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IX Knowledge Research Memo (3): With the advancement of DX, cloud computing, AI, ETC, the IT market is expanding.
■ AIX Knowledge <9753> Market Environment The domestic IT market continues to exhibit steady growth, and the IT market, including Hardware, Software, and services, is expected to maintain stable growth of around 2-3% in the future. The anticipated growth drivers are IT investment projects related to DX in Manufacturing, services utilizing 'FinTech' in the financial sector, and 5G (fifth-generation mobile communications system) in Communications. Regarding information Security, etc.
Three key points to focus on in the first half - aiming for a short-term rebound strategy.
In the trading session on the 15th, attention should be paid to the following three points. ■ A stance aimed at a short-term rebound. ■ Toho's operating profit for the third quarter increased by 26.9% to 52.8 billion yen. ■ Key points from the morning session: Marubeni supports small and medium-sized business succession, contributing to industrial competitiveness enhancement. ■ A stance aimed at a short-term rebound. The Japanese stock market on the 15th is likely to see a self-sustained rebound in response to the significant drop from the previous day, despite being unstable. In the US market on the 14th, the Dow Jones Industrial Average rose by 221 points, while the Nasdaq fell by 43 points.
Marubeni, Foster Electric, etc. [List of stock materials from the newspaper]
*Marubeni Corporation <8002> provides support for small and medium-sized businesses and contributes to enhancing industrial competitiveness (Nikkan Kogyo, front page) - ○ *Foster Electric <6794> accelerates acoustic research for Autos, investing over 10 billion yen in three years (Nikkan Kogyo, front page) - ○ *Canon Inc-Spons Adr <7751> expands medical business, Chairman Mitarai outlines plan, aiming for a revenue ratio of 30%, double the current rate (Nikkan Kogyo, front page) - ○ *Tokyo Marine HD <8766> appoints Koike as president, focusing on Overseas expansion and disaster prevention (Nikkan Kogyo, page 3) - ○ *Mitsui <3439> signs contract for Components in India, expected by 2027.
Rating information (investment determination changes - part 2) = Mizuho, Zensho Holdings, ETC
◎Tokai Tokyo Securities (three-tier system: outperform > neutral > underperform) Mizuho <8411.T> -- New "outperform", 4225 yen Ajinomoto <2802.T> -- "neutral" → "outperform", 5770 yen → 7790 yen Harmonic <6324.T> -- "neutral" → "outperform", 4360 yen → 4450 yen Natori <2922.T> -- "outperform" → "neutral", 2550 yen → 22.
List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
○ List of stocks with buy conversion in the market Code Stock Name End Price SAR Main Board <1377> Sakata Seed 3420 3340 <2222> Kotobuki Spirits 2082 1896 <2264> Morinaga Milk 2932 2867 <2301> Gakujoen 1775 1669 <2325> NJS 3680 3505 <2371> Kakaku.com 2506 2269 <2678> Askul 1865 1831 <2734> Sera 806
Japan Oxygen HD, Kao, etc. (additional) Rating
Target Stock Price Change Code Stock Name Securities Company Former After ----------------------------------------------- <1801> Taisei Construction Morgan S 7300 yen 8100 yen <1802> Obayashi Construction Morgan S 2350 yen 2500 yen <1803> Shimizu Construction Morgan S 800 yen 1050 yen <3288> Open H Mizuho 5800 yen 6100 yen <3397> Tridol HD Morgan S 2800 yen 2900 yen <4091> Japan Acid