Stocks that moved or were traded in the first half of the session.
*J. Front Retailing <3086> 2150 +1569 - The November period surpassed consensus expectations. *Sekisui Chemical <4204> 2647.5 +193.5 - Reports on the mass production of perovskite Solar Cells have circulated. *Mitsukoshi Isetan <3099> 2696.5 +176.5 - Rising along with J. Front’s favorable Earnings Reports. *Pan Pacific International Holdings <7532> 4250 +231 - European securities have raised the Target Price projections. *Unitika <3103> 148 +7
China and Japan will introduce policies to facilitate tourism, and Japanese retail and tourism stocks have responded with an increase.
Retail and tourism-related stocks in Japan rose after the Chinese government and the Japanese government agreed to introduce more facilitation measures to promote mutual visits of tourists between the two countries.
Tesla's Market Cap accounts for half of the Global Autos industry! In 2025, autonomous driving will迎来 the ChatGPT moment; how will the competitive landscape evolve?
The Pacific Securities believes that the next three years are a critical phase for the intelligent upgrade of Electric Vehicles, with Tesla being the core driving force. By 2025, Tesla's FSD is expected to gradually reach a turning point globally, driving the New energy Fund industry into a truly intelligent era. Under the catfish effect of Tesla, leading Electric Vehicle companies domestically and internationally are expected to accelerate intelligent applications, thus opening up demand space.
Despite the absence of Overseas investors, a solid development is underway.
The Nikkei Average rebounded, finishing at 39,130.43 yen, up by 93.58 yen (with an estimated Volume of 1.7 billion 60 million shares). Buoyed by the previous day's rise in U.S. tech stocks, buying began early, pushing the Nikkei Average up to 39,180.59 yen shortly after the open. However, with European and American investors entering the Christmas holiday, market participation was low, leading to a shift to a negative trend due to position adjustments, with the index dropping to 38,927.16 yen during the middle of the morning session. The afternoon session saw a market environment characterized by strong stagnation.
The Nikkei average rebounded as trading became sparse with the Christmas holidays approaching.
On the 24th, the US Stocks market continued to rise. The Dow Inc average increased by 390.08 dollars to close at 43,297.03 dollars, while the Nasdaq closed up by 266.25 points at 20,031.13. Cautious of rising long-term interest rates, the market opened mixed. As it was a shortened trading day before the Christmas holiday, technology stocks continued to be bought, pushing the stock market higher. Anticipation of a Christmas rally from the 24th into the year-end also contributed to the late-session increase in gains.
Asia-Pacific Markets Flat in Thin Holiday Trading, PBoC Holds MLF Rate Steady for Third Month
Higasitetukou, Mitsui Sumitomo, etc. (additional) Rating.
Upgraded - Bullish Code Stock Name Securities Company Previous After --------------------------------------------------------- <9025> Konoike Transport Mizuho "Hold" "Buy" <6460> Sega Sammy HD Daiwa "2" "1" Downgraded - Bearish Code Stock Name Securities Company Previous After --------------------------------------------------------- <4
Canon Inc-Spons Adr, Espec, etc. [List of stocks from the newspaper]
*Canon Inc-Spons Adr <7751> re-enters ArF lithography equipment market to gain Share through miniaturization (Nikkan Kogyo, Page 1) - ○ *Espec <6859> aggressive moves towards Semiconductors, launching contract measurement services one after another (Nikkan Kogyo, Page 1) - ○ *Nippon Steel <5401> believes in presidential approval for the acquisition of United States Steel, statement for final decision (Nikkan Kogyo, Page 3) - ○ *Sumitomo Chemicals <4005> sells polarized film to two companies in China for large LCDs, to local companies next spring (Nikkan Kogyo, Page 3) - ○ *Mitsubishi Corporation <8058> diverse talents.
'Higher for Longer' Is No Threat to Further Equity Gains – DataTrek
The impact of rising U.S. tech stocks is limited, leading to a shift towards value stocks.
The Nikkei Average fell. It closed at 39,036.85 yen, down 124.49 yen (Volume estimated at 1.8 billion and 40 million shares). Following the rise in US stocks the previous day, buying began to lead, and shortly after the opening, it increased to 39,245.75 yen. However, with the Christmas holiday approaching, the movements of Overseas investors were sluggish, and there was no active push for higher prices. Subsequently, the focus shifted to profit-taking rebalance movements, and by the end of the first half, it dropped to 38,995.76 yen, approaching the key level of 39,000 yen.
The Nikkei average fell back, continuing a lack of direction as the Christmas holiday approaches.
On the 23rd, the US Stocks market continued to rise. The Dow Inc average increased by 66.69 points to 42,906.95 dollars, and the Nasdaq closed up by 192.29 points at 19,764.88. Caution was exercised due to the deterioration of the Consumer Confidence Index, leading to mixed results after the opening. Following the retreat of expectations for rapid interest rate cuts by the Federal Reserve, long-term Gold rates rose, causing the Dow Inc to decline. However, as high-tech Stocks were purchased in anticipation of a Santa Claus rally, the Nasdaq remained strong, expanding its gains towards the end of the trading session, benefiting the overall market.
Asia-Pacific Markets Mostly Rise in Thin Pre-holiday Trading and Tracking Strong Gains on Wall Street
Bank of Japan Core Consumer Price Index (YoY) 1.7% Vs. 1.5% Est.; 1.5% Prior
Goldman Sachs: The yen is currently at a "sweet spot", providing a good opportunity for foreign investment to Buy Japanese stocks.
Goldman Sachs believes that the current Exchange Rates of the yen are favorable for overseas investors to purchase Stocks in Japan, and the Japanese stock market is expected to reach...
Sekisui House, Rakusuru, etc. (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Change After ------------------------------------------------- <2678> Askul City "3" "2" Downgraded - Bearish Code Stock Name Securities Company Previous Change After ------------------------------------------------- <2678> Askul Mizuho "Buy" "Hold" Target Price Change Code Stock Name Securities Company Previous Change
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.
Reflecting the rise in US stocks, there is a movement of autonomous rebound centered around technology stocks.
The Nikkei average rebounded for the first time in seven trading days. It closed at 39,161.34 yen, up 459.44 yen (with an estimated Volume of 1.78 billion shares). In addition to the rise in major stock indices in the USA markets on the previous weekend, the Nikkei average had dropped more than 1,100 yen over the last six trading days, leading to a surge in buying aimed at a self-rebound. It began above 39,000 yen, and although the increase narrowed due to selling as buyers took a pause, Semiconductors and other related stocks remained strong, helping to drive the market.
The Nikkei Average rebounded for the first time in seven days, as buying prevailed due to the avoidance of a U.S. government agency shutdown.
Last weekend, the USA market's Dow Inc average closed up by 498.02 points at 42840.26 points, and the Nasdaq closed up by 199.83 points at 19572.60 points. While some tech stocks saw early selling, leading to a decline at the open, the November Personal Consumption Expenditures (PCE) price index suggested progress in inflation control, supporting an increase. The Dow Inc average briefly surged over 800 points higher compared to the previous day, but faced expiration of stock index Futures and Single Options for individual stocks.
Asia-Pacific Markets Surges Mirroring Global Markets as Holiday-shortened Christmas Week Begins
BOJ: Kuroda's Radical Monetary Easing Was Not as Effective as Planned