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After the buying phase, individual stock selection will be guided by the financial results.
The Nikkei average has risen for four consecutive trading days. It ended trading at 35,839.99 yen, up 134.25 yen (with an estimated Volume of 2 billion 10 million shares). Following the purchase of tech stocks in the US market last weekend and favorable movements from major companies' earnings reports, the Nikkei average started with a buying lead, shortly rising to 36,075.26 yen after the trading began, recovering to the 36,000 yen level for the first time in about four weeks since April 1. Additionally, due to the yen depreciating to around 143 yen per dollar, export-related stocks were repurchased.
Kinden, Yamazaki Pan ETC (additional) Rating
Downgrade - Bearish Code Stock Name Securities Company Previous After--------------------------------------------------------------<6523> PHCHD Morgan Stanley "Equal Weight" "Under Weight" <8591> ORIX Morgan Stanley "Over Weight" "Equal Weight" Target Price Change Code Stock Name Securities Company Previous After------------------------------------
April 28th [Today's Investment Strategy]
[Fisco Selected Stocks]【Material Stocks】Hokkan Holdings <5902> 1,699 yen (4/25) Engaged in food cans, PET bottles, and filling business. The profit forecast for the fiscal year ending March 2025 has been revised upward. The estimated operating profit is 4.5 billion yen (up 2.5% from the previous year). This is an upward revision of about 9% from the previous financial estimates, resulting in a projected increase in profit. Revenue is expected to be lower than the previous forecast, but due to cost reductions in factory expenses and Logistics costs, profit has been upwardly revised. The year-end Dividends have been set at 70 yen.
Attention is focused on Advantest's earnings report.
[Stocks Opening Comment] The Japanese stock market on the 28th is expected to start with a Buy and maintain a solid stance thereafter. On the 25th, the USA market saw the Dow Jones Industrial Average rise by 20 points, and the Nasdaq increased by 216 points. The Dow Jones Industrial Average experienced a momentary drop of 370 points, but ended in positive territory due to expectations of progress in negotiations around tariff policies. Additionally, positive movements following Alphabet's earnings report led to a Buy surge in tech stocks, contributing to the rise in the Nasdaq Index. The Chicago Nikkei 225 Futures stands at 2 compared to Osaka.
Astellas Pharma and Hokkan Holdings are in the spotlight, while Nitto Denko and Yamazaki Baking seem to be underperforming.
Last weekend on the 25th, in the US Stocks market, the Dow Jones Industrial Average rose by 20.10 points to 40,113.50, the Nasdaq Composite Index increased by 216.90 points to 17,382.94, and the Chicago Nikkei 225 Futures were up by 220 yen compared to the Osaka daytime at 36,000 yen. The exchange rate was 1 dollar = 143.70-80 yen. In today's Tokyo market, Astellas Pharma <4503>, which experienced a significant increase in operating profit for the fiscal year ending March 2025, at 60.8% growth from a previous financial estimate of a 56.9% decline.
Shin-Etsu Chemical and others announced a Share Buyback on April 25.
The companies that announced the establishment of their own stock acquisition limit on April 25 (Friday) are as follows: <4063> Shin-Etsu Chemical 0.2 billion shares (10.2%) 500 billion yen (from May 25, 2021, to April 26, 2024) <4568> Daiichi Sankyo 80 million shares (4.3%) 200 billion yen (from May 1, 2025, to March 26, 2024) <7259> Aisin Seiki 0.1 billion 30 million shares (17.2%) 120 billion yen (from May 1, 2025, to March 31, 2026) <6857> AdvanTech 19 million shares (2.6%) 70 billion yen (from May 7, 2025 -
