Movement to rewind the Takamichi trade
The Nikkei average fell sharply. It closed at a price of 37,919.55 yen, down 1910.01 yen (volume approximately 2.6 billion shares) at the end of trading. In the LDP presidential election, Mr. Shigeru Ishiba was elected as the new party leader in a come-from-behind victory. Last week, Mr. Takashi acted negatively towards the Bank of Japan's monetary policy and ended up being the top vote-getter in the first round of voting, causing the yen to depreciate in the foreign exchange market and leading to a significant increase in the Nikkei average. However, after losing in the runoff vote, the high expectations for Mr. Takashi led to a sudden unwinding of positions that had been bought. Following the sharp decline at the beginning, there was also a reluctance to further decline.
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)
List of cloud-clearing stocks (weekly) (part 2)
○List of breakout stocks in the market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange main board <7970> Shin-Etsu Polymer 1591 1573.5 1568.5 <7974> nintendo co ltd 8048 7921.5 7149.5 <8031> Mitsui Bussan 3269 3153.75 2801.5 <8058> Mitsubishi Corp
List of stocks with cleared clouds (Part 2) [Ichimoku Kinko Hyo: List of Stocks with Cleared Clouds]
○ List of stocks breaking below the clouds market Code Stock name Closing price Leading Span A Leading Span B Tokyo Stock Exchange main board <1720> Tokyu Construction 719 723 725.5 <1780> YAMAURA 1174 1176.25 1197.5 <2121> MIXI 2801 2810.25 2843.5 <2127>
Daily closing at a high price due to expectations for the LDP leadership election
The Nikkei average continued to significantly rise. It closed at 39,829.56 yen, up 903.93 yen (with a volume estimate of 2.240 million shares) at the end of trading. Buying took the lead as major stock price indices rose in the U.S. market the previous day. The Nikkei average started by breaking through the psychological milestone of 39,000 yen. Subsequently, there were moments where the upward momentum was reduced due to the anticipation of wanting to assess the results of the LDP presidential election. However, following the first round of voting in the LDP presidential election, Fumio Kishida, former Secretary-General, and Sanae Takaichi, Minister of Economy, Trade and Industry, advanced to the runoff, and the Nikkei
Tokyo Electric Power Co. continues to significantly increase, with reports of expanding revenue from AI-related sales.
Significant increase.
'GE Hitachi, Holtec, Rolls-Royce SMR And Westinghouse Enter UK SMR Negotiations' - World Nuclear News
Amid the positive reception of the rise in US high-tech stocks, they closed at a high price due to active rights trading.
The Nikkei average rebounded significantly. It closed at 38,925.63 yen, up 1,055.37 yen (volume approximately 2.08 billion shares), reaching the highest level in about two months since July 31st's 39,101.82 yen on a closing basis. Backed by strong earnings from US semiconductor companies, high-tech stocks were actively bought, and the yen weakened temporarily to around 145 yen per dollar, boosting investor sentiment. Despite moments of profit-taking due to caution against the rapid rise, the focus shifted to dividend-oriented investments.
Nikkei average sharply rebounds, rising over 1000 yen on the back of yen depreciation.
The U.S. stock market on the 25th was mixed. The Dow Jones Industrial Average closed at 41,914.75, down 293.47 points (-0.70%), while the NASDAQ closed 7.69 points higher at 18,082.21 (+0.04%), and the S&P500 closed 10.67 points lower at -0.19%. The OECD's upward revision of the world economic growth outlook was well received by buyers, leading to an increase after the opening. Subsequently, profit-taking sales intensified from near record highs, as well as in August, new residential
Pigeon, Sumitomo RIN, etc. (additional) Rating
Upgrade - Bullish Code | Company Name | Securities Company | Previous | After Change | ------ | ----------------- | ---------- | --------- | ------------ | <6920> | Laser Tech | Mizuho | "Hold" | "Out Perform" | Downgrade - Bearish Code | Company Name | Securities Company | Previous | After Change | ------ | --------------
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
The Nikkei average moved within a narrow range around 38,000 yen.
The Nikkei average fell slightly for the first time in 5 business days. It closed at 37,870.26 yen, down 70.33 yen (with an approximate volume of 1.6 billion 10 million shares traded). Following the record highs in the US market the previous day, where the NY Dow Jones Industrial Average hit a new high, and with the SOX index also rising by nearly 4%, high-tech related stocks were mainly bought, leading to a slight increase in the Nikkei average at the beginning. It then rose to 38,102.75 yen, but there was a tendency to be cautious about short-term overheating, causing it to drop to 37,868.84 yen by mid-morning.
Comsys HD, industrial F, etc. (Additional) Rating
Upgrade - Bullish Code | Stock Name | Securities Company | Before | After | ------ | ----------------- | ---------- | -------------- | -------------- | <6857> | Advante | Mizuho | "Hold" | "Buy" | <6857> | Advante | SMBC Nikko | "Neutral" | "Buy"
Nvidia's AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs
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.
Resonac HD, Hitachi, etc. [List of stock information from the newspaper]
*Resonac HD <4004> to develop copper-clad laminated boards for next-generation semiconductors, compatible with glass core substrates (Nikkan Kogyo front page) - ○ *KDDI <9433> AI new base with Keio University and 9 other companies, joint research with American giants Microsoft (Nikkan Kogyo page 3) - ○ *Nippon Steel <5401> sells South Korean Posco shares, improving capital efficiency through asset compression (Nikkan Kogyo page 3) - ○ *Hitachi <6501> collaborates with American Nvidia on railroad AI operation and maintenance (Nikkan Kogyo page 3) - ○ *Resonac HD <4004> withdraws from regenerative medicine, related
Assessing the resilience of high-tech stocks.
[Stock Opening Comments] The Japanese stock market on the 25th started with selling pressure, but is expected to solidify while remaining in a stalemate. On the 24th, the US market saw the Dow Jones Industrial Average increase by 83 points, and the Nasdaq rise by 100 points. Amid expectations of additional interest rate cuts by the end of the year and stimulus measures in China, buying dominated the market. As the September US consumer confidence index fell below estimates, optimism about the economy diminished, leading to some selling, but the market recovered towards the end. Nikkei 225 futures in Chicago.
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)