Defense
- 2200.019
- +27.502+1.27%
The Nikkei average rose significantly for the third consecutive day, recovering to the 40,000 yen range for the first time in five months, driven by Futures.
On the 26th, the US Stocks market was mixed. The Dow Inc rose by $28.77 to $43,325.80, while the Nasdaq ended down 10.77 points at $20,020.36. The unexpected decrease in unemployment insurance claims led to selling due to rising long-term interest rates, causing a decline after the market opened. In the lack of activity following the Christmas holiday, strong buying in anticipation of a year-end Christmas rally supported the lower prices. Afterward, the number of continuing unemployment insurance recipients reached a three-year high, and the 7-year bond entered.
There is a shift away from large vehicles in the USA, which benefits Asian manufacturers.
[EV] Due to the high prices of automobiles and rising interest rates, it has been reported that among Americans, more people believe that bigger is not always better when considering purchasing a vehicle. As costs rise, some automobile buyers seem to be considering sacrificing size and interior space to keep monthly payments lower. <7203> Toyota <6758> Sony Group Corp <6752> Panasonic HD <3
Defense spending is increasing, and Japan's total budget for 2025 will reach a record 115 trillion yen.
In the new budget proposal, the spending items with the largest increase include: a significant increase of over 10% in defense spending, reaching 8.5 trillion yen; and an approximately 7% increase in allocations to local governments. Due to record high tax revenues, the scale of newly issued government bonds will decrease by nearly one-fifth, down to 28.6 trillion yen.
List of breakout stocks (Part 1) [Ichimoku Kinko Hyo - List of breakout stocks]
○ List of stocks that have broken through the clouds Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Main Board <1379> Hokuto 1786 1759.5 1783 <1515> Nippon Steel Mining 448043654355 <1662> Petroleum Resources 112611201117.5 <1720> Tokyu Construction 720692.25708.5 <1721> Comsys HD 32253211.53194.5 <
China's AI industry is rapidly emerging, aggressively chasing after American OpenAI.
[Generative AI] As exports of cutting-edge Semiconductors to China are being restricted, it has been reported that emerging companies in the country may be catching up to U.S. tech giants’ Artificial Intelligence (AI) models at a pace that exceeds industry Financial Estimates. The emerging company DeepSeek, backed by a major Chinese hedge fund, has released a preview of its latest large-scale language model. <6702> Fujitsu <7046> TDSE <4011> Headwaters <3993>
SBI Securities (before closing) Kawasaki Heavy Industries Sell super, IHI Buy super.
Sell code Stock name Trading value (7012) Kawasaki Heavy Industries 33,982,462,078 (6146) Disc 22,613,366,030 (7201) NISSAN MOTOR CO 16,412,044,767 (7013) IHI 14,879,781,540 (6857) Advantest 13,010,239,600 (5803) Fujikura 12,134,120,012 (7011) Mitsubishi
Canon Inc-Spons Adr, Espec, etc. [List of stocks from the newspaper]
*Canon Inc-Spons Adr <7751> re-enters the ArF lithography equipment market, aiming to gain Share through miniaturization (Nikkei Industrial Daily page 1) -○ *Espec <6859> launches aggressive strategies for Semiconductors, continuously introducing contract measurement services (Nikkei Industrial Daily page 1) -○ *Nippon Steel <5401> believes in 'presidential approval' for the acquisition of United States Steel, statement made for final decision (Nikkei Industrial Daily page 3) -○ *Sumitomo Chemical <4005> sells polarizing film to two Chinese companies, targeting large LCDs, to local companies in spring next year (Nikkei Industrial Daily page 3) -○ *Mitsubishi Corporation <8058> diverse workforce.
Rapid growth of rice databricks [Today's GAINIANBANKUAI].
In some major U.S. companies, data scientists are using Databricks' software to analyze vast amounts of collected data. This tool is reported to have gained more value than ever with the rise of AI. The company, founded 11 years ago, has raised $10 billion (approximately 1 trillion 570 billion yen) from investors such as the Venture Capital firm Andreessen Horowitz and Thrive Capital. <2760> Tokyo Electron Ltd. Unsponsored ADR
The Nikkei average fell back, continuing a lack of direction as the Christmas holiday approaches.
On the 23rd, the US Stocks market continued to rise. The Dow Inc average increased by 66.69 points to 42,906.95 dollars, and the Nasdaq closed up by 192.29 points at 19,764.88. Caution was exercised due to the deterioration of the Consumer Confidence Index, leading to mixed results after the opening. Following the retreat of expectations for rapid interest rate cuts by the Federal Reserve, long-term Gold rates rose, causing the Dow Inc to decline. However, as high-tech Stocks were purchased in anticipation of a Santa Claus rally, the Nasdaq remained strong, expanding its gains towards the end of the trading session, benefiting the overall market.
Reflecting the rise in US stocks, there is a movement of autonomous rebound centered around technology stocks.
The Nikkei average rebounded for the first time in seven trading days. It closed at 39,161.34 yen, up 459.44 yen (with an estimated Volume of 1.78 billion shares). In addition to the rise in major stock indices in the USA markets on the previous weekend, the Nikkei average had dropped more than 1,100 yen over the last six trading days, leading to a surge in buying aimed at a self-rebound. It began above 39,000 yen, and although the increase narrowed due to selling as buyers took a pause, Semiconductors and other related stocks remained strong, helping to drive the market.
The Nikkei average fell for the sixth consecutive day, closing at a low due to the decline in financial stocks.
On the 19th, the U.S. Stocks market was mixed. The Dow Inc. rose by $15.37 to close at $42,342.24, while the Nasdaq fell by 19.93 points to end at $19,372.77. After the opening, the market experienced an upward movement. The sharp drop the previous day, due to the indication from the Federal Reserve Board (FRB) of a slowdown in the pace of additional interest rate cuts during the Federal Open Market Committee (FOMC), was seen as an overreaction, leading to a wave of buying. The domestic Gross Domestic Product (GDP) for the July to September period was revised upward, and new unemployment Insurance claims were announced in the morning.
Japan Post, Idemitsu Kosan, etc. (additional) Rating
Upgraded - Bullish Code Stock Name Brokerage Previous Changed -------------------------------------------------------- <5020> ENEOS Daiwa "3" "2" <6525> KOKUSAISMBC Nikko "2" "1" Downgraded - Bearish Code Stock Name Brokerage Previous Changed -------------------------------------------------------- <7
December 20 [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Cybozu <4776> 2144 yen (12/19) engages in the development, sales, and operation of groupware such as 'kintone'. The year-end Dividends forecast for the fiscal year ending December 2024 has been revised to 'undecided'. The previous estimate was 15 yen, and the one before that was 14 yen. It is being considered for an increase, and it is scheduled to be announced immediately after it is confirmed. Additionally, the performance forecast for the fiscal year ending December 2025 was announced. The operating profit is estimated to be 8.437 billion yen.
Attention is being paid to Cybozu and Nihon Litec, while Kadokawa and others are showing weakness.
In the U.S. stock market on the 19th, the Dow Jones Industrial Average rose by $15.37 to 42,342.24, the Nasdaq Composite Index fell by 19.93 points to 19,372.77, and the Chicago Nikkei 225 Futures dropped by 60 yen to 39,020 yen compared to the Osaka day. The exchange rate is 1 dollar = 157.30-40 yen. In today's Tokyo market, Cybozu <4776> announced that it is considering an increase in the year-end Dividends for the year ending December 2024, and that the operating profit for the year ending December 2025 is expected to be 8.437 billion yen, which is 2.0 times the current year's Financial Estimates.
The Nikkei average has fallen for five consecutive days, influenced by the decline in U.S. stocks, but the decrease in value has narrowed due to the "rate hike being put off."
On the 18th, the US Stocks market continued to decline. The Dow Jones Industrial Average fell by 1,123.03 dollars to 42,326.87 dollars, while the Nasdaq dropped by 716.37 points to 19,392.69 points. Ahead of the announcement of the Federal Open Market Committee (FOMC) results, a wait-and-see attitude strengthened, resulting in mixed trading after the opening. While the Dow average, which had been declining until the previous day, saw some buying in major stocks and rose, the Nasdaq started off slightly lower. The FOMC is expected to raise the main policy interest rate by 0.25% as anticipated.
TBS HD, NTV HD, etc. (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Change After ------------------------------------------------------------ <4676> Fuji HD Nomura "Neutral" "Buy" Downgraded - Bearish Code Stock Name Securities Company Previous Change After ------------------------------------------------------------ <4293> Septeni
Nissan Motor, Sumitomo Corporation, etc. [List of stock materials from the newspaper]
*Nissan Motor Company <7201> is in discussions for integration with Honda, planning to establish a holding company and considering a merger with Mitsubishi Motors (Nikkai Industrial Front Page) - ○ *Mitsubishi Heavy Industries <7011> appoints Mr. Ito as president, focusing on growth strategies in energy and defense (Nikkai Industrial Page 3) - ○ *NTT <9432> alongside eight major telecommunications companies, aims to restore disaster-affected communications networks quickly, expanding cooperation, sharing fuel supply bases and laying ships (Nikkai Industrial Page 3) - ○ *Mitsui Chemicals <4183> promotes decarbonization in the petrochemical sector, discussing details of collaboration among three companies (Nikkai Industrial Page 3) - ○ *Sumitomo Corporation <8053> participates in large-scale residential development in Australia, current.
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
○ List of stocks switching to Sell market Code Stock Name Closing Price SAR Main Board <6929> Nichi Ceramic 2612 2678 <6962> Daishinku 536553 <7011> Mitsubishi Heavy 22572485 <7013> IHI 82008983 <7092> FFJ 13901460 <7182> Japan Post Bank 14811545 <7309> Shimano Inc Unsponsored ADR 2090021890 <7322> Mitsu Sanju <
List of converted stocks (Part 2) [List of converted stocks for Parabolic Signal]
○ List of stocks converting to Sell Market Code Stock Name Closing Price SAR Main Board <1301> Kyokuyo 3950 4135 <1719> Ando Hazama 1172 1210 <1762> Takamatsu G 2668 2750 <1821> Mitsui Construction 4124 35 <1835> Toh-Tetsu Kogyo 3175 3315 <1861> Kumagai Gumi 3975 4145 <1888> Wakatsuki Construction 3810 4055 <1893> Goyo Construction 61
Japan M&A Center, DIC, ETC (additional) Rating
Target Price Change Code Stock Name Securities Company Previous Change After ----------------------------------------------- <2127> Japan M&A Center Nomura 950 yen 760 yen <4631> DIC Nomura 4000 yen 4300 yen <4634> artience Nomura 4900 yen 4200 yen <7181> Japan Post Insurance Nomura 3600 yen 3700 yen <3405> Kuraray Okasan 2400 yen 3000 yen <4919> Milbon Daiwa 36