Advantest to Showcase IC Test Solutions at IESA Vision Summit 2025, March 5-7 in Gujarat, India
Key points of interest for the PTS on the 27th = Hokuriku Electric, Bun Gas, Kawasaki Kisen, etc.
▽Hokuriku Electric <9505.T> has raised its consolidated operating profit Financial Estimates for the fiscal year ending March 2025 from 65 billion yen to 90 billion yen (a 22% decrease compared to the previous year). The annual Dividends forecast has been increased from 17.5 yen to 20 yen (previously 7.5 yen). ▽Kogas <9533.T> is expanding its Shareholder benefit program. The period to obtain Shareholder benefits will be shortened, and the benefit points will also increase. There will also be a buyback of treasury shares. ▽Kawasaki Kisen <9107.T> announced the buyback of 36 million shares (5.33% of total issued Shares).
JP Movers | Socionext Rose 12.69%, Leading Nikkei 225 Components, Fujikura Topped Turnover List
Market sentiment was stable today as Nikkei 225 components continued to trade sideways, with Socionext(6526.JP) being the top gainer today, rising 12.69% to close at 2300.0 yen. In addition, the top loser was Seven & i Holdings(3382.JP),falling 11.69% to end at 2118.0 yen.
Market Overview Early Bird Information = Main situation of market orders before the afternoon session (2) LINE Yahoo, Rakuten, Mizuho, ETC.
As of 12:20 PM on the 27th, the main pre-opening order situation is as follows: LINE <4689.T> Sell 60,000 shares, Buy 90,000 shares Japan Post <6178.T> Sell 30,000 shares, Buy 20,000 shares AdvanTech <6857.T> Sell 20,000 shares, Buy 30,000 shares Rakuten <4755.T> Sell 20,000 shares, Buy 30,000 shares Renesas <6723.T> Sell 20,000 shares, Buy 30,000 shares Mizuho <8411.T> Sell 40,000 shares, Buy 100,000 shares Provided by Wealth Advisor Inc.
The Nikkei average rose by 56 yen, rebounding for the first time in three days, and nearly 70% of the Main Board stocks increased in value = Morning session on the 27th.
On the 27th, during the morning session, the Nikkei average stock price rose by 56.59 yen to 38,198.96 yen, rebounding for the first time in three days. The TOPIX (Tokyo Stock Price Index) also increased by 13.23 points to 2,729.63 points. At 10:04 AM, the Nikkei average reached 38,369.96 yen, up by 227.59 yen. This came after NVIDIA, a leading US semiconductor company, announced its financial results for the fiscal year ending January 2025 and its revenue forecasts for the period from February to April 2025, which exceeded market expectations, positively impacting Japanese stocks.
The Nikkei average rose by about 10 yen, with Socionext, Itochu, Fujikura, etc. among the top gainers.
As of 11:02 AM on the 27th, the Nikkei average stock price is fluctuating around 38,150 yen, about 10 yen higher than the previous day. At 10:04 AM, it reached 38,369.96 yen, up 227.59 yen. The American semiconductor giant NVIDIA announced its financial results after the regular trading session on the 26th local time. Following the outlook for revenue in February to April 2025, which exceeded the market average financial estimates, the company's stock rose in extended hours trading. Japanese stocks also followed this trend, leading to buying activity. However, after that, there was selling to wait for a rebound.
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>
A strategic partnership agreement has been concluded with Japan Micronix Corporation.
On February 27, 2025, Advantest Corporation (Headquarters: Chiyoda-ku, Tokyo, Representative Director Group CEO: Douglas Lefever, hereinafter referred to as "the Company") and Japan Microelectronics Corporation (hereinafter referred to as MJC) announced that they have entered into a strategic partnership agreement.
Exhibiting at the "IESA Vision Summit 2025".
Advantest Corporation (Headquarters: Chiyoda-ku, Tokyo, Representative Director Group CEO: Douglas Lefever, hereinafter referred to as "the company") will exhibit at the "IESA Vision Summit 2025" held from March 5 to 7 at the Mahatma Mandir Convention & Exhibition Centre in Gandhinagar, Gujarat, India. (Booth number: Hall 1 #212) At our booth,
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.
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
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.