Three points to watch in the morning session ~ Targeting semiconductor stocks at a pullback ~
In the morning session of August 1st trading, the following three points should be noted:■ Focus on buying opportunities for semiconductor stocks■ Panasonic, 1Q operating profit down 7.3% to 83.7 billion yen■ Focus material in the morning session: YUASA Trading, investment in Alpha TKG, exclusive sales domestically and overseas■ Buying opportunities for semiconductor stocks are likely to be led by semiconductor stocks after the round of selling on the Japanese stock market on August 1st. On July 31st, the NY Dow was up 99 dollars and the NASDAQ was up 451 points in the US market. Federal Reserve Board of Governors
List of cloud breakout stocks (Part 1) [Ichimoku Kinko Hyo Cloud Breakout Stock List]
List of cloud breakout stocks in the market: Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Prime <1332> Nissui 883 888.75 910 <1414> Showa Bond 5812 5865.5 5960 <1433> Bestera 975 985 977 <1605> -
List of stocks with cleared clouds (Part 2) [Ichimoku Kinko Hyo: List of Stocks with Cleared Clouds]
List of stocks that break under the clouds. Market Code Company Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Prime <1605> INPEX 2372 2389 2442.5 <1663> K&O Energy 3415 3800 3541.5 <1945> Tokyo Enesis 1290 1356.75 1333 <1963> JGC
The boom of rechargeable batteries in the US is accelerating the inflow of funds for investors.
[Rechargeable Battery] Rechargeable batteries play a role in improving the stability of old power grids and supplementing unstable power sources such as wind and solar energy. It has been reported that Kimber, the CEO of the US Intersect Power, which is involved in the competition to profit in this field, is also joining the competition. It is said that the same field is growing rapidly due to the expansion of the solar energy market and an inflow of billions of dollars in funds from the US government and Wall Street.
Three points to focus on in the morning market: movements of fund shifts leading to searches for underperforming stocks.
In the morning session of the 18th trading day, attention should be paid to the following three points: The movement of fund shifts is intensifying, and there is a movement to find out-of-date stock. JIA, upward revision on December 24th, operating profit 10.5 billion yen ← 8.12 billion yen. Key materials in the morning: Komatsu Seisakusho invests 17 billion yen in car lamps, and increases production by 80% in Brazil and Mexico. With the movement of fund shifts intensifying, the Japanese stock market on the 18th is likely to have an unstable market development even after the selling wave due to the influence of the U.S. high-tech stock market decline on the 17th.
Companies such as Koito Manufacturing Co. and Panasonic HD.
*Koito Manufacturing Co Ltd <7276> invests 17 billion yen in automotive lamps, increasing production by 80% in Brazil and Mexico (Nikkan Kogyo front page) - ○ *Nidec Corp <6594> President emphasizes focus on software, synergy in group development (Nikkan Kogyo front page) - ○ *IHI Corp <7013> accelerates expansion of aircraft engine MRO, plans to double production next year (Nikkan Kogyo front page) - ○ *Suzuki Motor Corp <7269> to develop new cars that reduce weight by 100kg, to be launched in the early 2030s (Nikkan Kogyo page 3) - ○ *Transcosmos Inc <9715>
The Nikkei average fell as semiconductor stocks were affected by the strengthening of U.S. restrictions on semiconductors for China.
On the 16th, the US stock market continued its upward trend. The Dow Jones average closed at 40,954.48, up 742.76 points (+1.85%), the Nasdaq closed at 18,509.34, up 36.77 points (+0.20%), and the S&P500 closed at 5,667.20, up 35.98 points (+0.64%). After the optimistic buying based on higher-than-expected retail revenue, the market rose. The Dow was driven by expectations of growth and consumption, as well as the rise of UnitedHealth, and continued to perform strongly throughout the day.
Nikkei average contribution ranking (prelude) - Nikkei average slightly rising, Shinetsu Chemical pushing up about 13 yen with one stock.
As of the close on the 17th, the number of rising stocks among the Nikkei average constituent stocks was 172, the number of falling stocks was 49, and the number of unchanged stocks was 4. The Nikkei average continued to rise slightly. It closed the morning session at 41,307.36 yen (+0.08%), up 32.28 yen from the previous day. The volume was approximately 820 million shares traded. On the 16th, the US stock market continued to rise. The Dow Jones Industrial Average rose 742.76 points (+1.85%) to 40,954.48 dollars, while Nasdaq rose 36.77 points (+0.20%) to 18,509.3.
Three points to focus on in the afternoon session: Semiconductor stocks are weak and the upside is heavy.
In the afternoon trading on the 17th, the following three points should be noted: • Nikkei Average is slightly up, semiconductor stocks are weak and the upside is heavy. • The dollar-yen is struggling to rise, and domestic buying has passed. • Top contributors to the price increase are Shin-Etsu Chemical Co., Ltd. <4063>, and Teijin Ltd. <4543>. ■ Nikkei Average is slightly up, semiconductor stocks are weak and the upside is heavy. The Nikkei Average is slightly up, ending the morning trading at 41,307.36 yen (+0.08%) higher by 32.28 yen from the previous day, with a volume of approximately 820 million shares traded.
Nikkei Average continues to rise slightly, with semiconductor stocks weak and top-heavy.
The Nikkei Average continued to rise slightly. At the end of morning trading, it closed at 41,307.36 yen (+0.08% up by 32.28 yen from the previous day) with an estimated trading volume of approximately 820 million shares. On the 16th, the US stock market continued to rise, with the Dow Jones Industrial Average closing at 40,954.48 USD (+1.85% up by 742.76 dollars), the Nasdaq at 18,509.34 (+0.20% up by 36.77 points), and the S&P 500 at 5667.20 (+0.64% up by 35.98 points). Retail sales exceeded expectations.
List of converted stocks (Part 2) [List of converted stocks for Parabolic Signal]
List of sell conversion stocks in the market Code Name Closing Price SAR Tohoku Prime <1662> Petroleum resources 6350 6770<1720> Tokyu Construction 775 787<1890> Toyo Construction 1479 1505<1963> JGC HD 1238 1291<2004> Showa Sangyo
JGC Holdings Issues New Shares and Performance Units as Compensation
JGC HOLDINGS Issues New Shares for Long-Term Incentives
JGC Holdings: Extraordinary Report
Three points to watch in the morning session: a market trend with strong expectations for higher prices, despite an increasingly stalemate situation.
In the trading of the first three days ago, there are three points to pay attention to: - Although the stalemate feeling is expected to intensify, the market outlook is expected to be strong. - Kasumigaseki Capital, Q3 operating profit increased by 249.2% to JPY 3.643 billion. - Focus of the morning session: Maxell, developing solid state batteries, new businesses and M&A up to JPY 10 billion. In the Japanese stock market on the third day, it started with buying preference and then gradually intensified with a feeling of stalemate, but it is expected to have a strong market development with high expectations in the future.
Spotlight on Canada's oil sands
[Energy] Among the top four Canadian oil sand companies by market capitalization, their stock prices have risen an average of 37% in the past 12 months, surpassing the stock indicator of the US energy giant by 19 points. The advantage of oil sands is that, although initial costs are high, they can continue to produce petroleum at a stable pace for decades. Shale is the opposite, releasing a large amount of petroleum at first like shaking a bottle of carbonated drink, but the momentum quickly fades away. <1605> INPEX
JGC Holdings: Confirmatory letter.
JGC Holdings: Securities report - 128th period (April 1, 2023 - March 31, 2024).
TEPCO to supply green hydrogen as factory fuel.
Tokyo Electric Power Holdings Co. (9501) is reported to begin supplying hydrogen used as fuel at factories in fiscal 2026. The company uses electricity generated from solar power to produce "green hydrogen", which will help reduce carbon dioxide (CO2) emissions from fuel use. It is reported that Tokyo Electric Power, the largest domestic electrical utilities retailer, will boost Japan's decarbonization with its entry into the hydrogen business. IHI (7013), Sumitomo Corporation (8053), and Sojitz Corporation (8015) are also involved.
Three points to watch in the morning session: Movement targeting dips in high-tech stocks.
In the morning session of the 17th trading, the following three points should be noted: ■ Movement aimed at buying on dips in high-tech stocks■ Mitsui High-tech, Q1 operating profit increased by 3.9% to 3.971 billion yen, 1:5 stock split■ Key points of the morning session: Canon, Data linkage and system development for semiconductor back-end processes■ Movement aimed at buying on dips in high-tech stocks The Japanese stock market on the 17th is expected to have a market development that is easy to be conscious of stability after a round of selling. On the 14th US market, Dow Jones Industrial Average fell by 57 dollars and Nasdaq fell by 21 poins.
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