Kabuchie Hatsudou Morning Report (2026/01/28)
Good morning. We bring you today's Morning Report.
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[Table of Contents]
1.Main stock indicators, etc.
2.PTS notable stocks and materials that rose
3.Major stocks that hit the daily limit up yesterday and materials
4.Upcoming major earnings announcements
5.IPOSchedule
6.Stocks under margin trading regulations (increased collateral rules)
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1.Main stock indicators, etc.
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01/26Dow Jones49,003.41 -408.99（-0.83％）
01/26Nasdaq23,817.10 +215.74（+0.91％）
01/26SOX8,117.18 +190.14（+2.40％）
01/26VIX16.35 +0.20 (+1.23％）
01/27 225 futures night52,830 -520 ( -0.97％）
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2.PTS notable stocks and materials that rose
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3908Colabo
1/27announced the introduction of a shareholder benefit program.
4479Makuake
1/27 26fiscal year ending September 2026Q results. Operating profit for 1Q was up 232% YoY to 330 million yen.
472AMiraito
1/27 25year12月期 full-year earnings forecast upward revision. Full-year operating profit forecast revised to 0.34 billion yen, up 50% from previous forecast.
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3.Major stocks that hit the daily limit up yesterday and materials
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3103Unitika
AI Boom-related supply tightness for high-end glass cloth (glass fiber cloth) for semiconductor packages noted as a buying factor. Unitika's glass fiber division mainly focuses on textiles and processed products for IC sectors, indirectly tied to AI-related demand in glass cloth for printed circuit boards. Reports that Qualcomm visited Unitika to ask for expanded supply (Nikkei Asia, iClarified, etc.) fueled speculation.
4973Japan Highly Purified Chemicals
1/26 after-hours, announced2026 year3月期 outlook raised significantly and large dividend boost boosted sentiment. Background: strong sales of precious metal plating chemicals for electronic substrates (gold, silver, etc.), niche products with high global share. Particularly supportive: AI servers and data centers expanding driving demand for semiconductor packages and modules.
7794IDP
1/27 reports that “US investment and lending, artificial diamond production business is strong; first batch” multiple cases = sources."}1号
Sumiseki Holdings
1/27 reports that “US investment and lending, artificial diamond production business is strong; first batch” multiple cases = sources. under Sumiseki HD, Diamond Materials Co., Ltd. uses explosive techniques honed from years of mining to manufacture and sell polycrystalline diamonds. Domestic one-stop production from synthesis to sorting; this shock compression method places it among the world’s top producers and sellers in the polycrystalline diamond market.
9235Sells Networks Ad Company Group
1/27 announces in the morning that its subsidiary “Bitcoin Savior” has formed a strategic business alliance with the global crypto asset recovery platform “CryptoDiver.” This was viewed as a buying signal. CryptoDiver operates in 78 countries and handles recovery of frozen/unlocked crypto assets (mainly BTC) due to forgotten passwords, etc.
4.Today's major earnings announcements
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6857Advantest
3231Nomura Real Estate Holdings
8060Canon Marketing Japan
7278AxiData
8628Matsui Securities
6807Japan Aviation Electronics Industry
1723Nippon Denki
9551Metawater
7739Canon Electron
8595JAFCO Group
2678Askul
4461Daiichi Kogyo Seiyaku
4552JCR Pharma
8343Akita Bank
9733Nagase
4832JFE Systems
4362Nippon Semifun
8706Kyokuto Securities
8708Aizawa Securities Group
6999KOA
1930Hokuriku Electric Construction
5659Nihon Seisen
9932Sugimoto Trading
7299Fuji Ozeki
4113Taoko Chemical
3850NTT Data Intramart
1850Minami-Edo Construction
9818Daimaru EnerWin
6955FDK
4366Daito Chemix
3969Eight Red
4367Koei Chemical
9698Cleo
6060Cocoro Net
5279Nikko Industries
7477Muraki
9914Uematsu Shokai
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5.IPOSchedule
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2/27Geekle(505A)
IT・Web・ Game industry-focused recruitment
2/24Inovcel(504A)
2/13 TOBooks(500A)Content production business focusing on light novels and comics, as well as anime, stage plays, and merchandise development
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6.Stocks under margin trading regulations (increased collateral rules)
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note(5243)
Asaka Riken(5724)
unbanked(8746)
Nihon Seimitsu(7771)
Def consulting(4833)
Agricultural Research Institute(3541)
Toyo Engineering(6330)
Wonder Planet(4199)
Oncolis Biopharma(4588)
Techno Horizon(6629)
JMACS(5817)
Kikuchi Manufacturing(3444)
KLAb(3656)