Sony Group Corp, Zojirushi Corporation, etc. (additional) Rating
Target stock price change code | Stock name | Securities company | Previous | After change | ------|------------------|----------|--------|--------| <9962> | Misumi Group Headquarters | Morgan S | 3300 yen | 3400 yen | <4816> | Toei Animation | Morgan S | 2000 yen | 1950 yen | <9605> | Toei |
Brand Carte Ranking: 251-300th (Issue 7/12)
What is a stock chart? Fundamental score: 100 points max (higher score is better) Technical score: 100 points max (higher score is better). The fundamental score emphasizes profit growth, while the technical score emphasizes trends. Stock code -> name -> market -> fundamental -> technical top-down ranking, ranking from 251st to 300th <1 2 3 4 5 6> position, code, market, company name, overall evaluation, fundamentals.
For the first time, it has exceeded JPY 42,000 due to repeated record highs.
The Nikkei Average has risen for three consecutive days. It hit a new all-time high for the third consecutive day, with an increase of 392.03 yen to 42,224.02 yen (volume approximately 1.8 billion shares). In the U.S. market on the 10th, major stock indexes rose amid expectations of a rate cut in September following the congressional testimony of Federal Reserve Chairman Powell, with the rise being led by high-tech stocks in particular. As a result, buying of high-tech stocks predominated in the Tokyo market as well. The Nikkei Average was at 42,426 right after the opening.
The Nikkei Average rose for the third day in a row, with buying of technology stocks and core 30 stocks pushing it to a record high of over 42,000 yen for the first time in history.
On the 10th, the US stock market rose. The Dow Jones Industrial Average closed at 39,721.36, up 429.39 (+1.09%), while the Nasdaq closed at 18,647.45, up 218.16 (+1.18%), and the S&P 500 closed at 5,633.91, up 56.93 (+1.02%). Powell, the chairman of the Federal Reserve Board (FRB), raised expectations of a rate cut in his Senate congressional testimony, causing a rise in the market after the opening. Although the chairman did not clarify the timing in his testimony to the House.
List of brand materials from newspapers such as Cipher and Baiyang House.
*Cyfuse <4892> - New technology that freezes cells without causing damage, in collaboration with Iwatani Industrial, for use in regenerative medicine (Nikkan Kogyo 3rd page) - ○ *KDDI <9433> - Entering the rechargeable battery market in the second half of next fiscal year with large-scale facilities in Tochigi in collaboration with TEPCO (Nikkan Kogyo 3rd page) - ○ *Panasonic HD <6752> - Expanding building facility management and security with EW Networks to increase revenue to 1.2 times in FY27 (Nikkan Kogyo 3rd page) - ○ *Japan Animal Referral Medical Center <6039> - Collaborating with Aioi Nissay Dowa Insurance and Navitime to develop a dog walking app (Nikkan Kogyo
The next generation iPhone has a shipping target of over 90 million units within this year.
Apple aims to ship at least 90 million units of its next-generation smart phone, the iPhone 16, in the later half of this year, according to sources. The company reportedly informed its suppliers and partner companies that it aims for a 10% increase in shipment volume compared to the previous model. <4005> Sumitomo Chemical <5201> AGC <5802> Sumitomo Electric Industries
Mitsubishi UFJ, Pan Pacific HD, etc. (additional) rating.
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change | ------ | ----------------- | ---------- | -------------- | -------------- | <2809> | Kewpie | SMBC Nikko | "2" | "1" | <6806> | Hirose Electric | Morgan Stanley | "Equal Weight" | "Overweight"
Is the second bull market really here? The Nikkei rose 2% and hit a new high again.
Is the Japanese stock market starting a new bull market?
Active and newly listed stocks during the morning session.
*FujiKura<5803> 3448 +360, stimulated by the rise in Corning's stock price. *Weathernews<4825> 5260 +520, positive view on the double-digit increase in earnings guidance for this term. *Descente<8114> 3790 +325, rapid price increase at the opening without any particular material. *Shibaura Mechatronics<6590> 9600 +650, riding on the trend of semiconductor manufacturing equipment stocks rising. *Daidan<1980> 3245 +190, top half-year growth rate stock.
Hitachi - significant rebound, expected to strengthen shareholder returns.
Significant rebound. It is reported that funds will be increasingly allocated to shareholder returns and growth investment. While continuing to review the business portfolio, it is considering share buybacks and M&A with funds obtained from asset sales. Regarding the total return ratio including dividends and share buybacks, the CFO has reportedly stated that they are conscious of about 50%. In this fiscal year, if the net profit is 600 billion yen and the total return is 50%, the total amount of return will be around 300 billion yen. Expectations are rising for expanding return policies.
Ube, Kobe Steel, etc. (additional) Rating.
Upgrade - bullish code | Stock name | Securities company | Conventional | Revised | ------ | --------------- | ---------- | --------- | --------- | <9433> | KDDI | Mizuho | "Hold" | "Buy" | Downgrade - bearish code | Stock name | Securities company | Conventional | Revised | ------ | --------------- | ---------- |
Attention on Mitsui Matsumura HD and Sanei, while Yasukawa Denki and Hitachi Zosen are sluggish.
In the US stock market last weekend, the Dow Jones Industrial Average rose by 67.87 dollars to 39,375.87, the NASDAQ Composite Index rose by 164.46 points to 18,352.76, and the Osaka Nikkei 225 futures on the Chicago Stock Exchange increased by 175 yen to 41,035 yen. The exchange rate is 1 dollar = 160.70-80 yen. In today's Tokyo market, San-ei <2659>, which announced a 1-for-2 stock split and a 16.6% increase in first-quarter operating profit, Escrow AJ <6093>, which raised its first-half business performance forecast, and whose operating profit was lower than the previous fiscal year
GSI Creos, Toyota Tsusho, etc.
*GSI Creos <8101> expands sales of dialysis equipment in Central and South America, integrating with clinics (Nikkan Kogyo front page) - ○ *JR Kyushu <9142> collaborates with SkyDrive to promote flying car industry (Nikkan Kogyo page 3) - ○ *NTT <9432> plans to increase "Sub 6" area in Kanto by 30% and improve communication quality within this fiscal year (Nikkan Kogyo page 3) - ○ *Honda <7267> to sell 500 billion yen worth of shares to four insurance companies and Mitsubishi UFJ Bank (Nikkan Kogyo page 3) - ○ *Fellowtec HD <6890> holds on.
IX Knowledge - The full-year performance for March 2024 has achieved the highest revenue and profits to date.
IX Knowledge (IKI) <9753> is an independent midsize system integrator. It provides consistent services throughout the system lifecycle, from IT strategy proposal and IT promotion consulting to system development, verification, maintenance, and operation. Its clients include major system integrators such as Hitachi, Ltd. <6501>, NTT Data Group <9613>, user-based system companies such as Mizuho Research & Technology Co., Ltd., and KD.
Mizuho, HOYA, and others (added) Rating
Rating upgrade - Bullish code | Stock name | Securities company | Previous | Updated | ------|-----------------|----------|---------|---------|<6586> | Makita | GS | "Hold" | "Buy" | Rating downgrade - Bearish code | Stock name | Securities company | Previous | Updated | ------|-----------------|---
IT giants like Amazon are touching nuclear power plants etc.
IT companies looking for power supply sources are reportedly targeting nuclear power plants in the United States as a new target. Amazon Web Services (AWS) appears to have purchased a datacenter in Pennsylvania that receives power supply from nuclear power plants for $650 million (about 104.6 billion yen) in March. <6378> Kimura Chemical Machinery, <6643> Tojo Denki Seisakusho, <5631> Nippon Steel Corporation, <6370> Kurita
Daisei, Nichiyu, etc. (additional) Rating
Ratings upgrade - bullish code | Stock name | Stock company | Previous | Current | ----- | ------------- | ---------- | ------------ | -------------- | <4188> | Mitsubishi Chemicals | Mizuho | "Hold" | "Buy" | <6532> | Bay Current | JPM | "Neutral" | "Overweight" | <9204> | Skymark
List of stock information from newspapers including Ricoh and Sumitomo Corporation.
*Ricoh (7752) has started their second venture, providing management support tools. (Nikkan Kogyo front page) - ○ * Toyota (7203) Customizing & Development violates subcontracting laws, free mold storage (Nikkan Kogyo page 3) - ○ * Sumitomo Corporation (8053) invests 6.4 billion yen in distributed power in the US, targeting 6 projects (Nikkan Kogyo page 4) - ○ * Sony Group Corp (6758) reduces Blu-ray production and cuts 250 jobs at their Miyagi base. (Nikkan Kogyo page 4) - ○ * Kobayashi Pharmaceutical (4967) reports on the extent of damage caused by red yeast rice, with a focus on the correlation with deaths.
Financial stocks are steady due to buybacks of high-tech stocks and rising interest rates.
The Nikkei average rebounded. It ended trading at 39,583.08 yen, up 241.54 yen (with a volume of approximately 1.71 billion shares). Major stock indices rose in the US market the previous day, and with the yen hitting the 161-yen level against the dollar for the first time in about 38 years, purchases focused on financial stocks amid expectations of intervention with the rise in long-term interest rates in side-export related stocks. The Nikkei average widened its gains during the morning session, rising to 39,783.70 yen. However, in the United States, personal consumption expenditure (P
The Nikkei Average rebounds, financial stocks are bought and TOPIX temporarily hits a new high for the year.
On the 27th, US stock market rose slightly. The Dow rose 36.26 points (+0.09%) to 39164.06, the Nasdaq index rose 53.53 points (+0.30%) to 17858.68, and the S&P 500 rose 4.97 points (+0.09%) to 5482.87 at the end of trading. It opened lower. Mediocre earnings reports from companies such as Micron and Walgreens Boots Alliance cooled investor sentiment. The 5 indicators that the Federal Reserve Board (FRB) emphasizes