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The Trump trade is also swayed by favorable and unfavorable factors.
The Nikkei average fell for the first time in three business days. It closed at 39,376.09 yen, down 157.23 yen (approximate volume of 2.460 million shares) in trading. Against the backdrop of the previous day's rise in US stocks and a weaker yen, buying took the lead in the morning. There were moments of increase up to 39,866.72 yen towards the end of the morning session. However, there is a tendency for selling to wait for a return before the psychologically significant milestone of 100,000 yen, and US media reports Trump's strong stance on countries such as China and Iran as the top diplomat in the upcoming US presidential administration Marco Rubio.
What does Shigeru Ishiba's re-election mean for Japanese stocks?
Analysts believe that Shigeru Shiba's re-election may help boost the development of retailers and electrical utilities, and be bullish for public utility and technology stocks, while the prospects of defense companies and stocks related to corporate governance are less clear.
The Nikkei average fell for the first time in three days, raising awareness of caution towards the future Trump administration.
On the 11th, the US stock market continued to rise. The Dow Jones Industrial Average closed at 44,293.13, up 304.14 points, while the Nasdaq ended trading at 19,298.76, up 11.99 points. Buying continued on expectations of deregulation and priority on growth policies under the upcoming Trump administration, leading to an increase after the opening. Subsequently, with the bond market closed due to Veterans Day holiday causing a lack of material news, there was a rotation where small-cap stocks were bought while high-tech stocks were sold, leading to a temporary decline in the Nasdaq. The Dow remained strong throughout the day.
Iida GHD, Toyo, etc. (additional) Rating
Upgrade - Bullish code stock name securities company traditional change after -------------------------------------------------- <9983> FirstLiteiJPM "Neutral" "OverW" Downgrade - Bearish code stock name securities company traditional change after -------------------------------------------------- <
11/12 [Strength and Weakness Materials]
[Bullish and Bearish Factors] - Bullish factors: Nikkei Average is rising (39,533.32, +32.95), NY Dow Jones Industrial Average is rising (44,293.13, +304.14), Nasdaq Composite Index is rising (19,298.76, +11.99), 1 dollar = 153.60-70 yen, Chicago Nikkei Futures are rising (39,635, +85), active share buyback, request from TSE for corporate value enhancement. - Bearish factors: SOX Index is falling (5,156.39, -134.13), US crude oil futures are falling (68.04, -2.
Tokai Rika, Iriso Denko, etc.
Tokai Rika <6995>: Expansion of DX for mold, cost reduction through design automation (Nikkan Kogyo front page) - ○ Futokoro <6474>: Introducing vacuum degreasing equipment, reducing power consumption by half with high-efficiency heat pump (Nikkan Kogyo front page) - ○ Chinese Electrical Utilities <9504>: Shimane Unit 2 to restart operation for the first time in 13 years on the 7th of next month (Nikkan Kogyo page 3) - ○ Nojima <7419>: Acquiring VAIO subsidiary, expanding B-to-B business (Nikkan Kogyo page 3) - ○ Tohoku Electrical Utilities <9506>: Unit 2 of Onagawa Nuclear Power Plant to start commercial operation by the end of the year, thorough implementation of measures to prevent recurrence
