Apple Vision Pro is preparing to address its global strategy shortcomings by borrowing Sony's VR controllers for use.
① According to the latest reports, the total shipment of the Apple Vision Pro so far this year is less than 0.5 million, and user usage frequency is also lower than expected; ② In order to expand into the gaming field, Apple plans to adapt the Sony PSVR2 controller and has been discussing this with Sony and third-party developers for months; ③ The collaboration aims to provide Vision Pro users with 6DOF and controllers that can be held in both hands simultaneously.
Buy on the dip at 39,000 yen.
The Nikkei Average rebounded, finishing with a gain of 69.33 yen at 39,160.50 yen (estimated volume of 1.7 billion 90 million shares). This came after the trend from the previous week's US market where some tech stocks were bought up, leading to a rebound in semiconductor-related stocks and other high-value shares, starting at 39,332.55 yen. However, after the initial buying subsided, selling in anticipation of a decline, particularly in semiconductors, and profit-taking selling intensified, causing declines to as low as 38,972.78 yen during the mid-morning session.
The Nikkei Average slightly rebounded, but was weighed down by semiconductor weakness after a round of buying.
Last weekend, on the 6th, the Dow Jones Industrial Average in the US market closed at 44,642.52, down 123.19 dollars, while the Nasdaq ended the session at 19,859.77, up 159.05 points. Expectations for further rate cuts at the December Federal Open Market Committee (FOMC) meeting increased after the employment statistics, leading to an initial rise in trading. However, as several Federal Reserve Board (FRB) officials expressed caution about rate cuts, speculation grew about a slowdown in the pace of rate cuts, causing the market to struggle. The Dow remained subdued throughout the day.
Active and newly listed stocks during the morning session.
*Elan <6099> 732 +63 Although there are no particularly significant materials, buying on dips gathers in the low price range. *Ceres <3696> 3385 +265 Cryptocurrency-related assets continue to gain popularity. *Rakuten Group <4755> 923 +60.1 The shareholder benefits announced last weekend are seen as positive materials. *Marui Steel Pipe <5463> 3479 +221 Announced implementation of a large-scale share buyback. *AZ Maruwa HD <9090> 1137 +68 FMAR is expected to rise to become a major shareholder. *Change HD <396
rakuten --- significant continued growth, seen positively by shareholders as a favorable material.
Marked increase. It seems to be well received as they have announced shareholder benefits for shareholders as of the end of December 24th, offering a favorable development. Targeting shareholders with 100 or more shares, they will provide a one-year free offer of the 'Rakuten Mobile' voice + data (30GB/month) plan. The purpose is to deepen understanding of the 'Rakuten Mobile' service by experiencing the service. To use it, pre-application on the 'dedicated site' within the application period will be necessary.
Resona HD, Ryohin Keikaku etc (additional) Rating
Upgrades - bullish Code Stock Name Securities Company Previous After ---------------------------------------------------------------- <4062> Ibiden Iwai Cosmo "B" "B+" Downgrades - bearish Code Stock Name Securities Company Previous After ---------------------------------------------------------------- <7839>
