Amid concerns over Trump tariffs, funds are flowing into companies with strong earnings reports.
The Nikkei average rebounded slightly, closing at 39,174.25 yen, up 24.82 yen (with an estimated Volume of 1.8 billion 70 million shares). Due to concerns over tariff policies from the Trump administration, selling, particularly in the autos sector, started off slightly ahead. Furthermore, preliminary GDP figures for the domestic economy in the October to December 2024 period exceeded market Financial Estimates, which was perceived as supporting expectations for early interest rate hikes from the Bank of Japan, contributing to a stronger yen, which moved to 151 yen per dollar, negatively impacting investment sentiment. However, the day
Alfressa HD, MonotaRO, etc. (additional) Rating
Downgrade - Bearish Code Stock Name Securities Company Previous Change After ------------------------------------------------------------ <3659> Nexon Macquarie "Outperform" "Neutral" <6273> SMC Macquarie "Outperform" "Neutral" <6841> Yokogawa Electric Daiwa "2" "3" Target Price Change Code Stock Name Securities Company Previous Change After --------------------
The weekend's adjustments in positions have also resulted in active selection based on earnings reports.
The Nikkei average fell for the first time in four trading days. It closed at 39,149.43 yen, down 312.04 yen (with an estimated Volume of 2 billion 30 million shares). Profit-taking Sell orders were prioritized due to the backlash from consecutive days of rising stock prices. Although there were moments when it briefly turned positive at 39,543.93 yen, the yen exchange rate temporarily settled at around 152 yen to the dollar, which also led to profit-taking. Additionally, since the US market will be closed on the 17th, it seems there were movements for adjusting positions as well. The Nikkei average is expected to be followed.
Selected as A List (highest rating) in both areas of "climate change" and "Water Security" by CDP.
On February 14, 2025, TDK Corporation (President: Noboru Saito) was selected as the first "A-list company" in CDP's "Climate Change" category, and recognized for its water Security measures, achieving an A-list rating for five consecutive years, thus winning two awards.
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 →
Inductor: Development and mass production of high current compatible wound inductors for in-vehicle PoC.
Supports a maximum current of 1650mA, achieving high impedance characteristics across a wide frequency range. Operating temperature range is -55 to +155°C, suitable for high-temperature environments. *The actual product does not have the TDK logo engraved. On February 13, 2025, TDK Corporation (President: Noboru Saito) announced the development of the wire-wound inductor for automotive PoC "ADL4532VK series" (L4.5mm×W3.2mm×H3.2mm), and mass production will begin in February 2025.
Regarding the launch of a business that visualizes the taste of sake.
TDK's material analysis technology and algorithms, along with AI technology, enable detailed analysis of the flavor of sake. A unique radar Candlestick allows for easy and visual recognition of flavors. On February 13, 2025, TDK Corporation (President: Noboru Saito) recently developed the Sake Sensing System, a system that visualizes the taste, aroma, and effervescence of sake as part of an internal venture, and will begin service in February 2025.
The Nikkei average is up about 70 points, with positive contributions from Fast Retailing, Advantest, and SoftBank Group leading the way.
On the 12th at around 12:48 PM, the Nikkei stock average was fluctuating near 38,870 yen, approximately 70 yen higher than the previous business day. In the afternoon session, there was a slight sell-off, reducing the gains as trading began. Subsequently, the market has been in a consolidation phase. The exchange rate is at 153.60 yen per dollar, currently showing a slight trend towards yen depreciation, but the reaction is limited. Among the stocks that make up the Nikkei average, the top positive contributors are Fast Retailing <9983.T>, Advantest <6857.T>, and SoftBank Group <9984.T>.
Trends of ADR on the 11th = In yen conversion, Nippon Steel, Panasonic, Kyocera Corporation Sponsored ADR, ETC are up.
On the 11th, the ADRs (American Depositary Receipts) were almost all up compared to the Tokyo closing prices on the 10th when converted to yen. In yen terms, Nippon Steel <5401.T>, Panasonic <6752.T>, Kyocera Corporation Sponsored ADR <6971.T>, Sumitomo Trust <8309.T>, ORIX <8591.T>, etc., saw increases. INPEX <1605.T>, TDK <6762.T>, Advantest <6857.T>, Tokyo Electron <8035.T>, and Mitsui Sumitomo <8316.T> also remained strong.
With the Japan-U.S. summit meeting passing, Buy orders have also come in, and the overall movement remains subdued.
The Nikkei Index experienced a slight rebound. It closed at 38,801.17 yen, up 14.15 yen (Volume estimated at 1.9 billion 90 million shares). Selling pressure initially dominated trading due to the decline in U.S. stocks last weekend and concerns regarding the tariff policy of the Trump administration, leading the Nikkei Index to drop to 38,606.32 yen shortly after trading began. However, following the smooth passage of the Japan-U.S. summit, actions for short-term buybacks began to emerge, and the Nikkei Index turned positive, reaching a high of 38,895.74 yen towards the end of the afternoon session.
Rating [Securities company ratings]
Upgraded - Bullish Code Stock Name Securities Company Previous After ---------------------------------------------------- <1926> Light Industry Ichiyoshi "B" "A" <6762> TDK Mito "B+" "A" Downgraded - Bearish Code Stock Name Securities Company Previous After ---------------------------------------------------- <9684> Square Enix HD UBS "
Selling pressure from the decline of Tokyo Electron and the advancing appreciation of the yen is a burden.
The Nikkei average fell for the first time in four days. It ended trading at 38,787.02 yen, down 279.51 yen (Volume estimated at 2.1 billion 60 million shares). The yen appreciated to the 150 yen level temporarily, weighed down by rising expectations for additional interest rate hikes by the Bank of Japan. Additionally, Tokyo Electron <8035>, which announced good financial results the previous day, fell by about 4%, contributing to the decline. There was also a moment when the Nikkei average dropped to 38,753.20 yen shortly after the opening. On the other hand, buying continued for stocks with good financial results, etc.
Today's flows: 02/07 Renesas Electronics saw an inflow of JPY¥ 10.02 billion, Tokyo Electron saw an outflow of JPY¥ 15.76 billion
On February 7th, the TSE Main Market saw an inflow of JPY¥ 816.91 billion and an outflow of JPY¥ 880.2 billion.$Renesas Electronics(6723.JP)$, $Nissan Motor(7201.JP)$ and $Hitachi(6501.JP)$ were net
The Nikkei average is down 205 yen, with aggressive buying limited ahead of events.
The Nikkei average is down 205 yen (as of 1:50 PM). In terms of contributions to the Nikkei average, TDK <6762>, Advantest <6857>, and FANUC CORP <6954> are among the highest negative contributors, while Tokyo Electron <8035>, NTT Data G <9613>, and SoftBank G <9984> are among the highest positive contributors. In the Sector, Glass & Ceramics Products, Precision Instruments, Transportation Equipment, Wholesale Trade, and Real Estate are among the top declining rates, while Iron & Steel, Oil & Coal Products, and Metal Products are also included.
Nikkei Average Contribution Ranking (Before Closing) - The Nikkei Average fell for the first time in four days, with Tokyo Electron contributing to a decline of about 103 yen.
As of the close on seven days ago, the number of advancing and declining stocks in the Nikkei average was 99 stocks up, 126 stocks down, and 0 stocks unchanged. The Nikkei average fell 172.88 yen to close at 38,893.65 yen (estimated Volume 0.9 billion 37.6 million shares) at the end of the morning session. On the previous day, October 6, the Dow Inc average in the US market closed down 125.65 dollars at 44,747.63 dollars, while the Nasdaq finished up 99.66 points at 19,791.99 points. The expectations for additional interest rate cuts and favorable earnings from some major companies were positively received.
The Nikkei average is down about 210 points, with negative contributions from Tokyo Electron, NTT Data, and SoftBank Group being the top three.
As of 12:47 PM on the 7th, the Nikkei average stock price is fluctuating around 38,855 yen, down about 210 yen from the previous day. The afternoon session is also starting with a slight Sell dominance, leading to a weak trend. The exchange rate is around 151.70 yen per dollar, currently showing a slight depreciation of the yen. The contributing stocks of the Nikkei average in terms of negative contribution are Tokyo Electron <8035.T>, NTT Data <9613.T>, and SoftBank Group <9984.T> at the top. In terms of positive contribution, TDK <6762.T> and Adva.
The Nikkei average is down about 165 yen, with Kyowa Kirin, Konica Minolta, NIKON CORP SPONS, etc., ranking high in the rate of decline among the selected stocks.
At 11:02 AM on the 7th, the Nikkei average stock price is trading around 38,900 yen, down approximately 165 yen from the previous day. Selling has been dominant since the morning due to the strong yen, and at 9:27 AM, it reached a low of 38,753 yen, down 313.33 yen. Subsequently, there has been a movement to pick up on dips, which has reduced the decline, but the recovery seems sluggish. In the foreign exchange market, the yen is weaker than the morning level at around 151 yen per dollar, which appears to be leading to a reassessment. Among the Nikkei average constituents, the prices are falling.
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.
ADR Japanese stock ranking - Japan Post and other overall Sell pressure, Chicago is 120 yen lower than Osaka at 38,970 yen.
In the ADR (American Depositary Receipt) market for Japanese Stocks, compared to the Tokyo Stock Exchange (conversion of 1 dollar to 151.41 yen), Japan Post <6178>, Japan Post Bank <7182>, Shin-Etsu Chemical <4063>, Softbank Group <9984>, Takeda Pharmaceuticals Sp Adr <4502>, NINTENDO CO LTD <7974>, Sony Group Corp <6758>, etc. have decreased with a general tendency to Sell. The Chicago Nikkei 225 Futures settlement price is 38,970 yen, which is 120 yen lower than the Osaka daytime price. The U.S. stock market is mixed. The Dow average is down 125.65 points.
The Nikkei average is up by about 90 yen, with the main contributors being Tokyo Electron, Fast Retailing, and Bandai Namco.
As of 12:48 PM on the 6th, the Nikkei average stock price is trading around 38,920 yen, up approximately 90 yen compared to the previous day. Although the afternoon session started with a slight Buy advantage, the upward momentum seems to be heavy. The exchange rate is around 152.10 yen per dollar, with a slight trend towards yen appreciation. Among the stocks included in the Nikkei average, the top positive contributors are Tokyo Electron <8035.T>, Fast Retailing <9983.T>, and Bandai Namco <7832.T>. The negative contributors are KDDI <9433.T> and Dai-kin.