SCJ Ishares Inc Msci Japan Small-Cap Etf
- 72.200
- -0.720-0.99%
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.
Maruha Nichiro - sharply falling, despite the announcement of the purchase of its own shares, the overwhelming sense of being exhausted.
Significant decline. The company has announced the implementation of a share buyback of up to 2.45% of the total issued shares, which is equivalent to 2.5 million shares or 25 billion yen. The acquisition period is from June 5 to June 25, 2025. The purpose of the acquisition is to pursue a flexible capital policy, taking into account the business environment, financial situation, and other factors comprehensively. However, the possibility of share buybacks was already incorporated into the expectations due to proposals from activist shareholders, and there seem to be limited surprises. The sense of exhaustion in the short term is also dominant.
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
Investment Strategy for June 5th
[FISCO Featured Stock] [Material stock] Uchida Yoko Co., Ltd. <8057> 6890 yen (6/4) handles office furniture, school supplies, etc. It revised upward its earnings estimates for the fiscal year ending in July 24. The expected operating profit is 9.2 billion yen (9.0% increase from the previous year). This is 7% higher than the previous forecast. The reason for the upward revision is the steady increase in acquisition of large-scale office construction projects by large companies. The year-end dividend (=annual dividend) will be 210 yen. The previous forecast was 190 yen and the previous period was 190 yen. [Emerging market stocks]
Pay attention to Nittsu and Toyo Suisan, while Tridor and Hakuhodo DY are sluggish.
On June 4th, in the US stock market, the Dow Jones Industrial Average rose by 140.26 points to 38,711.29, the Nasdaq Composite Index rose by 28.38 points to 16,857.05, and the Chicago Nikkei 225 futures fell by 325 yen to 38,425 yen compared to the Osaka day time period. The exchange rate is 1 USD = 154.80-90 yen. In today's Tokyo market, Uchida Yoko Co. (8057) announced upward revisions to earnings forecasts for the fiscal year ending in July 2024 and increased dividends. Kumiai Chemical Industry Co. revised downward its sales and operating profit forecasts for the fiscal year ending in October 2024 but upward its ordinary profit and net profit forecasts.
Maruha Nichiro Corporation and others announced share buyback on June 4th.
The companies that announced the establishment of their own share acquisition frames on Tuesday, June 4th are as follows: <2875> Maruha Nichiro 2.5% of the company's shares, 2.5 million shares, 25 billion yen (6/5-6/4, 24) <9446> Sakai HD 5.8% of the company's shares, 598,800 shares, 2,999,988,000 yen (6/5-6/5, 24) ※ The percentage of shares in () represents the proportion of the total number of issued shares (excluding treasury shares) ※ The number and amount of shares are the upper limits.
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.
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"
Rating [security companies rating]
Upgrade - Bullish Code | Stock Name | Securities Company | Conventional | After change | ------|-----------------|-----------|------------|-----------------|<3861> | Oji Holdings | Nomura | "3" | "2" | <7966> | Lintec | Iwai Cosmo | "B" | "A"
Kyoko Amemiya's view on the market: (1) "Nikkei Average continues to rise rapidly, will it return to the 40,000 yen mark?"
On the Tokyo stock market on the third day, the Nikkei average continued to rise and there was a scene where it temporarily exceeded ¥39,000 for the first time. In the US stock market at the end of the previous week, the NY Dow staged a significant increase of over 570 dollars, the first in about a year, and followed suit. However, the ¥39,000 range is also notable for its high volume of stagnant transactions and the potential for selling pressure on the rebound. It is not clear whether or not the trend will be one of further upward movement and a return to the ¥40,000 level. We asked two experienced market professionals for their views on the market outlook for the summer and the targets for searching for investments from this point on.
Buyback movements intensified, mainly in value stocks, and temporarily recovered to the 39,000 yen level
The Nikkei Average continues to rise. The transaction closed at 38923.03 yen (estimated turnover is 1.67 billion shares), which rose by 435.13 yen. Since the sense of caution against excessive high inflation receded in the US market the previous weekend, investor sentiment improved against the backdrop of a trend where the NY Dow rose drastically. Buying took precedence over a wide range of stocks, and the Nikkei Average rose to 39032.50 yen before trading began, and during trading hours, it recovered to the 39,000 yen level, a psychological milestone for the first time in 3 business days since 5/29. just
Disco --- growth in semiconductor-related areas is sluggish due to a sharp decline, US NVIDIA continued to decline, etc.
A sharp decline. In addition to the company, semiconductor-related sectors such as Lasertech, Socionext, and TOWA are on the negative side. Although the NY Dow rose drastically last weekend, the NASDAQ depreciated slightly and the SOX index fell by about 1%. It seems that it will continue to be impossible to wipe away the sense of caution about high prices related to semiconductors. US NVIDIA, which had been one step higher after announcing better financial results than expected, has continued to decline recently, and it is a wait-and-see material for semiconductor stocks.
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
Convertible Stock List (Part 4) [Parabolic Signal Convertible Stock List]
○ List of sales conversion stocks market code stock name closing price SAR Tokyo Stock Exchange Prime ＜167A＞ Ryosan Ryoyo 3095 3300 ＜5803＞ Fujikura 3224 3456 ＜6146＞ Disco 61490 64990 ＜7012＞ Kawasaki Shigeru 5970 6212 ＜9928＞ Miroku Information 1764 1859
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
List of Unrivaled Stocks (Part 2) [Ichimoku Equilibrium Chart/Kumoku Stock List]
○List of Unbroken Stocks Market Code Stock Name Closing Price Advance Span A Advance Span B Tokyo Stock Exchange Prime ＜1419＞ Tama Home 4075 4223.75 4270 ＜1662＞ Petroleum Resources 6540 6965 6565 ＜2153＞ EJHD 1723 1779.25 1753 ＜2384＞ SBS
AI is leading the “next industrial revolution”
[Electric power equipment] Demand for artificial intelligence (AI) is still booming even now, a year after the boom first swept Wall Street. It is reported that investors are finding winning opportunities not only in the high-tech sector, but also in traditional AI-related companies. The US paper WSJ reports that the public service sector of the S&P 500 Index has overwhelmed other sectors of the same index, with returns for the past 3 months being 15%. ＜1721＞Comsys HD ＜1930＞Hokuriku Denko＜1934＞
US strengthens preparations for space warfare [today's shopping theme]
[Defense] It has been reported that the US military is aiming to stand in an extremely superior position in space warfare. Since Russia's interest is directed towards anti-satellite weapons and information on Chinese satellite launches has been clarified, it is reported that the United States is activating efforts to protect national interests hundreds of kilometers above the surface of the earth, and in some cases thousands of kilometers above the surface. ＜7011＞Mitsubishi Heavy Industries ＜7012＞Kawashige＜6503＞Mitsubishi Electric ＜770＞S
The Nikkei Average continues to fall, and interest rate increases are disgusting
The US stock market on the 28th was mixed. The Dow average closed at 38852.86 dollars with a depreciation of 216.73 dollars (-0.55%), the Nasdaq closed at 17019.88 with a 99.09 point increase (+ 0.59%), and the S&P 500 at 5306.04 with a 1.32 point increase (+ 0.02%). Sales that were wary of hawkish statements by senior US Federal Reserve (Fed) officials intersected and purchases in the semiconductor sector intersected, and after getting close, things were mixed. May consumer confidence index rises for the first time in 4 months