As of the end of the year, a record high has been reached for the first time in 35 years.
The Nikkei average fell for the first time in four trading days. It ended the trade at 39,894.54 yen, down 386.62 yen (volume estimated at 1.6 billion 20 million shares). Reflecting the high plateau of U.S. interest rates, there was a leading Buy in the financial Sector, including Banks and Insurance. The Nikkei average started strong at 40,325.78 yen. However, amid the decline in U.S. stocks at the end of the previous week and limited market participants at the year-end, profit-taking Sell and adjustments of positions became predominant, resulting in a turn to the downside. After that, it continued to fluctuate around 0.04 million yen. It is noted that the annual figure stands at 1989.
List of converted stocks (Part 3) [Parabolic Signal Converted Stocks List]
○List of stocks that have turned to Buy Market Code Stock Name Closing Price SAR Main Board <8217> Okuwa 899 862 <8253> Crescent 37353495 <8279> Yaoko 93738980 <8283> PALTAC 43984211 <8308> Resona HD 11491103 <8411> Mizuho 38933735 <8421> Shinchu Gold 216500200200
Recovery to 0.04 million yen level due to expectations for the New Year market.
The Nikkei average rose significantly for the third consecutive day. It ended at 40,281.16 yen, up 713.10 yen (with an estimated Volume of 2.1 billion 30 million shares), recovering to the 0.04 million yen level for the first time in about five and a half months since July 19. The yen rate weakened to around 158 yen to the dollar in the previous day's Overseas market, leading to early buying focused on export stocks such as Automobiles, and the Nikkei average started to rise. Just before the midday close, it recovered to the 0.04 million yen level for the first time in about two weeks. Afterwards, Semiconductor-related stocks and other high-value stocks continued to rise.
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.
Expectations for inflow of funds with the practical entry into the market in 2025.
[Stock Opening Comment] On the 27th, the Japanese stock market is expected to show a strong buying sentiment despite the limited number of market participants. The U.S. market on the 26th, following Christmas, saw the Dow Jones Industrial Average rise by 28 dollars and Nasdaq decline by 10 points. Amidst a lack of movements after the Christmas holiday, enduring buying expectations for a Christmas rally as we approach the year-end have solidly supported the lower prices. The Chicago Nikkei 225 Futures was 39,700 yen, up 210 yen compared to Osaka. The exchange rate stood at 157 yen per dollar.
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 <
Toyota Motor, SEALSQ, KULR Technology And Other Big Stocks Moving Higher On Thursday
Toyota Motor Stock Is Trading Higher Thursday: What's Driving The Action?
The three major U.S. stock index futures fell collectively, while Toyota Motor rose over 9% in pre-market trading | Highlights for tonight.
① Toyota Motor's Pre-Market Trading rose over 9%, and the company reportedly plans to increase its ROE to 20%; ② Sources say Alibaba and E-Mart will form a $4 billion E-Commerce joint venture in South Korea; ③ Japan Steel's plan to acquire United States Steel has been postponed until March of next year.
With limited participants, export stocks are leading the market.
The Nikkei average continued to rise significantly, closing at 39,568.06 yen, up 437.63 yen (with an estimated Volume of 1.9 billion 60 million shares). With European and American markets closed, market participants were limited and the day started slightly lower. However, as the yen temporarily weakened to around 157 yen per dollar, export stocks such as Automobiles were actively bought, and the Nikkei average even extended its gains to 39,592.28 yen towards the end of the afternoon session. Additionally, as the final trading day for year-end settlements approached, individual tax-saving sell-offs also peaked.
As soon as the news of Japan easing tourist visas for people from China was released, local retail travel stocks surged immediately.
① The Japanese Foreign Minister, Toshimitsu Motegi, announced the relaxation of visa requirements for Chinese tourists to Japan, expected to be implemented in spring 2025. ② After the announcement, retail and tourism-related stocks in Japan rose, with J. Front Retailing Co. soaring by 8.38%, while Isetan Mitsukoshi Holdings and Takashimaya increased by 6.98% and 3.69%, respectively.
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.
The Nikkei average rebounded as trading became sparse with the Christmas holidays approaching.
On the 24th, the US Stocks market continued to rise. The Dow Inc average increased by 390.08 points to 43,297.03, while the Nasdaq finished trading up 266.25 points at 20,031.13. There was caution over rising long-term interest rates, leading to mixed results after the opening. With a shortened trading session on the day before the Christmas holiday, technology stocks continued to be bought, boosting the stock market. Anticipation of a Christmas rally from the 24th through the end of the year aided this rise, and as the day progressed, the gains were expanded at the close. Following the rise in US stocks,
Higasitetukou, Mitsui Sumitomo, etc. (additional) Rating.
Upgraded - Bullish Code Stock Name Securities Company Previous After --------------------------------------------------------- <9025> Konoike Transport Mizuho "Hold" "Buy" <6460> Sega Sammy HD Daiwa "2" "1" Downgraded - Bearish Code Stock Name Securities Company Previous After --------------------------------------------------------- <4
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.
The impact of rising U.S. tech stocks is limited, leading to a shift towards value stocks.
The Nikkei Average fell. It closed at 39,036.85 yen, down 124.49 yen (Volume estimated at 1.8 billion and 40 million shares). Following the rise in US stocks the previous day, buying began to lead, and shortly after the opening, it increased to 39,245.75 yen. However, with the Christmas holiday approaching, the movements of Overseas investors were sluggish, and there was no active push for higher prices. Subsequently, the focus shifted to profit-taking rebalance movements, and by the end of the first half, it dropped to 38,995.76 yen, approaching the key level of 39,000 yen.
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.
Sekisui House, Rakusuru, etc. (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Change After ------------------------------------------------- <2678> Askul City "3" "2" Downgraded - Bearish Code Stock Name Securities Company Previous Change After ------------------------------------------------- <2678> Askul Mizuho "Buy" "Hold" Target Price Change Code Stock Name Securities Company Previous Change
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.