ð°ð¹ What's Moving Today? Notable Stocks & Material Summary (3/13) ðŠ EVA-based (500 yen/month) Membership Plan Subscriber Exclusive Article ð°
ð This article is...
â A map for classifying each company's financial results by "industry" to see where the Japanese market is currently heading.
â Today's Stock Material Summary | March 13, 2025
ââð Reading strategies and turning points beyond the numbers
â â â â â â â â â
âš Today's Highlight Stock Summary
â Start with this! 12 Highlight Stocks Summary
â ð For those who are busy and only want to check the important points
ð Automotive & Transportation
ðŽ ðð Honda (7267)
downwardly revised its full-year net loss to a maximum of 690 billion yen. The burden of EV investment is heavy, leading to a forecast of its first net loss since listing. #Honda #EV #DownwardRevision
âïž Semiconductors & Electronic Components
ð¢ âïžð€ Rohm (6963)
reported to be in negotiations for a power semiconductor integration with Toshiba. Speculative material for semiconductor restructuring. #Rohm #PowerSemiconductor #Restructuring
ð¢ âïžð€ Toshiba (6502)
in negotiations with Rohm for power semiconductor integration, speculation on semiconductor strategy restructuring. #Toshiba #Semiconductor #Restructuring
ð¢ âïžð€ Denso (6902)
viewed as a counter-proposal to the Rohm-Toshiba integration acquisition plan. Focus on the semiconductor power map. #Denso #PowerSemiconductor #Speculation
ð» AI, IT & DX
ð¢ ð»ð Ridge-i (5572)
upwardly revised its current profit for the fiscal year to a 19% increase. Received 410 million yen in AI orders from the SBI Group. #Ridgei #AI #UpwardRevision
ð¢ ð»ð VALUEENEX (4422)
first-half current profit turned to a surplus, and the most recent quarter also turned profitable. Room for buying as an AI-related stock. #VALUEENEX #AI #TurnedProfitable
ð¢ ð»ð ExaWizards (4259)
upwardly revised its operating profit for the fiscal year by 11%. A representative AI theme stock. #ExaWizards #AI #UpwardRevision
ðŠ Human Resources & Services
ð¢ ðŠð Timee (215A)
Revised current profit forecast upward to 3.7-4.0 billion yen. Logistics and spot work demand is expanding.
#Timee #UpwardRevision #HR
ð Machinery & Capital Goods
ð¢ ðð¹ Max (6454)
US activist ValueAct holds 7.31%. Speculation on shareholder proposals and reforms.
#Max #Activist #LargeShareholding
ð¢ Shipping
ð¢ ð¢ð Nippon Yusen (9101)
Announced cancellation of 5.83% of treasury stock. Attracting attention as a large-scale shareholder return.
#NipponYusen #TreasuryStockCancellation #ShareholderReturn
ð Infrastructure & Energy
ð¢ ðð€ Mitsubishi Heavy Industries (7011)
Collaborating with Shoko Chukin Bank on decarbonization support. Energy transition theme.
#MitsubishiHeavyIndustries #Decarbonization #Collaboration
ð¬ Retail & Consumption
ð¢ ð¬ð° Shimamura (8227)
Considering reduction of cash and deposits. Expectations for growth investment and shareholder returns.
#Shimamura #ShareholderReturn #CapitalPolicy
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âš 3/13 Japanese Stock Full Scan
ð For those who analyze thoroughly: Full list of all stocks classified
â ðº Good earnings / ð» Bad news / ð Mixed materials organized by sector
ð Transportation Equipment & Aviation
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