Nikkei May Rise as Weak Yen Raises Earnings Hopes -- Market Talk
List of cloud breakout stocks (weekly) [Ichimoku Kinko Hyo - List of cloud breakout stocks]
○ List of stocks that broke above the clouds Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Main Board <3139> Lacto JP 2982 2788 2504.5 <3349> Cosmos Pharmaceutical 7610 6693.57 248.5 <3922> PR TIMES 2047 1914.75 1877 <4732> USS 1340 1305.75 1333.5 <6454> Max 3665 359
Nikkei May Fall Amid Concerns About Borrowing Costs -- Market Talk
List of cloud-breaking stocks [Ichimoku Kinko Hyo - List of cloud-breaking stocks]
○ List of stocks that broke above the cloud in the market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Main Board <1417> Mirait One 2192 2187.25 2176 <2127> Japan M&A 648640.75 644.5 <2590> DyDo 3260 3247.5 3247.5 <2726> Pal HD 3160 3110.75 2833.5 <3028> Alpen 2083 2019.25 20
Buy activity is moving ahead following the rise in US stocks, but the upward movement faces resistance.
The Nikkei average rebounded for the first time in six trading days. It ended the Trade at 38,572.60 yen, up 128.02 yen (with an estimated Volume of 1.7 billion 70 million shares). Following the rise in major stock indices in the previous day's USA market, it started with Buy orders and briefly rose to 38,932.54 yen. However, as US Broadcasting reported towards the end of the morning session that "the Bank of Japan is likely to raise interest rates at next week's monetary policy meeting," the yen appreciated, putting pressure on export-related stocks such as Automobiles. The rise and fall of stocks on the Tokyo Stock Exchange Main Board.
The Nikkei average rebounded for the first time in six days, but the lack of aggressive buyers made the upside heavy.
On the 15th, the U.S. stock market rose. The Dow Inc average was up by 703.27 points at 43,221.55, and Nasdaq closed up by 466.84 points at 19,511.23. The strong earnings reports from major banks announced before the opening boosted buying activity, and the unexpected slowdown in the core Consumer Price Index (CPI) for December sparked expectations for interest rate cuts, accelerating buybacks and resulting in a rise after the opening. With the decline in long-term interest rates, tech stocks were also bought back, and the stock market remained strong throughout the day. As the day progressed,
The results of the U.S. CPI and the earnings reports of major U.S. banks are being considered.
[Stocks Opening Comment] The Japanese stock market on the 15th is likely to exhibit a trend favoring Buy. In the US market on the 15th, the Dow Jones Industrial Average rose by 703 points, and the Nasdaq increased by 466 points. The Consumer Price Index (CPI) in the USA for December 2024 unexpectedly showed a slowdown in the core index, easing fears of excessive inflation. Additionally, the positive reception of financial results from major US banks like Goldman Sachs Group Inc was noted. Reports of an agreement on a ceasefire between Israel and Hamas have raised expectations for improved conditions in the Middle East.
The Nikkei Average fell for five consecutive days, after a round of buying there was a hesitation among buyers, resulting in a consolidation.
On the 14th, the USA market was mixed. The Dow Inc average closed up $221.16 at $42,518.28, while the Nasdaq fell 43.71 points to 19,044.39 at the end of Trade. The Producer Price Index (PPI) was below expectations, reigniting Buy expectations, and it rose after the opening. However, it struggled afterwards due to caution ahead of Bank earnings and the Consumer Price Index (CPI) announcement. The rise in interest rates and the Biden administration's export restrictions on AI Semiconductors to China weighed down on firms like NVIDIA and other Semiconductors.
Improving the productivity of American workers through the use of AI.
According to reports, Mr. Viktorov, who runs a gym in Boston, increased revenue by 30% in 2024 without adding any sales staff, maintaining the same two employees he already had. Instead of increasing staff, he introduced an Artificial Intelligence (AI) model, filling it with information such as internal documents and sales materials. As a result, tasks that previously took hours, such as drafting marketing plans, emails, and posting on Social Media, are now completed in just a few minutes.
The trend is shifting to search for lower price targets due to worsening signals.
The Nikkei average fell significantly for four consecutive trading days, closing down 716.10 yen at 38,474.30 yen (estimated Volume of 1.9 billion 50 million shares), marking a drop below 39,000 yen for the first time since December 20 last year. In the USA market, technology stocks were sold off, particularly after the Biden administration announced new export regulations on Artificial Intelligence (AI) Semiconductors, which led to a similar trend in the Tokyo market. The downward trend of the Nikkei average strengthened, and at one point during the afternoon session, it was seen falling to 38,305.91 yen.
Tosei, Aeon Delaire, Etc (additional) Rating
Upgraded - Bullish Ticker Symbol Company Name Brokerage Firm Previous Change After --------------------------------------------------- <7735> Screen Mizuho "Hold" "Buy" Downgraded - Bearish Ticker Symbol Company Name Brokerage Firm Previous Change After --------------------------------------------------- <6586> Makita GS "Buy" "Hold" <6857> Advante Mizuho "Buy"
Rating [Securities company ratings]
Upgrades - Bullish Code Stock Name Securities Company Previous Change After ------------------------------------------------------------ <7735> Screen Mizuho "Hold" "Buy" <6724> Epson Jefferies "Hold" "Buy" <4902> Konica Minolta Jefferies "Hold" "Buy" Downgrades - Bearish Code Stock Name Securities Company Previous Change After ----------------------
List of cloud break stocks (Part 2) [Ichimoku Kinko Hyo - List of cloud break stocks]
○ List of stocks that dropped below the clouds Market Code Name Closing Price Leading Span A Leading Span B Tokyo Main Board <1719> Ando Hazama 1153 1171.5 1158 <1814> Dai Sue Construction 1640 1641 1664.5 <1820> Nishimatsu Construction 5059 5090.2 55136.5 <1835> Toei Iron Works 3175 3205 3300 <1878> Daito Construction 16910 17007.5 17235 <
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>
AI agents are expanding their presence in the Business world.
It has been reported that if AI agents function as expected, companies may be able to earn profits from generative AI that are commensurate with their investments. Among executives in the tech departments of companies, there is also a view that this could lead to a reduction in employee working hours and hiring numbers. <6702> Fujitsu <7046> TDSE <4011> Headwaters <3993> PKSHA Technology <8031> Mitsui & Co.
Decline, due to rising long-term U.S. interest rates and the uncertainty of the Trump administration's policies, etc.
Overview of last week from December 30 to January 10. Nikkei Average high: 40,288.8 yen, low: 39,166.05 yen, closing price: 39,190.4 yen, comparison to the previous week: -2.71% ↓ decreased due to rising U.S. long-term interest rates and uncertainties regarding the Trump administration's policies. At the 40,000 yen level, profit-taking Sell dominated position adjustments, leading to declines during the year-end and New Year trading sessions. There were moments when the Semiconductors stocks played a leading role in briefly recovering to the 40,000 yen level, but selling became dominant again as the week progressed. U.S. long-term interest rates are ...
The sudden drop of Fast Retailing is a burden.
The Nikkei average has fallen for three consecutive days, closing down 414.69 yen at 39,190.40 yen (estimated Volume 1.7 billion 30 million shares), below the psychological threshold of 39,500 yen. The operating profit for Fast Retailing <9983> for the September-November 2024 period announced the previous day fell below market Financial Estimates, causing the company's stock to drop nearly 8% at one point. The decline widened toward the middle of the morning session, reaching as low as 39,166.05 yen. However, due to the consecutive declines, there was buying aimed at a rebound in the afternoon session.
The Nikkei average has fallen for three consecutive days, influenced by a significant drop in Fast Retailing.
On the 9th, the US Stocks market was closed for the state funeral of former President Carter. The exchange rate remained stable around 158 yen per dollar. Although the US market was closed, the Nikkei average started trading down for the third consecutive day due to concerns about future sales in China reigniting after Fast Retailing <9983> announced its first-quarter financial results and saw a significant drop. Although Advantest <6857> reached a record high since its listing, the decline in the Nikkei average was more than 300 yen due to Fast Retailing alone, along with new buy materials.
Stocks that moved or were traded in the first half of the session.
*Kyukoh Pharmaceutical <4530> 4610 +566 Profit increase significantly expanded due to upward revision of earnings. *Sankyo Gosei <7888> 675 +69 The significant profit increase in the first half is highly regarded. *Sansan <4443> 2345 +146 Today, some small and medium-sized growth stocks are stable with Earnings Reports expected after the holiday. *Round One <4680> 1221 +6412 The stock price drop received in December is viewed as an overreaction. *Warabeya Nichiyo <2918> 2109 +1079 The operating profit increased in the November period.
Unicharm Corporation Sponsored ADR, Seria, ETC (additional) Rating
Downgrade - Bearish Code Stock Name Brokerage Firm Previous After -------------------------------------------------------------- <2678> Askul JPM "Neutral" "Underweight" <6146> Disco Macquarie "Outperform" "Neutral" Target Price Change Code Stock Name Brokerage Firm Previous After ------------------------------------