US stock market outlook | As expected! USA's core PCE in August rose by 2.7% year-on-year, short-term pull-up of the three major index futures; Making a fortune! Well-known major short sellers bet on Chinese concept stocks to usher in a glorious moment
Before the market opened on Friday, the three major equity index futures fell slightly, with the market waiting for PCE data; tesla's 0-interest car purchase event was postponed again; jd.com continued to rise by over 2% before the market, Alibaba and jd.com will open up to each other.
Toyota, Asahi Kasei, etc. [List of stock information from newspapers]
*Toyota Motor Corporation <7203> accelerates decarbonization in the UK, constructing a biogas plant (Nikkan Kogyo front page) - ○ *Asahi Kasei <3407> to develop a bio-derived proof system for chemical raw materials, production history management (Nikkan Kogyo front page) - ○ *Subaru Corp Unsponsored ADR <7270> to develop DX talent, targeting thousands of administrative employees (Nikkan Kogyo page 3) - ○ *Kansai Electric Power Co., Inc. <9503> to provide zero-carbon power at Expo, also using hydrogen-mixed combustion thermal power (Nikkan Kogyo page 3) - ○ *Marubeni Corporation <8002> to participate in India's collective residence development, boosting sales in the Pune city (Nikkan
September 25th [Today's Investment Strategy]
[Fisco Selected Stocks] [Material Stocks] Hikari SAI <7878> 2188 yen (9/24) Engaged in manufacturing and selling precious metal accessories. It announced a stock split of 1 share for every 2 shares as of October 31, 24. The purpose is to lower the investment amount per share (minimum investment amount) while increasing the number of outstanding shares to enhance stock liquidity, create a more investor-friendly environment, further expand the investor base, and increase the number of shareholders. The total number of issued shares after the stock split is 1.
Pay attention to J Front and Cybozu.
In the U.S. stock market on the 24th, the NY Dow Jones Industrial Average closed up 83.57 points at 42,208.22, the Nasdaq Composite Index was up 100.25 points at 18,074.52, and the Chicago Nikkei 225 futures were down 150 yen at 37,670 compared to Osaka daytime trading. The exchange rate was 1 dollar = 143.10-20 yen. In today's Tokyo market, Sugi HD <7649> reported a 17.3% increase in first-half operating profit, J Front <3086> raised its fiscal 2025 performance and dividend forecast, and announced a 6.3% cap on the number of issued shares.
Toyota and others announced a share buyback on September 24th.
The stocks that announced the establishment of a self-stocking framework on Tuesday, September 24th are as follows: <7203> Toyota 29.67 million shares, 3300 shares (0.2%), 77.6 billion yen, 55.02 million yen, 6100 yen (September 24th to September 25th) <4776> Cybozu 3 million shares (6.3%), 3 billion yen (October 1st to December 24th) <7523> RB Ban 1.5 million shares (14.6%), 1.5 billion 25.5 million yen (September 24th to September 25th).
The Bank of Japan remains unchanged, providing assistance to the booming global stock market.
The Bank of Japan remains unchanged, indicating that it will not rush to continue tightening monetary policy after the unexpected rate hike in July.
Japan's inflation has risen for four consecutive months in August. The market expects the central bank to hold steady and the suspense of interest rate hikes will be revealed in December.
Hours before the Bank of Japan is about to announce its latest policy decision meeting, Japan's key inflation indicators in August accelerated for the fourth consecutive month.
Active and newly listed stocks during the morning session.
*Trancom<9058> 10330 Continued price adjustment towards the TOB price due to the implementation of the CMA. *Hachiju Electric<3153> 1790 +194 announced upward revision of full-year earnings forecast. *Mercali<4385> 2739.5 +188 also favored as a growth stock due to the significant interest rate cut in the US. *Osaka Titanium Technologies<5726> 2444 +155 Short-term funds may also be interested in this leading stock with a strong flavor in the price range. *Medley<4480> 3290 +20
The yen's slight rebound led to a slight buying back movement.
The Nikkei Average rebounded and closed at 36,380.17 yen, up 176.95 yen (+1.5 billion 30 million shares of volume traded). With the yen's strength easing during the U.S. market hours the previous day, the Tokyo market opened with buying focused on automobile and technology stocks leading to a rebound in the Nikkei Average. However, shortly after the start of trading, it rose to 36,675.07 yen, but then the subsequent results of the Federal Open Market Committee (FOMC) and the press conference by Federal Reserve Board (FRB) Chairman Powell were analyzed.
Kumagai Construction, Loctite, etc. (additional) Rating
Upgrade - bullish code | Stock name | Securities company | Before Change | After Change | ------ | ------------- | ---------- | -------------- | -------------- | <3289> | Tokyu Fudosan HD | Daiwa | "3" | "1" | <7181> | Kanpo | JPM | "Underweight" | "Neutral" | <8795>
China aims for the top with AI self-driving cars
[Self-driving Cars] Competition is intensifying among emerging companies such as Xpeng and leading tech giants like Huawei over the driver assistance software that is becoming a step towards full self-driving cars in China. China has surpassed other countries in the field of electric automobiles (EVs), and now it is reported that China is trying to repeat this achievement in the field of self-driving cars. <7203> Toyota Motor, <6902> Denso, <3663> Cell Cysco, <3906>
How do you view the recent "hawkish" stance of the Bank of Japan executives? Goldman Sachs: The next interest rate hike may still have to wait until January next year.
Goldman Sachs believes that when evaluating the timing of interest rate hikes, it is important to consider financial market stability and inflation trends. The bank predicts that January next year will be the best time to determine whether Japan's inflation will rebound, and based on this, determine that Japan will raise interest rates in January. However, if there is significant turmoil in the financial markets, the timing of the rate hike may become uncertain.
Express News | Nikkei 225 index fell by 0.68%, Toyota Motor fell more than 2%.
SBI Securities (all day) sells more Softbank Group shares, buys more Toyota Motor shares.
Sell code stock name Transaction value (6920) Laser tech 60,309,826,600 (6146) Disco 39,475,711,670 (1570) NEXTFUNDS Nikkei Average Leverage Listed Investment Trust 35,898,333,120 (8035
Former senior official of the Japan Financial Services Agency: There may be another rate hike before the end of the year!
Former senior official Tomoko Amaya of the Japan Ministry of Finance said that the central bank may raise interest rates again before the end of the year; she said that what matters is not the level or volatility of stock prices, but the level of confidence. The stable recovery of the market is enough to make interest rate hikes possible this year.
Selling ahead, but the yen's strength is easing the decline.
The Nikkei average fell for 5 consecutive business days. It ended the trade at 36,215.75 yen, down 175.72 yen (with a volume estimate of 1.8 billion shares). Concerns about the slowdown in the US economy resurfaced following the release of the August US employment statistics on the 6th, causing selling to spread to Japanese stocks. In addition, the yen appreciated temporarily, with the dollar reaching the 141 yen level, which also had an impact. The Nikkei average widened its decline in the mid-morning session and fell to 35,247.87 yen. However, after the yen stopped appreciating, there were buying opportunities and Globex's trade was entered.
The Nikkei average fell for the 5th consecutive day. After a round of selling, there was a temporary strengthening of the yen and a rebound in buying.
In the US market on the weekend of the 6th, the Dow Jones Industrial Average closed at 40,345.41, down 410.34 points (-1.01%), the Nasdaq closed at 16,690.83, down 436.83 points (-2.55%), and the S&P 500 closed at 5,408.42, down 94.99 points (-1.73%). The market opened slightly higher due to mixed results from the August employment statistics, but turned downward due to downward revisions in the number of employees over the past two months, raising concerns about the labor market and economic slowdown. Semiconductor trade
Why did the stock markets in Japan and South Korea plummet?
Global market volatility strikes again!
Supporting the domestic battery industry chain, Japan plans to subsidize 350 billion yen to increase production capacity by 50%.
①The Japanese government will provide support for 12 rechargeable battery or related parts/materials/production equipment projects, with a subsidy totaling up to 350 billion yen. ② Japan plans to increase the annual production capacity of rechargeable batteries by 50%, from the current 80GWh to 120GWh. ③ Previously, Japan has provided subsidies for the country's rechargeable batteries multiple times.
NTT Data G, Kansai Electric Power, etc.
NTT DATA G <9613> to develop infrastructure for the financial sector, leveraging commercial flow data to support financing decisions.