Murata Manufacturing sharply fell, with domestic related stocks sluggish due to the decline in the share price of American apple.
Significant decline. It is reported that sales of the new smart phone "iPhone16" are struggling. According to some analysts, the 16 series sold in the weekend immediately after the start of reservations have seen a decrease of more than 12% in passenger carried compared to the "15" series from the same period last year. Especially, sales of the expensive "16 Pro" seem to have significantly undershot. In response to this, apple stocks in the usa market dropped by about 3% from the previous day, affecting domestic apple supplier related stocks as well.
Nikkon Gold HD, Morinaga Confectionery, etc. (additional) Rating
Upgrade - Bullish Code | Stock Name | Securities Company | Previous | After Change | ------ | -------------- | ------------ | -------------- | -------------- | <9069> | Senko GHD | Mizuho | "Hold" | "Buy" | Downgrade - Bearish Code | Stock Name | Securities Company | Previous | After Change
SBI Securities (pre-closing) Mitsubishi UFJ Financial Group selling more, Mitsubishi Heavy Industries buying more.
Sell Code Stock Name Trading Value (7011) Mitsubishi Heavy Industries 40,533,651,720 (6920) Laser Tech 24,271,827,110 (1570) NEXT FUNDS Nikkei 225 Leveraged Index Exchange Traded Fund 22,813,289,691 (6146) Dis
10/2 [Strengths and Weaknesses Materials]
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In addition to defense-related stocks, there is a move to explore policy-related matters with the start of the Ishiba administration.
In the Japanese stock market on the 2nd, amid concerns about geopolitical risks, it is expected that selling will lead the way. On the 1st, the US market saw the NY Dow drop by 173 points, and Nasdaq fell by 278 points. Amid continued selling due to the cautious stance of the Federal Reserve (FRB) on interest rate cuts, concerns about an economic slowdown increased as the September ISM manufacturing index fell below financial estimates. Furthermore, reports of a missile attack by Iran on Israel have raised concerns about deteriorating Middle East tensions, leading to further selling pressure.
Three points to focus on in the morning session: In addition to defense-related stocks, exploring movements related to policies with the inauguration of the Ishiba administration.
On the morning of October 2nd, in the trading session, we want to focus on the following three points: ■ Movement to explore defense-related stocks and policy-related movements with the establishment of the Ishiba administration ■ Daiseki, 2Q operating profit decreased by 5.4% to 7.327 billion yen ■ Points of interest in the morning session: DMG Mori Seiki, doubling the number of engineers launched and repaired in the United States in 2028, 1.5 times more, 400 people In addition to defense-related stocks, with the establishment of the Ishiba administration, we are likely to see a focus on policy-related movements. In the Japanese stock market on the 2nd, amid concerns about geopolitical risks, it is expected that selling will take the lead. In the US market on the 1st day
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