2017 iFreeETF JPX Prime 150
- 1027
- +8+0.79%
Although political instability is increasing slightly, the rebound trend continues.
The Nikkei Average has risen for 3 consecutive days. It closed trading at 36,442.43 yen, up 209.92 yen (with a trading volume estimate of 1.970 billion 70 million shares). In the morning, following the rise in US stocks on the previous day, buying began to lead, and the Nikkei Average rose to 36,683.89 yen shortly after the start of trading. However, the immediate sense of achievement was easily noticeable due to the filling of the steep drop on the fifth day the previous day, and profit-taking was easy after the one-time purchase. In addition, in the middle of the morning session, multiple domestic broadcasting reported that Kishida, the Prime Minister, would not run for the presidential election.
Nikkei Average has risen for three consecutive days, but the direction is uncertain after the round of buying due to Prime Minister Kishida's decision not to run in the election.
On the 13th, the US stock market rose. The Dow Jones Industrial Average closed at 39,765.64, up 408.63 points (+1.04%), the Nasdaq closed at 17,187.61, up 407.00 points (+2.43%), and the S&P 500 closed at 5,434.43, up 90.04 points (+1.68%). Buying increased due to lower-than-expected July Producer Price Index (PPI), and the market continued to rise after opening. The Consumer Price Index (CPI) will be announced on the 14th.
Nissin Flour G, Yakult, etc. (additional) Rating
Upgrade - Bullish Code | Stock name | Securities company | Before | After | - | - | - | - | - | <5803> | Fujikura | Nomura | "Neutral" | "Buy" | <6857> | Advantest | Nomura | "Neutral" | "Buy" | Downgrade - Bearish Code | Stock name
List of converted stocks (Part 2) [List of converted stocks for Parabolic Signal]
List of buying conversion stocks in the market. Code Company Name Closing Price SAR Tokyo Stock Exchange Prime Board <4845> Scalar 599 514 <4847> IntelliW 940 820 <4933> Ine 1744 1280 <4980> Dexerials 6536 5260 <5208> Arisawa Manufacturing
US high-tech stock prices rebounded to the 36,000 yen range.
The Nikkei average continued to rise significantly, recovering the 36,000 yen level since the previous day with a gain of 1,207.51 yen to 36,232.51 yen (volume estimated at 2,090 million shares). Following the trend of buying high-tech stocks in the US market the previous day, the weakening of the yen also became a supportive factor, and there was also a shift of funds to good earnings stocks, causing the Nikkei average to recover the 36,000 yen level in the mid-morning of the first session. After a round of buying, there was a sense of immediate achievement as the psychological milestone of the 36,000 yen level was regained, causing a rebound.
Nikkei Average continues to rise, with semiconductors and well-performing stocks being bought up, resulting in a significant increase of over 1200 yen.
On the 12th, the US stock market was mixed. The Dow Jones Industrial Average closed at 39,357.01, down 140.53 (-0.36%), the Nasdaq closed at 16,780.61, up 35.31 (+0.21%), and the S&P 500 closed at 5,344.39, up 0.23 (+0.004%). The market rose after opening due to renewed expectations of a soft landing. However, later reports of a possible retaliatory attack by Iran against Israel caused geopolitical risks to rise, leading to selling.
SBI Securities (pre-closing) bought heavily on Tokyo Electron Ltd. unsponsored ADR and Mitsubishi UFJ Financial Group.
Sell Code Product Name Trading Value (6920) Laser Tech 34155336630 (6146) Disco 25566640240 (1570) NEXTFUNDS Nikkei Average Leverage Listed Investment Trust 23207104244 (8035)
Rating [security companies rating]
Upgrade - Bullish code | Stock Name | Securities Company | Conventional | After Change | ------|-------------|---------|------------| ------------| <6315> | TOWA | Ichioshi | "B" | "A" | <2181> | Persol HD | Tachibana | "Hold" | "Slightly Bullish" | Downgrade - Bearish code | Stock Name | Securities Company
List of Cloud Breakout Stocks (Weekly) (Part 3)
List of stocks breaking below clouds Market Code Stock Name End Price Leading Span A Leading Span B Tokyo Stock Exchange Prime <6284> ASB Machinery 4465 4508.75 4525 <6302> Sumitomo Heavy 3126 3940.5 3711 <6330> Yo engine 659 753.5 685.5 <6376> Nikken
List of Conversion Stocks (Part 4) [List of Parabolic Signal Conversion Stocks]
List of buy conversion stocks in the market: Code Stock Name Closing Price SAR TSE prime <7744> Nortiz Steel Machine 3665 2883 <7751> Canon 4525 3704 <7752> RICOH 1255 1095 <7780> Menicon 1353 1121 <7864> Fujiseal
Japan Post's operating profit in the first quarter increased by 22.2% to 211.4 billion yen.
Japan Post Holdings Co., Ltd. (6178) announced its first quarter results for the fiscal year ending March 2025. Operating revenue decreased by 3.9% YoY to 2.735888 trillion yen, while operating profit increased by 22.2% YoY to 211.449 billion yen. The increase in investment income at Yucho Bank (7182), a subsidiary, and the improvement in capital gains and losses at Japan Post Insurance Co., Ltd. (7181) were contributing factors. Operating revenue for the fiscal year ending March 2025 is expected to decrease by 5.9% YoY to 11.280 trillion yen, while operating profit is expected to increase by 13.7% YoY to 760 billion yen.
Japanese stocks plunged, "squeezing the bubble", is it time to buy low?
The market is betting on a rebound in Japanese stocks, with the growth rate of call options contracts for the Nikkei 225 index exceeding that of put options. The current expected PE ratio of the TOPIX index is 13 times, far lower than that of the US stock market. However, Japanese stocks still face the risk of a strengthening yen and further interest rate hikes by the Bank of Japan.
Steady development from the movement of high-tech stocks and earnings evaluations.
The Nikkei Average rebounded, and closed at 35,025.00 yen (approximately 2.504 billion shares traded), up 193.85 yen from the previous day's trading, with buying centered on high-tech stocks against the backdrop of a rise in US stocks and a weak yen. Shortly after the opening of trading, it rose to 35,671.31 yen. In addition, there was a continued shift of funds to stocks with good earnings results. However, with the possibility of position adjustments, such as selling before the three-day weekend, there was a standoff around 35,000 yen after the buying spree, and it fell to 34,445.57 yen in the middle of the afternoon.
Sumitomo forestry, Nexon, etc. (additional) rating.
Downgrade – Bearish Code|Stock Name|Securities Company|Previous|Current|------|---------------|-------------|---------|---------|＜3279＞|API| Mizuho|Buy|Hold|Target Stock Price Change Code|Stock Name|Securities Company|Previous|Current|------|---------------|--
Investment strategy for today, August 9th.
[Fisco's Selected Stocks] [Materials Stocks] KOKUSAI ELECTRIC <6525> 3285 yen (8/8) was established as a spin-off of Hitachi Kokusai Electric's semiconductor manufacturing equipment division, specializing in film deposition equipment. The first quarter results were announced. The operating profit was 17.8 billion yen (4.4 times higher than the same period last year). Against the background of the popularization of AI generation, the demand for advanced node DRAM and Logic has recovered. Operating profit for the fiscal year ending March 2025 is expected to be 44.8 billion yen (a 45.7% increase from the previous year). This is in response to the full-year forecast.
Pay attention to companies like Toshiba Electronic Devices & Storage Corporation and Fujikura Ltd, while Nikon Corp Spons and Amada Co Ltd are sluggish.
On the US stock market on the 8th, the Dow Jones Industrial Average was up 683.04 points to 39,446.49, the Nasdaq Composite Index was up 464.21 points to 16,660.02, and the Chicago Nikkei 225 futures were up 795 yen to 35,575 yen compared to the Osaka day session. The exchange rate is 1 dollar = 147.20-30 yen. In today's Tokyo market, Pacific Cement <5233>, which saw a 5.9-fold increase in operating profit in the first quarter compared to the same period last year, KOKUSAI <6525>, which similarly saw a 4.4-fold increase, and Kaneka <0003463.T> , which saw an 83.4% increase.
List of Cloud Breakout Stocks [Ichimoku Balance Table, List of Cloud Breakout Stocks]
- Cloud-based stock ranking market Code Name End Price Leading Span A Leading Span B TOKYO PRIME 2157 Koshidaka Holdings 879 853.25 875 2175 SMS Co., Ltd. 2076 1983.5 2067.5 2264 Morinaga Milk Industry Co., Ltd. 3407 3321 3248.5 2379 Dip Details Stay tuned for future updates!
Agriculture is also a focus in the US presidential election [Today's theme for consideration]
With Vice President Harris, who has been nominated as the Democratic presidential candidate, selecting Governor Waltz of Minnesota, a major agricultural state, as her running mate, it has been reported that the previously little-discussed issue of agriculture may become one of the focal points of the election. <6310> Inukai Farm, <6326> Kubota, <6501> Hitachi, <6634> NEXG, <6701> NEC, <6702> Fujitsu.
Recruit Holdings' operating profit in the first quarter increased by 5.1% to 127.8 billion yen.
Recruit HD <6098> announced its Q1 2025 financial results for March, with sales revenue up 6% YoY to ¥901.558 billion and operating profit up 5.1% YoY to ¥127.818 billion, exceeding the consensus (approximately ¥118.2 billion). The main HR technology and staffing businesses, such as Indeed, grew, as did financial revenue. [Positive evaluation] <8604> Nomura | <6524> Hubei Industrial Medium <4452>
The Nikkei Average fell for the third consecutive day, with volatile movements focused on short-term funds.
On the 7th, the US stock market fell. The Dow Jones Industrial Average closed at 38,763.45, down 234.21 (-0.60%), the NASDAQ closed at 16,195.80, down 171.05 (-1.05%), and the S&P 500 closed at 5,199.50, down 40.53 (-0.77%). With the easing of concerns about economic slowdown, buying continued to rise after the opening. After the buyback, the selling pressure was rekindled due to persistent uncertainty about the economy, which suppressed the upside. Towards the end, there was a 10-year bond auction.