Fukudagumi
Fukuda-gumi 1899>, Ueki-gumi 1867>, and Kitakku 4707> started with a strong sign. The Noto Peninsula earthquake occurred on January 1st in Shiga Town, Ishikawa Prefecture, with a maximum seismic intensity of 7. The extent of the damage caused by collapsed buildings, large-scale fires, and the tsunami is gradually becoming clearer, with 73 deaths confirmed in the prefecture as of the 3rd. Search efforts for the missing persons are still ongoing. In the stock market, there is a growing movement to look for stocks related to construction and marine civil engineering, which will play an important role in the recovery of infrastructure. Hokuriku Electric Works 1930>, Penta-Ocean Construction 1893>, and Fudo Tetra 1813> are also expensive.
■NYK Line<9101>4,710 yen +339 yen (+7.8%) As of 11:30 TSE Prime 9th in increase rate
Nippon Yusen<9101>and Mitsui OSK Lines<9104>Kawasaki Kisen<9107>All major stocks in the shipping sector, such as , are rapidly increasing. In the TSE industry index, the “shipping industry” rose by more than 7%, making it the top company in terms of rate of increase. Amid a series of attacks on commercial vessels by Yemen’s pro-Iranian Houthi militant group, Danish shipping giant AP Moller-Maersk announced on the 2nd that it would suspend sailings in the Red Sea for the time being. Speculation that disruptions to maritime transportation networks will put upward pressure on freight rates is once again widespread, prompting capital to flow into shipping stocks.
■ Sumishi Holdings<1514>1,179 yen +84 yen (+7.7%) as of 11:30
Sumishi Holdings<1514>has been increasing for five consecutive days. On January 4th, the Tokyo Stock Exchange will take temporary measures for margin transactions that will require the deposit rate for new sales and purchases through margin transactions to be 50% or more (including 20% or more in cash) after the close of trading on December 29th. Announced that it will be canceled from the trading section. In addition, Japan Securities Finance has announced that starting from the 4th, it will lift the security deposit collection measures by brand for self-trading portions of borrowing transactions and self-trading portions of clearing agency lending transactions for each non-clearing participant. It appears that the market is being bought on the assumption that the inflow of short-term funds will become active again.
■Maeda Kosen<7821>3,185 yen +150 yen (+4.9%) as of 11:30
Maeda Kosen<7821>has been increasing for four consecutive days. In response to the 2020 Noto Peninsula Earthquake, which had a maximum seismic intensity of 7 in Ishikawa Prefecture, that occurred on January 1st, some construction companies have been speculatively bought, but some construction companies are heading toward speculative buying, but some companies with headquarters in Fukui Prefecture are The search for related brands appears to be spreading to the company, which handles civil engineering and construction materials for disaster prevention such as embankments, ground reinforcement, and slope countermeasures.
■ＩＮＰＥＸ<1605>1,981.5 yen +77 yen (+4.0%) As of 11:30
ＩＮＰＥＥ<1605>and oil resource development<1662>is trending steadily. In the TSE industry index, “mining” is among the highest in terms of rate of increase. Operations at Libya’s Sharara oil field have been halted following protests by local residents calling for improved living conditions, leading to widespread expectations that crude oil supplies will decline. Additionally, multiple explosions occurred in southeastern Iran, resulting in numerous deaths. Due in part to awareness of rising geopolitical risks in the Middle East, near-term contracts for WTI (West Texas Intermediate) rose sharply in the US market on the 3rd. It appears that crude oil-related stocks have been bought in anticipation of a positive impact on profits.
■Ando Hazama<1719>1,140 yen +24 yen (+2.2%) as of 11:30
Hazama Ando<1719>The stock is showing signs of rising for the fifth time in a row, defying the overall downturn. Following the trend of the US stock market, high-tech growth stocks are facing strong headwinds, but with the introduction of the new NISA this year, high-dividend yield stocks remain popular. Against this backdrop, the company is a general contractor whose strength is large-scale civil engineering, and is proactive in returning profits to shareholders. The company plans to pay a dividend of 60 yen for the fiscal year ending March 2024, and the dividend yield is extremely high at 5.2%, so it is likely to attract attention. In addition, today’s Nikkei Stock Average has fallen sharply due to selling mainly in semiconductor-related stocks, but construction stocks, including the company’s stock, are showing strength due to the view that they will lead the way in rebuilding infrastructure damaged by the Noto Peninsula Earthquake. There are some brands that stand out.
■Mitsubishi HC Capital<8593>959.6 yen +12.8 yen (+1.4%) as of 11:30
Mitsubishi HC Capital<8593>continues to grow. A report in Britain’s Times newspaper on December 31 that the company plans to sell approximately 500 million pounds worth of British railway assets is seen as positive news. According to the article, the company plans to sell past investments made under the Japan Infrastructure Initiative.
■SBI ARHI<7198>832 yen +10 yen (+1.2%) as of 11:30
SBI ARHI<7198>has been increasing for four consecutive days.Around 9 a.m., Sumishin SBI Net Bank<7163>The company has announced that it has started handling home loan products, which is seen as a positive sign. Consultations and applications are now available at SBI Aruhi’s 16 directly managed locations. In the future, the company plans to proceed with discussions to allow SBI Aruhi franchise stores to handle SBI Sumishin Bank’s home loan products.
■JR East Japan<9020>8,199 yen +70 yen (+0.9%) as of 11:30
JR East<9020>and JR West Japan<9021>Although there were some instances where the stock was sold after reaching the market, it has since rebounded and remained in positive territory. In response to the Noto Peninsula earthquake that occurred on the 1st, the Hokuriku Shinkansen and Joetsu Shinkansen trains were temporarily suspended, but operations resumed on all lines the following day, the 2nd. This avoided the situation of long-term suspension of operations.Meanwhile, Japan Airlines<9201>At Haneda Airport, where the Japan Coast Guard plane crash occurred, Runway C remains closed and flights are being canceled one after another. Buyers appear to have been motivated by speculation that demand for the Shinkansen as an alternative means of transportation would increase, especially among business travelers. JR Tokai<9022>It has also become retrograde high.
■Mitsubishi UFJ<8306>1,217 yen +5.5 yen (+0.5%) as of 11:30
Mitsubishi UFJ Financial Group<8306>Sumitomo Mitsui Financial Group<8316>Mizuho Financial Group<8411>All three megabanks are rising, and the market is looking forward to the top. Stock prices had been devaluing from mid-December to late December last year as speculation that the Bank of Japan would lift negative interest rates seemed to be receding, but recently they have been on a rebound. Growth stocks are currently facing strong headwinds, and the trend toward value stocks is also on their side. In addition, megabanks have high dividend yields and are well known among beginner investors, so they are ranked among the top investment targets for NISAs every year. This year, with the introduction of the new NISA, a new influx of individual investor funds is expected, and there is a view that demand for investment in megabanks will further increase, and this appears to be inviting buying in anticipation of this.
■Tsuruha Holdings<3391>12,960 yen +35 yen (+0.3%) as of 11:30
Tsuruha Holdings<3391>is solid. After the close of trading on December 29th, the previous business day, we published the monthly business report for December. Existing store sales continued to trend up, increasing 1.3% compared to the same month last year, which seems to have given the company a sense of security. On a total store basis, sales increased by 4.1%. The number of stores opened in December was 25, including the four stores of Fukue Pharmacy, which was made a subsidiary of Drug Eleven. Three stores were closed.
■Laser Tech<6920>34,830 yen -2,340 yen (-6.3%) As of 11:30 TSE Prime 2nd place in decline rate
laser tech<6920>Tokyo Electron<8035>Semiconductor manufacturing equipment-related products such as these have been dominated by sales.On the previous day’s US stock market, there was a noticeable decline in the Nasdaq Composite Stock Price Index due to selling mainly in high-tech stocks, but among them, Nvidia
■Adastria<2685>3,260 yen -215 yen (-6.2%) As of 11:30 TSE Prime 3rd place in decline rate
Adastria<2685>continued to decline significantly. After the close of trading on December 29, the previous business day, the company announced its consolidated financial results for the cumulative third quarter of the fiscal year ending February 2024 (March to November). Sales increased 14.8% year on year to 203,252 million yen, and ordinary income increased 41.5% year on year to 16,708 million yen. Although sales and profits increased significantly, full-year earnings forecasts remained unchanged, which appears to have been a factor encouraging selling. Domestic sales in the apparel and miscellaneous goods business increased 12.7% year on year, due to the success of reviewing product prices to increase added value. EC sales increased 13.1% year on year. In the overseas business as a whole, sales increased by 33.2% year on year. In the food and beverage business, sales increased 29.2% year on year.
■J.E.T.<6228>10,300 yen -300 yen (-2.8%) As of 11:30
J.E.T.<6228>is cheap. Starting from the 4th, the Tokyo Stock Exchange announced that the margin rate for new sales and purchases of the company’s shares on margin will be at least 50% (including at least 20% in cash). The stock has been sold on the assumption that this will reduce the inflow of funds from individual investors. Furthermore, starting from the same day, Japan Securities Financial has decided to increase the lending and borrowing collateral ratio for self-transactions in lending transactions and self-transactions in clearing agency lending transactions for each non-clearing participant to 50% (including 20% for cash collateral).
■Nikkei Lever<1570>20,580 yen -475 yen (-2.3%) As of 11:30
NEXT FUNDS Nikkei 225 Leveraged Index Exchange Traded Fund<1570>has fallen sharply, dropping more than 4% to the 20,000 yen level. If the closing price falls below the 20,000 yen level, it would be the first time in about a month since December 8th last year. Nikkei Lever is an ETF structured to track the Nikkei average stock price, and is characterized by high volatility as the price fluctuation rate is basically set to double. When the overall market becomes volatile, there is a strong tendency for short-term investors, mainly individuals, to become confused and buy and sell more actively. There will be a big rally in the Tokyo market today, but the European and American stock markets were selling at a discount across the board the previous day, and risk-averse selling pressure has suddenly increased. The Nikkei 225 average stock price, led by futures, has at one point plummeted by more than 700 yen, and the Nikkei Lever has also fallen sharply in line with this. The trading value is also at a high level, ranking third among all markets.
●Stop high stocks
pixela<6731>200 yen +50 yen (+33.3%) Stop high as of 11:30
Kitak<4707>393 yen +80 yen (+25.6%) Stop high as of 11:30
G.C. Planning<4073>729 yen +100 yen (+15.9%) Stop high as of 11:30
Magumagu<4059>777 yen +100 yen (+14.8%) Stop high as of 11:30
etc., 4 brands
●Stop low stocks
pro route maruhika<8256>1 yen 0 yen (0.0%) Stop sell price as of 11:30
More than 1 brand
Stock search news
2024-01-04 02:39:30
#Picking #hot #stocksDaytime #Fukuda #Gumi #Yusen #Sumishi #Hot #stocks #Stock #search #news
