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"Shin Yamamoto's Premium Report": Mitsui E&S (7003)
This week, attention should be focused on Mitsui E&S <7003.T> as a delayed player in defense-related matters. Although the traditional shipbuilding business has been transferred to Mitsubishi Heavy Industries <7011.T> and the unlisted Tsuneishi Shipbuilding, it remains the top manufacturer with around 50% domestic market share in marine diesel engines. It boasts the second-largest global market share in port cranes. <Revival through structural reform> By 2019, accumulated losses exceeding 200 billion yen were recorded from contracts for the construction of coal-fired power plants in Indonesia, which had been progressively ordered.
The Nikkei Average is up about 10 yen, with trading volume led by Mitsubishi Heavy Industries, Kawasaki Heavy Industries, and JX Metal.
At around 2:02 PM on the 19th, the Nikkei average stock price is trending around 37,860 yen, approximately 10 yen higher than the previous day. In the afternoon session, the market opens with a selling trend. The Bank of Japan has decided to maintain the policy interest rate at around 0.5%. Due to the limited market reaction following the decision meeting, selling in anticipation of a pullback has become dominant, and the gains are being reduced. The foreign exchange market is trending slightly towards yen depreciation at around 149.50 yen per dollar. The top volume stocks around 2 PM (Main Board) include J.
The Nikkei average is up about 536 yen, with trading volumes led by Mitsubishi Heavy Industries, Kawasaki Heavy Industries, and Mitsubishi UFJ.
On the afternoon of the 18th, the Nikkei average stock price fluctuated around 37,933 yen, approximately 536 yen higher than the previous day. The afternoon session began near the previous day's closing price. Although the trading range in the afternoon was limited to just over 100 yen due to a lack of movement, stable price movements continued. The foreign exchange market saw the dollar trading at around 149.50 yen, showing a slight appreciation of the yen. The top volume stocks in the afternoon (Main Board) included Mitsubishi Heavy Industries <7011.T>, NTT <9432.T>, Tokyo Electric Power HD <9501.T>, and MUFG <830>.
Hirakawa Heavy Industries will launch 31 models of the 25-year home Air Conditioner series starting from April 1.
Mitsubishi Heavy Industries <7011.T> announced on the 18th that its group company, Mitsubishi Heavy Industries Thermal Systems, will sequentially launch a total of 31 models across 5 series of the home room Air Conditioner "Beaver Air Conditioner" starting from April 1st. Mitsubishi Heavy Industries Thermal Systems offers S series models, which are nine of their highest-end models that excel in energy efficiency, equipped with comfort, cleanliness, and high APF (Annual Performance Factor: annual energy consumption efficiency), designed for use in cold regions.
The Nikkei average is up about 520 yen, with Fast Retailing, Advantest, and Tokyo Electron contributing positively at the top.
As of 12:46 PM on the 18th, the Nikkei average is around 37,917 yen, approximately 520 yen higher than the previous day. In the afternoon session, trading began near the closing price of the morning session. It has remained strong in a high-price range since then. The exchange rate is fluctuating slightly toward a weaker yen at 149.60 yen to the dollar. The contribution of the listed companies in the Nikkei average is positive with Fast Retailing <9983.T>, Advantest <6857.T>, and Tokyo Electron <8035.T> leading the gains. Negatively, Mitsubishi Heavy Industries <7011.T> is contributing to losses.
SBI Securities (pre-closing) Mitsubishi UFJ Financial Group selling more, Mitsubishi Heavy Industries buying more.
Sell Code Stock Name Trading Amount (7011) Mitsubishi Heavy Industries 30,511,163,949 (7012) Kawasaki Heavy Industries 21,831,216,282 (5803) Fujikura 19,595,606,817 (8306) Mitsubishi UFJ Financial Group 18,608,047,694 (1570) NEXT FUNDS Nikkei Average Leverage Listed Investment Trust 17,199,249,442 (6857) Advantest
