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Three key points to watch in the first half of the session – focus on individual-led material stocks.
In the trading session on the 26th, attention should be focused on the following three points. ■ Material stocks led by individuals are the main focus. ■ Tokyu Land Corporation, upward revision of net profit for 2024/12 to 62 billion yen from 48.5 billion yen. ■ Highlight for the prior session: Kioxia HD plans to introduce next-generation SSDs by 2026, ahead of competitors. The Japanese stock market on the 26th is expected to continue a strong sense of stagnation as market participants are limited. The US market was closed on the 25th for the Christmas holiday, and many countries, including Germany and the UK,.
Nikkei Average Contribution Ranking (End of Day) ~ The Nikkei Average rebounded slightly, with SoftBank Group and Toyota contributing approximately 43 yen each.
As of the close on the 25th, the number of advancing and declining stocks in the Nikkei Average was 126 stocks gaining, 99 stocks losing, and 0 stocks unchanged. On the 24th, the US stock market continued to rise. The Dow Inc gained 390.08 points to close at 43,297.03, while the Nasdaq rose by 266.25 points to finish at 20,031.13. There was mixed trading after the opening as concerns grew over the rise in long-term interest rates. With trading shortened ahead of the Christmas holiday, technology stocks continued to be bought, boosting the stock market.
Despite the absence of Overseas investors, a solid development is underway.
The Nikkei Average rebounded, finishing at 39,130.43 yen, up by 93.58 yen (with an estimated Volume of 1.7 billion 60 million shares). Buoyed by the previous day's rise in U.S. tech stocks, buying began early, pushing the Nikkei Average up to 39,180.59 yen shortly after the open. However, with European and American investors entering the Christmas holiday, market participation was low, leading to a shift to a negative trend due to position adjustments, with the index dropping to 38,927.16 yen during the middle of the morning session. The afternoon session saw a market environment characterized by strong stagnation.
Qual HD Research Memo (1): The pharmaceutical business is further expanding. The acquisition of Daiichi Sankyo Esfa as a subsidiary has greatly propelled performance.
■Summary: Kuo Holdings <3034> is one of the major prescription pharmacy chains, ranking second in the number of prescription pharmacy stores and third in revenue (among listed companies). In addition to pharmacy activities, it is engaged in CSO*1 operations, medical staffing and recruitment businesses, and pharmaceutical operations. In October 2023, it acquired a 30% stake in Daiichi Sankyo Esfa Co., Ltd., which primarily develops authorized generic products (hereinafter referred to as AG products*2), and subsequently established it as an equity-method affiliate, with plans for April 2024.
The Nikkei average is down 54 yen, and major European Index and U.S. markets are closed tonight.
The Nikkei average is down 54 yen (as of 14:50). In terms of contributions to the Nikkei average, Konami Group <9766>, Daiichi Sankyo <4568>, Kddi Corporation <9433>, etc., are among the top contributors to the negative side, while Fast Retailing <9983>, SoftBank Group <9984>, Toyota <7203>, etc., are among the top contributors to the positive side. In sectors, Electricity & Gas, Banking, Land Transportation, Warehouse Transport, Other Products have the highest drop rates, while Transportation Equipment, Iron & Steel, Mining, Nonferrous Metals, Marine Transportation are also noted.
Three key points to watch in the first half of the session – trading primarily driven by short-term capital –
In the trading session before the 25th, three points should be focused on: ■ Trading centered on short-term funds ■ J Excellent, downward revision of operating profit from 4.812 billion yen to 4.451 billion yen ■ Highlight materials for the session: Canon Inc-Spons Adr re-entering the ArF lithography equipment market, aiming to acquire Share through miniaturization ■ Trading centered on short-term funds The Japanese stock market on the 25th is expected to start with a Buy focus, although position adjustments are anticipated, the market appears to exhibit resilience.
103677010 : noted