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The Nikkei average rose by 302 yen, continuing its upward trend, as the U.S. government is considering support measures for Autos, leading to a reassessment of related stocks = 15 days before the market.
Fifteen days ago, the Nikkei average increased by 302.66 yen from the previous day, reaching 34,285.02 yen. The TOPIX (Tokyo Stock Price Index) also rose by 27.59 points to 2,516.10 points. At 9:31 AM, the Nikkei average hit 34,459.00 yen, up 476.64 yen. On the 14th in the US stock market, the excessive caution regarding mutual tariffs eased, leading to continued gains for the Dow Inc and Nasdaq Composite Index. Reports indicate that President Trump is considering a review of auto tariffs.
The Nikkei Average is up about 420 yen, following Buy activity, but remains steady due to a lack of material = First half of the day on the 15th.
On the 15th at around 10:04 AM, the Nikkei average stock price is fluctuating at approximately 34,400 yen, up about 420 yen compared to the previous day. At 9:31 AM, it reached a high of 34,459.00 yen, up 476.64 yen. In the U.S. stock market on the 14th local time, there is uncertainty regarding the U.S. administration's response to the mutual tariffs on Smart Phones and Semiconductors manufacturing equipment, but excessive caution has receded, and both the NY Dow and the Nasdaq Composite Index continued to rise. Japanese stocks are also reflecting the movement of U.S. stocks and the stabilization of the exchange rate.
April 15 [Today's Investment Strategy]
[Fisco Selected Stocks]【Material Stocks】TELUS Sky <3915> 2,000 yen (4/14) provides support for the introduction and operation of cloud services like Salesforce and Amazon AWS. The financial results for the fiscal year ending February 2025 have been announced. Operating profit is 1.452 billion yen (2.7 times compared to the same period last year). The previous Financial Estimates were 1.167 billion yen (2.2 times). The demand for digital transformation (DX) among domestic companies continues to be strong. The operating profit for the fiscal year ending February 2026 is expected to be 1.833 billion yen (an increase of 26.3% compared to the previous period). Significant investments have been made in cloud ERP.
Pay attention to TELUS SKY and Lacto JPN, while Toho and Yoshimura Foods may be underperforming.
In the US stock market on the 14th, the Dow Jones Industrial Average rose by 312.08 points to 40,524.79, the Nasdaq Composite Index increased by 107.02 points to 16,831.48, and the Chicago Nikkei 225 Futures gained 125 yen during the day in Osaka to reach 34,295 yen. The exchange rate was 1 dollar = 142.90-143.00 yen. In today's Tokyo market, the operating profit of Lact JPN <3139> increased by 33.6%, with a progress rate of 87.2% towards the full-year Financial Estimates up to the third quarter.
Toho, for the fiscal year ending February 2025, operating profit increased by 9.2% to 64.6 billion yen, while Financial Estimates for February 2026 are projected to decrease by 11.9% to 57 billion yen.
Toho <9602> announced its financial results for the fiscal year ending February 2025, with operating revenue increasing by 10.5% compared to the previous period to 313.171 billion yen, and operating profit rising by 9.2% to 64.684 billion yen. For the fiscal year ending February 2026, the company plans operating revenue to decrease by 4.2% to 300 billion yen and operating profit to decrease by 11.9% to 57 billion yen. Additionally, the income from the distribution rights of the blockbuster movie "Godzilla -1.0" will drop, and the temporary closure of the Imperial Theatre due to reconstruction work will have an impact. This represents 5.63% of the total number of outstanding Stocks.
Yoshimura Food Holdings KK: Explanation of financial results and medium-term management plan for the fiscal year ending February 2025