What changed this week 12 Oct 2026
The figures on each site change every morning. This issue lists only what changed in the week since 5 Oct 2026.
In three lines
- Premise calls changed: Yen & Rates Watch Holds → Watch.
- No new tender offer or MBO was filed.
- 5 names turned oversold (MEDIKIT CO.,LTD., AEON KYUSHU CO.,LTD., NEW COSMOS ELECTRIC CO.,LTD. and others).
Premise calls
| Site | Call | Why |
|---|---|---|
| Yen & Rates Watch | ● Case holds → ▲ Watch | The weak yen holds but is wobbling: 2 of the three checks point toward a stronger yen |
| AI Cycle Watch | ● Case holds | none of the 5 warning signs lit |
| Gold Premise Watch | ▲ Watch | 1 of 4 warning signs lit |
| Gold Miners Watch | ● Case holds | 4 of 5 conditions for miners to beat gold hold |
| Power Watch | ● Case holds | Power demand is growing faster than generation and the grid can keep up |
| US–China AI Race Watch | ● Case holds | The US leads on chips, China leads on power |
| Supercycle Check | ▲ Watch | prices are rising, but a new supercycle has not clearly begun |
New tender offers and MBOs
No deal was filed this week.
Key figures (last week → this week)
| Site | Item | Value | |
|---|---|---|---|
| AI Cycle Watch | 46 months since ChatGPT | 2.37x → 2.39x | Nasdaq; 1999: 2.55x |
| NVIDIA vs GDP | 17.3% → 17.0% | Cisco in 2000: 5.5% | |
| Gold Miners Watch | GDX beta to gold | 1.80x → 1.82x | last 52 weeks |
| Gold Premise Watch | Gold futures | $4,162 → $4,216 | |
| Timing Watch | Overheated today | 5 → 2 | of 175 |
| Yen & Rates Watch | USD/JPY | ¥157.80 → ¥158.28 | a year ago ¥152.96 |
Newly oversold or overheated
| Name | Group | Call |
|---|---|---|
| MEDIKIT CO.,LTD. | TOB candidates | Oversold |
| AEON KYUSHU CO.,LTD. | TOB candidates | Oversold |
| NEW COSMOS ELECTRIC CO.,LTD. | Value | Oversold |
| Asbury Automotive Group Inc | Value | Oversold |
| Cirrus Logic, Inc. | Value | Oversold |
How the calls are made and how far to trust them: Timing Watch evidence
Value Watch: in and out
Added
- SANYO CHEMICAL INDUSTRIES, LTD. #2 in Japan · EV/EBIT 1.1x
- NIFCO INC. #5 in Japan · EV/EBIT 1.9x
- ALLIED TELESIS HOLDINGS K.K. #18 in Japan · EV/EBIT 3.8x
- PERDOCEO EDUCATION Corp #4 in the US · EV/EBIT 6.5x
- Cirrus Logic, Inc. #26 in the US · EV/EBIT 9.6x
Dropped
- Gamecard Holdings,Inc.(旧英訳名 Gamecard-Joyco Holdings,Inc.)(注)2025年6月19日開催の定時株主総会の決議により、2025年10月1日か ら会社名及び英訳名を上記の通り変更いたしました。
- Lci Industries
Past issues
- 9 Nov 2026 No premise call changed from last week.
- 2 Nov 2026 Premise calls changed: AI Cycle Watch Holds → Watch; Gold Miners Watch Watch → Holds.
- 26 Oct 2026 Premise calls changed: Gold Miners Watch Holds → Watch.
- 19 Oct 2026 No premise call changed from last week.
- 5 Oct 2026 No premise call changed from last week.
- 1 Oct 2026 Premise calls: 5 hold, 2 on watch, 0 broken (compared week by week from this issue on).
Built mechanically every Monday morning from each site's own data (no AI). Not investment advice.