The Nikkei Average fell for five consecutive days, after a round of buying there was a hesitation among buyers, resulting in a consolidation.
On the 14th, the USA market was mixed. The Dow Inc average closed up $221.16 at $42,518.28, while the Nasdaq fell 43.71 points to 19,044.39 at the end of Trade. The Producer Price Index (PPI) was below expectations, reigniting Buy expectations, and it rose after the opening. However, it struggled afterwards due to caution ahead of Bank earnings and the Consumer Price Index (CPI) announcement. The rise in interest rates and the Biden administration's export restrictions on AI Semiconductors to China weighed down on firms like NVIDIA and other Semiconductors.
List of cloud break stocks (Part 2) [Ichimoku Kinko Hyo - List of cloud break stocks]
○ List of stocks breaking below the cloud in the market Code Stock Name Closing Price Leading Span A Leading Span B Main Board <6330> Yō Enji 698 712.5 726.5 <6387> Samco 2915 2977.75 3224 <6457> Glory 2526 2567 2545 <6472> NTN 2422 243.5 250.5 <6501> Hitachi 3739 3863 3771
Tosei, Aeon Delaire, Etc (additional) Rating
Upgraded - Bullish Ticker Symbol Company Name Brokerage Firm Previous Change After --------------------------------------------------- <7735> Screen Mizuho "Hold" "Buy" Downgraded - Bearish Ticker Symbol Company Name Brokerage Firm Previous Change After --------------------------------------------------- <6586> Makita GS "Buy" "Hold" <6857> Advante Mizuho "Buy"
Hitachi, Symphonia, etc. [List of stock materials from the newspaper]
* Hitachi <6501> utilizes the Metaverse to streamline sewerage maintenance and data center management (Nikkan Kogyo, page 1) - ○ * Kaneka <4118> acquires an Israeli company, developing aneurysm treatment devices (Nikkan Kogyo, page 3) - ○ * Marubeni <8002> establishes a sales company for machinery in India, enhancing services and sales (Nikkan Kogyo, page 4) - ○ * Symphony <6507> autonomous transport for semiconductor panels, up to 600 mm square, for advanced back-end processes (Nikkan Kogyo, page 9) - ○ * Iseki Agriculture <6310> automates straight-line harvesting, reducing labor for large combines.
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.
TODA Corporation, Taisei Corporation, etc. (additional) Rating
Upgrades - Bullish Code Stock Name Brokerage Firm Previous Change After----------------------------------------------------------<4755> Rakuten G SMBC Nikko "2" "1"<8354> Fukuoka JPM "Neutral" "Over W"<8411> Mizuho Morgan S "Equal W" "Over W" Downgrades - Bearish Code Stock Name Brokerage Firm 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) - ○
The Middle East Technology Conference LEAP will be held starting from February 9, with giants such as Apple and NVIDIA attending.
① LEAP 2025 will be held from February 9 to 12 at the Riyadh Exhibition Center in Saudi Arabia, with participants expected to exceed 0.21 million; ② This conference adds features such as LEAP Night, Technology Arena, Sports Technology, and will strengthen the support for bidirectional links between investors and startups; ③ The participation proportion from the Asia-Pacific region is further increasing, and Yida Capital has officially announced as an official Global Strategy partner of LEAP 2025.
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----------------------------------------------------------------<
Focus on Meta's new AR device [GAINIANBANKUAI for today].
[AR/VR/Metaverse] It has been reported that the 'Ray-Ban' sold by Meta and the prototype 'Orion' show glimpses of the stylish high-tech glasses that have long been dreamed of. Apple's 'Vision Pro' has many features but is too large in size. Google has begun releasing preview videos of smart glasses equipped with the OS 'Android XR' for AR and MR. Meta has a glasses-like device similar to Ray-Ban with a small internal lens screen.
Hitachi --- rebounded due to improved profitability expectations from the doubling of the "designated price" targets for home appliances.
A rebound. It has been reported that the products subject to the "designated price" system, which specifies the selling price of home appliances, will be doubled from the current 10% to 20%. The aim is to adopt the designated price for the cheapest models among the product categories to prevent significant discounts on mid-range to high-end models. By improving profitability, it aims to make it easier to secure funding for product development. There are expectations that this will lead to a boost in the home appliance business, which has relatively low profitability.
The Technology Spring Festival Gala is here! Understand CES 2025 in one article, what is the market most concerned about?
In terms of keynote speeches, focus on NVIDIA, AMD, Samsung, and Toyota; in the industry sector, it is expected that AI and Autos will continue to be popular, while Siasun Robot&Automation, displays, and smart home appliances will also be focal points of public interest.
CES Hotspot Preview: Major companies like NVIDIA, AMD, Intel, and others release new products, with the market continuing to focus on AI, chips, and AR/VR.
① The CES exhibition will begin next week, and cutting-edge technologies such as AI, chips, and AR/VR will receive a lot of attention; ② Major companies such as NVIDIA, AMD, and Intel will hold a series of press conferences early next week; ③ Over a thousand Chinese companies will participate, accounting for more than 30% of the total exhibitors.
The "Technology Spring Festival Gala" CES is approaching, new AI glasses are being introduced one after another, will the "hundred glasses battle" be a direct confrontation?
① CES 2025 will be held from January 7 to 10, with companies including Sony, Thunderbird Innovation, and DPVR starting to promote new AI glasses. ② Industry speculation suggests that 2025 may become the inaugural year for AI glasses. CITIC SEC Research Reports indicate that the AI glasses sector is still in the Thematic Investment stage, and if key products from important manufacturers become breakout hits, it is expected to drive a shift from Thematic Investment to Fundamental Investment.
The era of quantum software has already begun.
[Quantum Computer] Quantum computers are still in the early stages, but it has been reported that changes they will bring can be glimpsed even without waiting for their growth. According to IBM Corp, the company is currently providing systems and services using quantum computers to more than 250 customers and is generating revenue.
Breaking through the shadow of the bubble! The Nikkei 225 Index is about to complete a 35-year comeback.
① The Nikkei 225 Index closed at 40,281.16 points on Friday, with a year-to-date increase of 20.37%, expecting significant growth for the second consecutive year, possibly closing above 40,000 points for the first time by year-end; ② The rise in the Japanese stock market is driven by the "Santa Claus rally," positive outlook for corporate giants, merger news among automotive giants, and Toyota Motor's plan to increase ROE.
Express News | Japan's stock market closed: the Nikkei 225 Index rose 1.8%, returning to the 0.04 million point level; DeNA surged over 15%.
There is a shift away from large vehicles in the USA, which benefits Asian manufacturers.
[EV] Due to the high prices of automobiles and rising interest rates, it has been reported that among Americans, more people believe that bigger is not always better when considering purchasing a vehicle. As costs rise, some automobile buyers seem to be considering sacrificing size and interior space to keep monthly payments lower. <7203> Toyota <6758> Sony Group Corp <6752> Panasonic HD <3
List of breakout stocks (Part 1) [Ichimoku Kinko Hyo - List of breakout stocks]
○ List of stocks that have broken through the clouds Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Main Board <1379> Hokuto 1786 1759.5 1783 <1515> Nippon Steel Mining 448043654355 <1662> Petroleum Resources 112611201117.5 <1720> Tokyu Construction 720692.25708.5 <1721> Comsys HD 32253211.53194.5 <
Goldman Sachs: The yen has dropped to a value point, creating the best opportunity for foreign capital to Buy Japanese stocks.
Goldman Sachs believes that the yen is the best choice for global Japanese stock buyers.