Rating information (Target Price change - Part 2) = Aica, Tokyo Electron, ETC.
◎ Morgan Stanley MUFG Securities (three levels: Overweight > Equal Weight > Underweight) Aica Corp <4206.T> -- "Overweight" → "Overweight", 4200 yen → 4250 yen Daikou Shokai <4768.T> -- "Overweight" → "Overweight", 4100 yen → 4200 yen Daito Trust Construction <1878.T> -- "Equal Weight" → "Equal Weight", 17700 yen → 17500 yen Daiwa House <192>
The decline in Japanese tech stocks led to a temporary drop below the 38,000 yen level.
The Nikkei average continued to decline, closing at 38,142.37 yen, down 95.42 yen (with an estimated Volume of 1.8 billion 50 million shares). In the previous day's USA market, tech stocks were sold off, leading to a focus on selling semiconductor-related stocks in the Tokyo market. The Nikkei average dropped to 37,742.76 yen during the mid-morning session, also dipping below the key level of 38,000 yen at times. However, many are eager to wait for the earnings report from USA semiconductor giant NVIDIA, which is scheduled for early tomorrow morning Japan time.
JP Movers | Furukawa Electric Rose 4.36%, Leading Nikkei 225 Components, Fujikura Topped Turnover List
Market sentiment was stable today as Nikkei 225 components continued to trade sideways, with Furukawa Electric(5801.JP) being the top gainer today, rising 4.36% to close at 6685.0 yen. In addition, the top loser was M3(2413.JP),falling 5.30% to end at 1893.0 yen.
The Nikkei average is down about 340 yen, with trading amount led by Fujikura, Disco, and Tokyo Electron.
On the afternoon of the 26th, the Nikkei average stock price is trading around 37,900 yen, down about 340 yen compared to the previous day. Although the afternoon saw a predominance of Buy at the start of Trade, aggressive buying did not continue, leading to a stagnation in trading conditions. The exchange rate remains fluctuating around 149.40 yen per dollar. The top Volume stocks at around 2 PM in the Main Board market include JDI <6740.T>, NTT <9432.T>, Mitsubishi UFJ <8306.T>, SoftBank <9434.T>, and Nissan <7201>.
List of cloud break stocks (Part 2) [Ichimoku Kinko Hyo - List of cloud break stocks]
○ List of stocks that have fallen below the cloud in the market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Main Board <1662> Petroleum Resources 1118 1147.75 1122.5 <1969> Takasago Thermal 5421 6199.75 5647.5 <2108> Beet Sugar 2334 2350.25 2398 <2168> Pasona 1994 2025.75 2003 <2305> Studio Alice 2050 2104.
The trends of ADR on the 25th = INPEX, Sony Group Corp, Advantest, etc. are down in yen conversion.
On the 25th, the American Depositary Receipts (ADR) showed a general decline compared to the closing price in Tokyo on the same day, when converted to yen. In yen terms, INPEX <1605.T>, Sony Group Corp <6758.T>, Advantest <6857.T>, Tokyo Electron <8035.T>, and Mitsubishi UFJ <8306.T> were among those that declined. Shin-Etsu Chemical <4063.T>, Fujifilm <4901.T>, Toyota <7203.T>, Nomura <8604.T>, and SoftBank Group <9984.T> also showed weakness. Provided by Wealth.
AI needs to be cautious and is wary of the tightening of semiconductor regulations against China.
The Nikkei average fell sharply. It ended trading at 38,237.79 yen, down 539.15 yen (estimated Volume of 1.9 billion 60 million shares). Selling started early due to the decline in US tech stocks, and the index dropped to 38,131.79 yen just after the trading began. Subsequently, targeting a self-rebound and with buying in trading company stocks, it recovered to 38,485.95 yen toward the end of the morning session. However, aggressive rebound movements were limited, continuing to consolidate around 38,300 yen. The Tokyo Stock Exchange Main Board's
JP Movers | Mitsubishi Rose 8.76%, Leading Nikkei 225 Components, Disco Topped Turnover List
Market sentiment was stable today as Nikkei 225 components continued to trade sideways, with Mitsubishi(8058.JP) being the top gainer today, rising 8.76% to close at 2589.0 yen. In addition, the top loser was Hitachi(6501.JP),falling 8.49% to end at 3837.0 yen.
Today's flows: 02/25 Mitsubishi saw an inflow of JPY¥ 16.98 billion, Mitsubishi Heavy Industries saw an outflow of JPY¥ 9.19 billion
On February 25th, the TSE Main Market saw an inflow of JPY¥ 822.34 billion and an outflow of JPY¥ 903.57 billion.$Mitsubishi(8058.JP)$, $Marubeni(8002.JP)$ and $ITOCHU(8001.JP)$ were net buyers of
Stocks that moved or were traded in the first half of the session.
*Mitsubishi Corporation <8058> 2594.5 +214 Expectations of increased purchases by Mr. Buffett lead major trading companies to buy first. *Marubeni Corporation <8002> 2468 +178.5 Mr. Buffett's letter to investors is regarded as material. *Itochu Corporation <8001> 6550 +409 Major general trading companies show Mr. Buffett's willingness to increase purchases. *Sumitomo Corporation <8053> 3440 +196 Following hints of Mr. Buffett raising his shareholding limit. *Nexela Pharma <4565> 887 +
The Nikkei average is down about 450 points, with the main contributors to the decline being Advantest, Fast Retailing, and Tokyo Electron.
As of 12:48 PM on the 25th, the Nikkei average stock price is around 38,320 yen, down approximately 450 yen compared to the previous weekend. Trading began in the afternoon near the morning session closing price, and has since been somewhat sluggish. The exchange rate is around 149.70 yen to the dollar, indicating a slight strengthening of the yen. Regarding the contribution to the Nikkei average stock price, the stocks with negative contributions are Advantest <6857.T>, Fast Retailing <9983.T>, and Tokyo Electron <8035.T>. The positive contributions come from Mitsubishi Corporation <8058.T>,
Rating information (Target Price change - Part 1) = TIS, J Front, ETC
◎Nomura Securities (three-tier system: Buy > Neutral > Reduce) TIS <3626.T> -- "Buy" → "Buy", 4,300 yen → 4,600 yen Amano <6436.T> -- "Buy" → "Buy", 4,800 yen → 5,000 yen Advantest <6857.T> -- "Buy" → "Buy", 10,500 yen → 11,600 yen Gakken HD <9470.T> -- "Buy" → "Buy", 1,500 yen → 1,440 yen AGC <5201.T> -- "Neutral" → "
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.
Spot information on individual stocks (2)
Escrow AJ <6093.T> surged. The establishment of a new subsidiary and the formulation of a medium-term management plan were positively viewed. Starzen <8043.T> declined. An announcement was made regarding the offering of approximately 1.02 million shares by existing Shareholders. Meanwhile, a 1-for-3 Stock Split with a record date of March 31 was also announced. PIA <4337.T> fell back. An announcement was made regarding the offering of approximately 1.36 million shares by existing Shareholders. Disco <6146.T> showed weakness. The U.S. government included components for Semiconductor manufacturing equipment in the additional tariffs on Aluminum that will be implemented from March 12.
The remarks by Governor Ueda have led to a temporary halt in the yen's appreciation and a buyback.
The Nikkei Average rebounded for the first time in three days, ending the Trade at 38,776.94 yen, up 98.90 yen (estimated Volume of 1.9 billion 40 million shares). In the morning, the yen appreciated, temporarily rising to the lower 149 yen range against the dollar, leading to a continuing decline at the Start. During the middle of the morning session, it dropped to 38,456.53 yen. However, following the remarks made by Bank of Japan Governor Kazuo Ueda at the House of Representatives Budget Committee, the rise in domestic long-term interest rates eased, and the yen shifted towards depreciation, strengthening the Buyback movement, leading to a rally in the latter part of the morning session.
Today's flows: 02/21 DeNA saw an inflow of JPY¥ 4.67 billion, Mitsubishi Heavy Industries saw an outflow of JPY¥ 8.61 billion
On February 21st, the TSE Main Market saw an inflow of JPY¥ 764.15 billion and an outflow of JPY¥ 781.63 billion.$DeNA(2432.JP)$, $Tokyo Electron(8035.JP)$ and $Disco(6146.JP)$ were net buyers of JPY¥
Advantest Introduces SiConic: Groundbreaking Solution for Automated Silicon Validation
JP Movers | TOTO Rose 5.02%, Leading Nikkei 225 Components, Disco Topped Turnover List
Market sentiment was stable today as Nikkei 225 components continued to trade sideways, with TOTO(5332.JP) being the top gainer today, rising 5.02% to close at 3996.0 yen. In addition, the top loser was Yokohama Rubber(5101.JP),falling 6.21% to end at 3352.0 yen.
The Nikkei average is down about 540 yen, with trading volume led by Disco, Fujikura, and Advantest.
On the afternoon of the 20th, the Nikkei average stock price is trading around 38,620 yen, approximately 540 yen lower than the previous day. The afternoon session also starts with a selling advantage. At 1:15 PM, there was a moment when it widened the drop to 38,468 yen and 72 sen, down 695 yen and 89 sen. The currency market appears to be aware that the yen is continuing to strengthen, with the exchange rate at 150 yen and 30 sen per dollar. The top traded stocks by volume in the early afternoon (Main Board) include JDI <6740.T> and NTT <9432.T>.
February 20 [Today's investment strategy]
[FISCO Selected Stocks]【Material Stocks】Kura Sushi <2695> 2,590 yen (2/19) operates conveyor belt sushi "Kura Sushi" primarily in roadside locations. It has announced the reintroduction of its shareholder incentive program. The shareholder incentive program was set to be abolished after the reference date at the end of April 2025, but due to requests and opinions from many shareholders about the reinstatement of the program, it will be reintroduced. Previously, discount coupons were provided, but they will be changed to meal vouchers for easier use.【Emerging Markets Stock】ALiNK Internet <7