EFA iShares MSCI EAFE ETF
- 79.410
- +1.000+1.28%
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.
Active and newly listed stocks during the morning session.
*Hino Motors (7205) increased significantly in the first quarter with a profit impact of +47.3. Fujitsu (6702) exceeded consensus expectations in the first quarter with a profit turnaround. Nomura Research Institute (4307) is evaluating the movement of a significant profit increase which exceeded expectations. Shin-Etsu Polymer (7970) is expected to exceed the consensus estimate for this year's performance. Tokuyama (4043) had a profit increase of +229 in the first quarter.
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)
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,
Pay attention to Nidec Corporation sponsored ADR and Tamron, Mitsubishi Motors and KOA may be sluggish.
In the US stock market on the 23rd, the Dow Jones Industrial Average fell 57.35 dollars to 40,358.09, the Nasdaq Composite Index fell 10.22 points to 17,997.35, and the Chicago Nikkei 225 futures fell 40 yen to 39,500 yen compared to the Osaka-Nagoya market. The exchange rate is 1 dollar = 155.50-60 yen. In today's Tokyo market, Komery <8218>, which saw a 12.1% increase in Q1 operating profit and a progress rate of 38.9% towards the full-year estimate, and Tamron <77>, which revised its forecast for the first half of the fiscal year ending December 2024 upward, both announced their earnings.
List of stock information from newspapers, such as Iwaya Industries and Obayashi Corporation.
*Iwatani Sangyo ＜8088＞ subsidiary and equipment inspection reports are incorrect (Nikkan Kogyo side 3) - ○*Obayashi Corporation ＜1802＞ development base in Singapore, promotion of construction robotics (Nikkan Kogyo 4 sides) - ○*Yokohama Rubber ＜5101＞ tire design AI support, efficiency improvement of characteristics (Nikkan Kogyo 13 sides) - ○*Kawasaki Motors, first public run of a “hydrogen bike”, with the same feeling of heartbeat (Nikkan Kogyo 13 sides) -○*Toyota 3 > Chairman Akio Toyoda “Demonstration Start a city” (Nikkan Kogyo
Mitsubishi Heavy Industries, Dai Nippon Printing, Japan, etc.
Mitsubishi Heavy Industries, Mitsubishi Heavy Industries and Kawasaki Heavy Industries, three companies, have lifted production restrictions on the 787 aircraft body (Nikkan Kogyo page 1).
List of stock information from newspapers including Lintec and Mitsui & Co.
*Lintec <7966> begins offering EUV pellicle samples, contributing to semiconductor miniaturization (Nikkan Kogyo front page) - ○ *Toyota <7203> invests in North American EV charging network, aims to install 0.03 million ports by 2030 (Nikkan Kogyo page 3) - ○ *Seino HD <9076>, T2 and 2 others demonstrate autonomous driving of cargo trucks on highways (Nikkan Kogyo page 3) - ○ *Mitsui & Co. <8031> participates in LNG project in UAE, investing 88 billion yen in facilities (Nikkan Kogyo page 4) - ○ *Mitsubishi Electric Corp. unsponsored ADR Solution
Why Toyota Motor Shares Are Gaining Today
The Nikkei average is reaching new highs led by high-tech.
The Nikkei average rebounded significantly after three business days, ending the session on the 41000 yen level for the first time, up 799.47 yen to 41580.17 yen (with a volume estimate of 1.7 billion shares traded). High-tech stocks were bought in the US market the previous day, which was well received, and buying of high-tech stocks prevailed at the start of the Tokyo market. In addition, US stock futures in extended hours trading were steadily trending, and there were intermittent index purchases by overseas investors, contributing to the Nikkei average rising towards the mid-afternoon session.
Is the second bull market really here? The Nikkei rose 2% and hit a new high again.
Is the Japanese stock market starting a new bull market?
The Nikkei average rebounded significantly and hit a record high in the afternoon with a one-step high after the buyback swelled.
On the 8th, the US stock market varied. The Dow fell by 31.08 dollars (-0.08%) to 39,344.79 dollars, Nasdaq rose by 50.98 points (+0.28%) to 18,403.74, and S&P 500 rose by 5.66 points (+0.10%) to 5,572.85 at the end of trading. It rose on early expectations of a rate cut but subsequently fell wary of important inflation indicators and testimony from Powell, Chairman of the Federal Reserve Board scheduled for this week.
Although the number of participants is limited, the buying interest on dips is strong.
The Nikkei average fell slightly, ending the trade at 40,912.37 yen (with an estimated volume of 1.63 billion shares). On July 4th, the US market was closed for Independence Day, so the number of market participants was limited. The Nikkei average stock price reached a high of 41,100.13 yen just after opening, but then the market became stagnant. However, although it fell to 40,746.89 yen just after the opening in the afternoon, strong bargain-hunting buying by funds that were late to buy due to the rapid rise at the moment continued.
Rakuten G, Toyota, etc. (added) Rating
Downgrade - Bearish code | Stock Name | Securities Company | Previous | After Change | ------------ | --------------- | ------------- | --------- | --------- | <9843> | Nitori HD | GS | "Sell" | "Hold" | Target Stock Price Change Code | Stock Name | Securities Company | Previous | After Change | ------------ | --------------- |
Hagiwara Electric HD is a semiconductor trading company that mainly serves Toyota Group as its major customer.
Hagiwara Electric Holdings, Inc. <7467> is a semiconductor, electronic component, and electronic equipment trading company and manufacturer of its own products based in Nagoya. About 89% of its revenue is for automobile-related companies with Toyota Motor <7203>, and Denso <6902> as its main customers in the Toyota Group. In recent years, the company has been focusing on its solution business. For the consolidated results for the fiscal year ending in March 2024, revenue was 22,515,000,000 yen (+21.0% year-on-year), and operating profit was 7...
List of stock information from newspapers including Ricoh and Sumitomo Corporation.
*Ricoh (7752) has started their second venture, providing management support tools. (Nikkan Kogyo front page) - ○ * Toyota (7203) Customizing & Development violates subcontracting laws, free mold storage (Nikkan Kogyo page 3) - ○ * Sumitomo Corporation (8053) invests 6.4 billion yen in distributed power in the US, targeting 6 projects (Nikkan Kogyo page 4) - ○ * Sony Group Corp (6758) reduces Blu-ray production and cuts 250 jobs at their Miyagi base. (Nikkan Kogyo page 4) - ○ * Kobayashi Pharmaceutical (4967) reports on the extent of damage caused by red yeast rice, with a focus on the correlation with deaths.
Financial stocks are steady due to buybacks of high-tech stocks and rising interest rates.
The Nikkei average rebounded. It ended trading at 39,583.08 yen, up 241.54 yen (with a volume of approximately 1.71 billion shares). Major stock indices rose in the US market the previous day, and with the yen hitting the 161-yen level against the dollar for the first time in about 38 years, purchases focused on financial stocks amid expectations of intervention with the rise in long-term interest rates in side-export related stocks. The Nikkei average widened its gains during the morning session, rising to 39,783.70 yen. However, in the United States, personal consumption expenditure (P
Profit-taking selling is dominant due to performance concerns of Micron, a U.S. company.
The Nikkei average fell for the first time in four business days, ending trading at 39,341.54 yen (volume approximately 1.62 billion shares) down by 325.53 yen. Although it had risen over 1,000 yen in the previous three business days, shares related to semiconductors were mainly sold off due to profit-taking after Micron Technology, a major U.S. semiconductor company, fell after hours due to performance concerns. The Nikkei average cut its level to 39,193.51 yen in the mid-morning of the first half, but approached the psychological milestone of 39,000 yen.
Semiconductor stocks were bought and reached a high level for the first time in two and a half months.
The Nikkei average continued to rise significantly. It ended trading at 39,667.07 yen, up 493.92 yen (with a trading volume of approximately 1.57 billion shares). Following the trend of buying tech stocks, including Nvidia rebounding in the U.S. market, semiconductor-related stocks and high-contributing index ETFs were bought first in the Tokyo market. The Nikkei average started to rise and expanded its gains to the 39,700 yen range by just before the morning session. Although it reached the intraday high, there was strong buying interest and dip-buying in the afternoon trading.