IMTM iShares MSCI Intl Momentum Factor ETF
- 39.340
- +0.050+0.13%
Attention is once again on “space-related”, and I have a feeling that theme stocks will be dynamic due to the approach of Astro S listing ＜Stock Search Top Feature＞
Interest in space is growing in the market. This is because movements surrounding space development have become active in countries around the world, and opportunities for it to become a topic of conversation are increasing. Japan is also making efforts involving the public and private sectors to catch up with the world, and there are also situations where groups of brands positioned as space development-related move around this trend. The fact that space ventures have been IPOs one after another since last year has also played a role in the spread of space stocks. A new space venture is about to be listed next month. It seems that the situation where we cannot take our eyes off related stocks will continue in the future.
Reported Earlier, Roche And Hitachi High-Tech Extend 46-Year Partnership For Diagnostic Testing Advances
Renewed partnership combines best in class engineering capabilities with cutting edge science to accelerate the availability of new solutions for customers and patients worldwideUpcoming launches of t
While there are few clues, the rise in domestic long-term interest rates has become a burden
The Nikkei Average fell slightly. The transaction was closed at 38855.37 yen (estimated turnover of 1.5 billion shares), which depreciated by 44.65 yen. While the US and UK markets were closed at the beginning of the week and market participants were limited, the Nikkei Average began to fall. After that, there was a situation where it turned positive at 38981.97 yen, but the rise in domestic long-term interest rates became a burden, and semiconductor-related stocks, etc. that are sensitive to interest rate trends remained weak, and the Nikkei Average widened the range of decline until the end of the front market, and the level reached 38756.13 yen
Sojitz, Kakaku.com, etc. (additional) Rating
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|------------|------------|------------|＜6845＞|Azbil |SMBC Nikko | “2” | “1” |＜9506＞|Tohoku Electric Power | Mizuho | “Neutral” | “Buy” | Downgrade-Bearish Code |
5/28 [Today's Investment Strategy]
[FISCO Specially Selected Brand] [Material Brand] Tokai ＜9729＞ 2076 yen (5/27) We rent hospital linen supplies and nursing care products. It was announced that a stock buyback will be carried out with 1.56 million shares, which is 4.4% of the number of issued shares, with an upper limit of 3.3 billion yen in value. Purchases will be outsourced in the Tokyo Stock Exchange off-site share purchase transaction (ToSTNet-3) on 5/28. 1. Flexible capital policies and shareholder return measures that aim to improve capital efficiency and respond to changes in the business environment
Aiming to push for high-value high-tech stocks
[Stock Opening Comment] The Japanese stock market on the 28th is likely to have a solid market development even though it is at a stalemate. The US market on the 27th was closed for the Memorial Day holiday. The UK market is closed due to the Spring Bank holiday, and it seems that aggressive trading will be refrained today as market participants are limited. Chicago Nikkei 225 futures are 38950 yen (overtime), 20 yen higher than Osaka. The yen exchange rate has been hovering in the 156 yen 90 yen range per dollar. Nikkei 225 futures
Towards tomorrow's stock market = “data center” with full stock price throttle
The Tokyo stock market rebounded to 38,900 yen, 253 yen higher than the previous business day in the Tokyo stock market on the 27th of the week. If the NASDAQ Composite Stock Price Index and the Philadelphia Semiconductor Stock Index (SOX Index) all hit new highs in the US stock market the previous weekend, and the Nikkei Average cannot keep up with the upper price in today's Tokyo market, it is clear that it is due to domestic factors.
The Nikkei Average ends at today's high despite poor sales
The Nikkei Average rebounded. The transaction closed at 38900.02 yen (estimated turnover of 1.37 billion shares), which rose 253.91 yen. Since high-tech stocks were bought in the US market the weekend before, buying began ahead of high-value high-tech stocks. After that, although growth was sluggish due to sales awaiting return, etc., purchases into semiconductor-related stocks etc. continued, and the Nikkei Average ended at today's high price. However, since the US market on the 27th is closed on Memorial Day (Day of Remembrance of the War Dead), the movement of overseas investors is slow, and commerce is slow
Nichibatalyst, Recruit HD, etc. (added) Rating
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|--------------|--------------|--------------|<7550＞|Zensho HD | Morgan S | “Equal W” | “Over W” | “Over W” | Downgrade-Bearish Code | Stock Name | Securities Company | Conventional | After the Change |----
Sodick, Mitsubishi Electric, etc. [List of brand materials from newspapers]
*Sodick ＜6143＞ enters “plant meat” and develops special heating equipment (Nikkan Kogyo side 1) - ○*TOPPAN ＜7911＞Africa Offensive, 4 businesses (Nikkan Kogyo 1 page) - ○*Mitsubishi Electric ＜6503＞ Aisin and new company to strengthen EV parts supply, to in-vehicle restructuring (Nikkan Kogyo, page 3) - ○*Kandenko ＜1942＞YKK AP and solar power generation in the building window (Nikkan Kogyo 3 pages) - *○Seito <89＞Nagoya Railroad Capital and business alliances with real estate Synergistic effects (Nikkan Kogyo, page 3)
Aiming to boost high-tech stocks [stock opening comments/strong and weak materials/support resistance]
[Stock Opening Comment] The Japanese stock market on the 27th is likely to develop in a market where it is easy for this feeling to intensify after a round of buying. In the US market on the 24th, the NY Dow was 4 dollars higher and the NASDAQ was 184 points higher. Buying in the high-tech sector against the backdrop of the artificial intelligence (AI) boom was strong, and it looked like it was driving the market price. Ahead of the 3 consecutive holidays, the NY Dow reduced the increase while participants were limited, but the NASDAQ was a strong price movement led by NVIDIA. Chicago day
Towards next week's stock exchange rate = the “fragmentation” of the Japanese stock market progresses and a complex perspective is necessary
In the Tokyo market on the 24th, the Nikkei Stock Average fell sharply, depreciating 457 yen from the previous day. The day before, semiconductor-related stocks were bought due to NVIDIA ＜NVDA＞'s good financial results, and it was growing rapidly by 486 yen, but it looks like it almost spewed out that increase. The reason was that the May Purchasing Managers Index (PMI) of the United States exceeded expectations, and expectations for early interest rate cuts receded. Financial results announcements are in full swing, and “market interest is once again moving towards Japan-US monetary policy” (market participants).
Prices are in response to depreciation in US stocks, and sales are dominant, mainly stocks
The Nikkei Average fell. The transaction closed at 38646.11 yen (estimated turnover of 1.39 billion shares), which depreciated 457.11 yen. In response to the trend where major stock price indices fell in the US market the day before due to concerns that inflation would remain high in response to concerns about rising inflation in response to US economic indicators, stocks sold mainly high-value stocks, etc., increased, and the Nikkei Average fell below 39,000 yen and started. After that, it dropped to 38367.70 yen. However, since US stock index futures due to overtime trading have been steady, tonight's US
The Nikkei Average has fallen drastically, and high tech stock depreciation has limited high-profile purchases
The US stock market continued to decline on the 23rd. The Dow average closed at 39065.26 dollars (-1.53%) lower by 605.78 dollars, the NASDAQ depreciated 65.50 points (-0.39%) at 16736.04, and the S&P 500 closed at 5267.84, which was 39.17 points lower (-0.74%). Semiconductor NVIDIA's favorable financial results led to an improvement in investor sentiment, and it remained steady. After that, long-term interest rates rose due to employment-related indicators and PMI being stronger than expected and expectations of interest rate cuts receding
Hitachi continues to expand and receives an order for 2 HVDC conversion stations from an Australian power transmission operator
Hitachi, Ltd. continues to grow. On this day, it was announced that they had received an order for 2 HVDC (high voltage direct current transmission) conversion stations connecting mainland Australia and Tasmania from Marinus Link, which is an Australian power transmission operator, and it is viewed as good news.
Megabanks such as Mitsubishi UFJ picked up, and long-term interest rates rose to 1.005% and levels before cross-dimensional easing ◇
Mitsubishi UFJ Financial Group and Sumitomo Mitsui Financial Group emerged in the positive zone after morning relief. Mizuho Financial Group also picked up after the first round of sales, and megabanks remained steady.
Aida, Sumitomo Heavy Industries, etc. [List of brand materials from newspapers]
*Aida ＜6118＞ press will be introduced next month, dedicated to molding fuel cell parts (Nikkan Kogyo 1 page) - ○*Sumitomo Shige＜6302＞ Ion Technology, practical application of “next-generation ion implantation device” (Nikkan Kogyo page 1) - ○*Sony G ＜6758＞ intellectual property creation and expansion, development of overseas creators (Nikkan Kogyo page 3) - ○Toyota*＜7203＞ Prius production will resume at Tsutsumi Plant from next month 17 (Nikkan Kogyo, page 3) -*Fuji Electric Current profit for the fiscal year ending March '27 90 billion yen, semiconductor energy
Determine the solidity of high-tech stocks after a round of sales
[Stock Opening Comment] It seems that market developments will continue in the Japanese stock market on the 24th to determine solidity after the first round of sales. In the US market on the 23rd, the NY Dow depreciated by 605 dollars and the NASDAQ depreciated by 65 points. NVIDIA's good financial results led to an improvement in investor sentiment, but after that, employment-related indicators and PMIs were stronger than expected, and the rise in long-term interest rates due to receding expectations of interest rate cuts became a burden and began to decline. Chicago Nikkei 225 futures are 38560 yen, 540 yen lower than Osaka
Towards tomorrow's stock market = the NVIDIA effect will lead to expectations for the revival of the Tokyo market
The Nikkei Stock Average rose rapidly to 486 yen higher than the previous day in the Tokyo market on the 23rd, and recovered to the 39,000 yen level for the first time in 3 business days. The financial results of NVIDIA ＜NVDA＞, which were closely watched by market participants, had good results that exceeded market expectations, and semiconductor-related stocks were bought at a high price across the board. Since NVIDIA's financial results, which have gathered all interest, exceeded expectations, it is said that “sources that have deepened their confidence in the growth of the semiconductor market reviewed and made purchases” (market participants).
Semiconductor-related stocks led in response to favorable financial results from US NVIDIA
The Nikkei Average rebounded sharply for the first time in 3 days. The transaction was closed by recovering 486.12 yen to 39103.22 yen (estimated turnover of 1.56 billion shares) and 39100 yen since 4/15. Buyback movements intensified mainly in semiconductor-related stocks against the backdrop of good financial results from US semiconductor giant NVIDIA announced early in the morning. After a round of buying, profit and profit intensified just before the 39,000 yen level, which was a psychological milestone, and there was a scene where it softened to around the previous day's closing price, but US stock index futures due to overtime trading were steadily pushed forward