Market Chatter: Amid AI Surge, China Unicom (Hong Kong) Ramps Up Computing Power Investment for 2025

MT NewswiresMar 19 05:52 ET

ELECOM, ASICS, ETC (additional) Rating

Downgrade - Bearish Code Stock Name Brokerage Company Previous Change After-------------------------------------------------------------<9204> Skymark Morgan S "Overweight" "Equal Weight" Target Price Change Code Stock Name Brokerage Company Previous Change After-------------------------------------------------------------<3861

Fisco JapanMar 18 23:49 ET

Rating information (Target Price change - part 2) = Earth Pharmaceuticals, Mitsui Chemicals, ETC.

◎Morgan Stanley MUFG Securities (3-tier system: Overweight > Equal Weight > Underweight) Earth Pharmaceuticals <4985.T> --- "Equal Weight" → "Equal Weight", 5,500 yen → 5,400 yen ◎Okasan Securities (3-tier system: Bullish > Hold > Bearish) Mitsui Chemicals <4183.T> --- "Bullish" → "Bullish", 4,500 yen → 4,200 yen NTT <9432.T> --- "Bullish" → "Bullish", 178 yen → 172 yen KDDI <9433.T> --- "Hold"

Kabushiki ShimbunMar 17 21:05 ET

Berkshire "as promised" increased its Shareholding in Japan's five major trading companies, with an average holding ratio close to 10%.

The shareholding ratios of Mitsui & Co. increased from 8.09% to 9.82%, Mitsubishi Corporation's shareholding rose from 8.31% to 9.67%, Sumitomo Corporation's shareholding increased from 8.23% to 9.29%, Itochu Corporation's shareholding was raised from 7.47% to 8.53%, and Marubeni Corporation's shareholding went up from 8.30% to 9.30%. Munger once stated that Buffett's bet on the Japanese stock market is a "once in a century" opportunity, as the low interest rate environment allows investors to achieve substantial returns at almost zero cost.

wallstreetcnMar 17 04:44 ET

Jacks, Yamaha and others [List of stock materials from the newspaper]

* JAX <8584> Mitsubishi UFJ Bank adds 39 billion yen in investment, holding 40% voting rights in MUFG (Nikkankogyo, page 3) -○ * Nippon Steel <5401> promotes market formation for 'GX Steel' domestically, advancing the economic valuation of CO2 reduction during manufacturing (Nikkankogyo, page 3) -○ * Yamaha Motor <7272> extends operations at Hamakita Plant until 2031, postponing the completion within this year (Nikkankogyo, page 3) -○ * SoftBank <9434> acquires part of SHARP CORP Sakai Plant for 100 billion yen (Nikkankogyo, page 3) -○ * Toyota Tsusho <8015> 134.4 billion.

Fisco JapanMar 16 19:06 ET

The Nikkei average is up about 120 yen, with trading volume led by Kawasaki Heavy Industries, Mitsubishi Heavy Industries, and Advantest.

Around 2:01 PM on the 13th, the Nikkei average stock price is trading approximately 120 yen higher than the previous day at around 36,940 yen. The afternoon session starts with a sell-off prevailing in the market. Amid pressures from selling that is anticipating a rebound, the foreign exchange market seems to be conscious of the yen strengthening slightly to around 147.80 yen per dollar in the afternoon. The top volume stocks around 2:01 PM (Main Board) are NTT <9432.T>, JDI <6740.T>, Mitsubishi Heavy Industries <7011.T>, and Mitsubishi UFJ <8306.T>.

Kabushiki ShimbunMar 13 01:04 ET