Market Overview
Today's Nikkei 225 closed at 39,160.5 yen, 0.18% higher than the previous day. The overall market continues to move within the range, and the 38,650 yen support line is an important point of attention in the short term. Meanwhile, signs of solidification over the long term are getting stronger, and expectations for a rise in the backlash are spreading. While the depreciation of the yen supports export-related stocks, concerns about China's economic indicators are suppressing the rise in the market as a risk factor.
Individual stock analysis
1. Mitsubishi Heavy Industries (7011.T)
Today, it fell 0.63%, and the closing price was 2,294.5 yen. Although the company is expected to grow in defense-related and energy transition fields, sales pressure continues in the short term. The 2,200 yen support line is the next point of interest in the market, and the key is whether a rebound at this level is confirmed. In the medium to long term, business expansion in the renewable energy and decarbonization fields is expected to continue to support the company's growth.
2. SoftBank Group(9984.T)
Today, it rose 1.99%, and the closing price was 9,230 yen. Although Vision Fund's profit recovery and aggressive investment in AI-related companies have been evaluated, the weight of the increase is still felt. Momentum above the 9,300 yen level is weak in the short term, and price movements from tomorrow onwards are attracting attention. The market is reacting sensitively to developments in the company's large-scale investment plans.
3. Fujikura Composite (5121.T)
It rose 1.66% today, and the closing price was 1,530 yen. The company has high growth expectations in the electric vehicle (EV) and renewable energy markets, and its medium- to long-term potential has been evaluated. The adjustment phase continues in the short term, but expectations for the next upward trend have intensified since it has exceeded the 1,500 yen level.
Technical analysis and investment strategies
• Nikkei 225 Index: While maintaining the 39,000 yen range is a short-term guideline, the 38,650 yen support line continues to be important. The bottom price has solidified over the long term, and a shift towards an increase is expected.
• Mitsubishi Heavy Industries: Short-term downward pressure remains, but we need to keep a close eye on the 2,200 yen support. Against the backdrop of medium- to long-term growth stories, a push buying strategy in the adjustment phase may be effective.
• SoftBank Group: Short-term gains are limited, but there is a possibility that they will aim for higher prices again depending on momentum from tomorrow onwards.
• Fujikura Composites: After breaking through 1,500 yen, there is room for the next increase, so it's a good idea to continue searching for when to buy.
Summary and outlook
The Nikkei 225 Index continues to have a range exchange rate in the short term, but bottom price formation is progressing over the long term. For individual stocks, it is necessary to focus on Mitsubishi Heavy Industries' lower price support, the SoftBank Group's short-term trends, and Fujikura's medium- to long-term growth potential. It is important to adopt an investment strategy that suppresses risk while closely monitoring the external environment and exchange rate trends.
$Nikkei 225 (.N225.JP)$ $SoftBank Group (9984.JP)$ $Mitsubishi Heavy Industries (7011.JP)$