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Trump's policies disrupt growth expectations in North America. Muji plans to enter China's low stock price retail market.
① In view of the uncertainty created by the Trump administration in the USA, Ryohin Keikaku is prioritizing its Business focus on the Asia market; ② Japanese retailers are considering opening small stores selling Low Stock Price Commodities in China starting this summer; ③ The specific store format is similar to Japan's local "Muji 500," primarily selling items priced at 500 yen and below.
In the afternoon session, the NIKKEI index started higher by 230 yen, with NINTENDO CO LTD and Ryohin Keikaku ETC rising.
[Nikkei Stock Average・TOPIX (Table)] Nikkei Average; 40189.42; +230.55 TOPIX; 2767.62; +15.88 [Afternoon Session Opening Overview] The Nikkei Average in the afternoon session started at 40189.42 yen, up 230.55 yen from the previous day, almost at the same level as the morning close (40192.85 yen). During lunchtime, the Nikkei 225 Futures fluctuated in the range of 40200 yen - 40410 yen. The dollar-yen exchange rate is 1 dollar = 155.90-156.00 yen, approximately 20 sen higher since around 9 AM.
Nikkei Average Contribution Ranking (At Market Close) - The Nikkei Average has risen for four consecutive days, with SoftBank Group and Advantest contributing approximately 164 yen in total for the two stocks.
As of the close on the 23rd, the number of gaining and losing stocks in the Nikkei average was 135 stocks rising, 88 stocks falling, and 2 stocks unchanged. On the 22nd, the US stock market continued to rise. The Dow Inc closed up 130.92 points at 44156.73, and the Nasdaq ended with a gain of 252.56 points at 20009.34. Following the Trump administration's announcement of large-scale AI infrastructure investment, the Semiconductors Sector led the increase, rising after the opening. In addition to strong technology stocks, major companies' favorable earnings reports were well received.
Stock News Premium = Clothing stores continue to perform well with winter items due to low temperatures - Nishimatsuya, a leading Indicator, has seen three consecutive months of increased revenue.
Leveraging the cold snap this winter, specialty clothing stores are increasing their sales. Nishimatsuya Options Chain <7545.T> announced on the 21st that its same-store sales for January (ending on the 20th) exceeded the previous year's figures for three consecutive months. Monthly results from other companies in the same industry, such as Shimamura <8227.T>, are also expected to be favorable. <Shimamura also ended on the 20th> Nishimatsuya's same-store sales for January increased by 3.0% compared to the same month last year, maintaining a month-on-month increase in revenue since November of the previous year, surpassing last year's high hurdle. Winter clothing...
10 a.m. featured stocks = Expectations for further gains due to upward revision of full-year financial estimates and increased dividends -- Ryohin Keikaku.
Want to mark Ryohin Keikaku <7453.T>, which develops 'Muji'. On the 10th, the company announced an upward revision of full-year performance forecasts along with the consolidated financial results for the first quarter of the fiscal year ending August 2025 (September to November 2024). Operating revenue was raised from 734 billion yen to 754 billion yen (a 14.0% increase compared to the previous year), and operating profit was revised from 55 billion yen to 64 billion yen (also a 14.0% increase). In the first quarter financial results, domestic business sales exceeded expectations, centered around the Muji week sale. Additionally, China.
Rating [Securities company ratings]
Upgraded - Bullish Code Stock Name Brokerage Firm Previous After ----------------------------------------------------------- <5110> Sumitomo Rubbers Tokai Tokyo "neutral" "Outperform" <6103> Okuma Morgan Stanley "Equal Weight" "Overweight" <3254> Presance Morgan Stanley "Underweight" "Equal Weight" Downgraded - Bearish Code Stock Name Brokerage Firm Previous After ------------
