The Nikkei average declined for the first time in five days, with a trend of profit-taking after the announcement of the Bank of Japan meeting results.
On the 23rd, the US Stocks market continued to rise. The Dow Inc average increased by $408.34 to $44,565.07, and the Nasdaq closed up by 44.34 points at 20,053.68. Employment-related Indicators were weak, and concerns about the Stunk in Semiconductors demand surfaced, weighing on high-tech stocks, which led to a soft start after the opening. Subsequently, President Trump reaffirmed plans for the largest tax cuts and deregulation in history during a speech at the Davos Conference, and requested a reduction in interest rates and a decline in crude oil prices.
Nidec Corporation Sponsored ADR, Fukuyama Transport, ETC (additional) Rating
Target Price Change Code Stock Name Securities Company Previous After---------------------------------------------------<2432> DeNA SMBC Nikko 1800 yen 2900 yen <4502> Takeda Macquarie 4800 yen 5000 yen <4503> Astellas Pharma Macquarie 2000 yen 2200 yen <4519> Chugai Pharmaceutical Macquarie 8200 yen 8700 yen <6752> Panasonic HDGS 1450 yen 1750 yen <90
Amada, Noritake, and other companies [List of stock material from the newspaper]
*Amada <6113> acquires H and F, gains large press machines (Nikkan Kogyo, front page) - ○ *Toyota <7203> domestic production maintains the level at 3.4 million units this year and upholds the supply chain (Nikkan Kogyo, front page) - ○ *Mitsubishi Logisnext <7105> develops low-cost battery-powered forklifts in China, decision expected in the first half of this year (Nikkan Kogyo, page 3) - ○ *Haseko Corp <1808> Mr. Kumano becomes president, replacing after five years, Mr. Ikegami becomes vice chairman (Nikkan Kogyo, page 3) - ○ *Norita <5331> Aluminum and low temperature.
List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
○ List of stocks with Buy transition in the market Code Stock Name Closing Price SAR Main Board <1414> Showa Bond 4931 4868 <1808> Nagase & Co 2017 1946 <1890> Toyo Construction 1350 1307 <1930> Hokuriku Electric Power 1104 1074 <1964> Chugai Refractories 3405 3215 <1980> Dai Dan 3600 3460 <2002> Nisshin Seifun Group 1768 1738 <2108> Sugar Beets 2
The STAR for AI-related stocks continues, temporarily recovering to the 0.04 million yen range.
The Nikkei average rose for the fourth consecutive day, finishing the trade at 39,958.87 yen, up 312.62 yen (estimated Volume of 1.8 billion 70 million shares). In the previous day's USA market, the popularity of Artificial Intelligence (AI) related stocks continued, and the rise of technology stocks was noticeable, which led the Nikkei average to open higher. After the opening, there were moments when the increase narrowed, but the desire for Buy on dips was strong, and as the day progressed, the increase expanded, reaching as high as 40,036.07 yen, marking a return to the 0.04 million yen level for the first time in about two weeks since the 8th.
The Nikkei average rose for the fourth consecutive day, driven by defense-related and electric wire stocks, temporarily recovering to the 40,000 yen range.
On the 22nd, the US stock market continued to rise. The Dow Inc closed up by 130.92 points at 44,156.73 dollars, and the Nasdaq finished at 20,009.34, up by 252.56 points. Following the announcement of large-scale AI infrastructure investments by the Trump administration, the rise in the Semiconductors Sector led to an increase after the opening. Strong performance in high-tech stocks, along with buying sentiment driven by positive earnings from major companies, further bolstered the market, which remained robust throughout the day. Due to the strong movement of the Nasdaq in the US market, Tokyo
United U, Yusen etc. (additional) Rating
Upgraded - Bullish Code Stock Name Brokerage Firm Previous After -------------------------------------------------------- <8136> Sanrio SMBC Nikko "2" "1" <8766> Tokio Marine JPM "Neutral" "Over W" Downgraded - Bearish Code Stock Name Brokerage Firm Previous After ---------------------------------------------------
Express News | Japan stock market opens: Nikkei 225 rises by 0.41%, Ricoh Holdings increases by over 1%.
List of cloud-breaking stocks [Ichimoku Kinko Hyo - List of cloud-breaking stocks]
○ List of stocks that broke through the clouds Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Main Board <1980> Dai-Dan 3610 3603.75 3343 <2692> Itochu Foods 709070107075 <3480> J.S.B. 28502707.75 2800.5 <3580> Komatsu Matere 802795784 <3834> Asahi Net 641635637.5
Even graduates with an MBA from Harvard are struggling to find employment.
In the USA, it has been reported that finding employment in specialized professions is becoming increasingly difficult, and even graduates with an MBA from Harvard Business School can no longer rely solely on the name of the university. Just attending Harvard is no longer a differentiator; it has been communicated that skills are required. <2181> Persol HD <2464> Aoba-BBT <2479> Jaytech <3906> ALBERT <
The Nikkei average rises for three consecutive days as expectations strengthen for Trump's economic policies.
On the 21st, the US Stocks market continued to rise. The Dow Inc average gained $537.98 to close at $44,025.81, while the Nasdaq increased by 126.58 points to finish at 19,756.78. After the opening, expectations grew that the tariff measures from the Trump administration would not be strengthened as feared, which contributed to the rise. Reports of large-scale AI infrastructure investments from three private companies, including SoftBank Group <9984>, also served as positive material, leading to further gains. The decline in interest rates and the rise of Semiconductors NVIDIA, as well as the search engine Google operated by Alfu, contributed to this upward trend.
In the future, attention will turn to the Bank of Japan's monetary policy decision-making meetings.
The Nikkei average continued to rise, closing up 125.48 yen at 39,027.98 yen (Volume estimated at 1.5 billion 30 million shares), recovering the 39,000 yen level for the first time since the 10th. Developments were influenced by reports regarding tariffs from U.S. President Trump. Anticipating that Trump would postpone tariff policies during his inauguration, buying activity led to a rise, reaching 39,238.21 yen shortly after the opening. However, after reports emerged about considering tariffs on Mexico and Canada, it turned negative in the middle of the first half.
Express News | Stock market close in Japan: The Nikkei 225 Index rose by 0.32%, and Disco increased by nearly 6%.
API, Ryohin Keikaku ETC (Additional) Rating
Upgrades - Bullish Code Stock Name Securities Company Previous After ---------------------------------------------------------------- <4568> Daiichi Sankyo Mizuho "Hold" "Buy" <6768> Tamura Manufacturing Morgan Stanley "Equal Weight" "Overweight" Downgrades - Bearish Code Stock Name Securities Company Previous After --------------------------------------------
ORIX, Mitsui Chemicals, etc. [List of stock materials from the newspaper]
*ORIX <8591> sells its Indian subsidiary, reinvesting in next-generation energy through asset replacement (Nikan Kogyo, page 3) - ○ *Daiwa House <1925> raises annual income by 10%, starting salary for new graduates is 0.35 million yen (Nikan Kogyo, page 3) - ○ *Shimadzu Corporation <7701> opens a new factory in India, operational in spring 2027 (Nikan Kogyo, page 3) - ○ *Hitachi <6501> acquires a company in North America, selling and maintaining high-pressure motors (Nikan Kogyo, page 4) - ○ *Sojitz <2768> evaluates Sojitz, trucking for electric aircraft, this summer between Kitakyushu and Miyazaki - (Nikan Kogyo
A UK hedge fund has developed a tool that surpasses Excel.
It is reported that Man Group, a hedge fund based in London, has developed its unique tool "Arctic DB" for analyzing large amounts of data at high speed and has begun commercializing it. Companies dealing with financial markets, especially those in Capital Markets, are said to be seeking increasingly advanced tech tools for rigorous data analysis.
The Nikkei average rebounded significantly, temporarily recovering to 39,000 yen, but caution regarding Trump 2.0 weighed heavily.
On the 17th, the US stock market rebounded. The Dow Inc rose by 334.70 points to 43,487.83, while the Nasdaq closed 291.91 points higher at 19,630.20. In addition to the International Monetary Fund's (IMF) upward revision of global and domestic economic growth forecasts for 2025, optimistic views on the economy were spreading due to the better-than-expected number of housing starts and industrial production in December, leading to a rise after the opening. With the presidential inauguration set for the 20th, there are expectations for regulatory easing by the next administration and support measures for businesses and the economy.
NINTENDO CO LTD - continued decline, as expectations for the new Game Console have been somewhat factored in, leading to a downgrade by a U.S. securities firm.
Continued decline. Morgan Stanley MUFG Securities has downgraded its investment rating from "overweight" to "equal weight," while leaving the Target Price at 9,800 yen. Although there has been no change in the outlook for performance expansion due to Switch 2, it seems to determine that the stock price has somewhat incorporated these expectations. They would like to monitor the expected release in June-July and subsequent sell-through to explore whether there is an opportunity to turn back to a positive stance.
TBS HD, NTV HD, etc. (additional) Rating
Upgraded - Bullish Code Name Securities Company Previous Changes After --------------------------------------------------------- <5110> Sumitomo Rubbers City "2" "1" Downgraded - Bearish Code Name Securities Company Previous Changes After --------------------------------------------------------- <7974> NINTENDO CO LTD Morgan Stanley "Overweight" "Equal Weight"
Rating [Securities company ratings]
Upgraded - Bullish Code Stock Name Securities Company Previous Change After --------------------------------------------------------- <5110> Sumitomo Rubbers City "Hold" "Buy" Downgraded - Bearish Code Stock Name Securities Company Previous Change After --------------------------------------------------------- <7974> NINTENDO CO LTD Morgan Stanley "Overweight" "I