1321 NEXT FUNDS Nikkei 225 ETF
- 38880.0
- +100.0+0.26%
Japan Service-Sector Expansion Extends in February: PMI Report
BOJ Deputy Governor Uchida Signals More Rate Hikes as Inflation Holds
List of convertible stocks (Part 1) [List of Parabolic Signal convertible stocks]
○ List of stocks with a Buy change in the market Code Stock Name Closing Price SAR Main Board <1802> Obayashi Corporation 2081 1977 <1813> Fudo Tetra 22542177 <1820> Nishimatsu Construction 49584815 <1861> Kumagai Gumi 39903750 <1873> Japan House HD 330318 <1888> Wakachiku Construction 36553375 <2002> Nisshin Flour Milling Group 16951679 <2266> Roku.
Reasons why AI investment is not slowing down [GAINIANBANKUAI for today].
Although questions temporarily arose among investors regarding the generated AI, it has been reported that the funds poured into Artificial Intelligence (AI) by major tech companies, governments, and venture capitalists have ballooned to an unprecedented scale. AI technology is shifting from traditional large-scale language models to inference models and AI agents. Although inference models are based on large-scale language models, it seems that the responses consume many times more microchips and Electrical Utilities.
Japan's Consumer Confidence Down Slightly in February
The policy risks associated with the Trump administration are increasing.
The Nikkei average significantly declined, closing at 37,331.18 yen, down 454.29 yen (estimated Volume 1.9 billion 60 million shares). President Trump announced the imposition of a 25% tariff on imports from Canada and Mexico starting from the 4th, and there were reports of comments that cautioned against a weaker yen, leading to a predominance of risk-averse Sell. The Nikkei average dropped to 36,816.16 yen during the mid-session. Subsequently, as overselling was noted, there were also movements for Buy.
Stock Split Implementation / New Share Issuance List [Stock Split Implementation / New Share Issuance List]
Split drop date Stock name Split reference date Effective date Ratio Code----------------------------------------------------------------25/03/28 Nomura Holdings 25/03/31 25/04/01 <3231> 25/03/28 Horai 25/03/31 25/04/01 <9679> 25/03/28 Kddi Corporation 25/03/31 25/04/01 <9>
UBS Sees Japan's Yen Continuing to Appreciate
Daiwa Previews This Week's Labor Market Data in Japan
Afternoon session [Active stocks and traded stocks]
*Keisei <9009> 1506.5 +73 announced a Share Buyback with a limit of 1.62% of total issued Stocks. *Nagai Reeve <7447> 1924 +199 announced a Share Buyback with a limit of 1.94% of total issued Stocks. *Aichi <7723> 2004 +204 revised the financial estimates and Dividends for the fiscal year ending March 2025 upwards. *Recruit HD <6098> 9410 +610 announced a Share Buyback with a limit of 3.51% of total issued Stocks. Today, 0.49% was acquired. *Kaifu <3133> 1147
March 3rd [Today's investment strategy]
[Fisco Selected Stocks]【Material Stocks】Raccoon Holdings ＜3031＞ 855 yen (as of 2/28) operates a wholesale and procurement site for businesses in the Clothing and miscellaneous goods sector. The financial estimates for the period ending April 2025 have been revised. The ordinary profit is estimated at 1.4 billion yen (2.6 times compared to the previous period). This is a 12% increase from the previous estimate. Revenue and operating profit have not been revised, but due to the inclusion of investment business partnership operating profits in non-operating income, ordinary profit and net profit have been revised upward. The year-end dividends will be set at 12 yen.
Pay attention to Yokan HD and Raccoon HD, while Ad Bankerie and Nack show signs of weakness.
Last weekend on the 28th, the US stock market saw the Dow Jones Industrial Average up by 601.41 points to 43,840.91, the Nasdaq composite index up by 302.86 points to 18,847.28, and the Chicago Nikkei 225 Futures up by 480 yen from the Osaka daytime price to 37,590 yen. The exchange rate was 1 dollar = 150.60-70 yen. In today's Tokyo market, Aichi Technology <7723> revised its fiscal year ending March 2025 performance and Financial Estimates upwards, and Rakuten HD <3031> revised upwards its operating profit, net profit, and Financial Estimates for the fiscal year ending April 2025.
List of cloud breakout stocks (weekly) [Ichimoku Kinko Hyo - List of cloud breakout stocks]
○ List of stocks that broke through the clouds in the market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Main Board <1879> Shin Nihon Ken 1499 1489.5 1407.5 <1928> Sekisui House 3390 3371.5 3322.5 <2353> Nichiju 205 195 201 <25935> Ito En No. 1
Recruit HD and others announced a Share Buyback on February 28.
The stocks for which share buyback plans were announced on February 28 (Friday) are as follows: <6098> Recruit Holdings 52 million shares (3.5%) 450 billion yen (25/3/3-25/12/23) <4568> Daiichi Sankyo 17 million shares (0.9%) 50 billion yen (25/3/3-25/4/24) <5901> Yokohama Can Company 16 million shares (9.9%) 30 billion yen (25/3/3-26/2/27) <9009> Keisei 8 million shares (1.6%) 10 billion yen (25/3/3-25/5.
MonotaRO, Daio Paper, ETC (additional) Rating
Upgrades - Bullish Code Stock Name Broker Previous After ------------------------------------------------------------- <1911> Sumitomo Forestry SMBC Nikko "2" "1" <4062> Ibiden Morgan Stanley "Equal Weight" "Over Weight" <5333> Gaishi Mizuho "Hold" "Buy" Downgrades - Bearish Code Stock Name Broker Previous After ---------------------------
Google is reallocating resources to AI, ETC.
According to sources, Google, a subsidiary of Alphabet, has conducted layoffs in its cloud division to redirect resources towards investments in Artificial Intelligence (AI) and other areas. It is reported that major Technology companies are being urged to invest in AI technology without compromising on profits. <6702> Fujitsu <7046> TDSE <4011> Headwaters <3993> PKSHA
BOJ's Assessment of Inflation Expectations Likely Key to Determine Terminal Rate -- Market Talk
Nikkei May Decline Amid Uncertainty Over U.S. Tariffs -- Market Talk
List of cloud-breaking stocks [Ichimoku Kinko Hyo - List of cloud-breaking stocks]
○ List of stocks that have broken through the clouds in the market Code Stock Name Close Price Leading Span A Leading Span B Tokyo Main Board <1417> Mirait One 2245 2243.75 2229 <2170> LINK & M 575558.55 69 <2918> Warabe Nissho 2097 2087.5 2072.5 <3673> Broadridge 675653635 <4220> Riken Technos 1055 1025.25 1052 <4521>
The decline in Japanese tech stocks led to a temporary drop below the 38,000 yen level.
The Nikkei average continued to decline, closing at 38,142.37 yen, down 95.42 yen (with an estimated Volume of 1.8 billion 50 million shares). In the previous day's USA market, tech stocks were sold off, leading to a focus on selling semiconductor-related stocks in the Tokyo market. The Nikkei average dropped to 37,742.76 yen during the mid-morning session, also dipping below the key level of 38,000 yen at times. However, many are eager to wait for the earnings report from USA semiconductor giant NVIDIA, which is scheduled for early tomorrow morning Japan time.