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The most hurt are the allies? On the first day of Trump's presidency: South Korea's Battery manufacturers were stunned.
① On the first day of Trump's presidency, some sectors in the South Korean and Japanese markets seemed to be struggling; ② After the USA President Trump indicated that he might soon impose tariffs on Canada and Mexico and revoke the previous administration's support for Battery electric vehicles, the stock prices of South Korean and Japanese Auto Manufacturers fell from early gains on Tuesday, with many South Korean Battery manufacturers showing an even more pronounced reaction.
A UK hedge fund has developed a tool that surpasses Excel.
It is reported that Man Group, a hedge fund based in London, has developed its unique tool "Arctic DB" for analyzing large amounts of data at high speed and has begun commercializing it. Companies dealing with financial markets, especially those in Capital Markets, are said to be seeking increasingly advanced tech tools for rigorous data analysis.
The Nikkei average rebounded significantly, temporarily recovering to 39,000 yen, but caution regarding Trump 2.0 weighed heavily.
On the 17th, the US stock market rebounded. The Dow Inc rose by 334.70 points to 43,487.83, while the Nasdaq closed 291.91 points higher at 19,630.20. In addition to the International Monetary Fund's (IMF) upward revision of global and domestic economic growth forecasts for 2025, optimistic views on the economy were spreading due to the better-than-expected number of housing starts and industrial production in December, leading to a rise after the opening. With the presidential inauguration set for the 20th, there are expectations for regulatory easing by the next administration and support measures for businesses and the economy.
NINTENDO CO LTD - continued decline, as expectations for the new Game Console have been somewhat factored in, leading to a downgrade by a U.S. securities firm.
Continued decline. Morgan Stanley MUFG Securities has downgraded its investment rating from "overweight" to "equal weight," while leaving the Target Price at 9,800 yen. Although there has been no change in the outlook for performance expansion due to Switch 2, it seems to determine that the stock price has somewhat incorporated these expectations. They would like to monitor the expected release in June-July and subsequent sell-through to explore whether there is an opportunity to turn back to a positive stance.
Stocks that moved or were traded in the first half of the session.
*System Research <3771> 1545 +204, favorably received the announcement of this period's dividend increase. *TAKARA & COMPANY <7921> 3240 +342, large shareholding of Miller Capital has become apparent. *Daiichi Sankyo <4568> 4450 +369, positively received the FDA approval of "Datroway." *UNITIKA <3103> 147 +11, rebound is anticipated considering the firmness of the lower price. *Fuji HD <4676> 1826 +135.5, speculation about acquisitions is surfacing but telecommunications.
TBS HD, NTV HD, etc. (additional) Rating
Upgraded - Bullish Code Name Securities Company Previous Changes After --------------------------------------------------------- <5110> Sumitomo Rubbers City "2" "1" Downgraded - Bearish Code Name Securities Company Previous Changes After --------------------------------------------------------- <7974> NINTENDO CO LTD Morgan Stanley "Overweight" "Equal Weight"