The STAR for AI-related stocks continues, temporarily recovering to the 0.04 million yen range.
The Nikkei average rose for the fourth consecutive day, finishing the trade at 39,958.87 yen, up 312.62 yen (estimated Volume of 1.8 billion 70 million shares). In the previous day's USA market, the popularity of Artificial Intelligence (AI) related stocks continued, and the rise of technology stocks was noticeable, which led the Nikkei average to open higher. After the opening, there were moments when the increase narrowed, but the desire for Buy on dips was strong, and as the day progressed, the increase expanded, reaching as high as 40,036.07 yen, marking a return to the 0.04 million yen level for the first time in about two weeks since the 8th.
The Nikkei average rose for the fourth consecutive day, driven by defense-related and electric wire stocks, temporarily recovering to the 40,000 yen range.
On the 22nd, the US stock market continued to rise. The Dow Inc closed up by 130.92 points at 44,156.73 dollars, and the Nasdaq finished at 20,009.34, up by 252.56 points. Following the announcement of large-scale AI infrastructure investments by the Trump administration, the rise in the Semiconductors Sector led to an increase after the opening. Strong performance in high-tech stocks, along with buying sentiment driven by positive earnings from major companies, further bolstered the market, which remained robust throughout the day. Due to the strong movement of the Nasdaq in the US market, Tokyo
Stock News Premium = October to December financial results, Main Board peaks at the end of January - February focuses on Automobiles such as Toyota.
The financial results season for Japanese companies for the last year from October to December is starting. Following the preliminary announcements this week, the peak on the Tokyo Stock Exchange Main Board will be on the 31st of next week. In February, each company will announce their performance daily until the 14th, and this momentum is likely to influence the direction of the market. For the October to December (third quarter) financial results of firms listed on the Main Board, about 180 companies are scheduled for the 31st. February 7th will also be a crucial day with approximately 170 companies expected to disclose their results, and when combined with companies from the Standard and Growth markets, that day will be significant.
The Nikkei average opened 204 points higher in the latter half of the session, with DeNA and Sumitomo Electric Industries among those that rose.
[Nikkei Stock Average & TOPIX (Table)] Nikkei Average; 39,850.40; +204.15 TOPIX; 2,748.50; +11.31 [Afternoon Session Opening Overview] In the afternoon session, the Nikkei Average rose by 204.15 yen compared to the previous day, starting at 39,850.40 yen, slightly increasing its gain from the morning close (39,830.11 yen). During lunchtime, Nikkei 225 Futures fluctuated in the range of 39,800 yen to 39,920 yen. The dollar-yen exchange rate is 1 dollar = 156.50-60 yen since around 9 AM.
The Nikkei average has risen for four consecutive days, continuing to be led by SoftBank Group in the Index ETF.
The Nikkei average has risen for four consecutive days. It finished the morning session at 39,830.11 yen, up 183.86 yen (+0.46%) from the previous day, with an estimated volume of 0.9 billion 70 million shares. On the 22nd, the U.S. stock markets continued to rise. The Dow Inc average closed up 130.92 dollars at 44,156.73 dollars, and the Nasdaq ended up 252.56 points at 20,009.34. Following the Trump administration's announcement of a large-scale AI infrastructure investment, the Semiconductors Sector rose significantly after the opening. In addition to strong technology stocks,
Nikkei Average Contribution Ranking (At Closing) - The Nikkei Average has significantly risen for three consecutive days, with SoftBank Group and Advantest contributing approximately 293 yen in total.
As of the market close on the 22nd, the number of rising and falling stocks in the Nikkei average was 152 rising stocks, 70 falling stocks, and 3 unchanged stocks. The US stock market continued to rise on the 21st. The Dow Inc closed up 537.98 points at 44,025.81, and the Nasdaq finished up 126.58 points at 19,756.78. After concerns that tariff measures under the Trump administration would not be strengthened, expectations rose. Three private companies, including SoftBank Group <9984>, conducted a large-scale AI investment.
SoftBank Group, which received investment from US AI, is leading the way.
The Nikkei average rose significantly for three consecutive days. With an increase of 618.27 yen, it closed at 39,646.25 yen (estimated Volume of 1.7 billion 50 million shares), recovering to the 39,600 yen level for the first time since the 9th. The rise in major stock market indices in the USA the previous day was well received, in addition to President Trump's announcement that SoftBank Group <9984>, OpenAI, and Oracle Corp would together invest 500 billion dollars (approximately 78 trillion yen) in the next four years to develop AI-related infrastructure such as Datacenter in the USA.
The Nikkei average is up by 580 yen, also considering the Bank of Japan meeting ETC.
The Nikkei average is up 580 yen (as of 1:50 PM). In terms of contribution to the Nikkei average, SoftBank Group <9984>, Advantest <6857>, and Tokyo Electron <8035> are among the top positive contributors, while TDK <6762>, Nitori Holdings <9843>, and Tokio Marine <8766> are among the top negative contributors. In the Sector, Nonferrous Metals, Other Products, Machinery, Information & Communications, and Electric Appliances show the highest price increases, while Oil & Coal Products, Mining, Marine Transportation, Insurance, and Fisheries are not performing as well.
Accommodation F, Sawai GHD, etc. (additional) Rating.
Upgraded - Bullish Code Stock Name Securities Company Previous Change After ----------------------------------------------------------- <4062> Ibiden Morgan Stanley "Underweight" "Equal Weight" Downgraded - Bearish Code Stock Name Securities Company Previous Change After ----------------------------------------------------------- <5711> Mitsubishi Mamoru
Received the Excellence Award in the "Sustainability Category" of the "Yamato Internet IR Awards 2024".
On January 22, 2025, TDK Corporation (President: Noboru Saito) received an Excellence Award in the "Sustainability Category" at the "Daiwa Internet IR Awards 2024" selected by Daiwa Investor Relations Co., Ltd. (5 companies received the Grand Prize, 32 companies received Excellence Awards, totaling 37 recipients). Additionally, it also received a Good Award at the "Daiwa Internet IR Awards 2024". The "Daiwa Internet IR Awards 2024" evaluates corporate IR based on the internet.
Multilayer ceramic capacitors: Development and mass production of multilayer ceramic capacitors with the industry's largest capacitance in the C0G characteristics 1,250V type in a 3225 size for automotive/general use.
In automotive and general use, a new lineup of 10nF products with C0G characteristics at 1,250V and size 3225 has been introduced (achieving high voltage resistance), contributing to a reduction in the number of components and miniaturization. AEC-Q200 compliant (automotive grade products). *The actual product does not have the TDK logo engraved on it. On January 22, 2025, TDK Corporation (President: Noboru Saito) announced the C0G 1,250V products for automotive "CGA series" and general use "C series" of MLCCs.
In the future, attention will turn to the Bank of Japan's monetary policy decision-making meetings.
The Nikkei average continued to rise, closing up 125.48 yen at 39,027.98 yen (Volume estimated at 1.5 billion 30 million shares), recovering the 39,000 yen level for the first time since the 10th. Developments were influenced by reports regarding tariffs from U.S. President Trump. Anticipating that Trump would postpone tariff policies during his inauguration, buying activity led to a rise, reaching 39,238.21 yen shortly after the opening. However, after reports emerged about considering tariffs on Mexico and Canada, it turned negative in the middle of the first half.
Rating information (Target Price change - Part 2) = Stanley, IDOM, ETC.
◎ Okasan Securities (three levels: Bullish > Neutral > Bearish) Stanley <6923.T> — 'Bullish' → 'Bullish', 3,500 yen → 3,150 yen Kyocera Corporation Sponsored ADR <6971.T> — 'Neutral' → 'Neutral', 1,950 yen → 1,600 yen Yamaha <7951.T> — 'Neutral' → 'Neutral', 1,217 yen → 1,100 yen ◎ Tokai Tokyo Securities (three levels: Outperform > Neutral > Underperform) IDOM <7599.T> — 'Outperform' → 'Outperform', 170
Trends in ADR on the 17th = In terms of yen conversion, Shin-Etsu Chemical, Rakuten, Advantest, ETC are rising.
On the 17th, the ADR (American Depositary Receipts) showed broad gains compared to the Tokyo close on the previous week's Friday when converted to yen. In yen, stocks like Shin-Etsu Chemical <4063.T>, Rakuten <4755.T>, Advantest <6857.T>, Kyocera Corporation Sponsored ADR <6971.T>, and Sumitomo Mitsui Trust <8309.T> were up. TDK <6762.T>, Mitsui & Co. <8031.T>, Tokyo Electron <8035.T>, Mizuho <8411.T>, and SoftBank Group <9984.T> also exhibited solid performance. Provided by Ue.
Nikkei Average Contributing Ranking (at Close) ~ The Nikkei Average fell, with SoftBank Group and TDK pulling it down by about 41 yen across the two stocks.
As of the market close on the 17th, the number of stocks in the Nikkei index increased by 109, decreased by 113, and remained unchanged for 3 stocks. The US stock market fell on the 16th. The Dow Inc fell by 68.42 points to 43,153.13, and the Nasdaq dropped by 172.94 points to 19,338.29, closing out the trading day. Following the significant rise the previous day, the market opened with a cautious tone, showing mixed results. Subsequently, declines in managed healthcare company UnitedHealth Group weighed on the market, along with retail sales.
Today's flows: 01/16 SoftBank Group saw an inflow of JPY¥ 5.87 billion, Advantest saw an outflow of JPY¥ 8.46 billion
On January 16th, the TSE Main Market saw an inflow of JPY¥ 693.05 billion and an outflow of JPY¥ 798.51 billion.$SoftBank Group(9984.JP)$, $Shift(3697.JP)$ and $Tokio Marine Holdings(8766.JP)$ were
Today's flows: 01/15 Keyence saw an inflow of JPY¥ 6.05 billion, Lasertec saw an outflow of JPY¥ 7.85 billion
On January 15th, the TSE Main Market saw an inflow of JPY¥ 618.51 billion and an outflow of JPY¥ 712.29 billion.$Keyence(6861.JP)$, $Mitsubishi UFJ Financial Group(8306.JP)$ and $Mizuho Financial
The Nikkei average is down 125 yen, with interest in the number of foreign visitors to Japan and the U.S. CPI, etc.
The Nikkei average is down 125 yen (as of 14:50). In terms of contributions to the Nikkei average, Advantest <6857>, Tohoku Electric <8035>, and Recruit HD <6098> have the highest negative contributions, while Fast Retailing <9983>, FANUC CORP <6954>, and TDK <6762> have the highest positive contributions. In the Sector, Pharmaceuticals, Oil & Coal Products, Wholesale Trade, Construction, and Machinery are among those with the highest decline rates, along with Banking, Other Products, Fisheries & Agriculture, and Insurance.
List of cloud break stocks (Part 2) [Ichimoku Kinko Hyo - List of cloud break stocks]
○ List of stocks that dropped below the clouds Market Code Name Closing Price Leading Span A Leading Span B Tokyo Main Board <1719> Ando Hazama 1153 1171.5 1158 <1814> Dai Sue Construction 1640 1641 1664.5 <1820> Nishimatsu Construction 5059 5090.2 55136.5 <1835> Toei Iron Works 3175 3205 3300 <1878> Daito Construction 16910 17007.5 17235 <
On the 13th, ADR trends show that almost all are down in yen terms, with Advantest, Rohm, and Tokyo Electron among the companies that are lower.
On the 13th, the ADR (American Depositary Receipt) was largely down compared to the Tokyo closing price on the previous week's Friday, the 10th, when converted to yen. In yen terms, Advantest <6857.T>, Rohm <6963.T>, Tokyo Electron <8035.T>, Nomura <8604.T>, SoftBank Group <9984.T>, etc. showed declines. Omron <6645.T>, TDK <6762.T>, Honda <7267.T>, Mitsubishi UFJ <8306.T>, Fast Retailing <9983.T>, etc. also showed weakness. Provided by U.