With limited participants, export stocks are leading the market.
The Nikkei average continued to rise significantly, closing at 39,568.06 yen, up 437.63 yen (with an estimated Volume of 1.9 billion 60 million shares). With European and American markets closed, market participants were limited and the day started slightly lower. However, as the yen temporarily weakened to around 157 yen per dollar, export stocks such as Automobiles were actively bought, and the Nikkei average even extended its gains to 39,592.28 yen towards the end of the afternoon session. Additionally, as the final trading day for year-end settlements approached, individual tax-saving sell-offs also peaked.
List of cloud-breaking stocks [Ichimoku Kinko Hyo - List of cloud-breaking stocks]
○ List of stocks breaking above the clouds in the market Code Stock Name Closing Price Leading Span A Leading Span B Main Board <1375> Yukiguni Maitake 1037 1036 1019.5 <1663> K&O Energy 3260 3061.25 3242.5 <1860> TODA Corporation 9759 68.25 958 <1887> Japan National Land Development 5155 12.5 503 <1949> Sumitomo Electric Industries 4880 4846.25 4267.5
China's AI industry is rapidly emerging, aggressively chasing after American OpenAI.
[Generative AI] As exports of cutting-edge Semiconductors to China are being restricted, it has been reported that emerging companies in the country may be catching up to U.S. tech giants’ Artificial Intelligence (AI) models at a pace that exceeds industry Financial Estimates. The emerging company DeepSeek, backed by a major Chinese hedge fund, has released a preview of its latest large-scale language model. <6702> Fujitsu <7046> TDSE <4011> Headwaters <3993>
Despite the absence of Overseas investors, a solid development is underway.
The Nikkei Average rebounded, finishing at 39,130.43 yen, up by 93.58 yen (with an estimated Volume of 1.7 billion 60 million shares). Buoyed by the previous day's rise in U.S. tech stocks, buying began early, pushing the Nikkei Average up to 39,180.59 yen shortly after the open. However, with European and American investors entering the Christmas holiday, market participation was low, leading to a shift to a negative trend due to position adjustments, with the index dropping to 38,927.16 yen during the middle of the morning session. The afternoon session saw a market environment characterized by strong stagnation.
The Nikkei average rebounded as trading became sparse with the Christmas holidays approaching.
On the 24th, the US Stocks market continued to rise. The Dow Inc average increased by 390.08 points to 43,297.03, while the Nasdaq finished trading up 266.25 points at 20,031.13. There was caution over rising long-term interest rates, leading to mixed results after the opening. With a shortened trading session on the day before the Christmas holiday, technology stocks continued to be bought, boosting the stock market. Anticipation of a Christmas rally from the 24th through the end of the year aided this rise, and as the day progressed, the gains were expanded at the close. Following the rise in US stocks,
Volume change rate ranking (10 o'clock hour) - Niitaka, REVOLUTI, etc. are ranked.
In the ranking of Volume change rates, by comparing the average Volume of the last 5 days with the Volume on the delivery date, one can understand market participants' interests such as trends in selection. ■ Top Volume change rates [As of December 25, 10:32] (Comparison of average Volume over the last 5 days) Stock code Stock name Volume 5-day average Volume Volume change rate Stock price change rate <4465> Niitaka 159400 49773.9 4218.47% 0.0941% <8894>
Canon Inc-Spons Adr, Espec, etc. [List of stocks from the newspaper]
*Canon Inc-Spons Adr <7751> re-enters the ArF lithography equipment market, aiming to gain Share through miniaturization (Nikkei Industrial Daily page 1) -○ *Espec <6859> launches aggressive strategies for Semiconductors, continuously introducing contract measurement services (Nikkei Industrial Daily page 1) -○ *Nippon Steel <5401> believes in 'presidential approval' for the acquisition of United States Steel, statement made for final decision (Nikkei Industrial Daily page 3) -○ *Sumitomo Chemical <4005> sells polarizing film to two Chinese companies, targeting large LCDs, to local companies in spring next year (Nikkei Industrial Daily page 3) -○ *Mitsubishi Corporation <8058> diverse workforce.
The impact of rising U.S. tech stocks is limited, leading to a shift towards value stocks.
The Nikkei Average fell. It closed at 39,036.85 yen, down 124.49 yen (Volume estimated at 1.8 billion and 40 million shares). Following the rise in US stocks the previous day, buying began to lead, and shortly after the opening, it increased to 39,245.75 yen. However, with the Christmas holiday approaching, the movements of Overseas investors were sluggish, and there was no active push for higher prices. Subsequently, the focus shifted to profit-taking rebalance movements, and by the end of the first half, it dropped to 38,995.76 yen, approaching the key level of 39,000 yen.
Sekisui House, Rakusuru, etc. (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Change After ------------------------------------------------- <2678> Askul City "3" "2" Downgraded - Bearish Code Stock Name Securities Company Previous Change After ------------------------------------------------- <2678> Askul Mizuho "Buy" "Hold" Target Price Change Code Stock Name Securities Company Previous Change
Reflecting the rise in US stocks, there is a movement of autonomous rebound centered around technology stocks.
The Nikkei average rebounded for the first time in seven trading days. It closed at 39,161.34 yen, up 459.44 yen (with an estimated Volume of 1.78 billion shares). In addition to the rise in major stock indices in the USA markets on the previous weekend, the Nikkei average had dropped more than 1,100 yen over the last six trading days, leading to a surge in buying aimed at a self-rebound. It began above 39,000 yen, and although the increase narrowed due to selling as buyers took a pause, Semiconductors and other related stocks remained strong, helping to drive the market.
Afternoon session [Active stocks and traded stocks]
*Satsudora Holdings <3544> 839 +53 Operating profit for the first half increased by 28.7%, expanding from 1.4% increase in the first quarter. *Yoshimura Food <2884> 1368 +74 Reports indicate that the Chinese government is considering the resumption of imports of Aquatic Products from Japan. *Mitsubishi Motors <7211> 491.1 +24.5 Reports are indicating that the new holding companies of Honda <7267> and Nissan <7201> are considering establishment by August 2026. *Fanpepp <4881> 1
The Nikkei Average rebounded for the first time in seven days, as buying prevailed due to the avoidance of a U.S. government agency shutdown.
Last weekend, the USA market's Dow Inc average closed up by 498.02 points at 42840.26 points, and the Nasdaq closed up by 199.83 points at 19572.60 points. While some tech stocks saw early selling, leading to a decline at the open, the November Personal Consumption Expenditures (PCE) price index suggested progress in inflation control, supporting an increase. The Dow Inc average briefly surged over 800 points higher compared to the previous day, but faced expiration of stock index Futures and Single Options for individual stocks.
Stable, supported by U.S. stock market highs [Emerging Markets Individual Stocks Global Strategy]
[Emerging Markets Individual Stock Global Strategy] Today's Emerging Markets are expected to show a solid performance. Last weekend on the 20th, the US Stocks market saw the Dow Inc rising by 498.02 points (+1.18%) to 42,840.26, marking a significant increase. The November Personal Consumption Expenditures (PCE) Price Index suggested progresses in inflation control, which supported stock prices. The Dow Inc temporarily rose over 800 points compared to the previous day, but the possibility of a government shutdown weighed on investor sentiment, leading to a slowdown in growth during the afternoon. Today's new
Noil Immune, True Data, among others.
Revised financial estimates: forecasted consolidated ordinary profit for the first half is 0.013 billion yen, down from 0.027 billion yen, and the full-year consolidated ordinary profit forecast is 0.101 billion yen, down from 0.136 billion yen.
Developments while keeping an eye on the exchange rate.
The Nikkei average has fallen for six consecutive trading days. It ended the day at 38,701.90 yen, down 111.68 yen (estimated Volume of 2.7 billion 10 million shares). Following the yen's depreciation after Bank of Japan Governor Kazuo Ueda's press conference, there was buying in export-related stocks, such as Automobiles, and the Nikkei average began to rebound. Towards the end of the morning session, it rose to 39,039.68 yen. However, after Finance Minister Katsunobu Kato expressed concerns over the fluctuations in the foreign exchange market, including speculative movements, it was a trigger for short-term Futures.
The Nikkei average fell for the sixth consecutive day, closing at a low due to the decline in financial stocks.
On the 19th, the U.S. Stocks market was mixed. The Dow Inc. rose by $15.37 to close at $42,342.24, while the Nasdaq fell by 19.93 points to end at $19,372.77. After the opening, the market experienced an upward movement. The sharp drop the previous day, due to the indication from the Federal Reserve Board (FRB) of a slowdown in the pace of additional interest rate cuts during the Federal Open Market Committee (FOMC), was seen as an overreaction, leading to a wave of buying. The domestic Gross Domestic Product (GDP) for the July to September period was revised upward, and new unemployment Insurance claims were announced in the morning.
Stocks that moved or were traded in the first half of the session.
*Cybozu <4776> 2644 - Positive sentiment due to consideration of increased dividends for this period and significant profit growth outlook for the next period. *Market E <3135> 964 - Positive sentiment following the announcement of expanded shareholder benefits. *Japan Retech <1938> 1326 +199 High dividend yield appeal following significant dividend increase announcement. *Mitsui E&S <7003> 1754 +150 Reported to begin production of port cranes in Vietnam. *Shin Nihon Science <2395> 1662 +126 Tokai Tokyo Securities recommends buying anew.
December 20 [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Cybozu <4776> 2144 yen (12/19) engages in the development, sales, and operation of groupware such as 'kintone'. The year-end Dividends forecast for the fiscal year ending December 2024 has been revised to 'undecided'. The previous estimate was 15 yen, and the one before that was 14 yen. It is being considered for an increase, and it is scheduled to be announced immediately after it is confirmed. Additionally, the performance forecast for the fiscal year ending December 2025 was announced. The operating profit is estimated to be 8.437 billion yen.
Attention is being paid to Cybozu and Nihon Litec, while Kadokawa and others are showing weakness.
In the U.S. stock market on the 19th, the Dow Jones Industrial Average rose by $15.37 to 42,342.24, the Nasdaq Composite Index fell by 19.93 points to 19,372.77, and the Chicago Nikkei 225 Futures dropped by 60 yen to 39,020 yen compared to the Osaka day. The exchange rate is 1 dollar = 157.30-40 yen. In today's Tokyo market, Cybozu <4776> announced that it is considering an increase in the year-end Dividends for the year ending December 2024, and that the operating profit for the year ending December 2025 is expected to be 8.437 billion yen, which is 2.0 times the current year's Financial Estimates.
List of Conversion Stocks (Part 4) [List of Parabolic Signal Conversion Stocks]
○ List of stocks that have switched to selling in the market Code Stock Name Closing Price SAR Main Board <7974> NINTENDO CO LTD 9410 9587 <8001> Itochu 75007904 <8011> Sanyo 28442876 <8014> Chori 38854050 <8037> Kamei 18741972 <8051> YAMAZEN 13831426 <8075> SHINKO SHOKO 60606230 <8091> Nichimou 1952