ELECOM, ASICS, ETC (additional) Rating
Downgrade - Bearish Code Stock Name Brokerage Company Previous Change After-------------------------------------------------------------<9204> Skymark Morgan S "Overweight" "Equal Weight" Target Price Change Code Stock Name Brokerage Company Previous Change After-------------------------------------------------------------<3861
Rating information (Target Price change - Part 2) = Fuji Oil Holdings, NTT, ETC.
◎ Mizuho Securities (three stages: Buy > Hold > underperform) Established Oil Co. <2607.T> --- "Buy" → "Buy", 4,100 yen → 3,950 yen Meiji Holdings <2269.T> --- "Hold" → "Hold", 3,300 yen → 3,200 yen Kurazushi <2695.T> --- "Hold" → "Hold", 3,200 yen → 2,900 yen ◎ Morgan Stanley MUFG Securities (three stages: Overweight > Equal Weight > Underweight) NTT <9432.T> --- "Equal
Sumitomo Corporation collaborates with JAL, Airbus, Japanese paper companies, GEI, and AF to realize the objectives.
Sumitomo Corporation <8053.T> announced on the 17th that five companies, including JAL <9201.T>, Airbus Japan (Minato-ku, Tokyo), Japan Paper <3863.T>, and GEI <9212.T>, have signed a memorandum aimed at mutual cooperation to realize sustainable aviation fuel (SAF) using bioethanol derived from domestic timber. The three companies, along with Japan Paper and GEI, launched the 'Morisora Project' in February 2023 under the slogan 'Turning the Power of the Forest into the Power of Flight.'
SBSHD, Kirin HD, etc. (additional) Rating.
Upgrades - Bullish Code Stock Name Securities Company Previous After -------------------------------------------------------------- <4971> Meck Morgan Stanley "Equal Weight" "Overweight" <5831> Shizuoka Financial Group Morgan Stanley "Equal Weight" "Overweight" <5838> Rakuten Bank Morgan Stanley "Equal Weight" "Overweight" Downgrades - Bearish Code Stock Name Securities Company Previous After --------
Nikkei Average rises by 105 yen, with a retreat of excessive risk aversion leading to a sense of value = 12 days before the market opens.
Twelve days ago, the Nikkei average stock price rebounded to 36,898.83 yen, up 105.72 yen from the previous day. The TOPIX (Tokyo Stock Exchange Index) rose by 25.14 points to 2,695.86 points, marking its first increase in four days. Although the Nikkei average started softly in the negative zone, buy interest strengthened thereafter, with a notable rise as it reached 36,956.33 yen at 9:25 AM, up 163.22 yen. Early in the morning, sales followed the drop in US stocks on the 11th.
Rating information (Target Price change - Part 1) = Syns, Tokio Marine, etc.
◎ Nomura Securities (three-tiered: Buy > neutral > Reduce) Syns<290A.T>―― "Buy" → "Buy", 740 yen → 818 yen Helios<4593.T>―― "Buy" → "Buy", 300 yen → 340 yen Nippon Steel<5401.T>―― "Buy" → "Buy", 4000 yen → 3900 yen SkyPerfecTV<9412.T>―― "Buy" → "Buy", 1210 yen → 1330 yen Cell Source<4880.T>―― "neutral" → "new.
Express News | [Change Report] US Blackrock reported a decrease in shareholding of Japan Papermaking (3863.JP) to 4.28%.
Shimizu Construction, Kanadebia ETC [List of stock materials from newspapers].
*Shimizu Corporation <1803> promotes the spread of wood-pattern concrete and external sales of formwork coating agents with Toyo Aluminum (Nikkan Kogyo, page 1) - ○*SCREEN HD <7735> Goto Masato is appointed president, and Hiroe becomes chairman, correcting the Semiconductor bias (Nikkan Kogyo, page 3) - ○*Nippon Paper Industries <3863> Sebe, the next president, states, "Aim for stable profit," and builds a circular business model (Nikkan Kogyo, page 3) - ○*Marubeni <8002> integrates domestic A-REIT ETF business with Dai-ichi Life HD, consolidating into an intermediate holding company (Nikkan Kogyo, page 3) - ○*Fuji
The Nikkei average fell by 584 points, continuing to decline significantly, weighed down by U.S. tariff policies and a strong yen, with over 80% of Main Board stocks declining in the first half of the day.
Twenty days ago, the Nikkei average stock price fell significantly by 584.90 yen to 38,579.71 yen compared to the previous day. The TOPIX (Tokyo Stock Price Index) also dropped by 39.50 points to 2,727.75 points. The Nikkei average began trading with selling pressure from the morning. As U.S. stock index Futures fell during extended hours trading, the exchange rate turned toward a stronger yen, increasing the decline. Furthermore, U.S. President Trump's automobile tariffs continued to weigh down related stocks, and by 11:26 AM, the decline was the same.
Japan paper, NRI, ETC (additional) Rating
Upgraded - Bullish Code Stock Name Brokerage Firm Previous Change After --------------------------------------------------------- <3861> Oji Holdings Nomura "Neutral" "Buy" Downgraded - Bearish Code Stock Name Brokerage Firm Previous Change After --------------------------------------------------------- <4477> BASE Daiwa "2" "3"
The Nikkei average is down about 10 yen, showing weakness after initial selling = morning of the 19th.
On the 19th at around 10:03 AM, the Nikkei average stock price is fluctuating at around 39,260 yen, down about 10 yen from the previous day. At 9:43 AM, it reached 39,138.39 yen, down 132.01 yen. As yesterday, the 18th, saw a heavy upper price and a shrinking range, selling has been dominant. Additionally, on the 18th, American President Trump revealed that the tariff being considered for cars imported to the American will be around 25%, leading to weakness in car-related stocks. On the other hand,
Rating Information (Target Price Change - Part 1) = Rengo, Gifty, ETC.
◎Nomura Securities (three-stage: Buy > neutral > Reduce) Rengo <3941.T> -- "Buy" to "Buy", 1370 yen to 1110 yen NRI <4307.T> -- "Buy" to "Buy", 5500 yen to 6000 yen KOKUSAI <6525.T> -- "Buy" to "Buy", 3700 yen to 3750 yen Panasonic <6752.T> -- "Buy" to "Buy", 2300 yen to 2500 yen Menicon <7780.T> -- "Buy" to "B
Japan Stocks Rise as BOJ Rate Hike Bets Intensify
Green Earth, Nippon Paper, Sumitomo Corp Form Bioethanol JV
Sumitomo Corporation, Japan Paper, and GEI are engaged in the manufacturing and sales of bioethanol produced from wood biomass, ETC.
Sumitomo Corporation <8053.T> announced on the 17th that it has agreed to establish a joint venture company "Mori Sora Biorefinery LLC" with Nippon Paper Industries <3863.T> and Green Earth Institute (GEI, Shinjuku, Tokyo) for the "manufacture and sale of bioethanol and biochemical products made from woody biomass." The project involves constructing a semi-commercial plant within the Nippon Paper Industries' Iwanuma plant in Miyagi Prefecture, focusing on sustainable practices using wood scraps from the Tohoku Region.
List of stock materials from the newspaper, including NTN, Murata Manufacturing, ETC.
*NTN<6472>developed a bidirectional rotating fluid Bearing, eliminating the need for a verification process (Nikkan Kogyo, page 1) - ○*Hitachi<6501>and 13 other companies collaborated for anti-money laundering measures and executed Asset Trades (Nikkan Kogyo, page 3) - ○*Mitsubishi Corporation<8058>and NTT conducted joint verification in AI drug discovery, transmitting large data using IOWN (Nikkan Kogyo, page 4) - ○*Espec<6859>launched a testing facility specializing in Battery for Autos, one of the largest in Japan, in Tokoname, Aichi (Nikkan Kogyo, page 8) - ○*IHI<7013>original for the Romanian project in the U.S.
The Nikkei average rose by 14 points, making a slight rebound, while the TOPIX continued to decline, resulting in a mixed performance on the 10th afternoon session.
On the 10th, the Nikkei average stock price rebounded slightly, up 14.15 yen from the previous weekend, reaching 38,801.17 yen. On the other hand, the TOPIX (Tokyo Stock Price Index) fell by 4.22 points to 2,733.01 points, continuing its decline, resulting in mixed movements. In the U.S. stock market on the 7th, the non-farm payrolls in January did not meet market Financial Estimates, causing the NY Dow to continue to decline and the Nasdaq Composite Index to fall for the first time in four days. This prompted preemptive selling.
Stocks that moved or were traded in the first half of the session.
*JIA<7172> 1520 - With the increase in the dividend payout ratio, a significant increase in dividends is expected this period. *DeNA<2432> 3732 +700 - The revenue level for the October-December period exceeded expectations. *Gurunavi<2440> 339 +57 - The substantial increase in profits for the third quarter is being highly praised. *Taiyo Yuden<6976> 2638 +370 - Upward revision of full-year performance reduces excessive caution. *Toa Construction Industry<1885> 1375 +185 - Positive outlook continues with upward revisions and increased dividends following the first-half earnings report.
The Nikkei average fell by 40 yen, continuing to decline; after the selling subsided, it briefly turned upward, but upward pressure remains heavy = 10 days before the market.
Ten days ago, the Nikkei average stock price fell by 40 yen and 6 sen from the previous weekend, to 38,746 yen and 96 sen. The TOPIX (Tokyo Stock Price Index) also declined by 7.41 points to 2,729.82 points. On the evening of the 7th in the U.S. stock market, the non-farm employment number for January fell short of market Financial Estimates, leading to a drop in the NY Dow and a decline in the Nasdaq Composite Index for the first time in four days. This movement prompted prior sell-offs. The Nikkei average, at 9:08 AM, was down 180 yen and 70 sen, reaching 38,730 yen.
List of breakout stocks (Part 1) [Ichimoku Kinko Hyo - List of breakout stocks]
○ List of stocks that broke through the clouds Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Main Board <1802> Obayashi Corporation 2082 2081.5 1995.5 <1885> Toa Construction 1190 11821089.5 <2378> Renaissance 1056 1022.5 1044.5 <2815> Ariake 5570 5545 5485 <2922> Naturi 2192 2182 2156.5 <2