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From the perspective of dividend-oriented expectations, the market has recovered to the 38,000 yen level for the first time in a month.
The Nikkei average continued to climb. It closed at 38,027.29 yen, up 246.75 yen (estimated Volume of 1.7 billion 50 million shares), recovering over the 38,000 yen mark for the first time in about a month since February 27. Following the trend of tech stocks being bought in the US market on the 25th, Semiconductors and Electronic Components were purchased, leading to the recovery of the Nikkei average over the key 38,000 yen level at the start. After the buying frenzy, a sense of stagnation became stronger, and there was a moment in the middle of the morning session where it narrowed its gains to 37,873.28 yen, but tomorrow.
Timy--- Significantly fell back, profit-taking selling spread, due to SBI's new coverage and the cancellation of development by Root Inc, which had surged the day before.
Significantly plummeted. The sell-off for profit-taking is spreading as a reaction to the sharp rise the previous day. SBI Securities initiated a new investment judgment of "Buy" on the 24th, starting coverage with a Target Price of 2,430 yen. Additionally, on the same day, Recruit (Chiyoda, Tokyo), a subsidiary of Recruit Holdings <6098>, announced the cancellation of the development of the spot work service "Town Work Sキマ (tentative name)", which was received positively as it eliminated competitive fears, leading to a surge in buying during the trades on the 25th.
Heiwa A-REIT ETF investment corporation --- implementation of borrowing funds.
Heiwa A-REIT ETF Investment Corporation <8966> announced on the 25th that it will borrow a total of 2.7 billion yen. This borrowing is intended to partially cover the funds for acquiring domestic Assets (Park East Sapporo) and associated costs. From Sumitomo Mitsui Financial <8316>'s subsidiary Sumitomo Bank, 1 billion yen will be borrowed, and from SBI Holdings <8473>'s subsidiary SBI Shinsei Bank, 1 billion yen will also be borrowed.
Stocks that moved and those that were traded in the front market.
*Miyakoshi HD <6620> 1311 +132 viewed positively due to progress on a project in China. *NINTENDO CO LTD <7974> 11300 +535 Goldman Sachs Group Inc has resumed coverage with a rating of "Buy." *Konica Minolta <4902> 550 +25.4 announced the transfer of all shares of its German subsidiary. *Sanki Engineering <1961> 3500 +160 Tokai Tokyo Securities has raised the Target Price. *JMDC <4483> 2902 +130 supported by the decline in U.S. long-term interest rates, etc.
The SBI report (before the close) shows strong Sell for NINTENDO CO LTD and strong Buy for Mitsubishi Heavy Industries.
Sell Code Stock Name Trading Volume (5803) Fujikura 24,703,508,580 (7012) Kawasaki Heavy Industries 21,711,905,608 (7011) Mitsubishi Heavy Industries 17,759,651,153 (6146) Disco 17,475,488,650 (1570) NEXT FUNDS Nikkei Average Leveraged ETF 17,088,704,343 (2432) DeNA 1
Japan's shift to AI is urgent [Today's GAINIANBANKUAI theme]
Japan has contributed to the foundational building of the global AI competition that is currently underway, but it has been reported that it is falling behind in the development and implementation of Generative AI. It is predicted that Generative AI will become a market worth 1 trillion dollars (approximately 149 trillion yen) based on most Indicators. Between 2019 and 2023, 182 foundational AI models have been announced from the USA and 30 from China, but there have been none from Japan. Due to the decreasing and aging labor population, companies need to boldly adopt next-generation Technology.