Rating [Securities company ratings]
Upgrades - Bullish Code Stock Name Securities Company Previous Change After----------------------------------------------------------------<8411> Mizuho Morgan S "Equal W" "Over W" <8354> Fukuoka JP Morgan "Neutral" "Over W" <4755> Rakuten G SMBC Nikko "2" "1" <6324> Harmonic Tokai Tokyo "Neutral" "Out P" <2802
The Nikkei average fell back, and after the sell-off, the Semiconductors stocks provided support.
On the 7th, the U.S. stock market declined. The Dow Inc. average fell by 178.20 points to 42,528.36, while the Nasdaq closed down 375.30 points at 19,489.68. The rise of the semiconductor NVIDIA led the market higher at the opening, but the company's stocks then turned to decline, weighing on the market. Additionally, because the JOLT job openings and ISM non-manufacturing index exceeded Financial Estimates, there was speculation of a slowdown in the rate of interest rate cuts, which, along with rising long-term interest rates, led to a market decline. The market remained weak throughout the day, and in the latter half, it
Japan's Consumer Confidence Dips in December
Asia-Pacific Markets Mixed After Wall Street Hit by Stick Inflation
Advante, Ryohin Keikaku ETC (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Change After ------------------------------------------------------------ <6506> Yaskawa Electric Morgan S "Underweight" "Equal Weight" <7167> Mebuki FG JPM "Neutral" "Overweight" Downgraded - Bearish Code Stock Name Securities Company Previous Change After ----------------------------------------
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) - ○
Against the backdrop of rising US high-tech stocks, a recovery to the milestone of 0.04 million yen.
The Nikkei Average significantly rebounded, ending the trade at 40,083.30 yen, a rise of 776.25 yen (estimated Volume of 1.9 billion 60 million shares), recovering the significant level of 0.04 million yen for the first time in three trading days since December 27 of last year. In the previous day's USA market, semiconductor stocks, particularly major players like NVIDIA and Micron Technology Inc, were primarily bought. Following this trend, high-tech stocks with substantial index impacts led the way, pushing the Nikkei Average up to 40,288.80 yen before the midday break.
The Nikkei average rebounded for the first time in three days, led by high-priced Semiconductors, regaining the 40,000 yen level.
On the 6th, the US Stocks market was mixed. The Dow Inc average closed down $25.57 at $42,706.56, while the Nasdaq finished up 243.30 points at $19,864.98. Following reports of a limited proposal regarding uniform tariffs from the potential Trump administration, buying was prompted by a sense of relief, leading to significant increases after the opening. The Semiconductors Sector was also bought, further boosting the market. However, after Mr. Trump denied the reports of the limited tariff proposal, caution resurfaced, and the gains were reduced. The Dow decreased.
Asian Markets Rise on Prospects of Less Aggressive Trump Tariffs
Reported Earlier, Japan 10-Year JGB Auction Preliminary 1.140% Vs. 1.084% Prior
Japan Steel, Shizuoka FG, ETC (additional) Rating
Downgrade - Bearish Code Stock Name Securities Company Previous Change After----------------------------------------------------------------<4626> Taiyo HD Morgan Stanley "Overweight" "Equal Weight" Target Price Change Code Stock Name Securities Company Previous Change After----------------------------------------------------------------<
January 7 [Today's Investment Strategy]
[Fisco Selected Stock] 【Material Stock】 Asteria <3853> 529 yen (1/6) develops Software and services to connect Computers and devices within companies. The performance Financial Estimates for the fiscal year ending March 2025 have been revised. Operating profit is estimated at 0.6 billion yen. This is an increase of 9-50% from the previous estimate. The previous year had a deficit of 3.642 billion yen. The expected profits in the Software business compared to initial estimates are a contributing factor. Additionally, the policy for Shareholder returns has been changed, with the end-of-term Dividends set at 7.5 yen. The previous estimate was
The market opened with a significant drop, but some sectors in high technology remained strong.
The Nikkei average fell significantly, closing down 587.49 yen at 39,307.05 yen (estimated Volume 2 billion 10 million shares) on the first trading day of the new year. It started the day by rebounding, following the rise in U.S. stocks led by technology on the 3rd, and briefly climbed to 39,993.50 yen, approaching the key level of 0.04 million yen. However, buying did not continue, and profit-taking Sell activities gradually spread. Additionally, the rise in domestic long-term Gold rates weighed on the market. The decline exceeded 500 yen by the end of the morning session, and by the middle of the afternoon session, it was at 39,232.
Asia-Pacific Markets Mostly in Red as Investors Assess Services PMIs Data From the Region
Japan's Composite and Services PMIs for December Revised Lower
Reported Earlier, Au Jibun Bank Japan Services Purchasing Managers' Index For December 50.9 Vs. 51.4 Est.; 50.5 Prior
Stocks that moved or were traded in the first half of the session.
*Nomura Micro Science <6254> 2656 +345 The rebound led by buybacks continues. *J-Tech Corporation <3446> 1456 +190 Buying interest is shifting towards fusion power generation. *TELUS Sky <3915> 2589 +285 Is there buying interest related to quantum Computer? *TOWA <6315> 1657 +111 There are also expectations for a rebound due to breaking through the 25-day line.*Makino Milling Machine <6135> 11440 +
Wall Street investment banks are all bullish: Japanese stocks are expected to reach new highs by 2025!
Stock strategists indicate that, driven by corporate governance reforms and strong profits, Japan's stock market is expected to reach a new historical high in 2025.
January 6 [Today's Investment Strategy]
Provides solutions for management consulting, M&A advisory, management execution support, business revitalization, and more.
Japan Steel Corporation, Takatori, etc. [List of stock material from the newspaper]
*Japan Steel Manufacturing <5401> plans to prohibit the acquisition of United States Steel and is considering all measures (Nikkai Industrial page 2) - ○ *Honda <7267> is investigating hydrogen and local production and consumption with Nippon Steel Trading in Thailand (Nikkai Industrial page 7) - ○ *Suzuki <7269> is solving social issues in India and has signed a memorandum with two local organizations (Nikkai Industrial page 7) - ○ *Takatori <6338> develops a system to automatically stretch and separate fabric, improving sewing productivity (Nikkai Industrial page 8) - ○ *Mitsubishi Chemical Holdings <4188> is increasing production of Anode Material for Batteries, expanding capacity 2.8 times in Kagawa (