1321 NEXT FUNDS Nikkei 225 ETF
- 40370.0
- -90.0-0.22%
For next week's stock market, semiconductors and bank stocks may have volatile price movements during the central bank's week.
On the Tokyo market on the 7th, the Nikkei average stock price fell slightly by ¥19 from the previous day to ¥38,683. Trading volume on the Tokyo Stock Exchange Prime Market was also sluggish, staying around 3.4 trillion yen. This is because the important economic indicator for the United States, the May employment statistics, will be announced tonight, and next week, the Federal Open Market Committee (FOMC) will be held on the 11th-12th, and the Bank of Japan's monetary policy meeting and the central bank's decisions will be held on the 13th-14th May. Therefore, active trading was restrained before the big events.
Ahead of the release of US employment statistics, a cautious mood is increasing.
The Nikkei average fell. It closed at 38,683.93 yen, down 19.58 yen (with an estimated volume of 1.34 billion shares traded), with selling mainly focused on stocks with high index impact, such as semiconductor-related stocks. The Nikkei average widened its decline in the morning session and dropped to the level of 38,560.85 yen. However, there were also moves to pick up the dip as it approached the psychological level of 38,500 yen, and after a round of selling, the decline slowed down. Nevertheless, as the announcement of employment statistics in the USA was pending, it was uncertain how the market would be affected by the results and its effects.
Sekisui House, Maruichi Kan, etc. (added) Rating.
Upgrade to a bullish rating code | Stock name | Securities firm | Conventional | After change | ------ | ------------- | ---------- | -------------- | -------------- | <1801> | Taisei Construction | SMBC Nikko | "2" | "1" | <3002> | Gunze | Daiwa | "3" | "2"
List of stock information from newspapers such as Amada and Tomita.
*Amada <6113>: Indian-made components for sheet metal processing machines, procurement costs reduced by 40% (Nikkan Kogyo front page) - ○*Tomita <8147>: First M&A, entering into maintenance of machine tools (Nikkan Kogyo front page) - ○*Panasonic HD <6752>: Panasonic Energy increases production of on-board batteries in the US, expanding supply to Japan (Nikkan Kogyo page 3) - ○*KDDI <9433>: JCOM's new medium-term plan, sales revenue of over 1 trillion yen in FY27, FTTH penetration rate of 50% (Nikkan Kogyo page 3) - ○*Suzuki <7269>: Inspection by the Ministry of Land, Infrastructure, Transport and Tourism,
Targeting the dip from expectations of interest rate cuts in the USA this year.
[Stock Market Opening Comment] On the 7th, a strongly contested market is expected in the Japanese stock market. On the 6th, the US market saw the NY Dow rise by 78 points and the Nasdaq fall by 14 points. Buys were driven by expectations for interest rate cuts after weekly initial jobless claims exceeded expectations. However, amid expectations for the release of US employment statistics on the 7th, profit-taking sales have suppressed upward momentum. The Chicago Nikkei 225 futures market closed at ¥38,635, down ¥125 from Osaka. The exchange rate for the yen is ¥155.50 to $1.
List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
○ List of purchase conversion stocks market code stock name closing price SAR Tokyo Stock Exchange Prime ＜1377＞ Sakata Seed 3340 3250 ＜2220＞ Kameda Confectionery 4070 3890 ＜2281＞ Prima Ham 2383 2293 ＜2384＞ SBSHD 2644 2460 ＜2734＞ Sala 812
Regarding tomorrow's stock market, the fate of semiconductor-related stocks hinges on the "US employment statistics".
Following the Nasdaq index reaching an all-time high on the US stock market on the 5th, the semiconductor-related stocks rose in the Tokyo market on the 6th, causing the Nikkei average stock price to rebound after three days, closing at 38,703 yen, up 213 yen from the previous day. Although it temporarily recovered to the 39,000 yen range, the increase narrowed in the afternoon. In particular, in the US market, Nvidia (NVDA) rose sharply by 5%.
Risk preferences are spreading as US high-tech stocks rise.
The Nikkei Average rebounded for the first time in three days, closing at 38,703.51 yen (+213.34 yen) with an estimated volume of 1.65 billion shares traded. Following the upward trend of high-tech related stocks in the US market the previous day, buying centered on high-tech stocks led the Tokyo market. The Nikkei Average rose to 39,011.93 yen immediately after the start of trading and broke through the psychological threshold of 39,000 yen for the first time in three days. However, profit-taking sales emerged along with the breakthrough, and ahead of the weekend US employment statistics,
Active and newly listed stocks during the morning session.
*Osaka Soda <4046> rose by 610 to 10000, attracting attention as a treatment for obesity-related drugs. * Mimaki Engineering <6638> rose by 109 to 1891, with strong movements continuing after Ichiyoshi Securities' fair value of 3000 yen. * Nihon Denshi <6951> rose by 331, with clues such as a significant increase in ASML. * Fujisekiyo <5017> rose by 24, buying from rebound in NY crude oil prices. * Advantest <6857> rose by 260.
June 6th [Today's Investment Strategy]
[Fisco Featured Stock] [Material Stock] Needs Well <3992> 365 yen (6/5) deals with business system development, infrastructure construction, connected development, etc. The company announced that it has won the general competition bid of the Japan Policy Finance Corporation's "Business consignment for new creation and modification of RPA (WinActor) scenario." Following the "On-site support for RPA scenario creation" for the same corporation that it has been working on since February this year, it will modify existing RPA scenarios and improve the efficiency of other operations with new RP.
High-tech stocks are leading the Nikkei Average.
[Stock Opening Comment] The Japanese stock market is expected to be dominated by buying on the 6th. On the 5th, the US market saw the NY Dow rise by 96 dollars and Nasdaq rise by 330 points. Early buying was dominated by expectations of a rate cut due to lower than expected growth in the private sector according to ADP employment statistics. Subsequently, the ISM non-manufacturing business conditions index, which was announced later, improved beyond expectations and NY Dow temporarily turned into a decline as long-term interest rates rose, but persistent expectations of a rate cut for the year ahead led to continued buying.
Elliott reportedly expands its investment in SoftBank shares again.
Hedge fund operator, Elliott Management, is once again expanding its investment in SoftBank Group shares, urging the company to conduct a share buyback worth $15 billion (approximately 2.33 trillion yen). This was reported by the Financial Times, citing multiple anonymous sources. According to the report, Elliott's stake in SoftBank shares is worth over $2 billion, and it has also held discussions with SoftBank management over the past few months.
Selling off is leading the way, reflecting the decline in US high-tech stocks and the progress of yen appreciation.
The Nikkei Average continued to fall. It ended trading at 38,490.17 yen, down 347.29 yen (with an approximate volume of 1.71 billion shares traded). Following the trend of high-tech related stocks being sold in the U.S. market the previous day, semiconductor-related stocks and other stocks were also sold in the Tokyo market. In addition, the yen appreciated to 154 yen against the dollar, which became a burden on export-related stocks, and the Nikkei Average widened its drop to 38,343.98 yen towards the end of the morning session. However, the 25-day moving average level was recognized as a bottom limit.
The Nikkei Average continued to fall, with financial stocks falling due to the decline in interest rates, and falling below the 25-day moving average.
On the 4th, the US stock market rose. The Dow Jones Industrial Average closed at 38711.29, up 140.26 points (+0.36%), the Nasdaq closed at 16857.05, up 28.38 points (+0.17%), and the S&P 500 closed at 5291.34, up 7.94 points (+0.15%). After the opening bell, the market was mixed due to uncertainty about the economy and interest rates. However, after the JOLT job openings report was released, which fell below financial estimates, expectations for a rate cut in September resurfaced and the market turned upward. Nasdaq.
Tobu, Odakyu, etc. (additional) Rating
Downgrade - bearish code | Stock Name | Securities Company | Conventional | After Change | ------|-----------|-------------|--------------|------------| <4307> | NRI | Mizuho | "Buy" | "Hold" | <7267> | Honda | JPM | "Overweight" | "Neutral" | <9143> | SGHD
NTT, Hitachi, and other stock information from the newspaper.
*NTT <9432>: The number of public phones is expected to fall below 100,000 within the fiscal year. Disaster response preparations are progressing. (Nikkan Kogyo front page) - ○ * Toyota Motor <7203>: Access inspections. Minister of Land, Infrastructure, Transport and Tourism states that they will deal with it strictly (Nikkan Kogyo front page) - ○ * Hitachi <6501>: Collaborate with Microsoft on AI generation, with a scale of several billion dollars in three years. (Nikkan Kogyo page 3) - ○ * Omron <6645>: Received 1,206 applications for domestic early retirement (Nikkan Kogyo page 3) - ○ * Oji Holdings <3861>: Utilizing the technology of its Finnish subsidiary, the company has developed environment-friendly packaging materials for Europe.
Rating [security companies rating]
Upgrade - bullish code | Stock Name | Brokerage | Former | After change | ------ | ------------ | ---------- | ------------- | ----------------- | <6367> | Daikin | Mito | "B" | "B+" | <3765> | Gan Ltd | Ichiyoshi | "B" | "A" |
Check the disclosed information for "Tomorrow's favorable and unfavorable materials"! (Announced on June 4th).
Good materials: Tatsuki Holdings (TSE G) jointly developed a real estate digital solution using Tsubaispace and digital twin. Dentsu DY Holdings (TSE P) expected operating profit to increase by 2% this fiscal year. ABC Mart (TSE P) saw a continued increase in same-store sales in May with a 6.2% increase from the same month last year. Adastria (TSE P) same-store sales in May.
For tomorrow's stock market, there is a synchrony between the 'SQ' and 'Decision Meeting' that will cause a storm.
On the Tokyo stock market on the 4th, the Nikkei average stock price fell for the third day, falling by 85 yen from the previous trading day to 38,837 yen. After starting at a low price in the morning, it showed a weak trend of cutting down the lower end, and was forced to fall more than 330 yen at one point, but later showed a rebound that could turn positive. In the end, it did not rebound completely and landed below the previous day's closing price, but there were also voices saying that "buying interest on dips is more active than expected" (mid-sized securities strategist).
Selling in the United States is a priority, but stability is also being considered.
The Nikkei average fell for the first time in three business days, closing trading at 38,837.46 yen (volume estimated at 1.7 billion shares), down 85.57 yen. The recoil of the rising stock prices for consecutive days and the drop in the Dow Jones Industrial Average in the US market, as well as the burden of the yen's appreciation, which temporarily pushed the dollar-yen rate to the 155 yen range, caused the Nikkei average to widen its decline to 38,591.79 yen by the end of the morning session. However, next week is the Central Bank Week for both Japan and the United States, and important economic indicators such as employment statistics will be released this week.