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Tesla
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Rigetti Computing
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SEALSQ Corp
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Palantir
-- 79.080 【Morning Report】Quantum, flying taxis are still surging, USD/JPY temporarily in the 158 yen range.
Hello, MOOMOO users, good morning!![]()
The key points of this morning's report are here.![]()
●【Tokyo Stock Market Forecast Range】9,400-9,800 yen (Closing price on the 26th was 9,568.06 yen)
● The number of new jobless claims in the US falls below expectations, while the number of continuing jobless claims exceeds expectations
During the 2024 holiday season, consumption in the US was strong, promotions were successful, and there may be increased caution next year.
Quantum and flying taxi stocks are still skyrocketing, AI software is also popular today.
GameStop rises in response to Mr. Gill's post.
The USD/JPY has risen to around 158 yen in the NY foreign exchange market.
- ADR major stocks (Japan) - Mitsubishi UFJ, Shiseido Company,Limited Sponsored ADR have risen, while LINE Yahoo, JT have declined.
- Stocks bought the day before! Zalai Group, J. Front Retailing, Mitsukoshi Isetan, Sekisui Chemical Co., Ltd., etc.
● Today's featured news! Dainichi-DNP, Piala, Koken Pharmaceutical, and more are attracting attention.
MOOMOO News Julie
● The number of new jobless claims in the US falls below expectations, while the number of continuing jobless claims exceeds expectations
During the 2024 holiday season, consumption in the US was strong, promotions were successful, and there may be increased caution next year.
Quantum and flying taxi stocks are still skyrocketing, AI software is also popular today.
GameStop rises in response to Mr. Gill's post.
The USD/JPY has risen to around 158 yen in the NY foreign exchange market.
- ADR major stocks (Japan) - Mitsubishi UFJ, Shiseido Company,Limited Sponsored ADR have risen, while LINE Yahoo, JT have declined.
- Stocks bought the day before! Zalai Group, J. Front Retailing, Mitsukoshi Isetan, Sekisui Chemical Co., Ltd., etc.
● Today's featured news! Dainichi-DNP, Piala, Koken Pharmaceutical, and more are attracting attention.
MOOMOO News Julie
Market Overview
◇The U.S. market on the 26th after Christmas remained almost unchanged amid thin trading. It seemed that in the early stages, the market was expecting to shed some profits from the Christmas week, particularly focusing on tech stocks, but the buying interest at lower levels appears to be strong. In individual stocks, $Tesla (TSLA.US)$ declined, $MicroStrategy (MSTR.US)$ as well as Bitcoin-related stocks such as. $Apple (AAPL.US)$ hit a record high for the 5th consecutive day, supporting the index.
◇On the 27th, the Tokyo stock market saw buying mainly in leading stocks, with a high likelihood of a continued bullish trend. In the foreign exchange market, there was an acceleration in buying the dollar, leading to a depreciation of the yen, momentarily reaching the 158 yen level against the dollar. The Nikkei Stock Average has risen for 3 consecutive days, riding on the tailwind of yen depreciation, and is expected to see a strong development in the late 90,000 yen range.
◇On the 27th, the Tokyo stock market saw buying mainly in leading stocks, with a high likelihood of a continued bullish trend. In the foreign exchange market, there was an acceleration in buying the dollar, leading to a depreciation of the yen, momentarily reaching the 158 yen level against the dollar. The Nikkei Stock Average has risen for 3 consecutive days, riding on the tailwind of yen depreciation, and is expected to see a strong development in the late 90,000 yen range.
Top News
USA Economic Indicators
◇US initial jobless claims fall below expectations.
Results: 0.219 million people Expected: 0.223 million people Previous: 0.22 million people
◇Continuing jobless claims exceed expectations (highest level in about 3 years).
Results: 1.91 million people Expected: 1.881 million people Previous: 1.864 million people (revised from 1.874 million people).
USA Economic Indicators
◇US initial jobless claims fall below expectations.
Results: 0.219 million people Expected: 0.223 million people Previous: 0.22 million people
◇Continuing jobless claims exceed expectations (highest level in about 3 years).
Results: 1.91 million people Expected: 1.881 million people Previous: 1.864 million people (revised from 1.874 million people).
Strong consumption during the 2024 holiday season in the US, promotions are working, but caution may increase next year.
According to the temporary retail data excluding automobiles in the United States from November 1st to December 24th announced by the credit card company MasterCard, it increased by 3.8% compared to the previous year. The results are based on total sales in stores and online before adjusting for inflation. It is believed that the proactive promotions by retail stores supported this in anticipation of slowing demand.
According to the temporary retail data excluding automobiles in the United States from November 1st to December 24th announced by the credit card company MasterCard, it increased by 3.8% compared to the previous year. The results are based on total sales in stores and online before adjusting for inflation. It is believed that the proactive promotions by retail stores supported this in anticipation of slowing demand.
Quantum and flying taxi stocks are still surging today. AI software is also in focus.
As we enter the year-end market, quantum computing and flying taxi stocks continue to rise, with quantum computing seeing double-digit gains. On the other hand, mid-cap AI software development stocks are attracting attention today, with significant increases for Cerebras AI, BigBear.ai, and SoundHound AI.
◇Quantum computer-related stocks: $D-Wave Quantum (QBTS.US)$ and $Rigetti Computing (RGTI.US)$ 、 $IonQ Inc (IONQ.US)$etc.
Related Articles:3 Selected US Stocks for "Quantum Computing"! A potential Tenbagger? Gaining momentum with strong performance and Amazon support.
◇Flying taxi-related stocks: $Archer Aviation (ACHR.US)$ 、 $Joby Aviation (JOBY.US)$ etc
◇AI software development stocks: $BigBear.ai Holdings (BBAI.US)$ 、 $SoundHound AI (SOUN.US)$ etc.
As we enter the year-end market, quantum computing and flying taxi stocks continue to rise, with quantum computing seeing double-digit gains. On the other hand, mid-cap AI software development stocks are attracting attention today, with significant increases for Cerebras AI, BigBear.ai, and SoundHound AI.
◇Quantum computer-related stocks: $D-Wave Quantum (QBTS.US)$ and $Rigetti Computing (RGTI.US)$ 、 $IonQ Inc (IONQ.US)$etc.
Related Articles:3 Selected US Stocks for "Quantum Computing"! A potential Tenbagger? Gaining momentum with strong performance and Amazon support.
◇Flying taxi-related stocks: $Archer Aviation (ACHR.US)$ 、 $Joby Aviation (JOBY.US)$ etc
◇AI software development stocks: $BigBear.ai Holdings (BBAI.US)$ 、 $SoundHound AI (SOUN.US)$ etc.
GameStop rises in response to Mr. Gil's post
GameStop rose by 5.9%. It responded to investor Mr. Gil, also known as the Roaring Kitty, posting on X. The post made on December 25th featured an image of a gift box with no text. Despite temporarily rising over 10% to $34.37, it quickly stalled after a round of buying.
GameStop rose by 5.9%. It responded to investor Mr. Gil, also known as the Roaring Kitty, posting on X. The post made on December 25th featured an image of a gift box with no text. Despite temporarily rising over 10% to $34.37, it quickly stalled after a round of buying.
Dollar-yen, rising to around 158 yen in the NY foreign exchange market
26日のNY為替市場ではドル円は堅調な展開が続き、158円付近に上昇。クリスマス休暇明けではあるが、欧州勢は休みの中、市場は年末に向けたポジション調整が中心といった雰囲気ではあった。ただ、注目されていた前日の植田総裁の講演も、春闘の状況確認、1月20日に就任するトランプ次期米大統領の経済政策の影響を見極める必要性を指摘していた。先日の日銀決定会合後のハト派的な雰囲気を踏襲しており、円安のフォローとなっている。27日朝のドル円は157円80銭台。
26日のNY為替市場ではドル円は堅調な展開が続き、158円付近に上昇。クリスマス休暇明けではあるが、欧州勢は休みの中、市場は年末に向けたポジション調整が中心といった雰囲気ではあった。ただ、注目されていた前日の植田総裁の講演も、春闘の状況確認、1月20日に就任するトランプ次期米大統領の経済政策の影響を見極める必要性を指摘していた。先日の日銀決定会合後のハト派的な雰囲気を踏襲しており、円安のフォローとなっている。27日朝のドル円は157円80銭台。
前日に「買われた株！」総ザライ ―本日につながる期待株は？―
■Ｊフロント <3086> 2,159円 (+165円、+8.3％)
$J Front Retailing (3086.JP)$ が続急伸。同社は25日取引終了後に25年2月期第3四半期（24年3-11月）の決算を発表、最終利益は前年同期比71％増の37 billion41 million円と大幅な伸びを達成した。訪日外国人が増勢一途となるなかで、インバウンド消費が収益を押し上げている。通期の最終利益見通しは36.5 billion円（前期比22％増）で第3四半期時点で既にこれを超過している状態だが、第4四半期に構造改革費用やカード発行などの経費計上を見込み、上方修正は見送っている。
■Ｊフロント <3086> 2,159円 (+165円、+8.3％)
$J Front Retailing (3086.JP)$ が続急伸。同社は25日取引終了後に25年2月期第3四半期（24年3-11月）の決算を発表、最終利益は前年同期比71％増の37 billion41 million円と大幅な伸びを達成した。訪日外国人が増勢一途となるなかで、インバウンド消費が収益を押し上げている。通期の最終利益見通しは36.5 billion円（前期比22％増）で第3四半期時点で既にこれを超過している状態だが、第4四半期に構造改革費用やカード発行などの経費計上を見込み、上方修正は見送っている。
■三越伊勢丹 <3099> 2,711.5円 (+191.5円、+7.6％)
$Isetan Mitsukoshi Holdings (3099.JP)$ が続急伸。 $Takashimaya (8233.JP)$ and $H2O Retailing (8242.JP)$ が買われ、百貨店株が物色人気化した。日本時間25日午後4時30分から約1時間10分の間、岩屋毅外相と中国の王毅外相らが参加する第2回日中ハイレベル人的・文化交流対話が実施された。中国が日本人に対する短期滞在ビザの免除措置を再開したことを受けて、ハイレベル対話のなかで日本側は中国人に対する観光に関するビザ緩和措置の実施を決めたと表明。10年間有効の観光ビザの新設が打ち出された。富裕層を念頭に発給するとみられる10年観光ビザにより、国内百貨店などで中国人による消費活動が活発化するとの思惑が広がり、買いが集まったようだ。 $Pan Pacific International Holdings (7532.JP)$ and $MatsukiyoCocokara (3088.JP)$ Rising, etc.
$Isetan Mitsukoshi Holdings (3099.JP)$ が続急伸。 $Takashimaya (8233.JP)$ and $H2O Retailing (8242.JP)$ が買われ、百貨店株が物色人気化した。日本時間25日午後4時30分から約1時間10分の間、岩屋毅外相と中国の王毅外相らが参加する第2回日中ハイレベル人的・文化交流対話が実施された。中国が日本人に対する短期滞在ビザの免除措置を再開したことを受けて、ハイレベル対話のなかで日本側は中国人に対する観光に関するビザ緩和措置の実施を決めたと表明。10年間有効の観光ビザの新設が打ち出された。富裕層を念頭に発給するとみられる10年観光ビザにより、国内百貨店などで中国人による消費活動が活発化するとの思惑が広がり、買いが集まったようだ。 $Pan Pacific International Holdings (7532.JP)$ and $MatsukiyoCocokara (3088.JP)$ Rising, etc.
■Sekisui Chemical Co., Ltd. <4204> 2,632.5 yen (+178.5 yen, +7.3%)
$Sekisui Chemical (4204.JP)$ Stocks continued to rise for the 4th consecutive day. The Nihon Keizai Shimbun electronic version reported early on the 26th that "Sekisui Chemical Industry is investing about 310 billion yen to mass-produce the ultrathin and bendable next-generation solar cells 'perovskite-type' and to build a new factory in Sakai City." It seems to have attracted buying in anticipation of medium-term business expansion. According to the article, the new factory is expected to start operation by 2030, and the production capacity is about 1 million kilowatt-hours in terms of electricity generation capacity, equivalent to one nuclear power plant. The government is said to subsidize about 160 billion yen, which is 50% of the investment.
$Sekisui Chemical (4204.JP)$ Stocks continued to rise for the 4th consecutive day. The Nihon Keizai Shimbun electronic version reported early on the 26th that "Sekisui Chemical Industry is investing about 310 billion yen to mass-produce the ultrathin and bendable next-generation solar cells 'perovskite-type' and to build a new factory in Sakai City." It seems to have attracted buying in anticipation of medium-term business expansion. According to the article, the new factory is expected to start operation by 2030, and the production capacity is about 1 million kilowatt-hours in terms of electricity generation capacity, equivalent to one nuclear power plant. The government is said to subsidize about 160 billion yen, which is 50% of the investment.
ADR Major Stocks (Japan)
■ $Mitsubishi UFJ Financial Group (8306.JP)$ and $Shiseido (4911.JP)$ Is Rising
■ $LY (4689.JP)$ and $Japan Tobacco (2914.JP)$ Is Falling
■ $Mitsubishi UFJ Financial Group (8306.JP)$ and $Shiseido (4911.JP)$ Is Rising
■ $LY (4689.JP)$ and $Japan Tobacco (2914.JP)$ Is Falling
This morning's featured news! ★ DNue, Piara, and Reserach Pharmaceutics are in the spotlight.
Today, the focus is on the stock price trends, with the gaming business expecting sales revenue for the 10-12 month period (Q3) to exceed 25 billion yen (compared to 12.7 billion yen in the same period last year). $DeNA (2432.JP)$ Genie announced a partnership in capital operations. $PIALA (7044.JP)$ Johnson & Johnson has signed a license agreement for the development of a new drug candidate for atopic dermatitis, etc., a STAT6 inhibitor in progress. $Kaken Pharmaceutical (4521.JP)$ etc.
Today, the focus is on the stock price trends, with the gaming business expecting sales revenue for the 10-12 month period (Q3) to exceed 25 billion yen (compared to 12.7 billion yen in the same period last year). $DeNA (2432.JP)$ Genie announced a partnership in capital operations. $PIALA (7044.JP)$ Johnson & Johnson has signed a license agreement for the development of a new drug candidate for atopic dermatitis, etc., a STAT6 inhibitor in progress. $Kaken Pharmaceutical (4521.JP)$ etc.
Foreign exchange
Main Market Events
December 27th (Friday)
Sensen, Moon Age 25.9
"7 wins 3 losses" (Yin-Yang stars taken from the past 10 years of Nikkei average)
【Domestic】
□ Tokyo metropolitan area consumer price index for December (8:30)
★ November unemployment rate (8:30)
★ November job availability ratio (8:30)
Main opinions of the Bank of Japan's monetary policy decision meeting (December 18-19, 8:50)
Industrial production in November (8:50)
Commercial activity statistics in November (8:50)
Automobile export results in November (13:00)
[Domestic Companies]
★Beestyle Holdings <302A>: Listed on the Tokyo Stock Exchange
Overseas
Industrial enterprise profits in China from January to November (10:30)
USA November Wholesale Inventories (22:30)
December 27th (Friday)
Sensen, Moon Age 25.9
"7 wins 3 losses" (Yin-Yang stars taken from the past 10 years of Nikkei average)
【Domestic】
□ Tokyo metropolitan area consumer price index for December (8:30)
★ November unemployment rate (8:30)
★ November job availability ratio (8:30)
Main opinions of the Bank of Japan's monetary policy decision meeting (December 18-19, 8:50)
Industrial production in November (8:50)
Commercial activity statistics in November (8:50)
Automobile export results in November (13:00)
[Domestic Companies]
★Beestyle Holdings <302A>: Listed on the Tokyo Stock Exchange
Overseas
Industrial enterprise profits in China from January to November (10:30)
USA November Wholesale Inventories (22:30)
Source: Dow Jones, MINKABU, Trader's Web, Fisco
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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