.JPXN400 JPX-Nikkei Index 400 (© JPX Market Innovation & Research, Inc., Nikkei Inc.)
- 25170.120
- +182.190+0.73%
Teijin is at the top of price increases [Tokyo Stock Exchange Prime Volume/Growth Rate/Decline Rate Top 10 Stocks]
・Top 10 trading volume | code | stock | current price | compared to previous day | trading volume | 1| 9432|NTT | 152.8| -1.7 | 211366700|2| 1357|Nikkei Dub | 144| -4| 90808175|3| 9501|TEPCO HD | 987.2 | -0.6 | 57696700|4| 83
Teijin and others continued to rank, and Oasis Japan emerged as a major shareholder
Teijin ＜3401＞ is in the ranking (as of 14:32). Massive backlash. The materials of the Annual General Meeting of Shareholders have been disclosed today, and it has become clear that Oasis Japan Strategic Fund is the 7th largest shareholder with 2.49% in the situation of major shareholders. It is Oasis Management's Japanese stock investment fund known as a talkative shareholder, and it has become a source of buyers. Top turnover change rate [as of 5/23 14:32] (last 5 days average turnover comparison)
Real estate stocks such as Mitsui Fumu are reluctant to decline, and the rise in domestic interest rates comes to a standstill due to the Bank of Japan operation “bill split” ◇
Mitsui Fudosan and Sumitomo Fudosan are reluctant to decline. Iida Group Holdings made the switch back after morning.
Okamoto Koki and others continue to rank, forming a capital and business alliance with Mitsui & Co.
Okamoto Koki ＜6125＞ is in the ranking (as of 13:32). Significant continued growth. A capital and business alliance with Mitsui & Co., Ltd. has been announced. A third-party allotment of shares was implemented for Mitsui & Co., and Mitsui & Co., Ltd. became the largest shareholder holding 29.71%. In addition to semiconductor-related equipment and machine tool businesses, partnerships in human resource strategies and corporate functions will also be carried out. Top volume change rate [as of 5/23 13:32] (last 5 days average volume comparison) code stock volume 5 day average volume volume change
Front market [stocks that have moved, stocks that have been created]
*Teijin ＜3401＞ 1573 +168 Oasis Japan has emerged as a major shareholder. *Ibiden ＜4062＞ 5842 +445 has a buying advantage as a semiconductor stock related to NVIDIA. *DISCO＜6146＞ 61600 +3930 US NVIDIA announced better financial results than expected. *Menicon ＜7780＞ 1367.5 +78.5 Ichiyoshi Securities raised its rating. *TOWA ＜6315＞ 14320 +780 related to generated AI similar to disco
INPEX and petroleum resources are cheap, and the WTI price falls to the 77 dollar range◇
INPEX and petroleum resource development are cheap. The US crude oil futures exchange rate on the 22nd fell to 77.57 dollars per barrel, 1.09 dollars lower than the previous day for the July term of WTI (West Texas Intermediate). Since US crude oil inventories increased contrary to expectations according to the weekly inventory statistics announced by the US Energy Information Administration (EIA) on the 22nd, sales wary of slack in supply and demand became dominant.
Sharp, Sysmex, etc. (additional) Rating
Upgraded - Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|----------|--------|--------|<9613＞|NTT DATA | City | “2” | “1” | Downgraded - Bearish Code | Stock Name | Securities Company | Conventional | After Change |------|------------
Teijin --- sharp backlash, Oasis Japan emerged as a major shareholder
Massive backlash. The materials of the Annual General Meeting of Shareholders have been disclosed today, and it has become clear that Oasis Japan Strategic Fund is the 7th largest shareholder with 2.49% in terms of the majority shareholder situation. It is Oasis Management's Japanese stock investment fund known as a talkative shareholder, and it seems that pressure on stock price level correction measures, etc. which are currently well below PBR 1 times will increase.
Cultural Shutter, Design One Japan, etc. (Part 2)
＜5930＞Bunka Shutter Co., Ltd. Nippon Active Value Fund (NIPPON ACTIVE VALUE FUND PLC) Stock Ownership Ratio 7.13% → 8.21% Reporting Obligation Date 2024/05/15 ＜6025＞Japan PC Service Co., Ltd. Japan Best Rescue System Co., Ltd. Stock Ownership Ratio 22.08% → 0.00% Reporting Obligation Date 2024/03/29＜6025＞
Goyo Construction, Taikisha, etc. (Part 1)
＜1514＞Sumiseki Holdings Co., Ltd. Aso Stock Ownership Ratio 38.21% → 38.21% Reporting Obligation Date 2024/05/15 ＜1518＞Mitsui Matsushima Holdings Co., Ltd. SMBC Nikko Securities Co., Ltd. Stock Ownership Ratio -% → 5.18% Reporting Obligation Date 2024/05/15 ＜1518＞Mitsui Matsushima Holdings Co., Ltd. Nomura Securities Co., Ltd. Stock Ownership Ratio 5.40% → 5.20
5/23 [Today's Investment Strategy]
[FISCO Specially Selected Brand] [Material Brand] Adsol Nissin ＜3837＞ 1,598 yen (5/22) We develop and provide ICT systems that support social infrastructure such as electricity/gas, transportation, and communication. It was announced that a stock buyback will be carried out with 100,000 shares, which is 1.07% of the number of issued shares, with an upper limit of 250 million yen in value. The acquisition period is from 24/5/23 to 7/31. In addition to improving capital efficiency, enhancing shareholder returns and implementing flexible capital policies in response to changes in the business environment
Rating [securities companies' ratings]
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|-------------|-------------|-------------|＜7780＞|Menicon | Ichiyoshi | “B” | “A” |＜7342＞|Wealth Navi | SBI | “Neutral” | “Buy”
Marubeni, TDK, etc. [List of brand materials from newspapers]
*Marubeni ＜8002＞ partnered with Rebox for small to medium DX support, parts estimation using AI (Nikkan Kogyo side 1) - ○*TDK ＜6762＞ sales 2.5 trillion yen, new mid-year total, focus on high value-added products (Nikkan Kogyo side 3) - ○*JR Tokai ＜9022＞ linear construction was interrupted due to falling water levels in Gifu, and “sincere response” (Nikkan Kogyo 3) - ○*Kubota ＜6326＞ gravimetric feeders specialized in textile materials and pharmaceuticals contribute to productivity improvement (Nikkan Kogyo) 4 sides) -○*Okamoto Machine Tool ＜ 6125 > Mitsui & Co., Ltd.
There is a possibility that high-tech stocks will drive the Nikkei Average
[Stock Opening Comment] In the Japanese stock market on the 23rd, it seems that market developments with a strong sense of stalemate will continue after a round of buying. In the US market on the 22nd, the NY Dow depreciated by 201 dollars and the NASDAQ depreciated by 31 points. In the summary of the US Federal Open Market Committee (FOMC) proceedings for the previous session announced by the US Federal Reserve (Fed), it became clear that in addition to maintaining policy interest rates at a high level over an even longer period of time, there were also participants who supported additional tightening if necessary, and profit
Pay attention to Mitsui E&S and Ryohin Kikaku, is Otsuka HD etc. doing well
On the US stock market yesterday 22nd, the NY Dow fell by 201.95 dollars to 39,671.04, the Nasdaq Composite Index fell 31.09 points to 16,801.54, and the Chicago Nikkei 225 futures were 38635 yen, 15 yen higher than the Osaka Japan-China ratio. The exchange rate is 1 dollar = 156.70-80 yen. In today's Tokyo market, Mitsui E&S (7003), which announced ordinary income and net profit forecasts for the fiscal year ending 25/3, which had been undecided and announced a dividend increase for the current fiscal year, and Adsol announced share buybacks with an upper limit of 1.07% of the number of issued shares <
Convertible Stock List (Part 2) [Parabolic Signal Convertible Stock List]
○ List of sales conversion stocks market code stock name closing price SAR Tokyo Stock Exchange Prime ＜1762＞ Takamatsu G 2771 2841 ＜1766＞ Token Corpo 10520 11340 ＜2053＞ Chubu Feed 1467 1568 ＜21520＞ LIFULL 163 174 ＜2154＞ Open UP
Convertible Stock List (Part 1) [Parabolic Signal Convertible Stock List]
○List of trading stocks market code stock name closing price SAR Tokyo Stock Exchange Prime ＜1944＞ Kinden 3075 2929 ＜2211＞ Fujiya 2470 2442 ＜2222＞ Kotobuki Spirits 1790 1699 ＜2804＞ Bull Sauce 2011 1960 ＜3291＞ Iida HD
List of Unrivaled Stocks (Part 2) [Ichimoku Equilibrium Chart/Kumoku Stock List]
○List of Unbroken Stocks Market Code Stock Name Closing Price Advance Span A Advance Span B Tokyo Stock Exchange Prime ＜1762＞ Takamatsu G 2771 2784 2830 ＜1899＞ Fukuda Gumi 5410 5535 5445 ＜2359＞ Core 1863 1878.5 1880.5 ＜2590＞ D
List of Unrivaled Stocks (Part 1) [Ichimoku Equilibrium Chart/Kumoku Stock List]
○Kumojo Stock List Market Code Stock Name Closing Price Advance Span A Advance Span B Tokyo Stock Exchange Prime ＜1976＞ Meisei Kogyo 1323 1292.75 1249 ＜2281＞ Prima Ham 2362 2288.75 2353 ＜2288＞ Marudaishoku 1657 1632 1654 ＜3291＞ Iida HD 2084
Split implementation/new stock issuance list [split implementation/new stock issuance list]
Installment Date Stock Name Split Reference Date Effective Date Ratio Code------------------------------------------------24/06/27 Tamron 24/06/28 24/07/01 2 ＜7740＞24/06/27 Wismettac 24/06/28 24/07/01 3 ＜9260