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Bernstein Remains a Buy on Tokyo Electron (TOELF)
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
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>,
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.