Outlook for the domestic stock market: In 2025, automobile stocks and financial stocks will lead the Tokyo market.
■The rise, seen as led by Futures, has restored the Nikkei average to the 40,000 yen level for the first time in about five months. This week, the Nikkei average increased by 1,579.26 yen (+4.08%) to 40,281.16 yen. Amid the holiday closures in European and American markets, the announcement of the start of merger discussions between Honda <7267> and Nissan <7201>, along with the report that Toyota <7203> plans to double its ROE target to 20% compared to previous figures, shifted investor interest towards automobile stocks. Additionally, strong earnings from Department Stores and Nidec Corporation Sponsored ADR <
Emerging Markets outlook: Investors are likely to shift their attention to the Main Board, potentially leading to a relative stagnation.
Compared to the Main Board, the Emerging Markets saw an increase this week, but the upside is limited. During the same period, the Nikkei Average rose by +4.08%, while the Growth Market Index increased by +2.63% and the Growth Market 250 Index by +3.19%. Many overseas investors have begun their Christmas holidays, leading to a market predominantly driven by individual investors. However, towards the weekend, the Main Board gained momentum, and the Nikkei Average recovered to the 40,000 yen level for the first time in five months. On the back of improved investor sentiment, the Emerging Markets also saw buying interest.
ADR Japanese stock ranking - Overall selling pressure with Yu-cho Bank and others, Chicago is down 100 yen compared to Osaka at 40,130 yen.
Japanese stocks of American Depositary Receipts (ADR), when compared to the Tokyo Stock Exchange (calculated at 157.91 yen per dollar), saw declines in stocks such as Japan Post Bank <7182>, Advantest <6857>, Disco <6146>, SMC <6273>, DAIKIN INDUSTRIES, LTD. Unsponsored ADR <6367>, Toyota Motor <7203>, and Honda Motor <7267>, indicating a general trend of selling. The settlement price of the Chicago Nikkei 225 Futures was 40,130 yen, which is 100 yen lower than the daytime rate in Osaka. The US stock market also experienced a decline, with Dow Inc down by 333.59 dollars to 42,9.
The New York market fell on the 27th [New York market - close]
[NYDow・Nasdaq・CME (table)] NYDOW; 42992.21; −333.59 Nasdaq; 19722.03; −298.33 CME225; 40130; −100 (compared to the Osaka exchange) [NY Market Data] The NY market on the 27th declined. The Dow average ended trading down $333.59 at $42,992.21, and Nasdaq finished down 298.33 points at $19,722.03. After the opening, it fell due to profit-taking ahead of the year-end.
The U.S. stock market fell, and profit-taking Sell in the tech sector intensified (27th).
"Chicago Nikkei Average Futures (CME)" (27th) MAR24 O 39,770 (denominated in USD) H 40,545 L 39,675 C 40,220 compared to the Osaka exchange -10 (evening comparison +80) Vol 5,568 MAR24 O 39,690 (denominated in yen) H 40,450 L 39,585 C 40,130 compared to the Osaka exchange -100 (evening comparison -10) Vol 23,075 "Overview of American Depositary Receipts (ADR)" (27th) In the ADR market, compared to the Tokyo Stock Exchange (1 USD = 157.91 JPY)
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JP Movers | DeNA Rose 15.58%, Leading Nikkei 225 Components, Nissan Motor Topped Turnover List
Market sentiment was high today as Nikkei 225 components generally rose, with DeNA(2432.JP) being the top gainer today, rising 15.58% to close at 3115.0 yen. In addition, the top loser was Nissan Motor(7201.JP),falling 7.82% to end at 509.2 yen.
Today's flows: 12/27 Fast Retailing saw an inflow of JPY¥ 8.58 billion, Toyota Motor saw an outflow of JPY¥ 10.14 billion
On December 27th, the TSE Main Market saw an inflow of JPY¥ 850.32 billion and an outflow of JPY¥ 742.74 billion.$Fast Retailing(9983.JP)$, $Advantest(6857.JP)$ and $Disco(6146.JP)$ were net buyers
There is a shift away from large vehicles in the USA, which benefits Asian manufacturers.
[EV] Due to the high prices of automobiles and rising interest rates, it has been reported that among Americans, more people believe that bigger is not always better when considering purchasing a vehicle. As costs rise, some automobile buyers seem to be considering sacrificing size and interior space to keep monthly payments lower. <7203> Toyota <6758> Sony Group Corp <6752> Panasonic HD <3
Nikkei Average Contribution Ranking (Preliminary Close) - The Nikkei Average significantly rose for three consecutive days, with Fast Retailing boosting it by about 85 yen from one stock.
As of the market close 27 days ago, the number of rising and falling stocks in the Nikkei average was 190 up, 34 down, and 1 unchanged. The Nikkei average has risen for three consecutive days. It finished the morning session at ¥40,074.56, up ¥506.50 (+1.28%) compared to the previous day (estimated Volume of 0.9 billion 30 million shares). The US stock market on the 26th was mixed. The Dow Inc was up $28.77 at $43,325.80, while the Nasdaq ended down 10.77 points at $20,020.36. Unemployment Insurance.
Three points to focus on in the afternoon session - Recovery of the 40,000 yen level for the first time in two weeks, influenced by observations of Futures Buy ETC.
In the afternoon trading on the 27th, I would like to focus on the following three points. • The Nikkei average has risen for three consecutive days, recovering to the 40,000 yen range for the first time in two weeks due to Futures Buy expectations. • The dollar-yen exchange rate is weak, with profit-taking Sell. • The top contributor to the price increase is Fast Retailing <9983>, and the second is Advantest <6857>. ■ The Nikkei average has risen for three consecutive days, recovering to the 40,000 yen range for the first time in two weeks due to Futures Buy expectations. The Nikkei average has risen for three consecutive days, up 506.50 yen (+1.28%) to 40,074.56 yen (Volume estimated).
Defense spending is increasing, and Japan's total budget for 2025 will reach a record 115 trillion yen.
In the new budget proposal, the spending items with the largest increase include: a significant increase of over 10% in defense spending, reaching 8.5 trillion yen; and an approximately 7% increase in allocations to local governments. Due to record high tax revenues, the scale of newly issued government bonds will decrease by nearly one-fifth, down to 28.6 trillion yen.