The Nikkei average rose by 56 yen, rebounding for the first time in three days, and nearly 70% of the Main Board stocks increased in value = Morning session on the 27th.
On the 27th, during the morning session, the Nikkei average stock price rose by 56.59 yen to 38,198.96 yen, rebounding for the first time in three days. The TOPIX (Tokyo Stock Price Index) also increased by 13.23 points to 2,729.63 points. At 10:04 AM, the Nikkei average reached 38,369.96 yen, up by 227.59 yen. This came after NVIDIA, a leading US semiconductor company, announced its financial results for the fiscal year ending January 2025 and its revenue forecasts for the period from February to April 2025, which exceeded market expectations, positively impacting Japanese stocks.
The Nikkei average is down about 80 yen, after an initial sell-off, the market is in a consolidation phase = January 21 morning session.
On the 21st, at around 10:03 AM, the Nikkei average stock price was fluctuating approximately 80 yen lower than the previous day, around 38,600 yen. Just after the market opened at 9:01 AM, it reached 38,497.57 yen, down 180.47 yen. On the local 20th in the USA market, the revenue forecast for the fiscal year ending in January 2026 announced by the major retail company Walmart did not meet market average expectations. Concerns about stagnant consumption and the resurgence of inflation due to USA's tariff policies led to a decline in the Dow Inc for the first time in three days and the Nasdaq Composite Index falling for the first time in six days.
Technical Hot Stocks selected = JFE HD: a mini golden crossover has been formed between the 5-day and 25-day moving averages, and it is approaching the 26-week moving average on the weekly chart.
JFE Holdings <5411.T> has experienced four consecutive rises in its stock price until the 20th, with a slight increase of 0.5 yen compared to the previous day on the 20th, closing above the 1800 yen mark. On the 19th, a mini golden cross (GC) was formed between the five-day and twenty-five-day moving averages, and in terms of the daily Ichimoku Kinko Hyo, it has also broken through the upper limit of the resistance band called "cloud," which is enclosed by two leading spans, indicating that a strong upward trend is anticipated in the near term. It also maintains a positive divergence from the 13-week moving average on the weekly chart.
Rating Information (Target Price Change - Part 2) = Nissui, F&LC, ETC.
◎ Mizuho Securities (three-tier: Buy > Hold > underperform) Nissui <1332.T> -- "Buy" → "Buy", 1270 yen → 1300 yen Ariake <2815.T> -- "Buy" → "Buy", 7500 yen → 7700 yen F&LC <3563.T> -- "Buy" → "Buy", 4000 yen → 4800 yen Goldwin <8111.T> -- "Buy" → "Buy", 15000 yen → 13000 yen Sumitomo Warehouse <9303.T> -- "Hold" → "Hold", 2600 yen →
France utilizes nuclear power in the AI development competition.
[Nuclear Power] France is reported to be trying to turn the tide in the Artificial Intelligence (AI) race by utilizing its strength in abundant Nuclear Power. The French government is planning a project to supply 1 gigawatt to an AI computing facility using Nuclear Power, with costs expected to reach several billion dollars. <6378> Kimura Kiko <6643> Togami Electric Manufacturing <5631> Japan Steel Works <6370> Kurita Water Industries <6326
EU President Vows 'Firm And Proportionate Countermeasures' After Trump Imposes Steel, Aluminum Tariffs
List of conversion stocks (Part 2)
○ List of Stocks Converted to Sell Market Code Stock Name Closing Price SAR Main Board <1929> Nichitokuken 1042 1089 <1968> Taiheiyo Electric 46854950 <1975> Asahi Kogyo 21272295 <2060> Feed One 788861 <2109> DM Mitsui Sugar 34153510 <2317> Systema 341363 <262A> Inter-Mestic 21272573 <
JFE Holdings' Nine-Month Profit Slides 39%; Shares Fall 3%
The Nikkei average started down 158 yen, with Konica Minolta and NTT Data, ETC, declining.
[Nikkei Average Stock Price & TOPIX (Table)] Nikkei Average; 38907.76; -158.77 TOPIX; 2744.12; -8.08 [Opening Overview] On the 7th, the Nikkei Average started trading at 38907.76 yen, down 158.77 yen, marking a decline after four days. The previous day's U.S. stock market was mixed. The Dow Inc. was down 125.65 dollars at 44747.63 dollars, while the Nasdaq was up 99.66 points at 19791.99.
February 7 [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Digital Hearts Holdings <3676> 899 yen (2/6) Engaged in debugging to detect defects in Gaming and amusement machines, etc. Announced third-quarter financial results. Cumulative operating profit is 1.837 billion yen (up 29.2% year-on-year). Profit increased from 0.825 billion in the first half (up 13.1% year-on-year). The operating profit for the year ending March 2025 is predicted to be 2.54 billion yen (up 24.5% from the previous period). At the same time, commemorative Dividends for the 25th anniversary of the founding.
Focus on Mercari and Digi-HDs, TOWA and Konica Minolta seem to be soft.
In the U.S. stock market on the 6th, the Dow Jones Industrial Average fell by $125.65 to 44,747.63, the Nasdaq Composite Index rose by 99.66 points to 19,791.99, and the Chicago Nikkei 225 Futures decreased by 120 yen compared to the Osaka day session, reaching 38,970 yen. The exchange rate is 1 dollar = 151.40-60 yen. In today's Tokyo market, F-Stars <3687> saw a 40.7% increase in operating profit for the first quarter, while Mercari <438> turned to increased profit with a 28.9% increase in core operating profit for the first half, compared to a 13.1% decrease in the first quarter.
Nippon Steel, operating profit for the third quarter decreased by 8.5% to 566.1 billion yen.
Nippon Steel <5401> announced its third quarter results for the fiscal year ending March 2025, reporting revenue of 6 trillion 552.4 billion 98 million yen, a 1.3% decrease compared to the same period last year, and an operating profit of 566.1 billion 25 million yen, an 8.5% decrease. For the fiscal year ending March 2025, revenue is planned to be 8 trillion 600 billion yen, a 3% decrease from the previous period. Additionally, the company announced the dissolution of its mutual investment relationship with Kobe Steel <5406>, which has continued since 2002, while business collaborations will continue. A review of the relationship of group companies and policy measures is underway.
Key points of the PTS on the 6th = Meiko, Nichias, SanBio ETC.
▽Tokyo Metro <9023.T> announced its financial results for the cumulative third quarter of the fiscal year ending March 2025 (April to December). Consolidated operating profit increased by 20.2% year-on-year to 77.75 billion yen. The activation of economic activities has led to an increase in passenger transportation revenue. ▽Mamiya OP <7991.T> announced an upward revision of its performance forecast for the fiscal year ending March 2025. Consolidated operating profit was increased from 4.4 billion yen to 6.4 billion yen (a 32.3% increase compared to the previous term). Demand for currency identification machines compatible with new banknotes has risen. The year-end Dividends that were previously undecided were mentioned.
JFE Holdings to Enhance Governance With Supervisory Committee Transition
JFE Holdings Reports Decline in Q3 FY2024 Profits Amid Industry Challenges
JFE Holdings: 3rd Quarter Financial Results Investors Meeting Materials for the Fiscal Year Ending March 31, 2025
JFE Holdings: Summary of financial results for the 3rd quarter of the fiscal year ending 2025/3 [IFRS] (consolidated)
JFE Holdings 9-Mos Net Y100.10B Vs Net Y162.92B
The Nikkei average is up by 210 yen, with continued interest in the earnings reports of major companies.
The Nikkei average is up 210 yen (as of 14:50). In terms of contribution to the Nikkei average, Fast Retailing <9983>, Tokyo Electron <8035>, and Bandai Namco Holdings <7832> are among the top positive contributors, while Kddi Corporation <9433>, Daikin <6367>, and Fujifilm <4901> are among the top negative contributors. In the Sector, Air Transportation, Securities Commodity Futures, Other Products, Glass & Ceramics Products, and Pulp & Paper are seeing the highest rate of increase, while Transportation Equipment, Banking, and Information & Communication are showing notable trends.
10 o'clock highlight stock = windfall from the expansion of renewable energy, also notable in the treatment of waste panels -- JESCOSH.
JESCO Holdings <1434.T> provides a comprehensive service from the installation of Photovoltaic Power Station panels to recycling, and it is likely to enhance its presence in the recycling of waste panels, which is a significant issue. Although the stock price has declined due to the low progress rate of the first quarter results for the August period, there is considerable room for reevaluation. The company specializes in the Construction of mega-solar (large-scale Photovoltaic Power Stations) and Communications and wireless construction. The amount of domestic solar power installation is expected to reach approximately 6,000 megawatts by the 30th fiscal year (24th fiscal year estimate).