BK7120 Information & Communication
- 1439.043
- +0.259+0.02%
Emerging market split candidate stocks [Emerging market split candidate stocks]
Code Name <4011> Headwater <6026> GMO TECH <4051> GMO-FG <3496> Azum <4894> Qualips <4417> Global Secu <5254> Arent
For next week's stock market, semiconductors and bank stocks may have volatile price movements during the central bank's week.
On the Tokyo market on the 7th, the Nikkei average stock price fell slightly by ¥19 from the previous day to ¥38,683. Trading volume on the Tokyo Stock Exchange Prime Market was also sluggish, staying around 3.4 trillion yen. This is because the important economic indicator for the United States, the May employment statistics, will be announced tonight, and next week, the Federal Open Market Committee (FOMC) will be held on the 11th-12th, and the Bank of Japan's monetary policy meeting and the central bank's decisions will be held on the 13th-14th May. Therefore, active trading was restrained before the big events.
Ahead of the release of US employment statistics, a cautious mood is increasing.
The Nikkei average fell. It closed at 38,683.93 yen, down 19.58 yen (with an estimated volume of 1.34 billion shares traded), with selling mainly focused on stocks with high index impact, such as semiconductor-related stocks. The Nikkei average widened its decline in the morning session and dropped to the level of 38,560.85 yen. However, there were also moves to pick up the dip as it approached the psychological level of 38,500 yen, and after a round of selling, the decline slowed down. Nevertheless, as the announcement of employment statistics in the USA was pending, it was uncertain how the market would be affected by the results and its effects.
Active and newly established stocks in the afternoon session.
*Cellsys (3663): revised its interim dividend financial estimates upward. *Toyota (7203): down 54 points; Bloomberg reports that Mitsubishi UFJ (8306) and Sumitomo Mitsui (8316), two mega-banks, are considering selling their shareholding. *Blue Innovation (5597): up 150 points; Nikkei reports that it will begin full-scale sales of control systems for takeoff and landing equipment for drones. *Techmat (3762): up 95 points; five affiliated schools of Ritsumeikan are utilizing the School Communication Platform.
Stocks hitting the upper or lower price limit in the afternoon session.
Stop limit up <4166> KAKKO <4370> Mobileus <4893> Noilimmune Biotech <5535> Migal Holdings <5597> Blue Innovation <5820> Mitsuboshi <6522> Asterisk <7073> Jake <7357> Geocode Stop limit down *including temporarily limit up and limit down (indication value)
The Nikkei average fell slightly, with a strong pattern of watching the situation before employment statistics, and consolidation at the 25-day moving average level.
On the 6th, the US stock market was mixed. The Dow rose 78.84 points (+0.20%) to 38,886.17, the Nasdaq fell 14.78 points (-0.09%) to 17,173.12, and the S&P 500 closed at 5,352.96, down 1.07 points (-0.02%). Due to the higher-than-expected weekly initial jobless claims, buy orders with expected rate cuts continued and rose after the opening. However, profit-taking sell orders restrained the upside, as caution prevails ahead of the employment statistics release on the 7th.
NTT Data - to undertake duplicate operations of the card company
It has been reported that a new service will be launched to handle the back-office operations of credit card companies in bulk. The new system will centralize duplicate operations in credit card companies. The credit card companies will be able to focus on revenue-generating operations such as marketing. As pressure to lower membership fees, a source of income, grows, this is expected to draw attention as a supporting factor for improved business efficiency on the system side.
Active and newly listed stocks during the morning session.
*Migalo HD<5535> 4405 +555 continues to view the introduction of "FreeiD" as material. *Money Forward<3994> 5195 +336 continues to recommend buying at Merrill Lynch Japan Securities. *Ain HD<9627> 5982 +363 Even though a reduction in profit guidance for this quarter has been announced, the sense of superiority remains. *Laser Tech<6920> 36690 +2170 Publicly disclosing the order status of the ATCIS series and other concerns have been dispelled. *Trichemical Research Institute<43>
Stocks that hit the daily limit up or down in the morning session.
Stop gainers: Mobilus (4893), Novel Immunobio Tech (6522), Astalisk (7357), Geocode. Stop losers: Includes temporarily halted gains and losses (indicated values)
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"
VRAI N - AI appearance inspection system is the mainstay, contributing to the labor-saving and automation of production sites.
VRain Solution <135A> provides AI solutions for the manufacturing industry. In their main AI system business, they sell their self-developed AI visual inspection system called 'Phoenix Vision/Eye.' By utilizing the system, their manufacturing clients can automate the inspection process on the production line without relying on human inspection for determining good or defective products. Their engineers
Sasmido --- announced the development of a therapeutic app at the oral session of the American Clinical Oncology Society Annual Meeting.
On the 5th, Sasmido <4263> announced that the "Decision Support Program for Advanced Cancer Patients," which the company is conducting joint research on, was presented at the oral session of the annual meeting of the American Society of Clinical Oncology (ASCO) held on June 2. The company aims to address the social isolation and loneliness, as well as the shortage of medical and nursing care faced by cancer survivors by conducting research and development of new education approaches and digital medical technology in collaboration with Tokyo Jikei University School of Medicine.
Ridge Eye ranked and subsidiary of social media marketing company.
Ridge-i <5572> ranked in (as of 9:34 am). It has risen significantly. It seems that the purchase of the stock (53.77% voting rights ownership) of Music Entertainment (Star Music), which develops social media marketing and music businesses, for 701 million yen and its subsequent subsidiary incorporation, has become a buying factor. The market in which Star Music operates is where multi-modal AI, which is the core technology of Ridge-i, is most expected to be utilized.
Iore, Bank of Innovation, etc.
<2334> Iore Mitsui Sumitomo DS Asset Management Co., Ltd. shareholding ratio 6.01% → 2.12%, obligation report start date May 31, 2024. <3070> Amagasa Admiral Capital Co., Ltd. shareholding ratio 6.42% → 0.00%, obligation report start date April 29, 2024. <3070> Amagasa Co., Ltd. Mirai Intellectual Property Technology Research Institute shareholding ratio 17.51% → 0.
USS, Kitako Chemical Industry, etc. (Part 2) chemicals
<4732> USS Blackrock Japan Co., Ltd. shareholding decreased from 6.37% to 3.87% as of May 31, 2024; <4732> USS Mitsui Sumitomo Trust Bank, Limited shareholding decreased from 5.00% to 4.42% as of May 31, 2024; <4819> Digital Garage, Inc. Hayashi Ikku shareholding increased from 16.62% to 17.04%.
Comsys Holdings, Shimizu Construction, etc. (Part 1)
<1430> Nakamura Toshiaki of First Corporation has a shareholding rate of 23.93% → 24.26%. Reporting obligation start date: May 30, 2024. <1518> Mitsui Matsushima Holdings Co., Ltd. and Sumitomo Mitsui Trust Asset Management Co., Ltd. has a shareholding rate of 5.42% → 4.95%. Reporting obligation start date: May 31, 2024. <1518> Mitsui Matsushima Holdings Co., Ltd. and Nomura Securities Co., Ltd. has a shareholding rate.
Investment strategy for today, June 7th.
[FISCO Selected Stock] [Materials Industry] Round One <4680> is a multi-facility complex offering bowling, karaoke, gaming, and more. It announced that same-store sales in the USA increased by 9.7% in May. The effect of the price increase from May 1st also turned the decrease (5.7%) in April into an increase. Same-store sales in Japan decreased by 1.0% in May. Considering that Japan had one less Saturday, Sunday, and national holiday compared to the previous year, it is estimated that it actually increased by approximately 1%.
List of stock information from newspapers such as Amada and Tomita.
*Amada <6113>: Indian-made components for sheet metal processing machines, procurement costs reduced by 40% (Nikkan Kogyo front page) - ○*Tomita <8147>: First M&A, entering into maintenance of machine tools (Nikkan Kogyo front page) - ○*Panasonic HD <6752>: Panasonic Energy increases production of on-board batteries in the US, expanding supply to Japan (Nikkan Kogyo page 3) - ○*KDDI <9433>: JCOM's new medium-term plan, sales revenue of over 1 trillion yen in FY27, FTTH penetration rate of 50% (Nikkan Kogyo page 3) - ○*Suzuki <7269>: Inspection by the Ministry of Land, Infrastructure, Transport and Tourism,
The trend is strong, with buying on dips taking the lead, but the upper limit may face resistance.
[Emerging Markets Individual Stock Strategy] A solid development is expected in today's emerging markets. In the U.S. stock market on the 6th, the Dow Jones average rose for the third day by 78.84 dollars (+ 0.20%) to 38,886.17 dollars, and supported the stock prices since the weekly initial jobless claims exceeded expectations, increasing expectations for interest rate cuts. On the other hand, cautiousness ahead of the release of May employment statistics on the 7th weighed on the stock prices. Meanwhile, the NASDAQ remained sluggish throughout the day due to underperformance of US Nvidia. Today's emerging markets are
Targeting the dip from expectations of interest rate cuts in the USA this year.
[Stock Market Opening Comment] On the 7th, a strongly contested market is expected in the Japanese stock market. On the 6th, the US market saw the NY Dow rise by 78 points and the Nasdaq fall by 14 points. Buys were driven by expectations for interest rate cuts after weekly initial jobless claims exceeded expectations. However, amid expectations for the release of US employment statistics on the 7th, profit-taking sales have suppressed upward momentum. The Chicago Nikkei 225 futures market closed at ¥38,635, down ¥125 from Osaka. The exchange rate for the yen is ¥155.50 to $1.