April 24 [Today's Investment Strategy]

[Fisco Selected Stocks] 【Material Stocks】 Keyware Solutions <3799> 707 yen (April 23) is a system development company. It was announced that a shareholder benefit system will be introduced. This year, the company is celebrating its 60th anniversary and, while expressing gratitude to the support of existing shareholders, aims to encourage individual shareholders to maintain their Shareholding for the long term. Those who hold more than 300 shares (3 units) continuously for over six months as of the end of September and March will receive QUO cards worth 3,000 yen each, amounting to an annual total of 600.

Fisco Japan19:49 ET

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.

Fisco Japan19:31 ET

Focus on Keyware and Nova Ltd, while KOA and Strike are showing weakness.

In the U.S. stock market on the 23rd, the Dow Jones Industrial Average rose by 419.59 points to 39,606.57, the Nasdaq Composite Index increased by 407.63 points to 16,708.05, and the Chicago Nikkei 225 Futures were up by 435 yen compared to the Osaka day's close at 35,355 yen. The exchange rate was 1 dollar equals 143.30-40 yen. In today's Tokyo market, Shoei Electric <6653> reported a 43.0% increase in operating profit for the first quarter, while Aerospace Electronics <6807> announced an 8.3% increase in operating profit in the previous period and a Financial Estimate of an 18.5% increase for the current period.

Fisco Japan19:15 ET

FANUC CORP, operating profit for 25/3 increased by 11.9% to 158.8 billion yen, 26/3 is undisclosed.

The performance report for the fiscal year ending March 2025 announced by FANUC CORP shows that revenue increased by 0.2% compared to the previous period, amounting to 797.1 billion 29 million yen, and operating profit rose by 11.9% to 158.8 billion 46 million yen. Regarding the FA division, while demand from the main customers in the CNC systems of the machine tool industry was sluggish in both the domestic market and the European Index, robust demand was seen in China and from industries actively making capital investments such as India. In the robotics sector, demand was steady both for Autos-related and general industries in the domestic market.

Fisco Japan17:04 ET

Asahi Kasei, Sumitomo Rubbers ETC [List of stock materials from the newspaper]

*Asahi Kasei <3407> increases production of photosensitive insulating materials and introduces a new line aimed at cutting-edge Semiconductors (Nikkan Kogyo, page 1) - ○ *Sumitomo Rubber Industries <5110> to raise North American tire prices next month in response to Trump tariffs (Nikkan Kogyo, page 1) - ○ *Nomura HD <8604> acquires three investment firms in the US and Europe for 258.4 billion yen from an Australian company (Nikkan Kogyo, page 3) - ○ *Seibu Gas HD <9536> partners with JERA for LNG exchange and sales, utilizing the base in Kitakyushu (Nikkan Kogyo, page 3) - ○ *Tokuyama <4043> to acquire JSR's in-vitro diagnostic business for 820.

Fisco JapanApr 22 19:26 ET

List of conversion stocks [List of parabolic signal conversion stocks]

○ List of stocks for Buy change in the market Code Stock Name Closing Price SAR Main Board ＜3401＞ Teijin 1167 1076 ＜3593＞ Hogi Medical 42454010 ＜3901＞ Mark Lines 22352000 ＜4078＞ Sakai Chemicals 24382168 ＜4502＞ Takeda Pharmaceutical 43003916 ＜6047＞ Gunosy 572492 ＜6269＞ Mitsui Ocean 39903135 ＜6473＞ J-Tech

Fisco JapanApr 22 18:53 ET