6701 NEC
- 12660.0
- +355.0+2.89%
NEC News
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.
Ukraine and Japan sign 10-year security agreement.
Ukrainian President Zelensky reportedly revealed that Ukraine and Japan have signed an agreement to provide the country with funding, security, defense, and humanitarian assistance. The 10-year agreement apparently also includes cooperation in reconstruction and rebuilding. Japan is expected to provide Ukraine with around 45 billion dollars (approximately 700 billion yen) this year. <7011> Mitsubishi Heavy Industries <7012> Kawasaki Heavy Industries <6503> Mitsubishi Electric Corp. unsponsored ADR <7270> Subaru Corp. unsponsored ADR
Three points to watch in the morning session ~After the selling wave, the market will focus on stability~
In the morning session of the 12th trading day, the following three points should be noted: After the sell-off, the market development that emphasizes stability will be a focal point; Rockfield, 24/4 operating profit increased by 15.8% to 1.738 billion yen, 25/4 financial estimates increased by 17.5% to 2.042 billion yen; Focus of the morning session included Maeko, Kawasaki Heavy Industries, self-propelled robots, and drilling machines for printed circuit boards. After the sell-off, the Japanese stock market on the 12th is likely to remain in a stalemate. On the 11th, the US market
List of stock information from newspapers including Meiko and Marubeni.
*Meiko <6787> Kawasaki Heavy Industries and self-propelled robots, drilling machines for printed circuit boards (Nikkan Kogyo front page) - ○ *Marubeni <8002> Enter the operation of industrial parks in Vietnam and respond to the needs of decentralized locations (Nikkan Kogyo front page) - ○ *NTT <9432> New medical data company, revenue of 10 billion yen in 2029 (Nikkan Kogyo page 3) - ○ *Hitachi <6501> Enhance IoT infrastructure with generated AI, develop data centers and human resources (Nikkan Kogyo page 3) - ○ *Japan Zeon <4205> High-performance resin plant in Yamaguchi,
List of stock materials from newspapers such as DIC and Chuo Spring.
* DIC <4631> reduces staff by 10% in its European pigment business, aiming to improve operating profit by 10 billion yen. (Nikkan Kogyo front page) - ○ * Daihen <6622> Sets up council with Kansai Electric Power and others to promote the expansion of EVs. (Nikkan Kogyo page 3) - ○ * Panasonic HD <6752> to launch a common model of home appliances in Asia in 2026. (Nikkan Kogyo page 3) - ○ * Mizuho FG <8411> Mizuho Bank's long-term price increase in June is 1.80% YoY. (Nikkan Kogyo page 5) - ○ * PEGASUS <6262> in Mexico.
NEC Capital Solutions: Creating new social value as a financial data & stock exchanges company within the NEC group.
NEC Capital Solutions (8793) is an equity-method-affiliated company of NEC (6701) that engages in leasing, installment sales, factoring (purchase of accounts receivable), financing, and collection agency services for information and communication equipment including NEC products, office equipment, industrial machinery and equipment, and various other equipment. The company has gradually expanded its handling of non-ICT products and expanded its service areas. In addition, it aims to transform into a high value-added business and focuses on financial services such as investing and fund composition.
Sekisui House, Maruichi Kan, etc. (added) Rating.
Upgrade to a bullish rating code | Stock name | Securities firm | Conventional | After change | ------ | ------------- | ---------- | -------------- | -------------- | <1801> | Taisei Construction | SMBC Nikko | "2" | "1" | <3002> | Gunze | Daiwa | "3" | "2"
The Nikkei average started 351 yen higher, with TOWA and SoftBank Group among those rising.
[Nikkei Stock Average/TOPIX (Table)] Nikkei Average; 38841.66; +351.49 TOPIX; 2765.41; +17.19 [Opening Summary] On the 6th, the Nikkei Average rebounded for the first time in three days, starting trading at 38,841.66 yen, up 351.49 yen from the previous day. The U.S. stock market continued to rise on the previous day of the 5th. The Dow Jones rose 96.04 dollars to 38,807.33 dollars, and the Nasdaq ended trading at 17,187.91, up 330.86 points. The ADP employment statistics for the private sector showed growth.
SIGG Research Memo (3): Develop system development business and infrastructure/security service business
■Business Overview 1. Business Overview As an independent system integrator, the SIG Group ＜4386＞ develops a system development business (providing comprehensive services from system planning proposals, development, construction, and operation) and an infrastructure/security service business (providing IT infrastructure solutions and security services centrally), and is also actively utilizing M&A to expand its business. The operating subsidiary SIG is a system development business and an infrastructure/security service business
Totekkou, Todaken, etc. (additional) Rating
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|--------------|------------|------------|------------|＜6586＞|Makita |JPM | “Under W” | “Neutral” |＜8601＞|Daiwa Securities G | City | “3” | “2” | Downgraded - Bearish Code
3 points you should pay attention to in the front field ~ US stock depreciation is also a movement aimed at an autonomous rebound ~
I would like to pay attention to the following 3 points in the 31st pre-market transaction. ■ US stock depreciation is also a movement aimed at an autonomous rebound ■ No financial results announcements ■ Notable materials on the front floor: Sharp, air zinc storage batteries, from the latter half of this year ■ US stock depreciation is also a movement aimed at autonomous rebound The Japanese stock market on the 31st is conscious of an autonomous rebound, but it is likely that the market will develop with a strong sense of cohesion, refraining from announcing US stock depreciation and US economic indicators. In the US market on the 30th, the NY Dow depreciated by 330 dollars and the NASDAQ depreciated by 183 points. Salesinfo
Sharp, Mitsubishi Chemical G, etc. [List of brand materials from newspapers]
*Sharp ＜6753＞ zinc-air batteries were demonstrated, and from the latter half of this year (Nikkan Kogyo 1 side) - ○*Mitsubishi Chemical G＜4188 ＞ MC solution, deep cultivation of parts for semiconductor devices (Nikkan Kogyo 1 side) - ○*NEC ＜6701＞DX business expansion to establish a new brand, 400 human body system, AI utilization (Nikkan Kogyo 3 sides) - ○*Miura Kogyo ＜6005＞ capital and business proposals with Daikin to invest 15 billion yen and strengthen air conditioning for factories (Nikkan Kogyo 3 sides) *Taiyo Yuden< 6976 > aluminum electrolysis
US strengthens preparations for space warfare [today's shopping theme]
[Defense] It has been reported that the US military is aiming to stand in an extremely superior position in space warfare. Since Russia's interest is directed towards anti-satellite weapons and information on Chinese satellite launches has been clarified, it is reported that the United States is activating efforts to protect national interests hundreds of kilometers above the surface of the earth, and in some cases thousands of kilometers above the surface. ＜7011＞Mitsubishi Heavy Industries ＜7012＞Kawashige＜6503＞Mitsubishi Electric ＜770＞S
Attention is once again on “space-related”, and I have a feeling that theme stocks will be dynamic due to the approach of Astro S listing ＜Stock Search Top Feature＞
Interest in space is growing in the market. This is because movements surrounding space development have become active in countries around the world, and opportunities for it to become a topic of conversation are increasing. Japan is also making efforts involving the public and private sectors to catch up with the world, and there are also situations where groups of brands positioned as space development-related move around this trend. The fact that space ventures have been IPOs one after another since last year has also played a role in the spread of space stocks. A new space venture is about to be listed next month. It seems that the situation where we cannot take our eyes off related stocks will continue in the future.
3 points you should pay attention to in the front market ~ determine the solidity of high-tech stocks after a round of sales ~
I would like to pay attention to the following 3 points in the pre-market transaction on the 24th. ■ Determining the solidity of high-tech stocks after the first round of sales ■ Goodcom A, 2Q downward revised operating profit of 869 million yen ← 1,261 billion yen ■ Featured materials on the front floor: Aida, introducing 2 types of presses next month, exclusively for molding fuel cell parts ■ Determining the solidity of high-tech stocks after the first round of sales The Japanese stock market on the 24th seems to continue to develop to determine solidity after the first round of sales. In the US market on the 23rd, the NY Dow depreciated by 605 dollars, NASDA
Aida, Sumitomo Heavy Industries, etc. [List of brand materials from newspapers]
*Aida ＜6118＞ press will be introduced next month, dedicated to molding fuel cell parts (Nikkan Kogyo 1 page) - ○*Sumitomo Shige＜6302＞ Ion Technology, practical application of “next-generation ion implantation device” (Nikkan Kogyo page 1) - ○*Sony G ＜6758＞ intellectual property creation and expansion, development of overseas creators (Nikkan Kogyo page 3) - ○Toyota*＜7203＞ Prius production will resume at Tsutsumi Plant from next month 17 (Nikkan Kogyo, page 3) -*Fuji Electric Current profit for the fiscal year ending March '27 90 billion yen, semiconductor energy
Convertible Stock List (Part 1) [Parabolic Signal Convertible Stock List]
○List of trading stocks market code stock name closing price SAR Tokyo Stock Exchange Prime ＜3107＞ Daiwabo HD 2719 2550 ＜3132＞ Macnica HD 6792 6360 ＜3401＞ Teijin 1550 1389 ＜4062＞ Ibiden 5790 5134 ＜4471＞ Sanyo Kasei 4090 3915 ＜4503
Sharp, Sysmex, etc. (additional) Rating
Upgraded - Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|----------|--------|--------|<9613＞|NTT DATA | City | “2” | “1” | Downgraded - Bearish Code | Stock Name | Securities Company | Conventional | After Change |------|------------
Resonac, Kakaku.com, etc. (added) Rating
Downgrading-Bearish Code | Stock Name | Securities Company | Conventional | After Change |------|-----------------|----------|--------|--------|＜4041＞|Nisso | Daiwa | “2” | “3” |Target Stock Price Change Code | Stock Name | Securities Company | Traditional | After Change |------|-----------------|--------
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