Starting with the Nikkei average rising by 350 yen, government investment banks invest 150 billion yen to strengthen semiconductor and battery supply networks

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Negative interest rate lifted, government acceptable opinion, split it with deflation
The idea of tolerating the cancellation of negative interest rates has spread within the government. It is a way of thinking that acknowledges that the mitigating environment will continue even if it is lifted. The cancellation of negative interest rates means that while monetary policy is heading towards normalization, the Japanese economy has come close to overcoming deflation. There is also interest in the government's declaration to overcome deflation, but there are also cautious arguments.

New NISA accounts double the pace of opening and over 90% are online securities
Account opening under the new Small Investment Tax Exemption System (NISA), which began in January, is accelerating. The total number of NISA accounts at the 19 major securities companies as of the end of January was approximately 15.3 million accounts, an increase of 4% in the month after the start of the new NISA. The pace of establishment reached double the average for the last 3 months, and internet securities accounted for 90% of the increase. 2/13 is a pun on “NISA Day,” and the Japan Securities Dealers Association and $Japan Exchange Group (8697.JP)$etc., are planning commemorative events in Tokyo.

Government investment banks invest 150 billion yen to strengthen supply networks in semiconductors and storage batteries
The Development Bank of Japan will concentrate investment of 150 billion yen or more in strengthening the domestic supply chain (supply network) of semiconductors, storage batteries, etc. for 2 years from fiscal 2024. Risk money is supplied to industries that are important in terms of economic security by investing in capital and underwriting subordinated bonds, and support the strengthening of Japan's competitiveness. We will create an investment framework called a “Supply Chain Strengthening (Supply Chain Strengthening) and Infrastructure Enhancement Fund” using a framework incorporating government investment.
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Toyota demonstrates autonomous driving “Level 2” in Odaiba from July
$SoftBank (9434.JP)$Ya $Toyota Motor (7203.JP)$Monet Technologies (Tokyo, Chiyoda), a next-generation mobility service development company that invests in, will begin a demonstration test of a “level 2” autonomous driving service operated by an operator according to the situation in Odaiba, Tokyo in July. As there is a shortage of taxi drivers, we will investigate demand and profitability of autonomous driving services.

Arms under the umbrella of SoftBank G-Buyer temporarily rose 40% and purchases expected to increase demand for AI continued
$SoftBank Group (9984.JP)$It's a buying trend. The clue is that the stock price of the English semiconductor design company Arm Holdings, which is under the umbrella of the company, skyrocketed in the US market on the 12th.

Toyota resumes production at 3 plants, partial overseas shipments - engine certification fraud
$Toyota Motor (7203.JP)$On the 13th, operation of 3 plants and 4 lines, such as the Yoshiwara Plant (Toyota City, Aichi Prefecture), where production had been suspended, was resumed due to engine certification fraud by the group's Toyota Industries. This is because the resumption of shipments was approved by some overseas authorities of export destinations.

Tokyo Electron - Buying Sentiment Revises Full-Year Operating Profit Upwards and Increases Year-End Dividend Forecast
$Tokyo Electron (8035.JP)$It's a buying trend. The company announced on the 9th that it will revise its consolidated operating profit forecast for the full fiscal year 24.3 from the previous year 401 billion yen to 445 billion yen (down 28.0% from the previous fiscal year), and the year-end dividend forecast from 192 yen to 219 yen. It was based on the latest customer capital investment trends and performance trends. The market consensus is 414.2 billion yen.

Kokusaiele — Buying Sentiment Exceeds Consensus 3Q Cumulative Operating Profit 46% Decrease
$Kokusai Electric (6525.JP)$It's a buying trend. The company announced on the 9th that consolidated operating profit (IFRS) for the 24.3 3Q period (April-12) was 24.1 billion yen (down 46.4% from the same period last year). The market consensus is 21.6 billion yen.

Sakura Net invests up to 100 billion yen in government cloud tailwind
Data center (DC) operations $SAKURA Internet (3778.JP)$It is a policy to increase capacity by investing up to 100 billion yen over the next 5 years. Demand for large enterprises utilizing generative AI (artificial intelligence) will be developed on the occasion of being certified as the first “government cloud” provider in the domestic market in 2023/11.

Otsuka HD to record impairment losses of approximately 115 billion yen in the previous fiscal year for Alzheimer's drugs
$Otsuka Holdings (4578.JP)$On the 13th, it was announced that impairment losses from “AVP-786,” which is under development targeting agitation (behavioral disorder) associated with Alzheimer's dementia, and other businesses, etc. will be recorded at approximately 115 billion yen in 2023/10-12 (4th quarter).