Renault Is a Top European Auto Sector Pick at HSBC
Express News | Japan stock market opens: Nikkei 225 rises by 0.41%, Ricoh Holdings increases by over 1%.
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.
Express News | The Japanese stock market opens: the Nikkei 225 Index rises by 0.57%, while Toyota Motor and Nintendo increase by nearly 2%.
Blue Origin aims to launch rockets with reusability in mind.
[Space Business] Blue Origin, the space development company founded by Amazon's founder Jeff Bezos, has successfully launched its newly developed rocket aimed at reusability for the first time. It has been reported that Blue Origin is expected to fully enter the launch business with this new rocket. <7203> TOYOTA <7721> TOKYO KEIKI <2359> CORE <3004> SHIN-EI <3401> TEIJIN <3402> TORAY INDS INC <3524> NITTO MOUS <4202> DAI.
Trump will return to the White House next week! What are the important processes for the inauguration ceremony? Please keep this observation and Trade guide.
Looking back in history, since 1933, the average increase in the S&P 500 Index in the first 100 days following a new president's inauguration has reached as high as 8.67%, while the increase during Trump's previous first 100 days was 5.50%.
Buy activity is moving ahead following the rise in US stocks, but the upward movement faces resistance.
The Nikkei average rebounded for the first time in six trading days. It ended the Trade at 38,572.60 yen, up 128.02 yen (with an estimated Volume of 1.7 billion 70 million shares). Following the rise in major stock indices in the previous day's USA market, it started with Buy orders and briefly rose to 38,932.54 yen. However, as US Broadcasting reported towards the end of the morning session that "the Bank of Japan is likely to raise interest rates at next week's monetary policy meeting," the yen appreciated, putting pressure on export-related stocks such as Automobiles. The rise and fall of stocks on the Tokyo Stock Exchange Main Board.
The Bank of Japan governor stated that a decision on whether to raise interest rates will be made next week, causing a short-term appreciation of the yen, and the two-year Japanese government bond yield rose to its highest level in 17 years.
Overnight Index swaps indicate that the market bets on a 73% probability of the Bank of Japan raising interest rates this month, and an 86% probability of a rate hike by the end of March. Analysts believe that compared to earlier views this month, the governor today provided clearer guidance on what might be discussed at the meeting.
Futu Morning Report | USA's December PPI unexpectedly cools down! Wall Street nervously prepares for CPI release day; quantum computing stocks rebound strongly, RGTI surges 48%.
In December, the USA's PPI unexpectedly cooled, growing by 0.2% month-on-month. The year-on-year growth of the December PPI and core PPI were 3.3% and 3.5% respectively, both the highest growth rates since February 2023; Biden has signed another executive order to accelerate the development of AI infrastructure.
The trend is shifting to search for lower price targets due to worsening signals.
The Nikkei average fell significantly for four consecutive trading days, closing down 716.10 yen at 38,474.30 yen (estimated Volume of 1.9 billion 50 million shares), marking a drop below 39,000 yen for the first time since December 20 last year. In the USA market, technology stocks were sold off, particularly after the Biden administration announced new export regulations on Artificial Intelligence (AI) Semiconductors, which led to a similar trend in the Tokyo market. The downward trend of the Nikkei average strengthened, and at one point during the afternoon session, it was seen falling to 38,305.91 yen.
U.S. stock valuations are high, focus on high dividend investments in 2025.
The S&P 500 has increased by over 20% for two consecutive years, the first time since the late 1990s, making dividends particularly important in this context.
List of stocks breaking through the cloud (weekly chart) (Part 3)
List of stocks that broke below the cloud market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Main Board <5933> Alinco 1030 1091.25 1052.5 <5957> Nitto Seiko 589635.75 619.5 <5988> Paiolax 23662372.5 2443.5 <6036> Keeper Giken 4425460 5397.5 <6143> Sodick 721733.57
Goldman Sachs predicts that the Chinese stock market will rise by 20% this year, while HSBC is optimistic about Hong Kong stocks.
Foreign investment giants have raised the Assets rating for China.
NVIDIA's ultimate AI vision targets humanoid robots! The "intelligent machinery wave" is getting closer to human society.
NVIDIA, a technology giant known as the "shovel seller" of the AI era, vows to become the strongest technological foundation in the field of humanoid robots.
In-vehicle chips are in a "mixed battle", with NVIDIA, Intel, and domestic manufacturers competing in the Asia Vets track.
① NVIDIA's Thor autonomous driving chip is delayed, leading domestic car manufacturers to choose in-house development. ② Intel has launched an integrated vehicle technology platform, aiming to demonstrate its determination to transform.
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
○ List of stocks that have switched to Sell Market Code Stock Name Closing Price SAR Main Board <6845> Azbil 1208 1274 <6925> Usio Electric 20712189 <6986> Futaba Electronics 486513 <6997> Nippon Chemicon 931994 <7013> IHI 80829378 <7059> Copro HD 16521721 <7088> Forum Engineer 10181071 <713
The Bank of Japan expects salaries to continue rising this year, and interest rate hikes are imminent.
① The Bank of Japan released a report stating that many companies believe it is necessary to continue raising wages, which indicates an increased possibility of interest rate hikes; ② The Bank of Japan also upgraded its economic assessment for two regions, stating that the economy in the remaining areas is moderately recovering or rebounding; ③ The Bank of Japan will hold a meeting from January 23 to 24, and Analysts expect that an interest rate hike may be announced.
AMD Slides as HSBC Downgrades on Nvidia Worries
Kyocera Corporation Sponsored ADR, Toyota, ETC [List of stock-related materials from the newspaper]
*Kyocera Corporation Sponsored ADR <6971> will start mass production of a new electronic mirror next year, providing clear imagery from rear automotive cameras (Nikkankogyo 1st page) - ○ *Toyota <7203> Woven City will open this autumn, with Chairman Toyoda saying, 'Welcome companions from around the world' (Nikkankogyo 1st page) - ○ *Sony Group Corp <6758> Sony-Honda Mobility has begun accepting reservations for a new EV at 14 million yen, with deliveries expected next mid-year (Nikkankogyo 1st page) - ○ *Panasonic HD <6752> PanaEnergy is expanding its power supply for DC aimed at North America, expecting revenue of 250 billion yen by fiscal 2030 (Nikkankogyo 1st page) - ○
Bank of America Upgraded to Buy HSBC, UBS; Truist Raised to Buy at HSBC