FLJP240920P29000
- 0.67
- 0.000.00%
Franklin FTSE Japan ETF Newsroom
Koito Manufacturing, Mitsubishi UFJ, etc.
*Nissin Kogyo <6474> introduces a new hydraulic unit, reducing power consumption by up to 74% (Nikkan Kogyo front page) - ○ *Koito Manufacturing <7276> expands production of car lamps, investing 33 billion yen in Mexico and Brazil in 5 years (Nikkan Kogyo page 3) - ○ *Mitsubishi UFJ <8306> invests in SakanaAI, becoming the largest investor in Japan (Nikkan Kogyo page 3) - ○ *Mitsubishi Heavy Industries <7011> Concerns about the impact on Japan's aviation industry as Boeing strikes (Nikkan Kogyo page 4) - ○ *Kobayashi Pharmaceutical <4967> measures to prevent recurrence of health damage,
Nishimatsu Construction, Sumitomo Mitsui Construction, etc.
<1820> Nishimatsu Construction Co., Ltd. Itochu Corporation Shareholding Ratio 13.53% -> 14.55% Reporting Obligation Date 2024/09/09 <1821> Mitsui Sumitomo Construction Co., Ltd. Minami-Aoyama Real Estate Co., Ltd. Shareholding Ratio 13.80% -> 14.89% Reporting Obligation Date 2024/09/09 <2134> Kitahama Capital Partners Co., Ltd. SUN ORGANIC FARM Co., Ltd. Shareholding Ratio 71.41%
With FOMC looming, there was volatile movement throughout, but it managed to hold at 36,000 yen by the close.
The Nikkei average fell significantly. It closed at 36,203.22 yen, down 378.54 yen (with a volume of approximately 1.870 billion shares traded). Although the Nikkei average initially rose in the morning due to the record high of the NY Dow in the U.S. market on the 16th, it softened after reaching a high of 36,663.18 yen shortly thereafter. Against the background of expectations for a significant interest rate cut in the U.S., the yen exchange rate temporarily reached the 139 yen level against the dollar during the three-day holiday, the highest level in about a year and two months, causing growing concerns about the performance of export companies, which gradually heightened caution over the Nikkei average.
The Nikkei Average continued to sharply decline, with the decline in financial stocks due to the strengthening of the yen and the decrease in interest rates.
On the 16th, the U.S. stock market was mixed. The Dow Jones Industrial Average closed at 41,622.08, up 228.30 points (+0.55%), the Nasdaq closed at 17,592.13, down 91.85 points (-0.52%), and the S&P 500 closed at 5,633.09, up 7.07 points (+0.13%). Ahead of the upcoming Federal Open Market Committee (FOMC) meeting this week, there was a cautious stance and the market was mixed after the opening. The September New York Fed Manufacturing Business Index recovered to expansion territory for the first time in about a year, indicating a positive manufacturing sector.
Active and newly listed stocks during the morning session.
* Mitsubishi Solutions <7033> 1530 +300 Evaluation of good results in the third quarter and share buybacks. * Eternal Hospitality Group <3193> 3640 +550 Favorable evaluation of good results and significant increase in dividends announced. * Pored Partners <7034> 586 +70 Expectation for narrowing the operating loss with upward revision of performance. * Open Group <6572> 210 +11 There is no particular material, but there is also awareness of the 200 yen level milestone. * Nippon Yusen <9101> 4860
Companies such as Otsuka Holdings and Seiko House (additional) Rating
Upgrade - Bullish Code | Stock Name | Securities Company | Previous | After Change | ------|---------------|-------------|--------------|--------------|＜2371＞|Kakaku.com |SMBC Nikko | "3" | "2" |＜4927＞|POLA Orbis Holdings |Morgan Stanley | "Under W" | "Equal
Bridgestone Corporation, Yamaha Motor, and others
*Bridgestone Corporation unsponsored adr <5108> increases production of high value-added tires in China, aiming at new energy autos (Nikkan Kogyo page 1) - ○ *Tadano <6395> fully acquires US Manitex, expanding product lineup in North America (Nikkan Kogyo page 3) - ○ *Sumitomo Corporation <8053> invests 100 billion yen in renewable energy in India, developing through local joint ventures (Nikkan Kogyo page 4) - ○ *Mitsubishi Heavy Industries <7011> postpones H2A launch to after the 19th (Nikkan Kogyo page 4) - ○ *E・JHD <2153> acquires the Orix affiliate, conducting ground surveys, for 7.6 billion yen (Nik
Determine the firmness around 36,500 yen.
[Stock Opening Comments] The Japanese stock market on the 17th is likely to have a market development that is difficult to grasp the direction, ahead of the Federal Open Market Committee (FOMC). In the U.S. market on the 16th, the NY Dow was up 228 points, while the Nasdaq was down 91 points. The September NY Fed manufacturing business index expanded for the first time in about a year, and the NY Dow updated its record high on the expectation of a soft landing. The Chicago Nikkei 225 futures settlement price was 36,435 yen, 145 yen higher than Osaka. The exchange rate was 140 yen to the dollar.
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>
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.
The selling pressure from the high yen and selling off before the 3-day weekend is a burden.
The Nikkei average fell. It ended trading at 36,581.76 yen, down 251.51 yen (with an approximate volume of 1.73 billion30 million shares). Buying took the lead from the start based on the rise of major stock price indices in the previous day's US market, and the Nikkei average rose to 36,887.40 yen just after the start of trading. However, as buying did not continue and the yen rose to the 140 yen range against the dollar, selling increased in export-related stocks, leading the Nikkei average to drop to 36,441.34 yen shortly after the start of afternoon trading.
The Nikkei average fell, as the yen strengthened, but there is a cautious stance ahead of the three-day weekend.
On the 12th, the US stock market continued to rise. The Dow Jones Industrial Average closed at 41,096.77, up 235.06 points (+0.58%), the Nasdaq rose 174.15 points (+1.00%) to 17,569.68, and the S&P 500 rose 41.63 points (+0.75%) to 5,595.76. The August Producer Price Index (PPI) exceeded expectations, but the outlook for continued interest rate cuts remains unchanged. Semiconductor stocks such as Nvidia were strong and rose after the opening. At the same time, there was a gradual easing trend.
Migaro HD - The OmniScience and C-BEE Lab groups have received an order from Nippon Steel Hitachi System Solutions.
Migaro Holdings <5535> announced on the 6th that its group companies, Sea B Labo and Omni Sciences, have won a project from Nippon Steel Hitachi Systems Solutions by leveraging synergies in operations. Omni Sciences mainly supports companies' digital transformations in various industries such as finance, healthcare, and pharmaceuticals through system development, operation, maintenance, and feature enhancements. Sea B Labo provides IT infrastructure, from designing cloud introductions to construction, monitoring, operation, and even system
Daihen, Ricoh, etc. [List of stock-related materials from newspapers]
*Daihatsu <6622> strategically integrates five models of semi-automatic welding machines, and integrates functions (Nikkan Kogyo 1st page) - ○ *Shintō Kōgyō <6339> explores sales channels for 3D printers and provides components to NASA (Nikkan Kogyo 1st page) - ○ *Ricoh <7752> reduces 2000 people domestically and internationally, improves profitability, and switches to digital services (Nikkan Kogyo 3rd page) - ○ *Kansai Electric Power <9503> Large-capacity DC in Kyoto, scheduled to start operation in fiscal year 2027 (Nikkan Kogyo 3rd page) - ○ *NTT <9432> NTT Communications, NVIDIA's
It is easy for buying to come in with the aim of waiting for a pullback before the 3-day weekend.
[Stock Opening Comment] The Japanese stock market on the 13th is expected to determine its resilience after a round of buying. The August US Producer Price Index (PPI) rose 0.2% compared to the previous month, exceeding market expectations (0.1% increase). The European Central Bank (ECB) policy committee announced a policy rate cut for the second consecutive meeting as expected. The Federal Reserve (FRB) is expected to lower interest rates by 0.25% at next week's Federal Open Market Committee (FOMC) meeting, and a continuous adjustment is expected to be made in line with this pace.
List of stocks with cleared clouds (Part 2) [Ichimoku Kinko Hyo: List of Stocks with Cleared Clouds]
○List of breakaway stocks in the cloud market Code Name Closing price Leading Span A Leading Span B Tokyo Stock Exchange prime board ＜6459＞ Yamato Reiki 1466 1426.75 1437＜6504＞ Fuji Electric 7929 7601.25 7849＜6539＞ MS-Japan 1002 979.75 989＜6699＞ Da
Sony Group Corporation (SONY) Q2 2023 Earnings Call Transcript Summary
Movement approaching 37,000 yen supported by the rise in US technology stocks.
The Nikkei average marked a significant rebound for the first time in 8 business days, closing at 36,833.27 yen, up 1,213.50 yen (with a estimated volume of 1.86 billion shares traded). Following the trend of buying tech stocks in the US market the previous day, as well as a temporary halt in the strengthening of the yen, a broad range of stocks saw buying interest at the start. Additionally, after a decline of over 3,000 yen over the previous 7 business days, the market was supported by bargain-hunting for autonomous rebounds. In the afternoon session, leverage-type listed investment trusts saw increased activity.
Sumitomo Chemical, NEC, etc. (additional) Rating
Upgrade - bullish code | Stock name | Securities company | Previous | After the change | ------ | -------------- | ------------- | -------------- | -------------- | ＜4043＞ | Tokuyama | Mizuho | "Hold" | "Buy" | ＜4208＞ | UBE | Morgan S | "Equal weight" | "Overweight" | ＜7
High-tech-led expansion due to the nvidia effect.
[Stock Opening Comment] In the Japanese stock market on the 12th, it is likely to be a development to determine the firmness after a round of buying. The core consumer price index (CPI) for August in the U.S. unexpectedly accelerated, which caused expectations of a significant interest rate cut to recede, and there were scenes where the NY Dow was sold off. However, after a round of selling, there was a strong buying back movement led by technology stocks. In addition, the CEO of Goldman Sachs, Mr. Solomon, is predicting a soft landing at the event hosted by the company.