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be paid to the following three points: The movement of fund shifts is intensifying, and there is a movement to find out-of-date stock.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 (TYO:1963) is issuing new shares and Performance Share Units as restricted stock compensation, according to two separate filings on Monday.For the restricted stock compensation, 99,522 co
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.
Canon Inc-spons adr, Kirin HD, etc. [List of stock information from newspapers]
*Canon Inc-Spons ADR<7751> has developed a data linkage system for semiconductor back-end processes ( Nikkan Kogyo front page) - ○ *Kirin HD <2503> has acquired Fancl as a trump card for profitability and to establish an independent health business (Nikkan Kogyo page 3) - ○ *Sumitomo Corporation <8053> has expanded CCS business opportunities by supplying 1000 tons of well pipes to Qatar (Nikkan Kogyo page 4) - ○ *Sojitz Corporation <2768> will produce Gree ammonia in India and supply it to Japan from the late 20s (Nikkan Kogyo page 4) - ○ *Mitsui Chemicals, Inc. <4183> has a petrochemical core operating income of 20 billion yen,
Hitachi, Shizuoka FG, etc. (additional) Rating
Upgrade - Bullish Code | Stock Name | Securities Company | Conventional | After Modification | ----- | ------------ - | ---------- | ------------ | --------- | <3923> | Lax | Nomura | "Neutral" | "Buy" | <5947> | Rinnai | SMBC Nikko | "3" | "2" | <9142> | JR Kyushu | SMBC Nikko | "3"
List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
List of buy conversion stocks Market Code Stock name Closing price SAR TOPIX Prime <1375> Yukiguni Maitake 982 956 <1663> K&O Energy 4140 3630 <1720> Tokyu Construction 760 751 <1803> Shimizu Construction 860 821 <1812> Kajima 2715 257
Kyoko Amemiya's view on the market: (1) "Nikkei Average continues to rise rapidly, will it return to the 40,000 yen mark?"
On the Tokyo stock market on the third day, the Nikkei average continued to rise and there was a scene where it temporarily exceeded ¥39,000 for the first time. In the US stock market at the end of the previous week, the NY Dow staged a significant increase of over 570 dollars, the first in about a year, and followed suit. However, the ¥39,000 range is also notable for its high volume of stagnant transactions and the potential for selling pressure on the rebound. It is not clear whether or not the trend will be one of further upward movement and a return to the ¥40,000 level. We asked two experienced market professionals for their views on the market outlook for the summer and the targets for searching for investments from this point on.
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