BK7124 Banks
- 2155.338
- -9.724-0.45%
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.
Active and newly established stocks in the afternoon session.
*Cellsys (3663): revised its interim dividend financial estimates upward. *Toyota (7203): down 54 points; Bloomberg reports that Mitsubishi UFJ (8306) and Sumitomo Mitsui (8316), two mega-banks, are considering selling their shareholding. *Blue Innovation (5597): up 150 points; Nikkei reports that it will begin full-scale sales of control systems for takeoff and landing equipment for drones. *Techmat (3762): up 95 points; five affiliated schools of Ritsumeikan are utilizing the School Communication Platform.
Toyota extended its decline in the afternoon, reportedly due to two megabanks considering selling their policy shareholdings.
Toyota Motor expanded its losses in the afternoon session.
USS, Kitako Chemical Industry, etc. (Part 2) chemicals
<4732> USS Blackrock Japan Co., Ltd. shareholding decreased from 6.37% to 3.87% as of May 31, 2024; <4732> USS Mitsui Sumitomo Trust Bank, Limited shareholding decreased from 5.00% to 4.42% as of May 31, 2024; <4819> Digital Garage, Inc. Hayashi Ikku shareholding increased from 16.62% to 17.04%.
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,
AI Meckatech, Nihon Denshi, etc. (Part 2)
<6227> AI MechaTech Co., Ltd. Nomura Securities Co., Ltd. shareholding ratio 9.91% -> 8.62%, reporting obligation start date May 31, 2024. <6855> Japan Electronic Materials Corporation Limited Okubo Kogyo Co., Ltd. shareholding ratio 12.14% -> 10.96%, reporting obligation start date May 16, 2024. <6951> Nippon Electric Co., Ltd. Nomura Securities Co., Ltd. shareholding ratio 8.22% -> 10.01%, reporting obligation start date 20.
Companies such as Taihei Electric, Snow Brand Megmilk (Part 1)
<1518>Mitsui Matsushima Holdings Co., Ltd., Nomura Securities Co., Ltd. shareholding ratio 5.20% → 6.41%, disclosure obligation emergence date May 31, 2024 <1803>Shimizu Corporation, Nomura Securities Co., Ltd. shareholding ratio - → 5.07%, disclosure obligation emergence date May 31, 2024 <1968>TAIHEI Electrical Wire & Cable Co., Ltd., Nomura Securities Co., Ltd. shareholding ratio 8.46% → 7.31%, disclosure obligation emergence date May 31, 2024.
Bank of Beiyang - a corner of bank stocks softened due to the sharp decline in bond yields.
Bank of the North continued to fall significantly. Today, bank stocks softened, and many of the listed companies in regional banks have seen higher declines. It was reported that the Bank of Japan is likely to discuss the feasibility of showing more specific policies including reducing purchases of long-term government bonds at its financial policy decision meeting in June, leading to the yield on 10-year government bonds falling below 1% and dropping to the 0.98% range. The company had been showing relatively strong movements among bank stocks, with expectations of the Laudrup Effect and other factors.
The Nikkei Average fell for the first time in three days, with financial stocks falling but supported by the 25-day average.
On the 3rd, the US stock market varied. The Dow fell 115.29 dollars (-0.30%) to 38,571.03 dollars, Nasdaq rose 93.65 points (+0.56%) to 16,828.67, and the S&P 500 rose 5.89 points (+0.11%) to 5,283.40. In May, the ISM manufacturing index unexpectedly worsened, and payment prices fell, which led to a buying spree for expected rate cuts and resumed rising after opening. Afterwards, the Dow turned to selling due to concerns of economic slowdown.
Asahi, Suntory BF, etc. (added) Rating
Upgrade - Bullish Code | Stock Name | Securities Company | Conventional | After Change | ------|-----------------|----------|--------------|--------------|＜3861＞|Oji Holdings |Daiwa |"3" |"2" |＜5801＞|Furukawa Electric |Nomura |"Neutral" |"Buy"
List of Cloud Breakout Stocks [Ichimoku Balance Table, List of Cloud Breakout Stocks]
List of cloud-based stocks: Market Code Stock Name Closing Price Leading Span A Leading Span B TOPIX Prime <1301> Kyokuyo 3820 3651.25 3787.5 <1417> Miraitowa 1954 1920.5 1857 <1605> INPEX 2484 2446 2275.5 <1805> Tobishima
Stocks with attractive value based on volume change, such as Mercari.
Stock Closing price Comparison with previous day's closing price Volume <7357> Geocode 718 100 281,500 <7975> Right Lab. 1236 186 136,200 <9539> Keiyo Gas 2786 66 101,700 <6147> Yamazaki 402 80 1,339,700 <3803> Image Information 426 4
Ahead of tomorrow's stock market, there is a surge in 'datacenter' related shares that are expected to rise.
On June 3rd, the Tokyo stock market officially entered its June market. The Nikkei average rose significantly, with a 435 yen increase compared to the previous day's close, reaching as high as the 39,000 yen range. Despite the market's continued feelings of uncertainty, today's stock market anomaly, which typically sees a rise in stock prices at the beginning of the month, has clearly functioned well.
Clear --- Borrow funds to acquire real estate for sale
Clear ＜2998＞ announced on 5/29 that it will borrow funds to acquire real estate for sale on the 30th. The company will borrow 1200 billion yen from Mitsubishi UFJ Bank, a subsidiary of the Mitsubishi UFJ Financial Group ＜8306＞, with collateral (provisional registration) at a variable interest rate. The repayment due date is 2024/11/29, and the repayment method is lump-sum repayment on the due date.
Sony G, Nippon Steel, etc. [List of brand materials from newspapers]
*Sony G ＜6758＞ acquires an additional 100,000 square meters on the site adjacent to the new Kumamoto plant - ○*Nippon Steel ＜5401＞ Vice Chairman Mori talks about the US Steel acquisition and participated in the US Steel meeting for the first time (Nikkan Kogyo side 1) - ○*Sony G ＜6758＞ automotive image sensor enhancement, market share to 43% in the fiscal year ended 27/3 (Nikkan Kogyo side 3) - ○*Nissan <7201＞ president led trade optimization and established a new organization under direct control (Nikkan Kogyo 3) - ○○*Nissan <7201＞ President *C&F LOGI HD ＜9099＞ SGHD is TOB and Maruwa's
Yunlou Stock List (Weekly Chart) [Ichimoku Equilibrium Chart/Cloud Stock List]
○Kumojo Stock List Market Code Stock Name Closing Price Advance Span A Advance Span B Tokyo Stock Exchange Prime ＜1417＞ Mirite One 1908 1905.5 1763 ＜2461＞ Fan Comic 412 405.5 411.5 ＜3086＞ J-Front 1524 1464.5 1358 ＜3101＞ Toyobo
List of Unrivaled Stocks (Part 1) [Ichimoku Equilibrium Chart/Kumoku Stock List]
○Kumojo Stock List Market Code Stock Name Closing Price Preceding Span A Prior Span B Tokyo Stock Exchange Prime ＜1941＞ Chudenko 3280 3233 3130 ＜1942＞ Kandenko 1872 1831.25 1750 ＜1946＞ TOENEC 5880 5645 5555 ＜1961＞ Sankiko
Pana HD, etc. [Myriad brands seen from changes in turnover]
Stock closing price turnover compared to the previous day*＜7073＞Jake 2331 400 66300*＜4499＞Speee 1618 300 578300*＜1946＞Toeneck 5880 750 118600*＜3077＞Holly Food 358 29 262300*＜7727＞oval
Will “financial stocks” continue to be popular with a view to next week's stock exchange rate = Japan-US decision meeting
The Nikkei Stock Average rose rapidly to 433 yen higher than the previous day in the Tokyo market on the 31st, and rebounded for the first time in 4 days. Since the Nikkei Stock Average had fallen by more than 800 yen in the 3 days up to the day before, it looks like purchases aimed at an autonomous rebound flowed in. It is said that “a sense of affordability also works at the level of around 38,000 yen” (market participants), and it looks like the movement to pick up lower prices has intensified.