List of stock materials from newspapers, such as Toyota, UACJ, etc.
*Toyota's research and development expenses <7203> have increased for 15 consecutive years, with Toyota ranked first at 1.3 trillion yen according to headquarters research (Nikkan Kogyo 1st page) - ○ *UACJ<5741>: Personnel reform in Thai subsidiary, promotion of local personnel to executive positions (Nikkan Kogyo 3rd page) - ○ *Yamaha Motor<7272>: Honda supplies electric type-1 mopeds for OEM, expanding product range for widespread use (Nikkan Kogyo 3rd page) - ○ *Toyota Tsusho<8015>: COO of African headquarters, Tatsuya Hirata, develops renewable energy in Africa (Nikkan Kogyo 4th page) - ○ *Shimadzu Corporation
SMBC Nikko Securities sold more, Toyota Motor bought more.
Sell code Stock name Trading value (1570) NEXT FUNDS Nikkei Average Leverage Listed Investment Trust 46,956,072,316 (6146) Disco 46,621,617,000 (8316) SMFG 27,788,089,780 (6920) Laser
Shin-Etsu Chemical, Fujimi Inc., etc. (additional) Rating
Rating downgrade - bearish code | Company name | Securities company | Previous | After change | ------|---------------|-------------|-----------|-----------|<5214>|Nitchitsu |Daiwa |"1" |"2" |Target stock price change code | Company name | Securities company | Previous | After change | ------|---------
List of Cloud Breakout Stocks (Weekly) (Part 3)
List of stocks that break through the clouds Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Prime <6652> IDEC 2758 2907.75 3133 <6703> OKI 910 994.75 940 <6723> Renesas 2192 2447.75 2232.5 <6727>
DMG Mori Seiki, Sony Group Corp, etc.
*DMG Mori Seiki <6141> consolidated five ball screw processes into one composite machine, increasing productivity by more than 20% (Nikkan Kogyo 1st page) - ○ * Sony Group Corp <6758> semiconductor laser shipments are doing well, contributing to the increase in memory capacity of data centers (Nikkan Kogyo 1st page) - ○ * Japan Airlines <9201> collaborates with Narita Airport, Itochu, and 7 other companies to demonstrate environmental value trading, reducing greenhouse gas emissions with SAF (Nikkan Kogyo 3rd page) - ○ * Mitsubishi UFJ <8306> MUFG Bank invests 63.3 billion yen in a Philippine company, expanding fintech (Nikkan Kogyo 3rd page)
Asahi Kasei, Pal GHD, etc. (added) Rating
Upgrade - Bullish Code | Stock name | Securities company | Before | After | ------ | -------------- | -------------- | --------- | --------- | <6702> | Fujitsu | City | "2" | "1" | <9793> | Dai Seki | Mizuho | "Hold" | "Buy" | Target Stock Price Change Code | Stock name | Securities company | Former
List of stock materials from newspapers, such as Mitsubishi Motors and Nippon Steel.
*Mitsubishi Electric <7211> partners with Honda and Nissan for cooperation on EV components and software (Nikkan Kogyo front page) -○ *GS Yuasa <6674> opens new EV battery plant in Moriyama, Shiga, second facility to operate for 35 years (Nikkan Kogyo front page) -○ *Asics <7936> utilizes overseas talents at headquarters, plans to operate database next year (Nikkan Kogyo page 3) -○ *Nippon Steel <5401> reorganizes domestic seam-welded steel pipe, also reduces the number of lines (Nikkan Kogyo page 3) -○ *Otsuka Holdings <4578> acquires US company for $0.8 billion, enters the field of autoimmune diseases through the acquisition of Otsuka Pharmaceutical
Due to the sharp rise in the yen, a wide range of stocks are being sold off.
The Nikkei average fell sharply for the first time in four days, closing at 38,126.33 yen (-975.49 yen) with a volume of about 2.507 billion shares due to a strengthening yen due to expectations of a narrowing of the interest rate differential between Japan and the United States following the results of the Japanese and U.S. financial policy meetings, leading to selling pressure on a wide range of stocks. The Nikkei average widened its losses towards the end of the morning session, falling to a level of 37,737.88 yen. While there was some stability around 38,000 yen thereafter, there were also some attempts to pick up bargains, but trading was cautious.
SBI Securities (pre-market) sell more Advantest, buy more Toyota Motor.
Sell Code Company Name Trading Volume (6146) Disco 32,602,195,330 yen (6857) Advantest 30,957,916,341 yen (1570) NEXT FUNDS Nikkei Stock Average Leveraged ETF 29,118,833,263 yen (6920) Raza.
Looking to buy semiconductors at a dip [Stock's Opening Comments, Strength and Weakness Materials, Support and Resistance]
[Stock Opening Comments] The Japanese stock market on the 1st day is expected to see a pullback led by semiconductor shareholders after a round of selling. On the US market on July 31, the Dow Jones Industrial Average rose by 99 dollars, and the NASDAQ rose by 451 points. The Federal Reserve Board (FRB) kept the policy interest rate as expected at the Federal Open Market Committee (FOMC). Powell, Chairman of the FRB, hinted at the possibility of a rate cut in September during the FOMC press conference, which was considered as a material. In addition, Advanced Micro
Mitsui & Co., Mitsubishi Corporation, Mitsubishi UFJ Financial Group, Yamato Holdings (1st)
*The above calendar is subject to change due to company circumstances.---------------------------------------August 1 (Thu) <1450> Tanaka Construction Industry <2222> Kotobuki Spirits <2282> Nippon Ham <2296> Itoham Yonekyu HD <2612> Kadoya <2907> Ajikan <3064> MonotaRO <3110> Japan
Tokyo Century, FKG, etc.
*Tokyo Century <8439> to invest 40 billion yen in datacenter expansion in North America to respond to AI demand (Nikkan Kogyo front page) - ● *Additional model for Fuku-tsu <6474> collaborative robots with 12kg portability and high-speed movement (Nikkan Kogyo front page) - ● *NTT <9432> AI collective proof for local governments, reference for policy making reproduced through citizen participation discussions (Nikkan Kogyo page 3) -● *Daiwa House <1925> to construct new refrigerated warehouses in Osaka Bay Area (Nikkan Kogyo page 3) - ● *TDK <6762> Edge AI new company, Shin
Starlink is rapidly spreading in Brazil.
Space business: Starlink seems to be rapidly spreading in Brazil. Starlink obtained regulatory approval two years ago and became the largest satellite internet communications provider in the country in May of this year. The number of subscribers is currently 0.2 million, and further growth is expected with the introduction of the small antenna 'Starlink Mini'. <7203> Toyota <7721> Tokyo Keiki <2359> Core <3004> Kami-ei <3401> Teijin <34...
Kurimoto Iron Works, GS Yuasa, etc.
*Kurimoto Tekkojo <5602>: Integration of upstream processes at two locations for iron pipe production reorganization (Nikkan Kogyo front page) - ○*GS Yuasa <6674>: Production capacity of rocket thermoelectric batteries to be increased fivefold for the fiscal year ending March 29 (Nikkan Kogyo front page) - ○*NTT <9432>: Google to join IOWN international organization promoting establishment (Nikkan Kogyo front page) - ○*Mitsubishi Heavy <7011>: Increasing production of aircraft components in Vietnam with an eye on in-house manufacturing (Nikkan Kogyo front page) - ○*Toyota Motor <7203>: Expanding supply chain by establishing EV battery plant in Fukuoka (Nikkan Kogyo)
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.