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What kind of week will this be? Global stock markets are facing a "tariff storm," and U.S. Treasury bonds are back in focus.
Since this quarter, U.S. Treasury bonds have outperformed Stocks, with a cumulative increase of more than 2%, while the S&P 500 Index has declined by about 5%. Analysis suggests that the 'reciprocal tariff' policy may impact the stock of Industries such as Autos, chips, and Pharmaceuticals, while the outlook of economic downturn and declining stock market will continue to elevate U.S. Treasury bonds as a safe haven Assets.
Rating [Securities companies rating]
Downgrade - Bearish Code Stock Name Brokerage Firm Previous After-----------------------------------------------------<4026> Kamisha Ichiyoshi "A" "B" <2678> Askul Iwai Koss Corp "A" "B+" <7203> Toyota CLSA "Hold" "Under P"
List of convertible stocks (Part 5) [List of stocks with Parabolic Cigna Corp signals]
○List of stocks transitioning to Sell Market Code Stock Name Closing Price SAR Tokyo Main Board <6616> Trex Co. 1258 1322 <6644> Ohsaki Electric 8248 75 <6718> Aihon 2668 2748 <6741> Nisshin Signal 9079 24 <6763> Teito Engineering 2471 2570 <6768> Tamura Manufacturing 5355 62 <6770> Alps Alpine 1571 1650 <6787> Meiko 70807
Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.
① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.
Due to concerns over Trump tariffs, temporarily fell below 37,000 yen.
The Nikkei average significantly continued to decline, closing down 679.64 yen at 37,120.33 yen (estimated Volume of 1.9 billion 30 million shares). The decline was influenced by the negative sentiment from the previous day in the USA market, following President Trump's announcement of a 25% additional tariff on imported Autos. The Nikkei average opened with a drop of over 400 yen and dipped below the key 37,000 yen level during the mid-morning session. Although there were moments to pick up on dips afterward, in the afternoon session, stocks like Tokyo Electron <8035> and Advantest <6857> were affected.
Mori Hills, Mitsubishi Motors, etc. (additional) Rating.
Upgraded - Bullish Code Stock Name Brokerage Firm Previous Change After --------------------------------------------------------- <6869> Sysmex Morgan Stanley "Equal Weight" "Overweight" Target Price Change Code Stock Name Brokerage Firm Previous Change After --------------------------------------------------------- <3234> Mori Hills Daiwa 1