Kabucho Wise Morning Report (2026/01/30)
Good morning. We deliver today’s Morning Report.
～～～～～～～～～～～～～～～～～～～～～～～～～～～～～
[Table of Contents]
1.Major stock price indicators, etc.
2.PTSNotable stocks and factors that rose
3.Major stocks that hit stop higher yesterday and factors
4.Planned major earnings announcements
5.IPOSchedule
6.Stocks under tightening measures for margin trading (increased collateral regulations)
～～～～～～～～～～～～～～～～～～～～～～～～～～～～～
～～～～～～～～～～～～～～～～～～～～～～～～～～～～～
1.Major stock price indicators
～～～～～～～～～～～～～～～～～～～～～～～～～～～～～
01/29Dow Jones49,071.56 +55.96（+0.11％）
01/29Nasdaq23,685.12 -172.33（-0.72％）
01/29SOX8,320.39 +13.65（+0.16％）
01/29VIX16.68 +0.53 ( +3.24％）
01/30 225Futures Night53,300 -10 ( -0.02％）
～～～～～～～～～～～～～～～～～～～～～～～～～～～～～
2.PTSNotable stocks and factors that rose
～～～～～～～～～～～～～～～～～～～～～～～～～～～～～
7022Sanoyasu Holdings
1/29 26Year March Term 3QCumulative earnings announced. Cumulative operating income for the 3Q was7.31billion yen(previous year,0.38billion yen）.
8105BITCOIN JAPAN
1/29announced establishment of a subsidiary to strengthen overseas investment structure. Funds raised will be used for investment in AI infrastructure and for crypto assets holdings under a Bitcoin treasury strategy.
3803Image Information Development
1/29announced conclusion of a capital and business alliance, issuance of new shares via third-party allotment, and changes in major shareholders, top shareholders, and related companies.
4596Kubota Seiyaku Holdings
1/29 25year12month31day as base date, announced compliance with Tokyo Stock Exchange Growth market’s listing maintenance standards.
6663Taiyo Technorex
1/29 25year12month term full-year earnings forecast upward revision. Full-year operating income forecast raised by132% to1.4billion yen.
6952Casio
1/29 26year 3月期 full-year earnings forecast upward revision and announcement of share buyback(Ratio:1.67%)and the full-year operating profit forecast revised to220billion yen(previous forecast210billion yen).
～～～～～～～～～～～～～～～～～～～～～～～～～～～～～
3.Major stocks that hit a stop higher yesterday and materials
～～～～～～～～～～～～～～～～～～～～～～～～～～～～～
4099Shikoku Chemical Holdings
1/29at 12 o’clock, announced upper revision of previous term results and for year ending December 2026, full-year forecast. This year expected to rise in sales and operating income by 32% and increased dividend.
6521Oxide
Feb2026yearmonth term, revised full-year consolidated earnings forecast upward significantly (announced after market close on Jan 28): both operating and ordinary profits expected to rise sharply, exceeding market expectations. However, net income forecast was revised downward (74 million yen black ink → 500 million yen red ink) due to extraordinary loss from transfer of all shares and loans of Israeli subsidiary Raicol Crystals. Nevertheless, market viewed this as a temporary positive factor excluding geopolitics and likely to spotlight core business strength.
7901Matsumoto
28After-hours announcement of new business concept as trigger: considering a “Next-Generation DAT (Digital Asset Treasury) business” project. A traditional school album company entering the blockchain × AI × SaaS space attracted short-term and thematic investors, triggering a strong rise.
6656InSPEC
No direct new IR disclosures or company announcements were confirmed. However, as AI generation adoption accelerates, the semiconductor miniaturization trajectory faces limits, accelerating shift to chiplets (multi-chip high-density packaging). This increases the importance of packaging substrates, and expectations for replacement and new demand for inspection equipment grew, seen as a potential buying catalyst.
7794EDP
A surge in related topics and chain reaction among theme stocks: EDP’s main business is a venture from AIST (National Institute of Advanced Industrial Science and Technology), producing and selling single-crystal diamonds via vapor deposition. Thin-diamond production tech is a strength, and diamond semiconductors for EV, space, and quantum computing are indispensable substrate materials. If domestic U.S. production plans realize, direct benefits expected; markets regard as top theme stock surge.
6858Ono Seiki
29日13:45頃
～～～～～～～～～～～～～～～～～～～～～～～～～～～～～
4.Today’s major earnings announcements
～～～～～～～～～～～～～～～～～～～～～～～～～～～～～
8316Sumitomo Mitsui Financial Group
7741HOYA
4568Daiichi Sankyo
6301Kobelco
8604Nomura Holdings
8308Resona Holdings
8309Sumitomo Trust & Banking
6920Lasertec
4507Shionogi
9503Kansai Electric Power
9531Tokyo Gas
7735SCREEN Holdings
9719SCSK
9104Mitsui O.S.K. Lines
9202ANA Holdings
5334NTK
2875Marusan
3092ZOZO
5844Kyoto Financial Group
9042Hankyu Hanshin Holdings
1878Daito Trust Construction
9023Tokyo Metro
4506Sumitomo Pharma
5929Sanwa Holdings
5332TOTO
9508Kyushu Electric Power
8572Acom
2327Nippon Steel Solutions
7276Koito Manufacturing
9962MISUMI Group
834176 Bank
8377Hokuhoku Financial Group
9009Keisei Electric Railway
9513Power Development
1959Crafttya
2002Nisshin Food Group HQ
9506Tohoku Electric Power
9533Toho Gas
5938LIXIL
9065Yamaguchi
7327Dai-Nippon Hanbai Financial Group
9301Mitsubishi Warehouse
6770Alps Alpine
4205Nippon Zeon
9504Chugoku Electric Power
6526Socionext
1949Sumitomo Densetsu
4043Tokuyama
9507Shikoku Electric Power
7173Tokyo Kiraboshi Financial Group
～～～～～～～～～～～～～～～～～～～～～～～～～～～～～
5.IPOSchedule
～～～～～～～～～～～～～～～～～～～～～～～～～～～～～
2/27Geekly(505A)
IT・Web・Game industry-focused staffing
2/24Inovセル(504A)
Urinary incontinence and other regenerative medicine products development, manufacturing and sales
2/13 TOBooks(500A)Content production business centered on light novels and comics, including animation, stage, and merchandise development
～～～～～～～～～～～～～～～～～～～～～～～～～～～～～
6.Stocks under margin trading regulations (increased collateral)
～～～～～～～～～～～～～～～～～～～～～～～～～～～～～
Chemipro Kasei(4960)
Aride Architects(6081)
note(5243)
Asaka Riken(5724)
unbanked(8746)
Nippon Seimitsu(7771)
Def consulting(4833)
Agricultural Research Institute(3541)
Toyo Engineering(6330)
Wonder Planet(4199)
Oncolis BioPharma(4588)
Techno Horizon(6629)
JMACS(5817)
Kikuchi Seisakusho(3444)
KLab(3656)
～～～～～～～～～～～～～～～～～～～～～～～～～～～～～