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“Day Edition Stock Picks: Microwaves, Samco, and Ibiden”

Microwave From “Kabu-Tan” multi-function chart

■Microwave Chemistry 9227> 1,960 yen +334 Yen (+20.5%) temporary stop high 11:30 now
Microwave chemical 9227> surged. At 11 am, together with the National Institutes for Quantum and Radiological Science and Technology, we announced that we had succeeded in melting beryllium ore using energy-saving refining technology using microwave heating. It is regarded as a technology to accelerate the realization of nuclear fusion power generation, and it seems that it was regarded as material. Conventionally, a two-step heat treatment was required, but this was changed to a single step, demonstrating that the refining process can be greatly simplified. It is possible to melt different ores with the same melting facility, which will lead to the stable securing of mineral resources such as beryllium, which is indispensable for nuclear fusion power generation.

■ Samco<6387>4,855 yen +580 Yen (+13.6%) As of 11:30 TSE Prime Top Rise Rate
Samco<6387>skyrocketed, forming the Taiyo Line and hitting new highs since listing. A manufacturer of semiconductor manufacturing equipment with strengths for compound semiconductors, it has been evaluated for its future potential as a niche top company in the field of CVD (thin film deposition) equipment. Among them, demand is expected to develop for the new ALD equipment “AD-800LP” developed by the company for forming gate oxide films of next-generation power semiconductors made of silicon carbide (SiC) and gallium nitride (GaN). In the fiscal year ending July 31, 2011, sales and profits will continue to increase significantly, and operating income is expected to increase by 18% year-on-year to 1,620 million yen. The possibility of runout is conscious.

■ IBIDEN<4062>5,020 yen +155 Yen (+3.2%) as of 11:30
IBIDEN<4062>continues to grow despite the impact of ex-dividends.us intelheld an online briefing for investors on the 29th and showed a plan to release new products for data centers. The company, which had been experiencing delays in product development, showed a policy to accelerate the commercialization of new products, which was well received by the stock market, and the company’s stock rose more than 7%. Ibiden, which deals with IC packages for Intel, seems to have been bought in anticipation of a positive impact on future performance.

■ Yonex<7906>1,395 yen +35 Yen (+2.6%) as of 11:30
Yonex<7906>continues to grow. The Tokyo Stock Exchange announced that it will select the company’s stock as a loan stock on the 30th. Buying seems to have come from the expectation that trading will be activated by improving stock liquidity. In addition, Japan Securities Finance has added the company’s stock to its loan issues from the 30th trade.

■ Laser Tech<6920>22,890 yen +560 Yen (+2.5%) as of 11:30
laser tech<6920>is high.In the US stock market the day before, Inteland micron technologyThe Philadelphia semiconductor stock index (SOX index) soared to 3.3% as the buying of semiconductor-related stocks became remarkable, including the fact that they were all bought with a significant increase of more than 7%. With the softening of the semiconductor market and the recent progress in inventory adjustment, buying is generally dominant in anticipation of a recovery in the future, and the Tokyo market is following suit.

■ Shin Nippon Denko<5563>350 yen+4 Yen (+1.2%) as of 11:30
Shin Nippon Denko<5563>rose for the fourth day in a row. After the end of trading on the 29th, it has announced the cancellation of treasury stock, and there is a buy that evaluates the effect of improving supply and demand. On April 14, 9,784,895 shares, equivalent to 6.66% of the total number of issued shares before cancellation, will be canceled.

■ Olympus<7733>2,283.5 yen+21.5 Yen (+1.0%) as of 11:30
olympus<7733>continues to grow despite the impact of ex-dividends. After the close of trading on the 29th, the company announced revisions to its consolidated earnings forecast for the fiscal year ending March 2023. Final profit is expected to fall from 376 billion yen to 149 billion yen. The share transfer date of the scientific business specified subsidiary, which was scheduled to be in March 2011, has been changed to April 3rd. As a result, the company will not be able to record a gain on the transfer of shares in the current term, and the impact has been reflected in its earnings forecast. Gains from the transfer are expected to be added to profits and losses in the next term, and it seems that investors’ expectations for the next term’s performance have increased.

■ ASKUL<2678>1,727 yen+16 Yen (+0.9%) as of 11:30
ASKUL<2678>rose for three days in a row. After the close of trading on the 29th, the company announced that its non-consolidated sales for March (February 21 to March 20) increased by 0.2% compared to the same month of the previous year. It was the fourth consecutive month of year-on-year increases. The BtoB business, which is the main field, increased by 4.9% year-on-year. It seems that there was a good feeling that the business conditions were continuing to be strong, and that the purchases were made. Continuing from the previous month, sales were partially affected by the reactionary decline in demand for infection control products such as test kits. The LOHACO business decreased by 26.5% from the same month of the previous year due to a change in the campaign and a decrease in sales for overseas demand.

■ Zenrin<9474>822 yen -23 Yen (-2.7%) as of 11:30
Zenrin<9474>rebounded. The stock price has remained below the reference value that reflects the impact of the ex-dividend. After the close of trading on the 29th, the company announced a downward revision to its consolidated earnings forecast for the fiscal year ending March 2023. Sales are expected to drop slightly from the previous term to 58.6 billion yen from 60.5 billion yen, and final profit is expected to decline from 2.6 billion yen to 2.15 billion yen (down 41.2% year on year). Sales of car navigation data fell due to the impact of automobile production adjustments. On the other hand, the company will post a gain on sale of securities of approximately 1.22 billion yen as an extraordinary profit.

■ Mizuho FG<8411>1,868.5 yen-36 Yen (-1.9%) as of 11:30
Mizuho Financial Group<8411>is rebounding. On this day, the company announced that it will cancel the project for opening a new bank with LINE (Shinjuku-ku, Tokyo), and this is disappointing. Mizuho Bank, a subsidiary of the company, and LINE’s subsidiary, LINE Financial, established a joint venture, LINE Bank, in May 2019, and were preparing for its opening. Due to the progress of financial DX in the social and economic environment and the growing interest in the safety of the services provided, the cancellation of this project is taking additional time and effort to provide safe, secure, and highly convenient services. It was decided that additional investment would be necessary and that the smooth provision of services that meet customer expectations could not be foreseen at this time.

■ Hino Motors<7205>545 yen-2 Yen (-0.4%) as of 11:30
Hino Motors<7205>is not clear. After the close of trading on the 29th, the consolidated earnings forecast for the fiscal year ending March 2011 was disgusted with the downward revision of the final profit and loss from a deficit of 55 billion yen to a deficit of 128 billion yen (a deficit of 84,732 million yen in the previous fiscal year). ing. This is due to the recording of an extraordinary loss of about 60 billion yen for fuel compensation costs for customers related to domestic certification and an impairment loss of about 15 billion yen for fixed assets of a US subsidiary.

■ Seven & i<3382>5,928 yen-22 Yen (-0.4%) as of 11:30
Seven & i Holdings<3382>rebounded. The Nihon Keizai Shimbun on the 30th reported, “Seven & i Holdings is expected to postpone the sale of its department store subsidiary Sogo and Seibu to a US fund until after April.” This is the second time that the postponement has been made, and it is said that adjustments are likely to be difficult due to factors such as the configuration of the sales floor at the flagship store in Ikebukuro. Due to this report, the company’s stock price is trending weakly on this day.

■ Nissan Motor<7201>489.3 yen-0.9 Yen (-0.2%) as of 11:30
Nissan Motor<7201>temporarily rose to positive territory despite the impact of dividend ex-dividends.toyota motor<7203>or Honda<7267>Automobile stocks are trending firmly, such as rising relative to the reference value that reflects the impact of ex-dividends. It seems that the depreciation of the yen progressed to the upper half of 132 yen to the dollar at one point in the foreign exchange market, which was a supporting factor. The recent depreciation of the yen is thought to be due to factors such as yen selling as a result of receding concerns about the financial system, as well as the end-of-year end-of-year fund flow. Furthermore, there are also speculations that the yen will be sold in order to raise foreign currency related to acquisitions of overseas companies by Japanese companies.

■ MEDREX<4586>184 yen+49 Yen (+36.3%)temporary stop high 11:30 now
medrex<4586>surged. After the close of trading on the 29th, the De Western Therapeutics Institute<4576>announced that it has resubmitted a new drug application to the U.S. Food and Drug Administration (FDA) for “MRX-5LBT,” a treatment for post-herpetic neuralgia, which is being jointly developed in the United States. It seems that buying was gathered with this as a clue. The review period is expected to be approximately 6 months. The schedule will be announced later as soon as the FDA provides more details. The company also disclosed that it has agreed to take back all rights to MRX-4TZT, which is under development in the US, from a subsidiary of Indian pharmaceutical company Cipla.

■ Silva Egg<3961>1,311 yen+218 Yen (+20.0%) as of 11:30
silver egg technology<3961>continued to soar. Until the day before, it had become popular with the top price being bought for two business days in a row, but today, it has absorbed the short-term selling pressure and is showing a spectacular rise to 1,383 yen, which is 26% higher at one point. Since last year, the stock price has continued to struggle in the 700 to 800 yen zone for a long period of time, and it is in the form of a sudden rise, partly because of the good sales. The company is developing a web marketing support business, and uses artificial intelligence (AI) to display products that attract users’ interest on its website. A market insider said, “There are no significant buying factors so far, but in the United States, there are cases where AI-related stocks have doubled in a short period of time. In the case of the company, the market capitalization is small at less than 5 billion yen, and it seems that the conditions for stock supply and demand are easy to set,” said a mid-sized securities strategist.

● Stop high stocks
 Arent<5254>2,183 yen+400 Yen (+22.4%)stop height 11:30 now
New Year’s Day Beauty Industry<5935>3,095 yen+471 Yen (+18.0%)stop height11:30 now
Sakura Gomo<5189>4,545 yen+650Yen (+16.7%)stop high buying quote11:30 now
Genetec<4492>765 yen+90Yen (+13.3%)stop height11:30 now
Above, 4 brands

● Stop low stocks
Asia Development Capital<9318>1 yen-2Yen (-66.7%)stop cheap11:30 now
Above, 1 brand

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