to utilize EV batteries■ Buy dips for high-tech stocks. The Japanese stock market on the 14th is expected to have a market development that is easy to be conscious of the firmness after one round of selling. On the 13th, the US market, the NY Dow fell by 65 dollars.
Honda, NTT DATA G, etc.
*Honda (7267) and Mitsubishi Corporation to establish a new company in Tokyo next month that will leverage EV batteries. *NTT DATA (9613) partners with Denso on car software development efficiency. *Toray Industries (3402) launches a new brand that reuses waste to create umbrellas. *LINE Yahoo (4689) to discontinue its domestic service for LINE Pay in April next year. *Sony Group Corp (6758) strengthens its entertainment business.
In Mr. Iino's research memo (3): the two pillars of marine transportation industry (foreign maritime transportation industry, coastal and inland shipping industry) and real estate industry.
Business Overview: Iino Kaiun Kaisha, Ltd. <9119> is engaged in marine transportation (foreign shipping and coastal shipping), as well as real estate. The segment composition ratio of sales in the 2024 fiscal year ending March (before adjustment) is 83.3% for foreign shipping, 7.3% for coastal shipping, and 9.4% for real estate, with the composition ratio of operating profit being 79.4% for foreign shipping, 2.1% for coastal shipping, and 18.4% for real estate, with a revenue operating profit margin of 13.2% for foreign shipping and 4.​X% for coastal shipping.
ADR Japanese stock rankings - Disco and other general buys are dominant, Chicago is 220 yen higher than Osaka at 39,170 yen.
Japanese stocks of ADR (American Depositary Receipt) showed a general buying trend, with Disco <6146>, Advantest <6857>, SoftBank G <9984>, Tokyo Electron <8035>, Recruit Holdings <6098>, HOYA <7741>, and Mitsubishi Corporation <8058> rising compared to the Tokyo Stock Exchange (converted at 1 dollar = 156.62 yen). The Chicago Nikkei 225 futures settlement price was 39,170 yen, 220 yen higher than the Osaka daytime comparative price. The U.S. stock market was mixed, with the Dow Jones down 35.21 dollars to 38.
The afternoon Nikkei average started down 261 yen, with Kawasaki ship and Mail ship falling, etc.
[Nikkei Average Stock Price and TOPIX (Table)] Nikkei Average; 38,873.67; -261.12 TOPIX; 2,755.30; -21.50 [Afternoon Opening Summary] The Nikkei Average at the start of the afternoon session is 38,873.67 yen, down 261.12 yen from the previous day, and slightly narrowed down from the morning close (38,826.33 yen). During lunchtime, the Nikkei 225 futures were struggling in the range of 38,800 yen to 38,910 yen. The dollar-yen exchange rate is around 1 dollar = 157.10-20 yen as of 9 am.
Nikkei Average Contribution Ranking (pre-closing) ~ Nikkei Average fell for 3 consecutive days, with First Retail pushing down about 103 yen with one stock.
As of the closing time 12 days ago, the number of rising stocks in the Nikkei average constituent stocks was 47, the number of falling stocks was 172, and the number of unchanged stocks was 6. The Nikkei average fell for the third consecutive day, closing at 38,826.33 yen (volume approximate 760 million shares) with a decrease of 308.46 yen (-0.79%) compared to the previous day's close. The US stock market on the 11th was mixed. The Dow Jones Industrial Average fell 120.62 points (-0.31%) to 38,747.42 dollars, and the NASDAQ rose 151.02 points (+0.88%) to 1.
Three points to focus on in the afternoon session: Selling positions are dominant due to pre-FOMC position adjustments.
In the trading session on the 12th, we want to focus on the following three points. - The Nikkei Average fell for the third consecutive day, and selling ahead of the FOMC was dominant due to position adjustment. - The dollar/yen was in a stalemate, anticipating the US FOMC. - The top contributors to the price decline were Fast Retailing <9983>, followed by Recruit Holdings <6098>. The Nikkei Average fell for the third consecutive day, and selling ahead of the FOMC was dominant. The closing price was 38,826.33 yen, down 308.46 yen (-0.79%) from the previous day (approximate volume 7).
The Nikkei average fell for the third day before the FOMC as selling prevailed due to position adjustment.
The Nikkei average fell for the first time in three days. At the end of morning trading at 38,826.33 yen (approx. 760 million shares traded), it was down 308.46 yen (-0.79%) from the previous day. On the 11th, the U.S. stock market was mixed. The Dow Jones Industrial Average closed at 38,747.42 yen, down 120.62 yen (-0.31%), the Nasdaq rose 151.02 points (+0.88%) to 17,343.55, and the S&P 500 rose 14.53 points (+0.27%) to 5,375.32. Federal.
Announcements of individual stocks regarding the progress of the public tender offer for Tatuta Electric Wire Co., Ltd. (Securities code 5809) by the fully-owned subsidiary (JX Metal Co., Ltd.) of ENEOS Holdings Inc. (Disclosure matter progress) (PDF: 294
Three points to focus on in the afternoon session ~ Toshiba Electric has risen and is trading above the 75-day moving average.
In the afternoon of the 11th trading, we want to focus on the following three points: · The Nikkei average continues to rise, the Toshiba Electronics rise above the 75-day moving average. · The dollar-yen is sluggish and sold near the milestone. · The top contributor to the price increase is Toshiba Electronics <8035>, and the second is Advantest <6857>. ■ Nikkei average continues to rise, Toshiba Electronics rise above 75-day moving average. The Nikkei average continues to rise. It ended the morning trading at 39,155.16 yen (approximately 650 million shares) up 117.00 yen (+0.30%) higher than the previous day.
Nikkei average continues to rise, with Toshiba Electronic Devices & Storage Corporation rising above the 75-day moving average.
The Nikkei average continued to rise and ended the morning session at 39,155.16 yen (+0.30%) with an estimated trading volume of 65 million shares. On the 10th, the US stock market rebounded, with the Dow Jones average rising 69.05 dollars (+0.18%) to 38,868.04 dollars, the Nasdaq rising 59.40 points (+0.35%) to 17,192.53, and the S&P 500 rising 13.80 points (+0.26%) to 5,360.79 at the end of the session. Sales retreated due to the reversal of the early rate cut expectation.
The Nikkei average started 137 yen higher, with M&A Research and Planning and Ryohin Keikaku (Muji) among the risers.
[Nikkei average stock price · TOPIX (table)] Nikkei average; 39,175.59; +137.43 TOPIX; 2,789.24; +6.75 [Opening Summary] On the 11th, the Nikkei average opened higher at 39,175.59 yen, up 137.43 yen. The U.S. stock market rebounded on the previous day, 10th. The Dow Jones Industrial Average closed at 38,868.04, up 69.05 points, and the Nasdaq closed at 17,192.53, up 59.40 points. It was sold off due to the retreat of early rate cut expectations, and then opened for trading.
ADR Japanese stock ranking - Tokyo Electric and other general purchases are dominant, Chicago is 185 yen higher than Osaka, and it closes at 39,185 yen.
Japanese stocks of American Depositary Receipts (ADRs), converted to 1 dollar 157.02 yen compared to the Tokyo Stock Exchange, rose, with Tokyo Electron Ltd. <8035>, Disco Ltd. <6146>, SoftBank Group Corp. <9984>, Renesas Electronics Corp. <6723>, Mizuho Financial Group Inc. <8411>, Advantest Corp. <6857>, Sony Group Corp. <6758>, etc. showing a general buying trend. The settlement price of the Chicago Nikkei 225 futures was 39,185 yen, up 185 yen from the Osaka daytime session. The U.S. stock market rebounded, with the Dow Inc. rising 69.05 dollars to 38,8.
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