Tokyo Century, SoftBank G, etc.
Tokyo Century <8439> to invest 1 trillion yen in aircraft, procure 120 aircraft for leasing, actively investing in response to expanding passenger demand (Nikkan Kogyo front page) - ○ ToppanHD <7911> aiming to achieve cross-organizational integration, synergy among the top 3 companies, targeting a revenue contribution of 20 billion yen (Nikkan Kogyo front page) - ○ SoftBank Group <9984> Chairman and President Son predicts the realization of "super intelligence" within 10 years (Nikkan Kogyo page 3) - ○ UBE <4208> acquires the polyurethane business of German Lansa Access for 73.6 billion yen (Nikkan Kogyo page 3) - ○ Wealth
Mid Week Session Ends With Stalled Market
SBI Securities sells more Toyota Motor shares on a daily basis, while buying more Mitsubishi Heavy Industries shares.
Sell Code Security Name Trading Value(7011) Mitsubishi Heavy Industries 71,797,200,040(1570) NEXT FUNDS Nikkei 225 Leveraged Index Exchange Traded Fund 38,075,611,644(6920) Laser Tech 38,059,929,240(6146
DMG Mori Seiki, Toyota Industries, etc.
*DMG Mori Seiki <6141> to increase engineers for setup and repair in the US, 400 people to double to 1.5 times in 2028 (Nikkan Kogyo 1st page) - ○*Toyota Motor <7203> launches "Toyota Battery", expands rechargeable batteries for PHV & EV (Nikkan Kogyo 3rd page) - ○*Mizuho Financial Group <8411> capital alliance with US asset management company, providing commodities to domestic affluent (Nikkan Kogyo 3rd page) - ○*Teijin <3401> partners with a Singaporean bio company in regenerative medicine CDMO (Nikkan Kogyo 3rd page) - ○*SoftBank Group <9984>
Toyota Motor's US September Sales Drop; Electrified Vehicles Account For Nearly 50% Of Sales
Aiful, Okinawa FG, etc. (additional) Rating.
Upgrade - Bullish Code | Company Name | Securities Company | Previous | After Change | ------|-----------------------|----------|---------|---------| <8804> | Tokyo Building | SMBC Nikko | "2" | "1" | Downgrade - Bearish Code | Company Name | Securities Company | Previous | After Change | ------|-
Citizen watches, Protocorpo, etc.
*Citizen Watch <7762> Group's machinery, refreshing the dedicated automatic lathe for the United States, will be launched worldwide from June next year (Nikkan Kogyo front page) - ○ *Toyota <7203> "Inclusive Activities" in full swing, improving the site with suppliers (Nikkan Kogyo page 3) - ○ *ENEOS <5020> new plant operation, demonstrating synthetic fuel production (Nikkan Kogyo page 3) - ○ *Mitsubishi Chemical G <4188> Cokes production reduction, selling subsidiary shares to Godo Steel (Nikkan Kogyo page 3) - ○ *Fujifilm <4901> invests 20 billion in semiconductor material equipment
List of stocks with cleared clouds (Part 2) [Ichimoku Kinko Hyo: List of Stocks with Cleared Clouds]
○ List of breakout stocks under the clouds market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Main Board <5105> TOYO 2087 2135.75 2330 <5108> Bridgestone 5500 5657.75 5864 <5121> Fujikompo 1185 1200.5 1230.5 <5201>
Nikkei average sharply fell, yen surged due to 'Ishiba shock', index plunged in afternoon session.
Last weekend, on the 27th, the Dow Jones Industrial Average in the USA market closed at 42,313.00, up 137.89 points (+0.33%), the Nasdaq closed at 18,119.59, down 70.70 points (-0.39%), and the S&P500 closed at 5,738.17, down 7.20 points (-0.13%). It was supported by expectations of a significant interest rate cut following the confirmation of a continued trend of inflation slowdown in the August PCE price index. The University of Michigan Consumer Sentiment Index also exceeded expectations.
SBI Securities (Japan) selling more, Kawasaki Heavy Industries selling side, toyota motor buying side.
Sell Code Company Name Trading Value (6920) Laser Tech 45,740,047,140 (1570) NEXTFUNDS Nikkei Average Leverage Listed Investment Trust 44,904,555,980 (7011) Mitsubishi Heavy Industries 40,585,416,535 (6146)
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
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.
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)
The yen's slight rebound led to a slight buying back movement.
The Nikkei Average rebounded, closing at 36,380.17 yen, up 176.95 yen (with a volume of approximately 1.53 billion shares traded). Following a pause in the strength of the yen during the US market hours the previous day, the Nikkei Average started off with a rebound, mainly driven by the purchase of automobile and technology stocks. However, shortly after the start of trading, it extended its gains to 36,675.07 yen, but then began to assess the results of the Federal Open Market Committee (FOMC) and subsequent press conference held by Jerome Powell, the Chairman of the Federal Reserve Board (FRB).
China aims for the top with AI self-driving cars
[Self-driving Cars] Competition is intensifying among emerging companies such as Xpeng and leading tech giants like Huawei over the driver assistance software that is becoming a step towards full self-driving cars in China. China has surpassed other countries in the field of electric automobiles (EVs), and now it is reported that China is trying to repeat this achievement in the field of self-driving cars. <7203> Toyota Motor, <6902> Denso, <3663> Cell Cysco, <3906>
Social Security Payments Set For 2.5% Increase Next Year; Retirement-Oriented Dividend Stocks Like Coca-Cola, Wells Fargo See Gains
How do you view the recent "hawkish" stance of the Bank of Japan executives? Goldman Sachs: The next interest rate hike may still have to wait until January next year.
Goldman Sachs believes that when evaluating the timing of interest rate hikes, it is important to consider financial market stability and inflation trends. The bank predicts that January next year will be the best time to determine whether Japan's inflation will rebound, and based on this, determine that Japan will raise interest rates in January. However, if there is significant turmoil in the financial markets, the timing of the rate hike may become uncertain.
SBI Securities (all day) sells more Softbank Group shares, buys more Toyota Motor shares.
Sell code Stock name Sell value Trading value (6920) Laser Tech 60,309,826,600 (6146) DISCO 39,475,711,670 (1570) NEXTFUNDS Nikkei 225 Leveraged Stock Index Fund 35,898,333,120 (8035)
Former senior official of the Japan Financial Services Agency: There may be another rate hike before the end of the year!
Former senior official Tomoko Amaya of the Japan Ministry of Finance said that the central bank may raise interest rates again before the end of the year; she said that what matters is not the level or volatility of stock prices, but the level of confidence. The stable recovery of the market is enough to make interest rate hikes possible this year.