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From the perspective of dividend-oriented expectations, the market has recovered to the 38,000 yen level for the first time in a month.
The Nikkei average continued to climb. It closed at 38,027.29 yen, up 246.75 yen (estimated Volume of 1.7 billion 50 million shares), recovering over the 38,000 yen mark for the first time in about a month since February 27. Following the trend of tech stocks being bought in the US market on the 25th, Semiconductors and Electronic Components were purchased, leading to the recovery of the Nikkei average over the key 38,000 yen level at the start. After the buying frenzy, a sense of stagnation became stronger, and there was a moment in the middle of the morning session where it narrowed its gains to 37,873.28 yen, but tomorrow.
Timy--- Significantly fell back, profit-taking selling spread, due to SBI's new coverage and the cancellation of development by Root Inc, which had surged the day before.
Significantly plummeted. The sell-off for profit-taking is spreading as a reaction to the sharp rise the previous day. SBI Securities initiated a new investment judgment of "Buy" on the 24th, starting coverage with a Target Price of 2,430 yen. Additionally, on the same day, Recruit (Chiyoda, Tokyo), a subsidiary of Recruit Holdings <6098>, announced the cancellation of the development of the spot work service "Town Work Sキマ (tentative name)", which was received positively as it eliminated competitive fears, leading to a surge in buying during the trades on the 25th.
The Nikkei average is up about 190 yen, with the largest positive contributions from Fast Retailing, Tokyo Electron, and NINTENDO CO LTD.
On the 26th at 12:46 PM, the Nikkei average stock price was around 37,970 yen, about 190 yen higher than the previous day. In the afternoon session, buying was dominant, recovering the gains to start trading. After that, the market fluctuated while maintaining a steady trend. The exchange rate was at 150 yen and 40 sen per dollar, showing a slight depreciation of the yen at the moment. The contribution of the NIKKEI average stock price components showed that, in a positive contribution, Fast Retailing <9983.T>, Tokyo Electron <8035.T>, and NINTENDO CO LTD <7974.T> were at the top. In negative contributions, Advantest.
The Nikkei average rose by 109 yen, continuing to increase but facing a heavy upper limit after the buying rush = 26 days before the close.
On the 26th, the Nikkei average index rose by 109 yen and 61 sen from the previous day to 37,890 yen and 15 sen, and the TOPIX (Tokyo Stock Exchange Index ETF) also increased by 5.02 points to 2,802.54 points, both continuing to rise. The Nikkei average reached 38,151 yen and 39 sen, up by 370 yen and 85 sen, at 9:42 AM, once again topping the 38,000 yen mark. On the 25th local time, the U.S. stock market saw both the Dow Inc and the Nasdaq Composite Index rise for the third consecutive day. Excessive concerns regarding tariffs on the U.S. economy have receded, leading to an increase in stock prices.
Rating information (changes in investment determination - part 2) = Sony Group Corp, Bridgestone ETC.
◎Goldman Sachs Group Inc (three-tier Buy > Hold > Sell) Sony Group Corp <6758.T> - Resuming "Buy", 4,200 yen Bandai Namco <7832.T> - Resuming "Buy", 5,800 yen NINTENDO CO LTD <7974.T> - Resuming "Buy", 13,600 yen Capcom Co., Ltd. <9697.T> - Resuming "Buy", 4,300 yen Konami Group <9766.T> - Resuming "Buy", 20,000 yen OLC <4661.T> - Resuming "Hold", 3,300 yen LINE Yahoo <4689.T> -
＜Rating Change Observation＞ Upgrade of Izumi and Bridgestone, downgrade of JFE HD, etc.
◎New and Resumed: Nexon <3659.T> -- U.S. company has a "Sell" rating (coverage resumed) Trichemical <4369.T> -- Domestic major company rated 2 out of 5 OLC <4661.T> -- U.S. company has a "Hold" rating (coverage resumed) LINE Yahoo <4689.T> -- U.S. company has a "Hold" rating (coverage resumed) Cyber <4751.T> -- U.S. company has a "Hold" rating (coverage resumed) Iwata Gin HD <5830.T> -- Internet company rated the highest level out of 3 Recruit HD <6098>
