1630 NEXT FUNDS TOPIX-17 RETAIL TRADE ETF
- 30690.0
- +240.0+0.79%
Funds tend to concentrate on stocks evaluated at the fiscal year-end.
The Nikkei average stock price rebounded. It closed at 39,500.37 yen, up 118.96 yen (approximate volume of 2.4 billion shares). In the U.S. market on the 7th, while the NY Dow Jones Industrial Average fell slightly, a portion of tech stocks were bought, and the NASDAQ hit a record high for several consecutive days, starting with buying. However, as it approached the 0.04 million yen milestone, profit-taking sales were easily triggered, peaking at 39,818.41 yen shortly after the opening, leading to a trend of profit-taking dominance, with weekend factors causing a temporary drop to 39,377 in the afternoon.
The Nikkei average rebounds, with attention focusing on earnings stocks after a round of selling and buying.
On the 7th, the US stock market was mixed. The Dow Jones Industrial Average closed at 43,729.34, down 0.59 dollars, while the Nasdaq closed at 19,269.46, up 285.99 points. Buying continued to be favorable following Trump's victory in the presidential election, as well as expectations of a rate cut at the Federal Open Market Committee (FOMC), leading to gains after the opening. The Federal Reserve Board (FRB) decided on the expected rate cut at the FOMC, resulting in a decline in long-term interest rates, pushing Nasdaq higher, reaching record highs daily.
Profit-taking dominance is prevalent as the Trump trade continues with the price nearing 0.04 million yen.
The Nikkei average fell. It closed at 39,381.41 yen, down 99.26 yen (volume approximately 2.750 billion shares traded). In the U.S. market on the 6th, former President Trump of the Republican Party won the presidential election held on the 5th, and the Republican Party gained a majority in the Senate in the federal congressional elections. Expectations are rising for Trump to proceed with tax cuts and deregulation promised in his campaign, leading all major stock indices to reach record highs together. Following this trend, the Tokyo market started with buying ahead, and the Nikkei average stock price opened lower.
Active and newly listed stocks during the morning session.
*Maikoh <6787> 6600 yen - upward revision of performance and dividend estimates. *Net One <7518> 4305 yen - adjustment to SCSK's TOB price to 4500 yen. *Coca-Cola BJI <2579> 2266 +323 - well-received announcement of a large-scale share buyback. *Keio Electric Railway <9008> 3915 +559 - announcement of upward revision of performance and dividend estimates, as well as share buyback. *Sigma Xis <6088> 1909 +241 - evaluation of upward revision of performance and dividend, as well as increased dividends. *Digital HD
Allied HD, etc. [Stocks with attractive valuations seen from changes in volume]
Closing price comparison volume * <2635> NFS & P500ESG 4285 1422 49280 * <1828> Tanabe Kogyo 1691 1477 8200 * <3416> Piksuta 1150 1019 9500 * <6835> Allied HD 1129 4410 300 * <7719> Tokyo Keiki 2022 1330 00 * <175A> WillSmart 921 2061 700 * <1630> Retail 3104 0700 650 * <1659> iS US REIT 3540 1357 7
JFE, downward revision on 25/3, operating profit of 160 billion yen ← 260 billion yen
JFE <5411> announced a revision to the financial estimates for the fiscal year ending March 2025. The sales revenue was revised downward from 5 trillion 240 billion yen to 4 trillion 970 billion yen, and the operating profit was revised downward from 260 billion yen to 160 billion yen. In the iron & steel business, further demand deceleration is expected due to rising construction costs and labor shortages in the domestic building materials sector, as well as stagnation in demand for steel for Asia-bound automobiles, with the standalone crude steel production volume expected to be around 22.4 million tons, which is 0.6 million tons lower than the previous forecast. [Positive Evaluation] <9001>
"Trump trade" dominates, temporarily recovering to 39,600 yen.
The Nikkei average continued to rise significantly, closing at 39,480.67 yen, up 1005.77 yen (with an estimated volume of 2.450 million shares). Amid progress in the U.S. presidential election vote count, buying expectations for former President Trump's victory gradually took precedence. Additionally, in the foreign exchange market, the 'Trump Trade' led to a rise in dollar buying and yen selling, pushing the yen lower to around 154 yen per dollar, boosting investor sentiment. Furthermore, with U.S. stock index futures also trading in positive territory, there is optimism for post-election market movements.
Nikkei average continues to surge significantly, reflecting a victory for Mr. Trump in the presidential election.
On the 5th, the USA market rose. The Dow Jones Industrial Average closed at 42,221.88, up 427.28 points, while the Nasdaq ended trading at 18,439.17, up 259.19 points. Expectations of clarity following the presidential election drove buying, leading to an increase after the opening bell. Strong buying was also supported by unexpectedly improved October ISM non-manufacturing business conditions index, reinforcing hopes for a soft landing. The market remained in the high range throughout the day and closed. Following the rise in US stocks, the Tokyo market started trading with a dominance of buying.
Bank of Japan Meeting Minutes of September: If the economy and inflation meet expectations, the central bank will continue to raise interest rates.
The minutes of the September meeting published by the Bank of japan on Wednesday showed that policymakers unanimously believe that if their economic and price forecasts meet expectations, the central bank will continue to raise interest rates.
After the presidential election, expectations for economic policies are rising.
[Stock Opening Comments] On the 6th, the Japanese stock market is expected to develop with a focus on the results of the US presidential election. On the 5th, the US market saw the Dow Jones Industrial Average rise by 427 points, and the Nasdaq rise by 259 points. Due to expectations that uncertainty will be dispelled with the passing of the presidential election, there was a dominant buying trend. In addition, unexpected improvements in the US ISM non-manufacturing business conditions index in October led to increased buying due to expectations of a soft landing. The settlement value of Chicago Nikkei 225 futures compared to Osaka was 31 higher.
Toyota, Itochu, NYK Line, Nitori Holdings (6th)
※The above calendar is only a schedule and may be subject to change depending on the company's circumstances.---------------------------------------November 6th (Wed) <1301> Kyokuyo <1332> Nissui <1420> Sanyo H <165A> SBI Leos <1799> Daiichi Construction <1814> Oomatsu Ken <1884> Nichi Doro <1898> Seiki Tokyu <196
Movement of autonomous rebound in response to the sharp drop last weekend
The Nikkei Average marked a significant rebound for the first time in three business days. It closed the trade at 38,474.90 yen, up 421.23 yen (with an estimated volume of 1.809 billion shares traded). The buying momentum strengthened from the recoil of a more than 1,000 yen drop from the previous week, with investors' focus turning to stocks that announced good earnings such as TDK <6762>, Murata Manufacturing <6981>, Nomura <8604>, etc. The Nikkei Average regained the 38,500 yen level towards the end of the morning session. Subsequently, the market remained at a standstill around that psychological level, but in the afternoon session,
List of cloud-clearing stocks (weekly) (part 2)
○ Under-the-cloud Breakout Stock List Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Main Board <1719> Ando Hazama 1117 1185.75 1126.5 <1873> Japan House HD3193 336.5 <2266> Rokko Butter1393 1420.5 1405 <3038> Kobe Shokuhin3757 3761.75 3782.5 <3182> Oisix1243 1262
List of cloud breakout stocks (Part 1) [Ichimoku Kinko Hyo Cloud Breakout Stock List]
○ Cloud Break Stocks Market List Code Company Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Main Board <1941> Chuden 3385 3298.75 3087 <1969> Takasago Netsu 52255198.755222.5 <2130> Members 946913.5832.5 <3064> MRO 25022409.52276.5 <3415> Tokyo Base 254246253 <3
Line Yahoo, Mitsubishi Heavy, nintendo co ltd, Kawasaki ship (5th)
※The above calendar is just a schedule and may be subject to change depending on the company's convenience.---------------------------------------November 5th (Tuesday)＜1723＞Nihondenki＜1787＞Nakabotech＜1826＞Satakensha＜1945＞Tokyo Enesis＜1967＞Yamato＜2222＞Kotobuki Spirits＜2281＞Prima Ham＜2372＞Ayro inc
Movement of risk avoidance due to the decline in US high-tech stocks and the appreciation of the yen.
The Nikkei average continued to sharply decline. It closed at 38,053.67 yen, down 1,027.58 yen (- Volume estimate 1.9 billion90 million shares). Following the trend of tech stocks being sold in the previous day's US market, semiconductor-related stocks and others lost value. The yen also strengthened, reaching 151 yen to the dollar at one point, putting pressure, and causing selling to spread to export-related stocks. Furthermore, in the afternoon session, there was selling pressure from position adjustments ahead of the three-day weekend starting tomorrow, and with next week's US presidential election approaching, after the holiday.
Kinoden, Sekisui Chemical, etc. (additional) Rating
Upgrade - Bullish Code Stock Name Securities Company Previous After Change ----------------------------- <9009> Keisei Morgan S "Under W" "Equal W" Downgrade - Bearish Code Stock Name Securities Company Previous After Change ----------------------------- <7731> nikon corp spons
November 1st [Today's Investment Strategy]
[FISCO Selected Stocks] [Material Stocks] SCREEN Holdings <7735> 10,030 yen (10/31) Engaged in semiconductor manufacturing equipment such as wafer cleaning equipment. The earnings forecast for the fiscal year ending March 2025 has been revised upward. Operating profit is expected to be 113.5 billion yen (an increase of 20.5% from the previous year). It has been raised by about 8% from the previous forecast. This is the second upward revision of the full-year forecast for this fiscal year. The upward revision was due to factors such as the first-half operating profit of 58.2 billion yen (a 51.1% increase from the previous year), exceeding the previous forecast of 53 billion yen. "Year
Guide to Watching the Show: If Shipo Mao and the opposition party fail to reach an agreement, what will happen next in the Japanese political arena?
①The latest report indicates that the Japanese Diet is set to hold a prime ministerial election on November 11. ②The long-ruling "LDP-Komeito coalition" failed to secure a majority of votes, and also failed to convince major opposition parties to join the coalition. ③Due to Japan's electoral rules, the deadlock will not prevent Japan from electing a prime minister in November.
Focus on Mitsubishi Electric and Screen HD, while Fujitsu and Ibiden are weak.
Yesterday, on October 31st, in the US stock market, the Dow Jones Industrial Average closed down 378.08 points at 41,763.46, the Nasdaq Composite Index closed down 512.78 points at 18,095.15, and the Chicago Nikkei 225 futures in Osaka closed 710 yen lower at 38,350 yen compared to the previous day's Tokyo closing price. The exchange rate was 1 dollar = 152.00-10 yen. In today's Tokyo market, Mitsubishi Electric <6503> turned to profit growth with a 30.1% increase in operating profit from a 3.8% decrease in the first quarter, and another company saw profit growth with a 12.0% increase in operating profit from a 7.3% decrease in the first quarter.