Information on individual stocks.
EDP <7794.T> significantly continues to rise. It was decided to release Diamond 1-inch single crystal wafers. The company has the strength to produce large diamond single crystals, which have been applied in fields such as seed crystals, substrates, and optical Components. This time, a 1-inch wafer (diameter 25 mm) using a large diamond single crystal substrate will be released as a product. Urueru Net <9235.T> hit a limit up with a new year-to-date high. On the 24th, Urueru's consolidated subsidiary, a cross-border EC company, became the world's largest.
Growth 250 rebounds, QPS Research and others rise = Emerging Markets, 25th.
The Tokyo Stock Exchange Growth Market 250 Index rebounded. Supported by the rise in US stocks, the weekend market was robust, with QPS Research Institute <5595.T> and Astroscale Holdings <186A.T>, and Sanbio <4592.T> seeing increases. The Sellable Net Advertising Group <9235.T> and Bank of Innovation <4393.T> experienced significant gains. Cell Seed <7776.T> declined. In the Standard Market, Harmonic Drive Systems.
April 25 [Today's Investment Strategy]
[Fisco Selected Stocks]【Material Stocks】Chiyoda <8185> 1159 yen (4/24) operates shoe retail brands such as 'Shoe Plaza', 'Tokyo Shoe Distribution Center', and 'Chiyoda Shoes'. It was announced that a Share Buyback amounting to 1.9 million shares, equivalent to 5.40% of the total issued shares, with a monetary limit of 1.5 billion yen will be implemented. The acquisition period is from May 1, 2025, to September 30, 2025. All acquired shares will be retired on October 31, 2025. This is part of the implementation of a flexible capital policy to respond to changes in the management environment and capital.
Stocks hitting the upper and lower limits before the market.
■Limit Up <150A> JSH <1514> Sumitomo Stone Holdings <9164> Trite <9235> Usable Network Advertising Company Group ■Limit Down *Includes temporary limit up/down (in indicative price).
April 17th [Today's Investment Strategy]
[FISCO Selected Stocks] 【Material Stocks】 Change Holdings <3962> 1198 yen (4/16) Engages in DX support for companies and local governments, and operates a hometown tax donation platform. Announced a business partnership with Bloom Act, which provides an online negotiation system 'ROOMS', to promote the digital transformation of customer service operations in financial institutions and local governments. Change, a subsidiary of Change HD, will be responsible for supporting the introduction of 'ROOMS' as well as handling customer service operations in their entirety.
A soft tone and declining U.S. stocks may weigh on the market, but a solid performance at lower levels is expected.
[Emerging Markets Individual Stock Strategy] Today, a weak performance is expected in the Emerging Markets. In the US stock market yesterday, on the 16th, the Dow Inc average fell by 699.57 points (-1.73%) to 39,669.39 points. The decline in Semiconductors NVIDIA (NVDA) and the drop of the same industry ASML Holding, due to sluggish orders, weighed heavily on the market. Additionally, Federal Reserve Chairman Powell reiterated in a speech that uncertainties surrounding tariffs would lead to keeping monetary policy steady for the time being, which increased selling pressure.
Pay attention to Change HD and agrochemicals.
In the U.S. stock market on the 16th, the Dow Jones Industrial Average closed down by $699.57 at 39,669.39, the Nasdaq Composite Index fell by 516.01 points to 16,307.16, and the Chicago Nikkei 225 Futures dropped by 85 yen compared to the daytime in Osaka at 33,835 yen. The exchange rate was 1 dollar = 141.70-80 yen. In today's Tokyo market, Bandai Namco Holdings <7832>, which announced a share buyback of 1.52% of the number of shares outstanding, realized a gain of 0.782 billion yen from the sale of investment securities due to the listing of its investment LIFE CREATE.
Stocks with a limit-up or limit-down in the afternoon session.
■ Limit up <2721> J Holdings <338A> Zenmu Tech <4894> Qualips <4896> K-Pharma <5241> Japan OA Research Institute <7776> Cell Seed <9235> Group of Selling Network Advertising ■ Limit down <9425> ReYuu Japan * Includes temporary limit up and down (indicative prices).
April 9th [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Sankoh Gosei <7888> 547 yen (4/8) engaged in synthetic resin molded products, etc. Mainly focused on vehicle-related products such as interior and exterior parts. Announced third quarter financial results. Cumulative operating profit is 4.07 billion yen (up 47.2% year-on-year). Strengthened orders and production systems for high value-added products, and actively promoted cost reduction activities. The forecast for the operating profit for the fiscal year ending May 2025 is 4.8 billion yen (up 16.2% from the previous term). It was also announced that the year-end Dividends would be 14 yen.
A soft trend, with a decline in US stocks leading to risk-averse movements.
[Emerging Markets Individual Stocks Strategy] Today's emerging markets are expected to exhibit a soft trend. Yesterday, on the 8th, the US Stocks market saw the Dow Inc drop by 320.01 points (-0.84%) to 37,645.59, marking the fourth consecutive decline. The stance taken by President Trump and the Treasury Secretary to negotiate tariffs with the targeted countries supported the stock prices. On the other hand, in addition to the rise in long-term interest rates, the government reiterated its plan to impose tariffs exceeding 100% on Chinese imports starting from the 9th.
A new "AI-driven development team" has been established within the marketing AI data department for successful online sales.
On the 18th, the company Sellable Net <9235.T> announced the establishment of the "AI-driven Development Team" within its Marketing AI Data department to promote the development of systems utilizing Artificial Intelligence (AI) technology. The company group will formally commence system development using AI by launching the AI-driven Development Team within the Marketing AI Data department. This will accelerate the development of its own services, provide commissioned development services to clients, and advance research and development of the latest technologies.
Spot information on individual stocks (2)
Tenma <7958.T> (supervised) has a stop-high buy indication. An MBO is being implemented. There is movement to bring the purchase price to 3,580 yen. Cross Plus <3320.T> is rising. The consolidated operating profit for the current January period is expected to be 1.2 billion yen (a 17% increase from the previous period). The formulation of a medium-term management plan is also underway. Urare Net <9235.T> has plunged sharply. The consolidated earnings forecast for the current July period has been revised downward, projecting an operating loss. Inspec <6656.T> has a stop-low sell indication. The consolidated net profit forecast for the current April period is 80 million yen.
Stocks that moved and those that were traded in the front market.
*Tenma <7958> 3115 - MBO implemented, with the TOB price adjusted to 3580 yen. *Mitsubishi Heavy Industries <7011> 2837 +281, European defense-related stocks rising, domestic related stocks also increasing. *Daiichi Hokuetsu FG <7327> 3245 +240, reports of management integration with Gunma Bank have surfaced. *Kioxia HD <285A> 3180 +220, recent IPO stock updating its high, with strong supply and demand appeal. *JACCS <8584> 4100 +260, Mitsubishi UFJ Bank.
The market is stable, supported by the rise in U.S. stocks, but resistance may be strong at higher levels.
[Emerging Markets Individual Stock Global Strategy] Today's Emerging Markets are expected to show a strong trend. Last Friday, on the 14th, the U.S. stock market saw the Dow Inc rising significantly by 674.62 points (+1.65%) to 41,488.19, marking a rebound after five days. The likelihood of avoiding a government agency shutdown increased, leading to early buying, followed by continued buying in the tech sector, which pushed the market further upward. As the Secretary of State expressed an optimistic sentiment regarding negotiations for a ceasefire between Russia and Ukraine, the resulting expectations supported buying, and the market remained strong throughout the day.
Kurazushi, 1Q operating profit decreased by 24.1%, 1.326 billion yen.
Kura Sushi (2695) announced that for the first quarter of the fiscal year ending October 2025, revenue was 58.5 billion 56 million yen, a 4.4% increase compared to the same period last year, while operating profit decreased by 24.1% to 1.3 billion 26 million yen. In Japan, strong performance was seen with high-quality products centered around "tuna" and "crab" through promotional fairs, and the implementation of collaboration projects with popular content such as the hit anime "Blue Lock" contributed to favorable revenue trends. In North America, the USA subsidiary...
Ureru Net Advertising Group: Notice regarding the recording of “revisions to full-year earnings forecasts” and “extraordinary losses” for the fiscal year ending July 2025
Ureru Net Advertising Group: Summary of financial results for the 2nd quarter (interim period) for the fiscal year ending July 2025 [Japanese GAAP] (Consolidated)
Ureru Net Advertising Group: Supplementary explanation material for the 2nd quarter financial results summary for the fiscal year ending July 2025
Ureru Net Advertising Group: Confirmation
Ureru Net Advertising Group: Semiannual report - 16th term (2024/08/01 - 2025/07/31)