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SoftBank Group Q1 EPS $(0.40) Up From $(1.22) YoY, Sales $10.92B Down From $11.35B YoY
The Trump trade is also swayed by favorable and unfavorable factors.
The Nikkei average fell for the first time in three business days. It closed at 39,376.09 yen, down 157.23 yen (approximate volume of 2.460 million shares) in trading. Against the backdrop of the previous day's rise in US stocks and a weaker yen, buying took the lead in the morning. There were moments of increase up to 39,866.72 yen towards the end of the morning session. However, there is a tendency for selling to wait for a return before the psychologically significant milestone of 100,000 yen, and US media reports Trump's strong stance on countries such as China and Iran as the top diplomat in the upcoming US presidential administration Marco Rubio.
The Nikkei average fell for the first time in three days, raising awareness of caution towards the future Trump administration.
On the 11th, the US stock market continued to rise. The Dow Jones Industrial Average closed at 44,293.13, up 304.14 points, while the Nasdaq ended trading at 19,298.76, up 11.99 points. Buying continued on expectations of deregulation and priority on growth policies under the upcoming Trump administration, leading to an increase after the opening. Subsequently, with the bond market closed due to Veterans Day holiday causing a lack of material news, there was a rotation where small-cap stocks were bought while high-tech stocks were sold, leading to a temporary decline in the Nasdaq. The Dow remained strong throughout the day.
Iida GHD, Toyo, etc. (additional) Rating
Upgrade - Bullish code stock name securities company traditional change after -------------------------------------------------- <9983> FirstLiteiJPM "Neutral" "OverW" Downgrade - Bearish code stock name securities company traditional change after -------------------------------------------------- <
Tokai Rika, Iriso Denko, etc.
Tokai Rika <6995>: Expansion of DX for mold, cost reduction through design automation (Nikkan Kogyo front page) - ○ Futokoro <6474>: Introducing vacuum degreasing equipment, reducing power consumption by half with high-efficiency heat pump (Nikkan Kogyo front page) - ○ Chinese Electrical Utilities <9504>: Shimane Unit 2 to restart operation for the first time in 13 years on the 7th of next month (Nikkan Kogyo page 3) - ○ Nojima <7419>: Acquiring VAIO subsidiary, expanding B-to-B business (Nikkan Kogyo page 3) - ○ Tohoku Electrical Utilities <9506>: Unit 2 of Onagawa Nuclear Power Plant to start commercial operation by the end of the year, thorough implementation of measures to prevent recurrence
Prime Minister Ishiba aims to support semiconductors and AI with 10 trillion yen.
Prime Minister Shigeru Ishiba has announced that the government will provide more than 10 trillion yen in public support for semiconductors and artificial intelligence (ai) by the fiscal year 2030. He also revealed plans to hold discussions among government, labor, and management within the month towards raising wages in the next spring labor negotiations and medium-term increases in minimum wages. Additionally, it has been reported that he intends to establish a new support framework to draw more than 50 trillion yen in public-private investments over the next 10 years. <6702> Fujitsu <7046>