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Recovery to 0.04 million yen level due to expectations for the New Year market.
The Nikkei average rose significantly for the third consecutive day. It ended at 40,281.16 yen, up 713.10 yen (with an estimated Volume of 2.1 billion 30 million shares), recovering to the 0.04 million yen level for the first time in about five and a half months since July 19. The yen rate weakened to around 158 yen to the dollar in the previous day's Overseas market, leading to early buying focused on export stocks such as Automobiles, and the Nikkei average started to rise. Just before the midday close, it recovered to the 0.04 million yen level for the first time in about two weeks. Afterwards, Semiconductor-related stocks and other high-value stocks continued to rise.
There is a shift away from large vehicles in the USA, which benefits Asian manufacturers.
[EV] Due to the high prices of automobiles and rising interest rates, it has been reported that among Americans, more people believe that bigger is not always better when considering purchasing a vehicle. As costs rise, some automobile buyers seem to be considering sacrificing size and interior space to keep monthly payments lower. <7203> Toyota <6758> Sony Group Corp <6752> Panasonic HD <3
Defense spending is increasing, and Japan's total budget for 2025 will reach a record 115 trillion yen.
In the new budget proposal, the spending items with the largest increase include: a significant increase of over 10% in defense spending, reaching 8.5 trillion yen; and an approximately 7% increase in allocations to local governments. Due to record high tax revenues, the scale of newly issued government bonds will decrease by nearly one-fifth, down to 28.6 trillion yen.
Higasitetukou, Mitsui Sumitomo, etc. (additional) Rating.
Upgraded - Bullish Code Stock Name Securities Company Previous After --------------------------------------------------------- <9025> Konoike Transport Mizuho "Hold" "Buy" <6460> Sega Sammy HD Daiwa "2" "1" Downgraded - Bearish Code Stock Name Securities Company Previous After --------------------------------------------------------- <4
Toho - significantly dropped, feeling of exhaustion after the announcement of the lineup to be released in 2025.
A sharp decline occurred. The "TOHO LINE-UP 2025" was announced the day before. The content is generally perceived to be as expected, with few surprises. The stock price is fluctuating in a high range, showing a strong upward trend since November, which seems to create a sense of having run out of momentum. The main anticipated works include "Mobile Suit Gundam GQuuuuuuX -Beginning-", "Detective Conan: The One Eyed Phantom", "Endless Scarlet", and "Demon Slayer: Infinite Castle Arc".
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.