Japan Appears to Be on the Path of a Sustainable Rebound – Vanguard
Struggling due to speculation about the Middle Eastern situation and US employment statistics that they want to determine.
The Nikkei Average continued to rise, closing at 38,635.62 yen, up 83.56 yen (with an approximate volume of 1.8 billion10 million shares traded). Trading started cautiously due to a decline in major stock price indexes in the previous day's USA market and other factors, dropping to 38,501.82 yen in the mid-morning session due to caution over the Middle East situation. Subsequently, when news that Prime Minister Ishiba supported the formulation of economic measures reached the ministers, it led to a buying opportunity on dips. After that, turning positive, the price rose to 38,735.29 yen just before the closing.
Toyota to jointly develop EV with subaru corp unsponsored adr, to be released for sale in 2026
The company and subaru corp unsponsored adr <7270> are reportedly planning to launch jointly developed EVs in Japan, the United States, and Europe in 2026.
Tokyo Century, SoftBank G, etc.
*Tokyo Century <8439> to invest 1 trillion yen in aircraft, procure 120 units for leasing, actively investing due to expansion in passenger demand (Nikkan Kogyo front page) - ○*TOPPANHD <7911> aims to achieve organizational cross-sectional establishment, synergy with the three major companies, targeting a revenue contribution of 20 billion yen (Nikkan Kogyo front page) - ○*SoftBank G <9984> Chairman and CEO Son predicts the realization of 'super intelligence' within 10 years (Nikkan Kogyo page 3) - ○*UBE <4208> acquires the urethane business of the German company Rancaces for 73.6 billion yen (Nikkan Kogyo page 3) - ○*Wealth
Berkshire Hathaway plans to issue yen bonds for the second time this year. Analysts believe Buffett may be targeting financial and shipping stocks.
Berkshire Hathaway's fundraising plan is closely watched by stock market investors, as earlier this year the company's move to purchase shares of Japan's five largest trading companies helped drive the nikkei 225 index to a record high.
Positive reaction to the yen depreciation following Prime Minister Ishiba's dovish remarks.
The Nikkei Average rebounded significantly. It closed at 38,552.06 yen, up 743.30 yen (with a trading volume of approximately 1.9 billion shares). Following Prime Minister Shigeru Ishiba's dovish remarks, early speculation of additional interest rate hikes receded, causing the yen to weaken temporarily to the upper 147 yen per dollar range, leading to a sense of comfort for buyers. Additionally, in the USA, the ADP employment statistics exceeded financial estimates, reducing expectations for a significant interest rate cut at the next Federal Open Market Committee (FOMC) meeting, contributing to the weakening yen. In the USA market, focusing on semiconductor stocks.
Seibu HD, NSD, etc. (added) Rating
Downgrade - bearish code | Stock name | Securities company | Previous | After change | ------|-------------|-------------|--------|--------|<3282> | Conforia | Daiwa | "2" | "3" | Target stock price change code | Stock name | Securities company | Previous | After change | ------|-------------|-------------|
Seed - The construction funds for the new headquarters building are borrowed through a Green Loan.
On September 30, Sea<7743> announced that it had borrowed a total of 3 billion yen through green loans from various trading banks on September 27 and 30. The company aims to consider the environment, coexist with the region, and provide a working space where employees can demonstrate their abilities, so it constructed a new head office building which was completed in May. Green loans are loans executed to raise funds for projects that contribute to the resolution and mitigation of environmental issues. This loan is part of the "Green Loan Project".
Against the backdrop of escalating tensions in the Middle East, there is a growing trend of risk aversion.
The Nikkei average sharply fell. It closed at 37,808.76 yen, down 843.21 yen (with an estimated volume of 2.05 billion shares traded). The movement of risk aversion intensified due to the increasing geopolitical risks surrounding the Middle East situation. Starting with a sharp decline, it cut down to 37,892.27 yen in the mid-morning. Concerns about global inflation reigniting due to the prolonged deterioration of the Middle East situation were also monitored, and short-term selling of futures by hedge funds and others led to downward pressure on the market. Psychology.
SBI Securities (Japan) sells more toyota motor, buys more Mitsubishi Heavy Industries.
Sell code Stock name Trading value (7011) Mitsubishi Heavy Industries 71,797,200,040 (1570) NEXT FUNDS Nikkei Average Leverage Listed Investment Trust 38,075,611,644 (6920) Laser Tech 38,059,929,240 (6146
Nikkei Keizai Shinbun Corporation, Morinaga Confectionery, etc. (additional) Rating
Upgrade - Bullish Code | Stock Name | Securities Company | Previous | After Change | ------ | --------------- | ------------- | ------------- | ------------- | <9069> | Senko GHD | Mizuho | "Hold" | "Buy" | Downgrade - Bearish Code | Stock Name | Securities Company | Previous | After Change
Prime Minister Shizo Koshiro held his first press conference since taking office, expressing hope to maintain loose monetary policy.
Shigeru Ishiba stated that he will implement economic support measures, with the highest priority of his government's economic policy being to "pull japan out of deflation", including raising real wages and promoting corporate capital expenditure.
DMG Mori Seiki, Toyota Industries, etc.
*DMG Mori Seiki <6141> to increase engineers for setup and repair in the United States, 400 new hires, 1.5 times more in 2028 (Nikkan Kogyo front page) - ○ *Toyota Motor <7203> launches 'Toyota Battery', expands rechargeable batteries for PHV and EV (Nikkan Kogyo 3rd page) - ○ *Mizuho Financial Group <8411> forms capital alliance with a US asset management company, providing commodities to domestic wealthy individuals (Nikkan Kogyo 3rd page) - ○ *Teijin <3401> partners with a bio company in Singapore for regenerative medicine CDMO (Nikkan Kogyo 3rd page) - ○ *SoftBank Group <9984>
Buy-backs are dominant as a clue to the progress of the yen's depreciation.
The Nikkei average made a significant rebound. It closed trading at 38,651.97 yen, up 732.42 yen (volume approximately 1.960 billion shares). Bargain hunting was preferred due to the significant drop the previous day, and a wide range of stocks saw buying back as a clue amid the yen's depreciation to around 144 yen to the dollar. The Nikkei average continued its strong tone at the opening low, expanding its gains to 38,718.13 yen by mid-afternoon. In the second half of the afternoon, profit-taking selling while waiting for a rebound easily narrowed the gains.
Aiful, Okinawa FG, etc. (additional) Rating
Upgrade - Bullish Code | Stock Name | Securities Company | Before | After | ------|-----------------------|----------|---------|---------|<8804>|Tokyo Tatemono | SMBC Nikko Securities | "2" | "1" | Downgrade - Bearish Code | Stock Name | Securities Company | Before | After | ------|-
Citizen watches, Protocorpo, etc.
*Citizen Watch Group's machinery, dedicated automatic lathe for the U.S. market will be renewed and will be globally launched from June next year (Nikkan Kogyo front page) - ○ *Toyota Group's "Embracing Activity" fully implemented, on-site improvement with suppliers (Nikkan Kogyo page 3) - ○ *ENEOS new plant in operation, synthetic fuel production verification (Nikkan Kogyo page 3) - ○ *Mitsubishi Chemical Group reducing coke production, selling subsidiary's shares to Godo Steel (Nikkan Kogyo page 3) - ○ *Fujifilm investing 20 billion in semiconductor material equipment
List of stock split and new share issuance [List of stock split and new share issuance]
Split ex-date Stock name Split record date Effective date Ratio Code 24/09/27 Softbank 24/09/30 24/10/01 10 <9434> 24/09/27 Hokkaido Gas 24/09/30 24/10/01 5 <9534>
Movement to rewind Takamichi's trade
The Nikkei average plunged significantly. It closed at 37,919.55 yen, down 1,910.01 yen (with a volume of approximately 2.6 billion shares) at the end of trading. In the Liberal Democratic Party presidential election, Fumio Kishida was elected as the new leader in a come-from-behind victory. Last week, Takaichi, who had been critical of the Bank of Japan's monetary policy, topped the first round of voting, leading to a depreciation of the yen in the foreign exchange market and a significant rise in the Nikkei average. However, after losing in the runoff vote, the high expectations for Takaichi led to a rapid sell-off of positions. The market struggled to recover after the sharp decline.
Nikkei average sharply fell, yen surged due to 'Ishiba shock', index plunged in afternoon session.
Last weekend, on the 27th, the Dow Jones Industrial Average in the USA market closed at 42,313.00, up 137.89 points (+0.33%), the Nasdaq closed at 18,119.59, down 70.70 points (-0.39%), and the S&P500 closed at 5,738.17, down 7.20 points (-0.13%). It was supported by expectations of a significant interest rate cut following the confirmation of a continued trend of inflation slowdown in the August PCE price index. The University of Michigan Consumer Sentiment Index also exceeded expectations.
SBI Securities (Japan) selling more, Kawasaki Heavy Industries selling side, toyota motor buying side.
Sell code Stock name Trading value (6920) Laser Tech 50,740,047,140 (1570) NEXT FUNDS Nikkei Leveraged Stock Index Fund 44,904,555,980 (7011) Mitsubishi Heavy Industries 40,585,416,535 (6146)