Johnson Controls Agreed To Sell Its Residential And Light Commercial HVAC Business, Including Its North America Ducted Business And 60% Stake In The Johnson Controls-Hitachi Air Conditioning Joint Venture, To Robert Bosch GmbH For ~$8.1B In Cash, With...
Ahead of the Bank of Japan meeting, there continues to be selling pressure from position adjustments.
The Nikkei Average fell for 8 consecutive business days. Trading ended at 37,667.41 yen (-202.10 yen) (with a volume of approximately 1.708 billion shares) . Reflecting the trend of high-tech stocks being sold in the previous day's US market, the Nikkei Average started to decline. However, after falling more than 3,400 yen for the previous 7 business days, it rebounded autonomously from buying and rose up to 38,105.96 yen at the end of the morning session. However, we still need to confirm the performance trends of major domestic companies that are beginning to ramp up, and next week will also see the Bank of Japan's monetary policy decision-making meeting.
The Nikkei average fell for the 8th consecutive day, with semiconductor and Toyota Motor stocks dropping sharply in the afternoon.
On the 25th, the US stock market was mixed. The Dow Jones Industrial Average closed at 39,935.07, up 81.20 points (+0.20%), the NASDAQ closed at 17,181.73, down 160.68 points (-0.93%), and the S&P 500 closed at 5,399.22, down 27.91 points (-0.51%). Risk aversion remained strong, and the market was mixed after the opening. However, due to the better-than-expected growth in domestic gross domestic product (GDP) and consumption in the April-June period, pessimistic views on the economy have retreated, leading to buying back.
Express News | Reported Earlier, Japan Tokyo Core Consumer Price Index (YoY) For July 2.2% Vs. 2.2% Est.; 2.1% Prior
If Timmy is doing well, shift to Australian small/mid cap stocks.
[Stock Opening Comment] On the 26th, the Japanese stock market is expected to be limited in active trading while being conscious of autonomous rebound against the sharp fall on the previous day. On the 25th, in the U.S. market, the Dow Jones Industrial Average was up by 81 points, while Nasdaq was down by 160 points. As GDP grew more than expected, pessimistic views on the economy retreated and buybacks led the way. However, as financial policy officials in the United States are waiting for the announcement of the Core Price Index of Personal Consumption Expenditure (PCE) the following day, the rebound is limited.
List of cloud breakout stocks (Part 3) [Ichimoku Kinko Hyo and Cloud Breakout stocks]
List of stocks that broke through the cloud: Market Code Name Closing Price Leading Span A Leading SpanB Tokyo Stock Exchange Prime Board <6638> Mimaki 1640 1911 1644 <6645> Omron 5283 5322 5642 <6723> Renesas 2584 2996 2741 <6787> Meiko
M3, Shin-Etsu Chemical, Keyence, and Misumi Group (on the 26th).
※The calendar above is only a tentative plan and may be subject to change due to company circumstances.---------------------------------------July 26th (Fri) <1964>Chugai Ro <1972>Mikako Metals <2175>SMS <2413>MSL <2491>V Com-merce <2664>Kawachi Yakuhin <2737>Tohmen Develo <2804>Bulldog <3301>JFE Engineer
Against the background of a decline in US stocks and a strengthening yen, the price falls below 38,000 yen.
The Nikkei average fell significantly for the seventh consecutive business day. With a drop of 1,285.34 yen, it closed the trading day at 37,869.51 yen (with a volume estimate of 2.1 billion 10 million shares), falling below the 38,000 yen mark for the first time in about three months since April 26. The negative investor sentiment was due to the sell-off of high-tech stocks in the US market the day before, as well as the appreciation of the yen, which accelerated to 1 dollar = 152 yen, the highest in about two and a half months, and affected a wide range of stocks. The rise and fall of stocks on the Tokyo Stock Exchange Prime board showed that the number of decliners exceeded 1,300, affecting the overall market.
The Nikkei average fell significantly and continued to decline for seven days, with the highest decline rate of the year due to the decline of US stocks and the appreciation of the yen.
On the 24th, the US stock market continued to fall. The Dow Jones Industrial Average closed at 39,853.87, down 504.22 points (-1.25%), while the NASDAQ fell 654.94 points (-3.64%) to 17,342.41, and the S&P500 closed at 5,427.13, down 128.61 points (-2.31%). Disappointing earnings from some high-tech companies triggered selling after the opening, leading to a decline. The world's economic indicators are also weak, and the domestic new residential sales index is also low, causing concerns to the economy.
Active and newly listed stocks during the morning session.
*Kobayashi Pharmaceutical <4967> 5953 +303, revealing a significant shareholding by Oasis Management. *PC A <9629> 2216 +111, evaluated the significant increase in earnings for the first quarter. *Open Door <3926> 782 +37, expect an increase in overseas travelers due to the progress of the yen. *DaiEi Environment <9336> 2722 +112, recommended a purchase by SBI Securities. *NichiRaei <2871> 3884 +150, sees further progress in the rise of yen as a buying opportunity. *Yamazaki Baking <22>
Minbea Mitsumi, Alps AL, etc. (addition) Rating
Target stock price change code | Stock name | Securities company | Previous | After change | ------|---------------|-------------|--------|--------|-<3593> | Hogemedi | Morgan S | 3450 yen | 3550 yen | <4118> | Kaneka | Mizuho | 4200 yen | 4500 yen | <4543> | Terumo | JPM
Nomura Holdings, Chugai Pharmaceutical, Nissan Motor, Canon Inc.-spons adr (25th).
※The above calendar is only tentative and subject to change due to company circumstances.---------------------------------------July 25th (Thu) <1723> Nippon Electric Co. <3199> Watanabe Textile HD <3231> Nomura FHD <3969> Eight Red <4107> Isehara <4307> NRI <4373> Simplex HD <4462> Ishihara Chemical <
Clearle - Repay borrowed money before the deadline.
On July 22, Clear <2998> announced that it will repay the borrowings before maturity. On May 30, the company borrowed 1.2 billion yen from Mitsubishi UFJ Bank, a subsidiary of Mitsubishi UFJ Financial Group <8306>, with a variable interest rate and collateral (temporary registration), and the repayment date was set for November 29. This time, the same borrowing will be repaid in full before the deadline on July 31. It will be executed as a use of repayment funds from the anonymous association investment funds of "CREAL Kayabacho".
US stocks fell and the yen strengthened, resulting in the lowest level in a month.
The Nikkei average fell for six consecutive business days. It ended the trading day at around the lowest level in about a month, closing at 39,154.85 yen, down 439.54 yen (approximate volume of 1.6 billion 40 million shares). The market started with a sell-off due to the decline of major stock indexes in the US market the previous day. However, there were also moves to pick up on dips from the cautiousness against the steady decline. The Nikkei average also turned positive to 39,643.27 yen in the middle of the morning session. However, in the afternoon, the yen rate dropped to the 154 yen-per-dollar range for the first time in about a month and a half.
Sell Toyota Motors is currently exceeding at SBI Securities (pre-market), while Disco is buying more.
Sell Code Stock Name Trading Value (6146) Disco 34,570,231,060 (6920) Laser Tech 22,283,834,460 (1570) NEXTFUNDS Nikkei Average Leverage Listed Investment Trust 15,032,119,292 (6594)
Nissan, Mitsubishi Motors, etc. (additional) Rating.
Target stock price change code | Stock name | Securities company | Previous | After change | ------ | ---------------- | ---------- | --------- | --------- | <5032> | ANYCOLOR | Morgan S | 4900 yen | 5200 yen | <5711> | Mitsubishi Ma | Morgan S | 2500 yen | 2600 yen | <6586> | Makita | Morgan
F&M has started a collaborative business with Mitsubishi UFJ Bank to support small and medium-sized enterprises.
On the 22nd, FM <4771> announced that it will start a collaborative business with Mitsubishi UFJ Bank (headquarters: Chiyoda-ku, Tokyo) for the purpose of supporting the management of small and medium-sized enterprises. The company aims to contribute to improving the back-office operations of all businesses, and works with various partners, including financial institutions, to support the management of many businesses. It is especially focused on supporting the back-office operations of small and medium-sized enterprises. Mitsubishi UFJ Bank is part of Mitsubishi.
Investment Strategy for July 24th [Today]
[Fisco Featured Stock][Material Stock] Nidec Corporation Sponsored ADR <6594> 6787 yen (7/23) upwardly revised its financial estimates for the fiscal year ending in March 2025. Operating profit is expected to be 240 billion yen (an increase of 47.6% compared to the previous year). It was raised by about 4% from the previous estimate. The demand for HDD motors is on the rise, as well as the demand for water cooling systems for AI servers. In addition, significant growth is expected from battery energy storage systems (BESS) due to the expansion of demand for green innovation-related technologies. Meanwhile,
Nidec Corporation sponsored ADR, Marubeni Corporation, etc. [List of stock materials from the newspaper]
*NIDEC <6594> revenue of 10 trillion yen in March 31, 5 businesses including AI leading the way (Nikkan Kogyo front page) - ○ *Nippon Steel <5401> Dissolving joint venture with China Baowu, focusing on automotive steel plates, US / India (Nikkan Kogyo page 3) - ○ *Hitachi <6501> Sells air conditioning joint venture to Bosch in Germany (Nikkan Kogyo page 3) - ○ *Ain HD <9627> Amazon collaborates with 9 pharmacies to provide online medication guidance service (Nikkan Kogyo page 3) - ○ *Fujitsu <6702> Safe driving of forklifts under a flat-rate system
There is also a possibility that Nidec Corporation sponsored ADR will brighten the sentiment.
[Stock opening comments] The Japanese stock market on the 24th seems to be experiencing a stalemate. On the 23rd, the US market saw the Dow Jones Industrial Average fall by 57 points and the NASDAQ fall by 10 points. With major companies' earnings reports becoming central, there is much interest in analyzing the figures. Additionally, as the results of important inflation and economic indicators for this week have yet to be released, selling due to profit-taking has become dominant. The Chicago Nikkei 225 futures clearing price was 40 yen lower than that of Osaka, at 39.