Kab Knowledge Morning Report (2026/01/29)
Good morning. We will deliver today's Morning Report.
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[Table of Contents]
1.Main Stock Indicators
2.PTSTop stocks and materials that rose notably
3.Main stocks and materials that hit the daily limit yesterday
4.Upcoming earnings announcements
5.IPOSchedule
6.Stocks under margin trading restrictions (increasing collateral rules)
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1.Main Stock Indicators
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01/28Dow Jones49,015.60 +12.19（+0.02％）
01/28Nasdaq23,857.45 +40.35（+0.17％）
01/28SOX8,306.74 +189.56（+2.33％）
01/28VIX16.35 +0.00 ( +0.00％）
01/29 225Futures Night52,720 +20 ( +0.04％）
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2.PTSTop stocks and materials that rose notably
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6366Chiyoda-Kaiku Construction
1/28 26Year-3 fiscal year full-year earnings forecast upward revision announced. Full-year operating income forecast revised to315% increase from previous forecast to810billion yen.
6521Oxide
1/28 26Year-3 fiscal year full-year earnings forecast upward revision announced. Full-year operating income forecast revised to12% increase from previous forecast to4.6billion yen.
7901Matsumoto
1/28Announcement that work has begun toward drafting a plan for a “Next-Generation Children for Next-Generation Era” in the Next-Generation Dat (Digital Asset Treasury) project.
2370Medinet
1/28 HLHAnnounced research results for low-cost manufacturing using peptides, including new CAR-T cell research at a symposium.
4588Oncolys BioPharma
1/28 2025Year12month approval filing to the Ministry of Health, Labour and Welfare for OBP-301; now, PMDA (Pharmaceuticals and Medical Devices Agency) has issued a confirmation document for GCTP classification, and the preliminary comprehensive evaluation conference has been concluded.
6999KOA
1/28 26Year-3 fiscal year full-year earnings forecast upward revision. Full-year operating income forecast revised to24% increase from previous forecast to37.1billion yen.
6857Advantest
1/28 26Year-3 fiscal year full-year earnings forecast upward revision and share buyback(Ratio：4.46％) announced. Full-year operating income forecast revised to21% increase from previous forecast to4540billion yen.
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3.Main stocks that hit the daily limit yesterday and materials
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7810Kurosu For
Fuel for artificial diamonds theme revival was a major factor. News that artificial diamond production business was a strong candidate for the first US investment project triggered a broad rally in artificial diamond substrate and processing-related stocks. Cross Four mainly does jewelry diamond processing, with little direct relation to semiconductors or industrial artificial diamonds (substrates and tools), but market expectations may have driven a surge as a diamond processing technology theme.
4960Chemipro Kasei
From the previous week (around 1/21-22) onwards, “high-cost trade revival” and national policy tailwinds supporting perovskite solar cell adoption were seen as material, with many gains. Background includes strong demand for high-value-added products unrelated to rare earths (energy-saving materials and specialty chemicals), stimulating investor sentiment.
3908ColaboS
1/27Announcement of introduction of shareholder benefits.
3446JaTech Corporation
In the previous day's Reuters report, news persisted that the total US investment and loan amount of $5.5 trillion under the US-Japan tariff framework considered that “artificial diamonds produced domestically in the US” was a strong candidate, fueling the trend. PAP (Plasma Assisted Polishing) is known as a unique technology that achieves 10-100 times faster and ultra-precise surface planarization and nano-machining for diamond semiconductors, beneficial for next-gen power semiconductors for EVs, space, and quantum computing, making it a core theme in the market.
1514Sumisho Holdings
The strongest fire in the theme of artificial diamonds is the association with Sumisho Holdings. Core business is coal import and sales, but subsidiaries (Sumisho Materials, etc.) manufacture and sell “Fine Diamond” industrial artificial diamonds (SCM Fine Diamond series), possessing strong production technology for diamond particles and polycrystal diamonds.
3103Unitika
AIBoom continued to drive supply constraints for high-end glass cloth (glass fiber cloth) for semiconductor packages. Unitika’s Glass Fiber Division mainly produces textiles and processed products for IC-related fields, indirectly tied to AI-related demand in PCB glass cloth. Reports that Qualcomm visited Unitika to expand supply (Nikkei Asia, iClarified, etc.) fueled speculation.
4.Today’s major earnings announcements
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6501Hitachi
4519Chugai Pharmaceutical
6861Keyence
6702Fujitsu
4502Takeda Pharmaceutical
6701Nippon Denki
7751Canon
4661Oriental Land
4307Nomura Research Institute
9766Konami Group
8697Japan Exchange Group
6504Fujidenki
1944Kinden
3003Heuric
6586Makita
4204Sekisui Chemical
1942Kandenko
5333Nippon Kasei
6305Hitachi Construction Machinery
9501Tokyo Electric Power Company Holdings
6923Stanley Electric
8366Shiga Bank
5471Dai Toa Special Steel
7419Nojima
9044Nankai Electric Railway
6754Anritsu
7380016 FG
6952Casio
9436Okinawa Cellular
9744Meitec Group Holdings
7947E-Pico
7205Hino Motors
4373Simplicity HD
9505Hokuriku Electric Power
1934YourTech
8609Okasan Securities Group
7148FPG
6516Sanyo Denki
3593Hogimetrics
4099Shikoku Chemical Holdings
6345Aichi Corporation
2737Tomen Device
4956Koni
4290Prestige International
8793NEC Capital Solutions
4765SBI Global Asset
9536Nishi-West Gas Holdings
6349Komori Corporation
7931Miraikou
7433HakuTo
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5.IPOSchedule
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2/27Geekery(505A)
IT・ Web・ Game industry-focused personnel introductionservices
2/24Innovase(504A)
2/13 TOBooks(500A)
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6.Stocks under margin trading regulations (increasing collateral rules)
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Ariide Architect(6081)
note(5243)
Asaka Riken(5724)
unbanked(8746)
Nihon Seimitsu(7771)
Def consulting(4833)
Agricultural Research Institute(3541)
Toyo Engineering(6330)
Wonder Planet(4199)
Oncolys Biopharma(4588)
Techno Horizon(6629)
JMACS(5817)
Kikuchi Seisakusho(3444)
K-LaB(3656)