On the 6th, the ADR trends show that Sony Group Corp, TDK, Advantest, ETC are low in yen conversion values.
On the 6th, the ADR (American Depositary Receipt) showed a general decline compared to the closing prices in Tokyo, when converted to yen. In yen terms, Sony Group Corp <6758.T>, TDK <6762.T>, Advantest <6857.T>, Tokyo Electron <8035.T>, and SoftBank Group <9984.T> were all down. Shin-Etsu Chemical <4063.T>, Fujifilm <4901.T>, Denso <6902.T>, Murata Manufacturing <6981.T>, and Nomura <8604.T> also exhibited weakness. Provided by Wealth Advisor.
Porsche and Volvo have their unique style in Self-Driving Cars.
Self-Driving Cars featuring sporty movements like that of programmed Porsche Autos and those adjusted to a cautious pace like Volvo Autos, are reported to not only drive themselves in the future but also to have unique driving styles by utilizing software and Artificial Intelligence (AI). It seems that semiconductor manufacturer NVIDIA is already developing AI-based technology for Auto Manufacturers to construct personalized driving systems that reflect their brand.
In the context of the automobile tariff suspension, excessive caution is easing.
The Nikkei average continued to rise, finishing at 37,704.93 yen, up 286.69 yen (Volume estimated at 1.9 billion 30 million shares). Following the increase in U.S. stocks, which was positively influenced by the Trump administration's tariff deferral policy, buying was led mainly by automobile stocks. The Nikkei average started off strong and extended its gains to 37,874.38 yen in the middle of the morning session. Moreover, defense-related stocks also showed notable increases. However, as it approached the key level of 38,000 yen, there were some sell-offs from investors waiting for a pullback, along with comments from Waller of the Federal Reserve.
The Nikkei average is up by about 302 points, with the highest positive contributions from Fast Retailing, SoftBank Group, and Sony Group Corp.
On the 6th at 12:47 PM, the Nikkei Stock Average was approximately 30,720 yen, up about 302 yen compared to the previous day. Although trading began with a slight Sell dominance in the afternoon session, robust price movements continued. The exchange rate remained stable at around 149 yen and 20 sen to the dollar. The contributions of the Nikkei Stock Average constituents include Fast Retailing <9983.T>, Softbank Group <9984.T>, and Sony Group Corp <6758.T> in the positive, while in the negative, there are Tokyo Electron <8035.T> and Advantest <68.
Rating information (Target Price change - Part 2) = Nittobo, Morinaga Milk, ETC
◎Mizuho Securities (three levels: Buy > Hold > underperform) Nitto Boseki <3110.T> -- "Buy" → "Buy", 6,700 yen → 6,500 yen<br> Nippon Shinyaku <4516.T> -- "Buy" → "Buy", 5,600 yen → 5,850 yen<br> Azbil <6845.T> -- "Buy" → "Buy", 1,550 yen → 1,600 yen<br> Itochu <8001.T> -- "Buy" → "Buy", 8,400 yen → 7,600 yen<br> Mitsui & Co. <8031.T> -- "Buy" → "Buy", 3,540 yen → 3,130 yen<br> Maru
Power supplies: Development and mass production of μPOL DC-DC converters with telemetry functionality for high power density applications.
Optimizing the structure of the small module has achieved high power density. The new product FS1606 is the industry's smallest solution at 6A and allows easy access to telemetry functions (voltage, current, temperature) via the I2C interface. *TDK's logo is not engraved on actual products. On March 4, 2025, TDK Corporation (President: Noboru Saito) announced the development of the microPOL (μPOL) power module FS160* series, and the start of mass production in March 2025.
List of cloud breakout stocks (weekly) [Ichimoku Kinko Hyo - List of cloud breakout stocks]
○ List of stocks that broke through the clouds in the market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Main Board <1879> Shin Nihon Ken 1499 1489.5 1407.5 <1928> Sekisui House 3390 3371.5 3322.5 <2353> Nichiju 205 195 201 <25935> Ito En No. 1
Regarding the transfer of Company Executives.
On February 26, 2025, TDK Corporation (President: Nobuki Saito) announces the following decisions regarding Company Executives personnel. 1. Date of issue April 1, 2025《Changes in Company Executives》 【New Position】【Old Position】Andreas Keller, Executive Officer, Senior Executive Officer, Shigeki Sato, Executive Officer, Senior Executive Officer. Due to these changes, as of April 1, 2025, the company's Company Executives structure will be as follows.
Notice regarding the transfer of the corporate representative director.
On February 26, 2025, TDK Lambda Corporation, a group company of TDK Corporation (President: Sanai Yatoh), announced that at the extraordinary board meeting held on February 25, 2025, the following changes to the representative director were decided. 1. Changes to the Representative Director (Effective April 1, 2025) New Position Old Position Name TDK Lambda Corporation Representative Director President TDK Lambda Corporation Director
Notice regarding personnel changes and organizational alterations.
On February 26, 2025, TDK Corporation (President: Noboru Saito) has decided on personnel changes and organizational restructuring as follows. I. Regarding Personnel Changes 1. Announcement Effective April 1, 2025 ■ Change of Assignment for Company Executives 【New Position】【Old Position】【Name】 CHRO (also) Head of Human Resources Chief People and Sustainability Officer (also) Head of Human Resources Andreas Keller.
ADR trends on the 24th = In yen conversion values, Shin-Etsu, Advantest, Nissan, and others are low.
On the 24th, the ADRs (American Depositary Receipts) showed a decline in yen conversion values compared to the Tokyo closing prices on the 21st, with a broad decrease. In yen conversion values, Shin-Etsu Chemical <4063.T>, Advantest <6857.T>, Nissan Motor <7201.T>, Mitsubishi UFJ <8306.T>, SoftBank Group <9984.T>, etc., were down. Hitachi <6501.T>, Nidec Corporation Sponsored ADR <6594.T>, TDK <6762.T>, Keyence <6861.T>, FANUC CORP <6954.T>, etc., also showed weakness. Provided by Well.
In the Extel survey (formerly Institutional Investor) "2025 Japan Executive Team", it was selected as the "Most Honored Company".
Selected as the "Most Honored Company" and achieved Sector 1st place in four categories: "Best CFO," "Best Investor Relations Program," "Best ESG," and "Best Company Board." On February 25, 2025, TDK Corporation (President: Noboru Saito) was recognized by Extel (formerly Institutional Investor) for its "2025.
Apple announces the budget version of the smartphone "iPhone 16e".
On the 19th, Apple announced its flagship product, the low-cost model "iPhone 16e." The sales price in the USA is set at $599 (approximately 0.09 million 1000 yen). The sales price in Japan is set at 0.09 million 9800 yen (including tax). The price is set at a level comparable to past models of the cheapest iPhone, the "SE." <4005> Sumitomo Chemicals <5201> AGC <5802> Sumitomo Electric Industries <6440.
UBE, Mitsui & Co., etc. [List of stock materials from the newspaper]
* UBE Corporation President Nishida announced a revenue of 1 trillion yen for 2023 (Nikkai Industry, page 3) - ○ * Kddi Corporation has completed verification of its cluster Router, flexibly responding to increased communications volume (Nikkai Industry, page 4) - ○ * Sodick is optimizing its strategy for China by restructuring its machinery (Nikkai Industry, page 4) - ○ * Mitsui & Co. acquired iron ore interests in Australia for 800 billion yen, with production expected to start in 2030 (Nikkai Industry, page 4) - ○ * NOK is expanding the utilization of data in the oil seal field.
Rating information (investment determination changes - part 2) = Tohoku Chemical, Sony Group Corp, ETC.
◎Okasan Securities (3 levels: Bullish > Hold > Bearish) Toho Chemical <4186.T> -- "Bullish" → "Hold", 5,300 yen → 4,000 yen Nissan Motor <7201.T> -- "Bullish" → "Hold", 600 yen → 430 yen ◎Iwai Cosmo Securities (5 levels: A > B+ > B > B- > C) Sony Group Corp <6758.T> -- "A" → "B+", 3,450 yen → 4,100 yen TDK <6762.T> -- "A" → "B+", 2,450 yen → 1,900 yen Provided by Wealth Advisor Co.
<Rating Change Observation> Nichias Corporation upgraded, Nissan Corporation downgraded, ETC.
◎ New and restarting - ◎ Upgrade for Mitsui Chemicals <4041.T> - Major domestic firms rated 2nd on a 5-point scale; Tokyo Gas <9531.T> - Bank-affiliated, rated at the top level on a 3-point scale. ◎ Downgrade for Nexon <3659.T> - Bank-affiliated, rated in the middle on a 3-point scale. Tokyo Ohka Kogyo <4186.T> - Domestic semi-major firms rated in the middle on a 3-point scale. Sony Group Corp <6758.T> - Domestic semi-major firms rated 2nd on a 5-point scale (Target Price has been increased). TDK <6762.T> - Domestic semi-major firms rated 2nd on a 5-point scale. Nissan Motor <7201.T> - Domestic semi-major firms.
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.