Nobu Yamamoto's "Stock Research File": The grand market of stocks with a PBR below 1 enters its second act PART 11.

Concerns over the collapse of the AI (Artificial Intelligence) bubble and the renewed announcement of Trump tariffs led to a sharp decline in the Nikkei stock average. Previously, it was written that "the lower line for the Nikkei average may drop from the current 38,500 yen to around 37,800 yen, which is below last December," but on the 28th, it fell to the 36,800 yen level, which is 1,000 yen lower than that prediction. In September last year, Japanese stocks made a significant recovery after the huge crash in August, and the Nikkei average rose to over 39,000 yen from a low of 31,156 yen.

Kabushiki ShimbunFeb 28 03:53 ET

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Investing with moomooFeb 28 03:34 ET

The Nikkei average fell by 1,100 yen, a significant decline, marking the largest drop of the year and the biggest in five months as of the afternoon of the 28th.

On the 28th, the Nikkei average stock price in the afternoon session fell significantly by 1,100.67 yen from the previous day, closing at 37,155.50 yen. In terms of closing price, this drop exceeds the decline on the 3rd (1,052.40 yen) and marks the largest drop this year, the biggest since September 30 of last year (1,910.01 yen), making it the largest drop in five months. The TOPIX (Tokyo Stock Price Index) also dropped significantly by 54.16 points to 2,682.09 points. On the 27th local time, NVIDIA's stock price plummeted in the U.S. stock market. The SOX (Philadelphia Semiconductor Index) dropped.

Kabushiki ShimbunFeb 28 01:51 ET

Stocks that moved or were traded in the first half of the session.

* Tohoku Electric Power <9070> 7870 - The movement continues to align with the TOB price due to the announcement of the implementation of an MBO. * GMO Internet <4784> 1362 +141 Especially with no new materials, it seems to be influenced by supply and demand factors at the end of the month. * Aichi Steel <5482> 7220 +460 Announced the implementation of a Share Buyback in off-hours trading. * Hokuriku Electric Power <9505> 833.2 +44.4 Adjusted financial estimates and dividends upward. * SRE HD <2980> 3180 +100 The sale price has also been determined, and buybacks are underway.

Fisco JapanFeb 27 23:54 ET

The Nikkei average is down about 1,330 yen, with the major contributors to the decline being Advantest, Tokyo Electron, and Fast Retailing.

On the 28th, at 12:53 PM, the Nikkei average stock price was around 36,930 yen, down approximately 1,330 yen from the previous day. The market opened with selling prevailing in the latter session. With the weekend and the end of the month coinciding, a hesitant mood intensified, and at 12:48 PM, it hit 36,840.12 yen, down 1,416.05 yen. It has been about five and a half months since the stock price fell to the 36,000 yen range during trading hours, the last time being September 19 of last year. The exchange rate was near 149 yen and 50 sen per dollar, currently in a range-bound state. The stocks included in the Nikkei average are, showing a negative trend.

Kabushiki ShimbunFeb 27 22:58 ET

Micron rebounded after four days, viewed positively due to the partnership agreement with Advantest.

Japan Micro Devices rebounded for the first time in four days, reaching a high of 120 yen to 4,555 yen at one point. After the market close on the 27th, the company announced it had signed a technical partnership agreement with Advantest, which was seen as significant. With this technical partnership agreement, the company aims to (1) leverage each of their expertise to meet customer expectations in next-generation Semiconductors testing and provide innovative solutions, and (2) develop technology related to next-generation Semiconductors testing.

Kabushiki ShimbunFeb 27 20:11 ET