No Data
Positive reaction to the yen depreciation following Prime Minister Ishiba's dovish remarks.
The Nikkei Average made a significant rebound, closing at 38,552.06 yen, up 743.30 yen (with an estimated volume of 1.9 billion shares traded). Following Prime Minister Shigeru Ishiba's dovish remarks, early expectations of additional interest rate hikes receded, leading to a yen depreciation to the upper 147-yen range against the dollar, which boosted buying sentiment. In addition, in the USA, the ADP employment statistics exceeded financial estimates, reducing expectations of a significant rate cut at the next Federal Open Market Committee (FOMC) meeting, also contributing to the yen's weakness. In the USA market, focusing on semiconductor stocks.
Seibu HD, NSD, etc. (additional) Rating
Downgrade - bearish code | Stock name | Securities company | Previous | After change | ------ | ------------- | ------------- | -------- | -------- | <3282> | Conforia | Daiwa | '2' | '3' | Target stock price change code | Stock name | Securities company | Previous | After change | ------ | ------------- | ------------- |
October 2nd [Today's Investment Strategy]
[Fisco Selected Stock] [Material Stock] Seibu Holdings <9024> 3106 yen (10/2) operates in the fields of railroads, hotels, leisure, real estate, construction, etc. The financial estimates for the fiscal year ending March 25, 2025, have been revised upward. Operating profit is expected to be 45 billion yen (a decrease of 5.7% compared to the previous year). This is raised by about 12% from the previous estimate. The real estate business, hotel and leisure business, and urban transportation and railway business all exceed the previous estimates. Furthermore, due to the additional acquisition of NW shares by a subsidiary announced on August 2nd.
Harmonic, Mitsui a-reit etf, etc
Harmonic <6324> mass production of decelerators for humanoid robots, strategic investment of 10 billion yen (Nikkan Kogyo newspaper) - ○ GL Techno <255A> domestically returning quartz glass for semiconductor equipment, successive new factories (Nikkan Kogyo newspaper) - ○ Mitsui A-REIT ETF <8801> with Nippon Steel Kowa Real Estate, large logistics facility in Itabashi, Tokyo (Nikkan Kogyo newspaper) - ○ Sony Group Corp <6758> acquires Pink Floyd music rights for 58 billion yen (Nikkan Kogyo newspaper) - ○ IDEC <6652> releases easy-to-use safety control equipment, prog
Keep an eye on Kasumigaseki Capital and Seibu Holdings, while Kanematsu and others are tepid.
In the U.S. stock market on the 2nd, the Dow Jones Industrial Average rose by 39.55 points to 42,196.52, the Nasdaq composite index rose by 14.77 points to 17,925.13, and the Chicago Nikkei 225 futures in Osaka were 915 yen higher at 38,665 yen compared to the daytime session. The exchange rate is 1 dollar = 146.30-40 yen. In today's Tokyo market, Kasumigaseki Capital 3498 announced a mid-term management plan with expected operating profit growth of 92.2% in the previous period and 93.3% in the current period, while Seibu HD 9024 raised its earnings forecast for the fiscal year ending March 2025.
OpenAI has raised 6.6 billion dollars.
OpenAI has reportedly secured $6.6 billion (approximately 960 billion yen) in its latest funding round. The company's valuation is estimated at $157 billion. It is reported that the company's efforts to build world-class technology in the field of artificial intelligence (AI) will be further strengthened.
