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Selling pressure driven by declines in U.S. tech stocks and discontent with Autos tariffs is leading.
[Stocks Opening Comment] The Japanese stock market on the 27th is expected to start with a sell-off, but gradually show signs of resilience. On the 26th, the US market saw the Dow Jones Industrial Average decrease by 132 points, and Nasdaq drop by 372 points. Reports indicate that the Chinese government recommended using only Semiconductors that meet energy efficiency requirements during the construction of new Datacenters and the expansion of existing facilities, leading to sell-offs in Semiconductor stocks such as NVIDIA, which weighed on the market. Moreover, Trump
Russia is buying time with the ceasefire agreement.
It is reported that President Trump acknowledged that his efforts for an early resolution to the war in Ukraine are not progressing as he hoped. Furthermore, it is reported that he pointed out that Russia seems to intentionally delay the USA-mediated ceasefire negotiations to extract further concessions from Western countries. <7011> Mitsubishi Heavy Industries <7012> Kawasaki Heavy Industries <6503> Mitsubishi Electric Corp. Unsponsored ADR <7270> SUBARU CORP Unsponsored ADR <7224> ShinMaywa.
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.
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
