At the end of the term, Institutions are mainly focused on rebalancing.
The Nikkei Average rebounded for the first time in four trading days, closing at 37,780.54 yen, up 172.05 yen (with an estimated Volume of 1.6 billion shares). Following the rise in the USA market, buying was led by semiconductor stocks and export-related stocks, which temporarily widened gains to 38,115.65 yen. However, at the recent resistance level, conflicting sentiments emerged, and after the initial wave of buying, the market gradually became more stagnated. Advantest <6857>, which started with buying, turned to decline early on, and as the afternoon session began, it widened its losses.
The Nikkei average is up about 150 yen, with trading volume led by Fujikura, Mitsubishi Heavy Industries, and Kawasaki Heavy Industries.
Around 2 PM on the 25th, the Nikkei average stock price fluctuates around 37,760 yen, up about 150 yen from the previous day. In the afternoon, trading begins with a slight dominance of Sell orders. Afterwards, there were instances where the increase was squeezed to just under 80 yen due to selling pressure waiting for a rebound. The exchange rate is around 150 yen and 50 sen per dollar, showing a slight appreciation of the yen. The top traded stocks by volume in the afternoon (Main Board) include NTT <9432.T>, JDI <6740.T>, Mitsubishi Heavy Industries <7011.T>, and JX Metal <5>.
The Nikkei average is up about 213 points, with fast retail, Tokyo Electron, and TDK as the top contributors.
After 12:48 PM on the 25th, the Nikkei average is about 213 yen higher compared to the previous day, hovering around 37,820 yen. In the afternoon session, selling pressure is slightly dominant as trading begins. Subsequently, the market has entered a phase of consolidation. The foreign exchange market remains stable, with the dollar at around 150.60 yen. The contribution of the Nikkei stock average's constituent stocks shows positive contributions from Fast Retailing <9983.T>, Tokyo Electron <8035.T>, and TDK <6762.T> at the top. Negative contributions come from Advantest <6857.T> and 7&I Holdings <33.
Rohto, Yakult, etc. (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Change After----------------------------------------------- <2914> JTGS "Hold" "Buy" Target Price Change Code Stock Name Securities Company Previous Change After----------------------------------------------- <4676> Fuji HD Mizuho 1750 yen 2240 yen <4911> Shiseido Company, Limited Sponsored ADR GS 2700 yen 2900 yen <6
Market Overview early information = Main market order situation before the morning session (2) Yusen, Tokyo Metro, Mizuho, ETC.
As of 8:50 AM on the 25th, the main situation of pre-opening market orders is as follows. Japan Marine United <9101.T> Sell 40,000 shares, Buy 60,000 shares Tokyo Metro <9023.T> Sell 90,000 shares, Buy 260,000 shares Advantest <6857.T> Sell 50,000 shares, Buy 240,000 shares Rakuten <4755.T> Sell 100,000 shares, Buy 130,000 shares Renesas <6723.T> Sell 50,000 shares, Buy 160,000 shares Mizuho <8411.T> Sell 150,000 shares, Buy 160,000 shares Provided by Wealth Advisor Inc.
There is a tendency to reconsider investments in Semiconductors stocks.
[Stocks Opening Comment] On the 25th, the Japanese stock market is expected to start with a Buy trend, followed by a market development that is likely to show firmness. On the 24th, the USA market saw the Dow Jones Industrial Average rise by 597 points and the Nasdaq increase by 404 points. Reports emerged that the Trump administration plans to implement 'reciprocal tariffs' on April 2, which will not involve widespread tariffs as previously feared, but will focus on specific countries and Regions being excluded, leading to increased reassurance. Chicago Nikkei
Trends of ADR on the 24th = In yen terms, Daiichi Sankyo, Nippon Steel, Advantest, ETC are high.
On the 24th, the ADR (American Depositary Receipt) saw a broad increase compared to the closing prices in Tokyo when converted into yen. In yen terms, Daiichi Sankyo <4568.T>, Nippon Steel <5401.T>, Advantest <6857.T>, Sumitomo Mitsui <8316.T>, and Mizuho <8411.T> were all higher. TDK <6762.T>, Mitsubishi Heavy Industries <7011.T>, Toyota <7203.T>, Tokyo Electron <8035.T>, and Nomura <8604.T> also performed well. Provided by Wealth Advisors Co.
Advantest Downgraded to Market Perform From Outperform at Bernstein
The uncertainty surrounding Trump's tariffs is leading to a sense of stagnation.
The Nikkei average fell slightly for three consecutive trading days, ending at 37,608.49 yen, down 68.57 yen (Volume approximately 1.6 billion 50 million shares). Initially, buying began due to the rise in U.S. stocks at the end of last week, but after peaking at 37,841.68 yen at the open, the market showed a strong sense of stagnation. Uncertainty surrounding the Trump administration's tariff policies became a burden, leading to a slight movement as it ended at today's low. In the Main Board of the Tokyo Stock Exchange, the number of falling stocks exceeded 1,100, accounting for more than 60% of the total.
There is a possibility that interest in dividend-oriented stocks will increase.
[Stocks Opening Comment] The Japanese stock market on the 24th is expected to start with a slight Sell and then show a resilient market trend. In the US market on the 21st, the Dow Jones Industrial Average rose by 32 dollars, and Nasdaq increased by 92 points. As Federal Reserve Bank of Chicago President Goolsbee reiterated that the impact of tariffs on inflation is 'transitory', there was caution against the delay in the Federal Reserve's (FRB) response, leading to Sell orders, in addition to the technical aspects of the settlement day for stock index Futures and Single Option.
As it approaches 38,000 yen, the heaviness of the upper range comes into focus.
The Nikkei average fell slightly, ending trading at 37,677.06 yen, down 74.82 yen (with an estimated Volume of 2.6 billion 60 million shares). In the morning, influenced by the decline of U.S. stocks from the previous day and a pause in the depreciation of the yen, selling started out first. However, after the opening, it was bought back at a low, and by the end of the first half, it was purchased up to 37,968.02 yen. When the good earnings outlook from U.S. semiconductor memory giant Micron Technology Inc was conveyed, some semiconductor-related stocks were bought. Additionally, against the backdrop of expectations for further interest rate hikes by the Bank of Japan, there was anticipation for an improvement in profit margins.
The Nikkei average is up about 120 yen, with positive contributions from SoftBank Group, Tokyo Electron, and Sony Group Corp ranking at the top.
As of 12:46 PM on the 21st, the Nikkei average stock price is around 37,872 yen, up about 120 yen compared to the previous trading day. In the afternoon session, the market appears slightly heavy on the sell side as trading begins. The foreign exchange market continues to fluctuate around 149.20 yen per dollar. The contribution of stocks included in the Nikkei average is positive for SoftBank Group Corp <9984.T>, Tokyo Electron <8035.T>, and Sony Group Corp <6758.T> at the top. On the negative side, Advantest <6857>.
In the afternoon session, there is adjustment of holdings in anticipation of President Ueda's press conference and the outcome of the FOMC.
The Nikkei average fell for the first time in four trading days. It closed at 37,751.88 yen, down 93.54 yen (with an estimated Volume of 1.8 billion 40 million shares). Selling was driven by the weakness in U.S. stocks from the previous day, but buying continued in value stocks such as trading companies due to the influence of famous U.S. investor Warren Buffett, and after the initial selling, there was a quick bounce back. Additionally, when the Bank of Japan's monetary policy meeting decided to maintain the current policy, short-term players also engaged in Futures buying, and just before the morning close, it reached as high as 38,128.58 yen.
Spot information on individual stocks (1)
Advantest <6857.T> fell back. Following the decline of NVIDIA stocks in the U.S., selling pressure spread to related stocks in the Tokyo market. Ohsumi Construction <1814.T> surged, updating its highest price after considering the stock split. A large holding of fundnote was revealed in the 5% rule report filed on March 19, showing a shareholding ratio of 6.21%. Shin Denko <6844.T> plummeted. It announced a downward revision of its performance forecast for the current fiscal year ending in March. Consolidated operating profit was reduced from 2.2 billion yen to 100 million yen (the previous period's actual was 1.278 billion yen). Dividends plan.
The Nikkei average fell by 93 points, marking a retreat after four days, closing at a low due to a cautious mood ahead of the FOMC on the afternoon of the 19th.
On the 19th, the Nikkei average stock price in the afternoon session fell by 93.54 yen from the previous day to 37,751.88 yen, marking a decline for the first time in four days, closing at a low for today's Trade. The TOPIX (Tokyo Stock Price Index) increased by 12.40 points to 2,795.96 points, continuing its rise for six consecutive days. Although selling started in the morning due to falling US stocks, the strong market conditions persisted, leading to a turnaround. Buying to pick up lower prices and purchasing for rights support led to a steady performance. The Bank of Japan held a monetary policy meeting before the end of the morning session.
Earlier session / Active stocks and traded stocks [Active stocks and traded stocks]
*Daisue Construction <1814> 1962 +157 viewed as a Buy due to a significant Shareholding. *Tanseisha <9743> 1116 +66 continues to be positively received for its forecast of double-digit profit growth and planned dividend increase. *Yamashin Filter <6240> 631 +31 also has pointers such as the quarterly report. *Taiyo Yuden <6976> 2673 +131 is particularly lacking in materials, making short covering a dominant trend. *IHI <7013> 11790 +520 expansion in private aviation engine Components.
The Nikkei Average is up about 190 yen, with the positive contributions being led by Recruit Inc, Tokyo Electron, and Fast Retailing.
As of 12:45 PM on the 19th, the Nikkei Average is around 38,035 yen, up about 190 yen from the previous day. The market opened slightly with a prevailing Sell sentiment in the afternoon session, showing some resistance to further gains. The exchange rate remains stable at around 149.40 yen to the dollar. Among the contributing stocks in the Nikkei Average, Recruit Inc <6098.T>, Tokyo Electron <8035.T>, and Fast Retailing <9983.T> are the top contributors in the positive. In the negative, Advantest <6857> is mentioned.
The Nikkei average is up about 210 yen, with top rising stocks including Taiyo Yuden, IHI, and Electrical Utilities HD, etc.
On the 19th, at 11:02 AM, the Nikkei average stock price was fluctuating around 38,050 yen, up about 210 yen compared to the previous day. At 9:56 AM, it reached 38,097.95 yen, an increase of 252.53 yen. Although selling was initially dominant in the morning due to the decline in US stocks, it seems that movements to pick up lower prices and buy rights are being supported, as it is highly likely that the Bank of Japan will refrain from raising interest rates in today's monetary policy decision meeting. Among the Nikkei average adopted stocks, in the top rising rates, there is Taiyo Yuden.
The Nikkei average is up by 220 yen, remaining strong after the Buy conversion = Morning session on the 19th.
On the 19th at 10:06 AM, the Nikkei average stocks rose by about 220 yen, fluctuating around 38,065 yen. At 9:56 AM, it reached 38,097.95 yen, an increase of 252.53 yen. In the local US stock market on the 18th, with the content of the FOMC (Federal Open Market Committee) and the subsequent press conference by Chairman Powell of the Federal Reserve approaching, a wait-and-see attitude became stronger, leading to a decline in both the NY Dow and Nasdaq Composite Index for the first time in three days. In the morning, Japanese stocks also dropped in reaction to the fall in US stocks.
Nikkei Flat as Auto Stocks Gain -- Market Talk