Stocks that moved and those that were traded in the front market.
*Toyota Industries Corporation <6201> 16225 - reports suggest consideration for privatization of stocks. *Aichi Steel Corporation <5482> 8840 +1200 recognized for last period's double-digit profit increase and significant dividend increase plan this period. *Kinden Corporation <1944> 3838 +417 this period's guidance exceeds consensus. *Mitsui E&S Holdings <7003> 1857 +199 reports indicate the Trump administration's request for Japan for dual-use shipbuilding, regarded as a buying opportunity. *Anritsu Corporation <6754> 1401.5 +122 exceeds expectations.
<Individual Stock Trends> IBJ, Kawagishi Co., Technological Succession, Fuji Electric, Taiyo Tech = Morning session on the 28th
IBJ <6071.T> - A resolution was made to sign a capital and business partnership agreement with Decorte HD <7372.T> as of the 25th. Kawagishi Ironworks <5921.T> - The profit Financial Estimates for the second quarter cumulative of the fiscal year ending September 2025 (October 2024 - March 2025) have been raised. Technology Succession <319A.T> - Suntech Industries (Nagoya City, Aichi Prefecture), which conducts heat treatment and surface treatment of metals and Nonferrous Metals, has been made a subsidiary. Fuji Electric <6504.T> - The consolidated performance for the fiscal year ending March 2026 is expected to increase in revenue, but a decrease in ordinary profit is forecasted.
Kinden, Yamazaki Pan ETC (additional) Rating
Downgrade - Bearish Code Stock Name Securities Company Previous After--------------------------------------------------------------<6523> PHCHD Morgan Stanley "Equal Weight" "Under Weight" <8591> ORIX Morgan Stanley "Over Weight" "Equal Weight" Target Price Change Code Stock Name Securities Company Previous After------------------------------------
The Nikkei average is up about 260 yen, with the top gaining stocks being Shin-Etsu Chemical, Ryohin Keikaku, Toyota, ETC.
On the 28th, around 11 AM, the Nikkei average stock price was trading at around 35,970 yen, approximately 260 yen higher than the previous weekend. At 9:34 AM, it hit 36,075.26 yen, up 369.52 yen. Afterwards, due to a lack of clues, it seems to be pushed down by selling as it waits for a rebound. The dollar-yen exchange rate is in a range of 143.70 yen, showing little movement. Among the stocks included in the Nikkei average, Shin-Etsu Chemical <4063.T>, Ryohin Keikaku <7453.T>, and Toyota <.
Rating Information (Target Price Change - Part 1) = Kindan, Nexela, etc.
Nomura Securities (three-tier system: Buy > Neutral > Reduce) Kinden <1944.T> - "Buy" → "Buy", 4030 yen → 4260 yen Fujielectric <6504.T> - "Buy" → "Buy", 10200 yen → 9100 yen TDK <6762.T> - "Buy" → "Buy", 2450 yen → 2180 yen Keyence <6861.T> - "Buy" → "Buy", 79000 yen → 75000 yen Murata Manufacturing <6981.T> - "Buy" → "Buy"
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.
Fuji Electric Co. Reports Record Profits Amid Modest Sales Growth
Key points of attention for the PTS on the 25th = Advantest, Anritsu, Shin-Etsu Chemical, Fujitsu, ETC.
▽ Advantest <6857.T>, the consolidated operating profit Financial Estimates for the fiscal year ending March 2026 is 242 billion yen (a 6% increase compared to the previous period). The assumed Exchange Rates are 140 yen to 1 dollar and 155 yen to 1 euro. It is viewed that the impact of tariff measures on business and performance is minimal. ▽ Anritsu <6754.T>, the consolidated operating profit Financial Estimates for the fiscal year ending March 2026 is 15 billion yen (a 24% increase compared to the previous period). Formulated based on the situation before the tariff measures by the USA are implemented. ▽ Shin-Etsu Chemical <4063.T>, the first quarter of the fiscal year ending March 2026 (
Fuji Electric FY Net Y92.24B Vs Net Y75.35B
Fuji Electric Sees FY Net Y81.00B
Fuji Electric: Notice regarding revisions to dividend forecasts for the fiscal year ending 2025/3 (149th term)
Fuji Electric: Summary of financial results for the fiscal year ending March 31, 2025 [Japanese GAAP] (consolidated)
Mitsubishi Research Institute, Daiichi Sankyo, Hitachi Construction, Keyence (on the 25th).
※The above Calendar is merely a schedule and may be subject to change due to the company's circumstances.---------------------------------------April 25 (Friday) <1381> Axes <1944> Kinden <1972> Sanko Gold <2208> Bourbon <2212> Yamazaki Bread <2216> Kanro <2481> Town News <3003> Hulic <3116>
Announcement of individual stocks regarding the revision of the dividend financial estimates for the period ending March 2025 (149th period).
Panasonic HD, MITSUBISHI ESTATE, etc.
*Panasonic HD <6752> will supply Batteries for commercial EVs in the U.S., expanding beyond Tesla (Nikkei Industrial, page 3) - ○ *SANYO Trading <3176> is making aggressive moves with Fluororubbers, assigning dedicated personnel (Nikkei Industrial, page 4) - ○ *Rakuten <4755> Rakuten Mobile successfully enables direct video calls via satellite on commercial smartphones (Nikkei Industrial, page 4) - ○ *SBI HD <8473> and Sumitomo Corporation established a joint venture for AI and GPU rentals (Nikkei Industrial, page 4) - ○ *Alpha <3434> invested in a French company for Autos.
Fujih Electric received orders for a complete set of geothermal power generation equipment and engineering in Indonesia.
Fuji Electric <6504.T> announced on the 23rd that it has received an order for the geothermal power generation equipment and engineering for Unit 2 of the Muara Labuh Geothermal Power Station in Indonesia. Unit 2 of the Muara Labuh Geothermal Power Station is contracted by Sumitomo Corporation <8053.T>, and the company will be responsible for manufacturing and supplying the main equipment such as steam turbines and Generators, as well as the engineering. The start of operations is planned for 2027, with the construction of Unit 2 expected to increase the power generation capacity of the power station to approximately 170 MW.
About the order for geothermal power generation equipment for Unit 2 of the Muara Labuh Geothermal Power Station in Indonesia.
Regarding the order for geothermal power generation equipment for Unit 2 of the Muara Laboh Geothermal Power Plant in Indonesia (323KB) April 23, 2025, Fuji Electric Co., Ltd. Fuji Electric Co., Ltd. announces that it has received an order for a complete set of geothermal power generation equipment and engineering for Unit 2 of the Muara Laboh Geothermal Power Plant in Indonesia. 1. Regarding the order details: Unit 2 of the Muara Laboh Geothermal Power Plant is being developed by Sumitomo Corporation.
Fujifilm Holdings Corporation Unsponsored ADR (FELTY.US) will release its Earnings Reports on April 25th.
$Fujifilm Holdings Corporation Unsponsored ADR (FELTY.US) will release Earnings Reports on April 25, and investors should pay attention. How was the performance previously? $Fujifilm Holdings Corporation Unsponsored ADR (FELTY.US) had revenue of 293.687 billion yen and a Net income of 21.377 billion yen, with an EPS of 34.79 yen for Q3 2025. For Q4 2024, revenue was 343.553 billion yen, Net income was 40.527 billion yen, and EPS was 66.683 yen. The accounting standards used for the above data are NonUS_GAAP. Futubull reminds: 1. Hong Kong stocks and U.S. stocks
Regarding investments in startup companies aimed at advanced material development.
Regarding the investment in a startup company for advanced material development (241KB) April 22, 2025, Fujielectric Co., Ltd. Fujielectric Co., Ltd. announces that it has invested in a startup company called Illuminas Corp. (hereinafter referred to as Illumina), which has unique nanoparticle manufacturing technology for advanced material development. Illumina holds various Metal ions.
ABC Mart, Fuji Electric, etc. (additional) Rating
Target Price Change Code Stock Name Securities Company Previous Change After----------------------------------------------------<3226> Accommo F Nomura 123,400 yen 131,000 yen <2587> Suntory BF Mizuho 5,300 yen 5,050 yen <2670> ABC Mart Mizuho 3,100 yen 2,800 yen <6301> Komatsu GS 5,100 yen 4,600 yen <6305> Hitachi Construction GS 4,400 yen 4,100 yen <6326> Kubota