Express News | The Nikkei 225 Index opened down about 1.5%, and Toyota Motor fell over 2%.
SBIHD, Ricoh, etc. [List of stock materials from the newspaper]
* SBI Holdings Inc. (8473) negotiates with two companies from Taiwan and Korea to collaborate at the Miyagi Semiconductors factory (Nikkan Kogyo, page 1) - ○ * MAZDA MOTOR CRP (7261) develops the 'Skyactiv-Z' 4-cylinder 2500CC (Nikkan Kogyo, page 1) - ○ * Ricoh (7752) forms an advanced technology scouting team in the United States and Europe, focusing on AI and other areas (Nikkan Kogyo, page 1) - ○ * Seven & I Holdings (3382) appoints Mr. Deikas as president, focusing on the convenience store business, while Mr. Isaka becomes a special advisor (Nikkan Kogyo, page 3) - ○ * Yaskawa Electric (6506) establishes a joint venture with ASTELLAS PHARMA.
List of conversion stocks (part 3) [Parabolic Cigna Corp conversion stocks list]
○ List of stocks that switched to Buy in the market Code Company Name Closing Price SAR Main Board <7995> Bulkar 3285 3200 <8016> Onward HD 5345 295 <8078> Hanwa 5040 4815 <8101> GSI Creos 2081 2028 <8154> Kaga Electronics 2738 2616 <8174> Nichigas 2254 2169 <8194> Life Corporation 1848 1750 <8214>
In the context of the automobile tariff suspension, excessive caution is easing.
The Nikkei average continued to rise, finishing at 37,704.93 yen, up 286.69 yen (Volume estimated at 1.9 billion 30 million shares). Following the increase in U.S. stocks, which was positively influenced by the Trump administration's tariff deferral policy, buying was led mainly by automobile stocks. The Nikkei average started off strong and extended its gains to 37,874.38 yen in the middle of the morning session. Moreover, defense-related stocks also showed notable increases. However, as it approached the key level of 38,000 yen, there were some sell-offs from investors waiting for a pullback, along with comments from Waller of the Federal Reserve.
Afternoon session [Active stocks and traded stocks]
* Seven & i Holdings <3382> 2120 +122 reports that adjustments are being made for a large-scale share buyback. * Innovate Holdings <3484> 1017 +322 has revised up its Financial Estimates for the fiscal year ending March 2025. * V-cube <3681> 194 +5 has partnered in joint research on implementing cutting-edge economic knowledge into Business through EDI and online events. The upper price level is heavy. * Ueki Group <1867> 1874 +154 has announced an upward revision of its profit estimates for the fiscal year ending March 2025 and an increase in Dividends and commemorative distribution.
List of convertible stocks (Part 1) [List of Parabolic Signal convertible stocks]
○ List of stocks with a Buy change in the market Code Stock Name Closing Price SAR Main Board <1802> Obayashi Corporation 2081 1977 <1813> Fudo Tetra 22542177 <1820> Nishimatsu Construction 49584815 <1861> Kumagai Gumi 39903750 <1873> Japan House HD 330318 <1888> Wakachiku Construction 36553375 <2002> Nisshin Flour Milling Group 16951679 <2266> Roku.
The policy risks associated with the Trump administration are increasing.
The Nikkei average significantly declined, closing at 37,331.18 yen, down 454.29 yen (estimated Volume 1.9 billion 60 million shares). President Trump announced the imposition of a 25% tariff on imports from Canada and Mexico starting from the 4th, and there were reports of comments that cautioned against a weaker yen, leading to a predominance of risk-averse Sell. The Nikkei average dropped to 36,816.16 yen during the mid-session. Subsequently, as overselling was noted, there were also movements for Buy.
Aso Foam Crete, ETC.
<1730> Asahi Foamcrete Co., Ltd. Shareholding of Nippon Dokkyo Construction Co., Ltd. 92.11% → 99.82% Reporting obligation date: 2025/02/21 <2922> Natori Co., Ltd. Shareholding of Mitsubishi UFJ Asset Management Co., Ltd. -% → 0.48% Reporting obligation date: 2025/02/24 <2980> SRE Holdings Co., Ltd. Shareholding of Sony Group Corp. 37.89% → 2
Aeon Mall and others continue to rank, with Aeon fully acquiring its subsidiary through a stock exchange.
Aeon Mall <8905> is ranked (as of 10:32). It continues to rise significantly. The parent company, Aeon <8267>, has announced that it will wholly acquire both this company and Aeon Delight. It appears that there are plans to conduct a stock exchange by July regarding Aeon Mall. Although the stock exchange ratio has not been disclosed, there seems to be a prevailing expectation for a premium in the acquisition. Volume change rate top [as of March 3, 10:32] (compared to the average volume of the last 5 days) code.
March 3rd [Today's investment strategy]
[Fisco Selected Stocks]【Material Stocks】Raccoon Holdings <3031> 855 yen (as of 2/28) operates a wholesale and procurement site for businesses in the Clothing and miscellaneous goods sector. The financial estimates for the period ending April 2025 have been revised. The ordinary profit is estimated at 1.4 billion yen (2.6 times compared to the previous period). This is a 12% increase from the previous estimate. Revenue and operating profit have not been revised, but due to the inclusion of investment business partnership operating profits in non-operating income, ordinary profit and net profit have been revised upward. The year-end dividends will be set at 12 yen.
Pay attention to Yokan HD and Raccoon HD, while Ad Bankerie and Nack show signs of weakness.
Last weekend on the 28th, the US stock market saw the Dow Jones Industrial Average up by 601.41 points to 43,840.91, the Nasdaq composite index up by 302.86 points to 18,847.28, and the Chicago Nikkei 225 Futures up by 480 yen from the Osaka daytime price to 37,590 yen. The exchange rate was 1 dollar = 150.60-70 yen. In today's Tokyo market, Aichi Technology <7723> revised its fiscal year ending March 2025 performance and Financial Estimates upwards, and Rakuten HD <3031> revised upwards its operating profit, net profit, and Financial Estimates for the fiscal year ending April 2025.
List of cloud break stocks (Part 2) [Ichimoku Kinko Hyo - List of cloud break stocks]
○ List of stocks that broke through the cloud market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Main Board <1417> Mirait One 2223 2237.5 2229 <1721> Comsys HD 3180 3198 3233.5 <1860> Toden Construction 9239 2795 4.5 <1945> Tokyo Energies 1064 1069.5 1080.5 <2108> Sugar Beet 2335 2335.5 2397
Alpha Purchase - Continuous profit growth for 10 consecutive periods with a large corporate customer base, turning negative factors into positives.
For the fiscal year ending December 2024, the revenue from the MRO Business accounts for approximately 74%, with the remainder coming from the FM Business and QITABANKUAI. The breakdown of the MRO Business mainly includes manufacturing, Construction, and service Retail Trade, with direct sales to large enterprises exceeding 80%. The rest consists of resale to small and medium-sized businesses (revenue via Askul). A group of large enterprises listed on the Main Board are the company's customers, and the churn rate for direct sales to large enterprises is almost 0%, making it a stock-type Business.
7&iHD and others continue to rank, and it is reported that final adjustments are being made after the MBO implementation was abandoned.
7 & iHD <3382> has made the ranking (as of 10:32). There has been a significant drop. Reports indicate that final adjustments are being made to abandon the implementation of the MBO proposed by the founding family. It has been announced that Itochu, which was viewed as a strong candidate for investment, has decided not to participate, leading to uncertainty in securing funds. This seems to be the background behind the diminishing expectations for a restructuring premium associated with narrowing options. Volume change rate ranking [As of February 27, 10:32] (Average volume over the last 5 days)
The decline in Japanese tech stocks led to a temporary drop below the 38,000 yen level.
The Nikkei average continued to decline, closing at 38,142.37 yen, down 95.42 yen (with an estimated Volume of 1.8 billion 50 million shares). In the previous day's USA market, tech stocks were sold off, leading to a focus on selling semiconductor-related stocks in the Tokyo market. The Nikkei average dropped to 37,742.76 yen during the mid-morning session, also dipping below the key level of 38,000 yen at times. However, many are eager to wait for the earnings report from USA semiconductor giant NVIDIA, which is scheduled for early tomorrow morning Japan time.
NEXT FUNDS TOPIX-17 RETAIL TRADE ETF: NEXT FUNDS Retail (TOPIX-17) Exchange Traded Fund Interim Financial Results Brief
AI needs to be cautious and is wary of the tightening of semiconductor regulations against China.
The Nikkei average fell sharply. It ended trading at 38,237.79 yen, down 539.15 yen (estimated Volume of 1.9 billion 60 million shares). Selling started early due to the decline in US tech stocks, and the index dropped to 38,131.79 yen just after the trading began. Subsequently, targeting a self-rebound and with buying in trading company stocks, it recovered to 38,485.95 yen toward the end of the morning session. However, aggressive rebound movements were limited, continuing to consolidate around 38,300 yen. The Tokyo Stock Exchange Main Board's
The remarks by Governor Ueda have led to a temporary halt in the yen's appreciation and a buyback.
The Nikkei Average rebounded for the first time in three days, ending the Trade at 38,776.94 yen, up 98.90 yen (estimated Volume of 1.9 billion 40 million shares). In the morning, the yen appreciated, temporarily rising to the lower 149 yen range against the dollar, leading to a continuing decline at the Start. During the middle of the morning session, it dropped to 38,456.53 yen. However, following the remarks made by Bank of Japan Governor Kazuo Ueda at the House of Representatives Budget Committee, the rise in domestic long-term interest rates eased, and the yen shifted towards depreciation, strengthening the Buyback movement, leading to a rally in the latter part of the morning session.
Stocks that moved or were traded in the first half of the session.
* Crosscat <2307> 1213 +168 Upward revision of performance and Financial Estimates. * EnbiPro HD <5698> 427 +43 Announcement of a high level of Share Buyback. * DeNA <2432> 3920 +386 Ichiyoshi Securities has upgraded its rating. * Misumi Group Headquarters <9962> 2729 +263 Speculation on Alibaba's investment expansion policy, etc. * Rohtz <6323> 1913 +153.5 Marusan Securities continues to recommend buying.
After a three-day rise, it has fallen back and briefly dropped below 39,000 yen.
The Nikkei average fell for the first time in three days, closing down 105.79 yen at 39,164.61 yen (Volume estimated at 1.8 billion 60 million shares). It started to drop due to caution over Trump tariffs. As support at the 25-day moving average held, buying on dips expanded, and in the middle of the morning session, it rose to 39,298.05 yen. However, with the speech from BoJ's Takada creating early expectations for additional rate hikes, it fell below the key level of 39,000 yen, ending the morning session at 38,994.70 yen. After that, material cues are awaited.