The Nikkei Average fell by 74 points, continuing its downward trend, while the TOPIX remains strong, rising for eight consecutive days = Afternoon session on the 21st.
On the 21st, in the afternoon session, the Nikkei Stock Average fell by 74.82 yen to 37,677.06 yen compared to the previous trading day. Meanwhile, the TOPIX (Tokyo Stock Price Index) rose by 8.20 points to 2,804.16 points, marking its eighth consecutive increase. This is the longest streak since January 15, 2024, a period of about one year and two months. In the morning, influenced by a slight decline in the NY Dow and Nasdaq Composite Index in the local U.S. stock market on the 20th, selling pressure was observed. When the Nikkei opened at 9:00 AM, it was down by 132.51 yen to 37,619.37 yen.
The Advance Reading Strategy Command Room = EREX: profits are recovering smoothly, positive towards partnership strategies, aiming for dips.
Irex <9517.T> is steadily recovering its earnings, is proactive about partnership strategies, and the daily chart shows an upward trend, intending to aim for a buying opportunity. Focusing on biomass power generation, the company is engaged in a consistent range of electrical utility businesses from fuel business, power generation business, to the trading business that becomes increasingly important with deregulation, and the retail electricity business, aiming for growth centered around renewable Energy. The underwriting partner of the third-party allocation capital increase completed on May 30, 2024, is JFE Holdings <5411.T> subsidiary JF.
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 1) = Elecom, NSSOL, ETC.
◎ Nomura Securities (three-tiered: Buy > neutral > Reduce) Elecom <6750.T> -- "Buy" → "Buy", 2,100 yen → 2,300 yen JFE HD <5411.T> -- "Neutral" → "Neutral", 1,950 yen → 1,800 yen Sumitomo Metal <5713.T> -- "Neutral" → "Neutral", 4,100 yen → 3,700 yen Tamron <7740.T> -- "Neutral" → "Neutral", 4,200 yen → 4,000 yen ◎ Daiwa Securities (5
Market Chatter: Japan Says US Tariffs on Steel, Aluminum 'Regrettable'
Rating information (investment decision change - Part 2) = SCSK, Daytona ETC.
◎ Iwai Cosmo Securities (5 levels: A > B+ > B > B- > C) SCSK <9719.T> — New "A", 4400 yen Sandrug <9989.T> — New "A", 4800 yen ◎ Tachibana Securities (5 levels: Bullish > Slightly Bullish > Hold > Slightly Bearish > Bearish) Daytona <7228.T> — "Bullish" → "Slightly Bullish", 4280 yen → 3700 yen ◎ SBI Securities (3 levels: Buy > Hold > Sell) Organo <6368.T> — New "Buy", 10000 yen JFE HD <5411>
<Rating Change Observation> Upgraded ratings for Shinki and Organo / Daito Build, downgraded rating for Kura Sushi, etc.
◎New/Resumed Organo <6368.T> - Online securities rated SCSK <9719.T> at the highest level of five stages - Domestic semi-major rated Sandra Drug <9989.T> at the highest level of five stages. ◎Upgraded Daito Ken <1878.T> - Domestic major rated at the highest level of five stages Cyber <4751.T> - Domestic medium rated Fujikura <5803.T> at the highest level of three stages Bank rated Daikin <6367.T> at the highest level of three stages.
Rating [Securities company ratings]
Upgraded - Bullish Code Stock Name Brokerage Firm Previous Change After ------------------------------------------------------- <1878> Daito Kentaku Daiwa "2" "1" <5803> Fujikura Mizuho "Hold" "Buy" <4751> Cyber Ichiyoshi "B" "A" Downgraded - Bearish Code Stock Name Brokerage Firm Previous Change After ---------------------------------------------
The Nikkei average rose by 141 points, rebounding, but despite the weaker yen, there were more declining stocks on the Main Board = October 10 afternoon session.
On the 10th, the Nikkei average rose to 37,028.27 yen, an increase of 141.10 yen compared to the previous weekend. Meanwhile, the TOPIX (Tokyo Stock Price Index) fell by 7.83 points to 2,700.76 points. The Nikkei average reached 37,113.48 yen, up 226.31 yen, at 11:25 AM. On the 7th, U.S. stocks reacted to remarks by Chairman Powell of the Federal Reserve, who indicated that while uncertainty is increasing, the U.S. economy remains strong.
M3, Coca BJH, etc. (additional) Rating
Upgraded - Bullish Code Stock Name Brokerage Firm Previous After Change --------------------------------------------------- <3436> SUMCO SMBC Nikko "2" "1" <5947> Rinnai Mizuho "Hold" "Buy" <9983> Fast Retailing SMBC Nikko "2" "1" Downgraded - Bearish Code Stock Name Brokerage Firm Previous After Change -------------------------------------
Rating information (Target Price change - part 1) = Air Water, JR East, ETC.
◎ Nomura Securities (3-stage: Buy > neutral > Reduce) Air Water <4088.T> -- "Buy" → "Buy", 3,300 yen → 3,230 yen Noritz Steel <7744.T> -- "Buy" → "Buy", 6,540 yen → 6,570 yen F-Pico <7947.T> -- "Buy" → "Buy", 3,010 yen → 3,230 yen Seiko G <8050.T> -- "Buy" → "Buy", 6,100 yen → 6,400 yen UBE <4208.T> -- "neutral"
The Nikkei average fell by 696 points, marking a significant decline after three days, and after the Sell rush, it struggled to stay above the recent low = 7 days before the market.
Seven days ago, the Nikkei average dropped significantly by 696.50 yen to 37,008.43 yen, marking a big decline for the first time in three days. The TOPIX (Tokyo Stock Price Index) also fell by 34.85 points to 2,716.56 points. On the 6th, the U.S. government announced a one-month extension on additional tariffs on autos from Canada and Mexico, and also stated that products subject to the USMCA (United States-Mexico-Canada Agreement) would be exempted for one month. Uncertainty over tariff policies has emerged, leading to a decline in U.S. Stocks.
The Nikkei average rose by 286 points, continuing to rise, showing steady progress, but its upward momentum weakened toward the end of trading on the 6th.
On the 6th, the Nikkei average stock price rose by 286.69 yen compared to the previous day, reaching 37,704.93 yen, while the TOPIX (Tokyo Stock Price Index) also rose by 33.20 points to 2,751.41 points, continuing its upward trend. On the 5th, in the US stock market, it was revealed that tariffs on imported goods from Canada and Mexico would be suspended for one month for automobile-related items, easing excessive concerns about the US economy, leading to a rebound in both the NY Dow and Nasdaq Composite Index for the first time in three days. Japanese stocks also received a boost, with buying observed across a wide range of stocks.
J Front, F & L C ETC (additional) Rating
Upgraded - Bullish Code Stock Name Brokerage Previous After ------------------------------------------------- <5831> Shizuoka FG Mizuho "Hold" "Buy" <8308> Resona HD Mizuho "Hold" "Buy" Downgraded - Bearish Code Stock Name Brokerage Previous After ------------------------------------------------- <1878> Daito Trust Mizuho "Buy"
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