Daily closing at a high price due to expectations for the LDP leadership election
The Nikkei average continued to significantly rise. It closed at 39,829.56 yen, up 903.93 yen (with a volume estimate of 2.240 million shares) at the end of trading. Buying took the lead as major stock price indices rose in the U.S. market the previous day. The Nikkei average started by breaking through the psychological milestone of 39,000 yen. Subsequently, there were moments where the upward momentum was reduced due to the anticipation of wanting to assess the results of the LDP presidential election. However, following the first round of voting in the LDP presidential election, Fumio Kishida, former Secretary-General, and Sanae Takaichi, Minister of Economy, Trade and Industry, advanced to the runoff, and the Nikkei
Active and newly listed stocks during the morning session.
*Toho Zinc <5707> 1070 +91, optimistic about the lithium-ion battery recycling business. *Japan Micronics <6871> 4320 +340, continues to ride the wave of high semiconductor-related stocks. *Reed's Inc <4612> 1051 +61.3, continues to attract attention as a China-related company. *Shiseido Company,Limited Sponsored ADR <4911> 3995 +210, investment rating upgraded by Jefferies Securities. *Hamamatsu Photonics <6965> 1864.5 +99.5, a player in the field of nuclear fusion-related.
Tokyo Electric Power Co. continues to significantly increase, with reports of expanding revenue from AI-related sales.
Significant increase.
List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
● Buy conversion stock list market Code Stock Name Closing Price SAR Tokyo Main Board <1414> Showbond 5670 5468 <1515> Nittetsu Kuou 4430 4010 <167A> Ryosan Hisho 2645 2535 <1721> Comsys HD 3239 3102 <1726> Br. HD 364 356 <1
'GE Hitachi, Holtec, Rolls-Royce SMR And Westinghouse Enter UK SMR Negotiations' - World Nuclear News
Amid the positive reception of the rise in US high-tech stocks, they closed at a high price due to active rights trading.
The Nikkei average rebounded significantly. It closed at 38,925.63 yen, up 1,055.37 yen (volume approximately 2.08 billion shares), reaching the highest level in about two months since July 31st's 39,101.82 yen on a closing basis. Backed by strong earnings from US semiconductor companies, high-tech stocks were actively bought, and the yen weakened temporarily to around 145 yen per dollar, boosting investor sentiment. Despite moments of profit-taking due to caution against the rapid rise, the focus shifted to dividend-oriented investments.
Nikkei average sharply rebounds, rising over 1000 yen on the back of yen depreciation.
The U.S. stock market on the 25th was mixed. The Dow Jones Industrial Average closed at 41,914.75, down 293.47 points (-0.70%), while the NASDAQ closed 7.69 points higher at 18,082.21 (+0.04%), and the S&P500 closed 10.67 points lower at -0.19%. The OECD's upward revision of the world economic growth outlook was well received by buyers, leading to an increase after the opening. Subsequently, profit-taking sales intensified from near record highs, as well as in August, new residential
Pigeon, Sumitomo RIN, etc. (additional) Rating
Upgrade - Bullish Code | Company Name | Securities Company | Previous | After Change | ------ | ----------------- | ---------- | --------- | ------------ | <6920> | Laser Tech | Mizuho | "Hold" | "Out Perform" | Downgrade - Bearish Code | Company Name | Securities Company | Previous | After Change | ------ | --------------
Toyota Motor, Asahi Kasei, etc. [List of stock information from newspapers]
*Toyota Motor Corporation <7203> accelerates decarbonization in the UK, constructs a biogas plant (Nikkan Kogyo front page) - ○ *Mitsui Chemicals <3407> Develops bio-derived proof of chemical raw materials, production history management system (Nikkan Kogyo front page) - ○ *Subaru Corp Unsponsored ADR <7270> DX talent development, targeting thousands of administrative personnel (Nikkan Kogyo page 3) - ○ *Kansai Electrical Utilities <9503> Zero-carbon electricity at the World Expo, hydrogen-mixed combustion power generation as well (Nikkan Kogyo page 3) - ○ *Marubeni <8002> Participates in collective residence development in India, supporting sales in Pune city (Nikkan
The Nikkei average moved within a narrow range around 38,000 yen.
The Nikkei average fell slightly for the first time in 5 business days. It closed at 37,870.26 yen, down 70.33 yen (with an approximate volume of 1.6 billion 10 million shares traded). Following the record highs in the US market the previous day, where the NY Dow Jones Industrial Average hit a new high, and with the SOX index also rising by nearly 4%, high-tech related stocks were mainly bought, leading to a slight increase in the Nikkei average at the beginning. It then rose to 38,102.75 yen, but there was a tendency to be cautious about short-term overheating, causing it to drop to 37,868.84 yen by mid-morning.
Comsys HD, industrial F, etc. (Additional) Rating
Upgrade - Bullish Code | Stock Name | Securities Company | Before | After | ------ | ----------------- | ---------- | -------------- | -------------- | <6857> | Advante | Mizuho | "Hold" | "Buy" | <6857> | Advante | SMBC Nikko | "Neutral" | "Buy"
Nvidia's AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs
September 25th [Today's Investment Strategy]
[FISCO Selected Stocks] [Material Stock] Hikari SAI <7878> 2188 yen (9/24) Engaged in manufacturing and selling precious metal accessories. It announced a stock split of 1 share for 2 shares with the record date of October 31, 2024. The purpose is to lower the amount per investment unit of the stock (minimum investment amount), increase the liquidity of the stock through an increase in the number of shares in circulation, create a more investor-friendly environment, further expand the investor base, and increase the number of shareholders. The total number of issued shares after the stock split will be 1.
Resonac HD, Hitachi, etc. [List of stock information from the newspaper]
*Resonac HD <4004> to develop copper-clad laminated boards for next-generation semiconductors, compatible with glass core substrates (Nikkan Kogyo front page) - ○ *KDDI <9433> AI new base with Keio University and 9 other companies, joint research with American giants Microsoft (Nikkan Kogyo page 3) - ○ *Nippon Steel <5401> sells South Korean Posco shares, improving capital efficiency through asset compression (Nikkan Kogyo page 3) - ○ *Hitachi <6501> collaborates with American Nvidia on railroad AI operation and maintenance (Nikkan Kogyo page 3) - ○ *Resonac HD <4004> withdraws from regenerative medicine, related
Assessing the resilience of high-tech stocks.
[Stock Opening Comments] The Japanese stock market on the 25th started with selling pressure, but is expected to solidify while remaining in a stalemate. On the 24th, the US market saw the Dow Jones Industrial Average increase by 83 points, and the Nasdaq rise by 100 points. Amid expectations of additional interest rate cuts by the end of the year and stimulus measures in China, buying dominated the market. As the September US consumer confidence index fell below estimates, optimism about the economy diminished, leading to some selling, but the market recovered towards the end. Nikkei 225 futures in Chicago.
Pay attention to J Front and Cybozu.
On the 24th in the US stock market yesterday, the Dow Jones Industrial Average rose 83.57 points to 42,208.22, Nasdaq Composite Index rose 100.25 points to 18,074.52, Chicago Nikkei 225 futures fell 150 yen to 37,670 yen compared to Osaka daytime. The exchange rate is 1 dollar = 143.10-20 yen. In today's Tokyo market, Sugi HD <7649> increased its first-half operating profit by 17.3%, J Front <3086> revised upwards its performance and dividend forecast for the fiscal year ending February 2025, and the company with a maximum of 6.3% of outstanding shares issued revised its terms.
Toyota and others announced a share buyback on September 24th.
The stocks announced to set up a share acquisition framework on September 24 (Tuesday) are as follows: <7203> Toyota, 29.67 million shares (0.2%), 3300 shares, 77.6 billion yen, 55.02 million yen, 6100 yen (24/9/25 - 24/9/25) <4776> Cybozu, 3 million shares (6.3%), 3 billion yen (24/10/1 - 24/12/24) <7523> R b Ivan, 1.5 million shares (14.6%), 1.5 billion, 25.5 million yen (24/9/25 - 24/9/25)
Nvidia has risen by nearly 4%, with a bullish outlook on "Blackwell".
In the US market on the 24th, nvidia rose by 3.96% in the semiconductor sector. Analysts have shown a bullish outlook on new artificial intelligence (AI) product "Blackwell." It is seen as a material factor that has gained attention as it has surpassed the 75-day moving average which was capping the upside recently. The focus is now on whether the rebound trend will strengthen. <6857> Advantest <8035> tokyo electron ltd. unsponsored adr <7735> SCREEN Holdings <7729>
Positive sentiment towards high US stocks and a weak yen, but facing a stalemate around 38,000 yen.
The Nikkei Average rose for the 4th consecutive business day. It closed the trading at 37,940.59 yen, up 216.68 yen (approximate volume of 1.609 billion shares). The previous day, the NY Dow Jones Industrial Average hit a record high in the US market, and the yen's depreciation continued, with the dollar briefly rising to the 144 yen level, leading to buying mainly in export stocks. The Nikkei Average started to recover the 38,000 yen level for the first time in about 3 weeks during the trading hours and extended its upside to 38,427.15 yen in the mid-morning session. However, the 38,000 yen recovery.
September 24th [Today's investment strategy]
[FISCO Selected Stock] [Material Stock] Sakura Internet <3778> 4140 yen (9/20) engages in cloud play services provision and datacenter operation. The financial estimates for the fiscal year ending March 2025 have been raised. Operating profit is expected to be 26 billion yen (2.9 times higher than the previous period). This has been raised by 30% from the previous forecast. Measures to acquire orders based on strong demand for GPU cloud services are progressing well. It is expected that the electrical utilities costs will be below expectations, and that group company profits are strong.