No Data
Growth 250 rose for six consecutive days, with Times and others increasing = Emerging Markets, 12th.
The Tokyo Stock Exchange Growth Market 250 Index has risen for the sixth consecutive day. With strong price movements, it is approaching a recovery of 700 points, the highest level since April of last year. Companies such as Cover <5253.T>, Timy <215A.T>, and SBI Leos Hifumi <165A.T> have seen increases. There has also been buying in space ventures like Astroscale Holdings <186A.T> and Synspective <290A.T>. Reprocell <4978.T> is lower. In the standard market, SK Electronics <667>...
Stocks that moved or were traded in the first half of the session.
*Gumi Co., Ltd. <3903> 534 - announced the realization of profits from sales and the purchase of Bitcoin. *Nomura Micro <6254> 2990 - a positive surprise due to performance upward revision. *Japan Investment Advisor <7172> 1860 +340 continues to be regarded based on the significant increase in dividends due to the rise in dividend payout ratio. *Furukawa Machinery and Metal <5715> 2441 +413 appreciated for substantial Share Buyback and dividend increase. *M3 <2413> 1640.5 +
SK Erect has surged, revising upward the financial estimates for the second quarter and the full year for the period ending September 2025, and increasing the year-end lump-sum dividends.
SK Electric <6677.T> surged, reaching a high of 2,529 yen, up 498 yen at one point. After the market closed on the 10th, it was revealed that both the second quarter cumulative profit forecast for the fiscal year ending September 2025 (October 2024 - March 2025) and the full-year profit estimates were revised upwards, as well as an increase in the year-end lump-sum Dividends forecast, which was positively received. In the second quarter cumulative performance forecast for the fiscal year ending September 2025, the revenue was maintained at 13.4 billion yen (a 10.3% increase compared to the same period last year), but the operating profit was increased from 1.2 billion yen to 1.7 billion yen (a 99.5% increase). In the full-year forecast, revenue is 29 billion yen.
The desire to Buy on dips related to AI is strong.
[Stocks Opening Comment] The Japanese stock market on the 12th started with buying but is likely to gradually show a sense of stagnation. The US market on the 11th saw the Dow Jones Industrial Average up by 123 points, while the Nasdaq was down by 70 points. Following President Trump's signing of an executive order imposing a 25% tariff on Iron & Steel and Aluminum, there were concerns about worsening trade friction that led to initial selling. Additionally, Federal Reserve Chairman Powell testified at the Senate Banking Committee hearing, stating that there is an urgent need for a rate cut.
February 12 [Today's Investment Strategy]
[Fisco Selected Stock] 【Material Stocks】 Furukawa Machinery & Metal <5715> 2,028 yen (2/10) engages in industrial machinery such as sludge pumps for sewerage treatment, rock drilling machines, vehicle-mounted cranes, and Copper for electric wires. The performance forecast for the fiscal year ending March 2025 has been revised upward. The operating profit is forecasted to be 8.7 billion yen (a 2.1% increase from the previous term). This is an increase of about 6% from the previous estimate. Additionally, hydraulic crawler drills for North America are performing well. A commemorative dividend for the 150th anniversary of the founding as well as a Share Buyback up to 19.30% of the total number of issued shares are also planned.
Focus on Furukawa Machine Gold and Eran, while Sekisui Glass and Akatsuki may be soft.
In the Tokyo market on the 10th before the holiday, the Dow Jones Industrial Average was up by 167.01 dollars, and on the 11th, it increased by 123.24 dollars to 44,593.65 dollars. The Nasdaq Composite Index was up by 190.87 points on the 10th, and on the 11th, it decreased by 70.41 points to 19,643.86. The Chicago Nikkei 225 Futures yesterday were up by 310 yen compared to the Osaka day session, reaching 39,070 yen. The exchange rate is 1 dollar = 152.40-50 yen. In today's Tokyo market, Suzuki <6785> reported a 59.8% increase in operating profit for the first half.