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The index has recovered to the 36,000 yen range for the first time in a month.
The Nikkei average has risen for five consecutive trading days. It ended with a gain of 205.39 yen at 36,045.38 yen (with an estimated Volume of 2.2 billion 80 million shares), recovering the 36,000 yen mark for the first time in about a month. Increased expectations for a rise due to the strong US stock market and progress in US tariff negotiations led the buying. The Nikkei average briefly returned above 36,000 yen right after trading began. However, as it surpassed the key level of 36,000 yen, opposing sentiments emerged, and gradually a wait-and-see mood spread, resulting in consolidation around 35,900 yen. Toward the end of the afternoon session, index buying is expected from pension funds at the end of the month.
SBI Securities (Nittsu) laser tech Sell super, Mitsui O.S.K. Lines Buy super.
Sell Code Stock Name Trading Amount (6146) Disco 44,076,983,290 (9104) Mitsui O.S.K. Lines 43,074,339,090 (7012) Kawasaki Heavy Industries 33,605,906,450 (7011) Mitsubishi Heavy Industries 32,797,895,562 (6920) Lasertec 28,656,548,080 (5803) Fujikura 23,166,792,488 (6857)
Kokopelli --- Year-to-date high, continuing to regard the announcement of the Overseas Business matching platform as material.
Year-to-date high. The press conference for the overseas Business matching platform "BIG ADVANCE GLOBAL" held on the 24th continues to be seen as a Buy factor. This platform is scheduled to start service in June, enabling Japanese companies and overseas companies to expand sales channels and develop new suppliers. The initial target country is Thailand, with the Small and Medium Enterprises Promotion Office, 18 financial institutions providing services within Japan, and Mizuho Financial's subsidiary, Mizuho Silver.
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.
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.
Japan Post, upward revision on March 25, ordinary profit 810 billion yen, down from 760 billion yen.
Japan Post <6178> announced a revision of its financial estimates for the fiscal year ending March 2025. The ordinary profit was revised upwards from 760 billion yen to 810 billion yen. While the profit estimates for the five postal banks <7182> and Japan Post Insurance <7181> will be revised upwards in November 2024 due to improved operating conditions and increased Asset Management revenue, the consolidated financial estimates for the full year are uncertain, particularly regarding the impact on future profits and losses from the upcoming postal rate revision at its consolidated subsidiary, Japan Post.
