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.
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.