Japan Steel Works, Horiba Manufacturing ETC.
*Japan Steel Works Ltd. (5631) is deepening its presence in India and has established a maintenance base for pelletizing machines (Nikkai Kogyo page 1) - ○ *Daiichi Hokuetsu Financial Group (7327) has reached an agreement to merge with Gunma Bank, aiming to be top class in scale and quality (Nikkai Kogyo page 3) - ○ *NTT Data Group (9613) has partnered with OpenAI to become a development and sales dealer (Nikkai Kogyo page 3) - ○ *Tokyo Electron Ltd. Unsponsored ADR (8035) has developed a new etching equipment building in Miyagi to support high-performance Semiconductors (Nikkai Kogyo page 3) - ○ *LIXIL (5938) has high-performance Aluminum windows.
SBI securities (before the close) has a strong Sell on Toyota Motor, and a strong Buy on Mitsubishi Heavy Industries.
Sell Code Stock Name Trading Amount (6146) Disc 32,684,038,060 (7012) Kawasaki Heavy Industries 23,129,249,540 (7011) Mitsubishi Heavy Industries 20,024,708,695 (5803) Fujikura 15,841,982,880 (1570) NEXT FUNDS Nikkei Average Leverage Listed Investment Trust 13,881,358,873 (2432) DeNA 1
Rating [Securities companies rating]
Upgrade - Bullish Code Stock Name Securities Company Previous Change After ------------------------------------------------ <7203> Toyota UBS "neutral" "buy"
Focusing on index Buy, breaking through 35,000 yen.
[Stocks Opening Comments] On the 23rd, the Japanese stock market is likely to exhibit resilience with an awareness of rebounds after the buying rush. In the US market on the 22nd, the Dow Jones Industrial Average rose by 1016 points, and the Nasdaq increased by 429 points. Following reports that US Treasury Secretary Yellen stated that no one believes the current trade situation with China is sustainable and that an agreement will eventually be reached, the buying movement has intensified. A spokesperson for the US government commented that discussions with various countries are proceeding smoothly.
China's CATL reveals the latest EV Battery, capable of traveling 520 kilometers with a 5-minute charge.
At the "Tech Day" held in Shanghai, China's CATL showcased an EV Battery that can travel up to 520 kilometers with a five-minute charge. China’s largest EV manufacturer BYD announced an in-vehicle system in March that can travel approximately 400 kilometers with a five-minute charge. <7203> Toyota <6758> Sony Group Corp <6752> Panasonic HD <3407> Asahi Kasei <4204>
Toyota May Move Some RAV4 Production to the U.S. Amid Tariff Disruption
ABC Mart, Fuji Electric, etc. (additional) Rating
Target Price Change Code Stock Name Securities Company Previous Change After----------------------------------------------------<3226> Accommo F Nomura 123,400 yen 131,000 yen <2587> Suntory BF Mizuho 5,300 yen 5,050 yen <2670> ABC Mart Mizuho 3,100 yen 2,800 yen <6301> Komatsu GS 5,100 yen 4,600 yen <6305> Hitachi Construction GS 4,400 yen 4,100 yen <6326> Kubota
List of convertible stocks (Part 1) [List of Parabolic Signal convertible stocks]
○ List of stocks for Buy conversion Market Code Stock Name Closing Price SAR Tokyo Main Board <1333> Maruha Nichiro 3163 2913 <1662> Petroleum Resources 1026893 <1721> Comsys HD 30682850 <1871> PS 14271217 <1959> Kyudenko 46804209 <2181> Persol HD 244221 <2371> Kakaku.com 24332023 <2389>
U.S. retail revenue saw a significant increase for the first time in two years, with a rush of demand in Autos.
In March, U.S. retail revenue saw an increase of 1.4% from the previous month (up 0.2% in February), marking the largest rise in two years. This surge in automobile sales contributed to the increase. It seems that consumers hurried to make purchases before tariffs on Autos were raised. <7201> Nissan <7202> Isuzu <7203> Toyota <7211> Mitsubishi <7261> MAZDA MOTOR CRP <7267> Honda <7269> Suzuki <7270>
KKR Upgraded to Buy at HSBC After Stock's Slump
Export-related stocks are performing well due to considerations for a review of rice tariffs.
The Nikkei average continued to rise. It finished trading at 34,267.54 yen, up 285.18 yen (with an estimated Volume of 1.5 billion 80 million shares). The excessive caution regarding the tariff policies of the Trump administration has eased, leading to continued Buybacks mainly in export-related stocks such as Autos. The yen's weakening to around 143 yen per dollar also improved investor sentiment. However, in light of the desire to gauge the outcome of Japan-U.S. tariff negotiations, there has not been a vigorous move to pursue higher prices in the Main Board.
Stocks that moved and those that were traded in the front market.
*Japan Drugstore <3341> 2136 +400, particularly no signs of material surface, but rumors of restructuring may reignite. *TELUS Sky <3915> 2425 +425, the previous period had an upward landing and this period is expected to have significant profit growth. *Lacto Japan <3139> 3365 +503, substantial profit increase in the first quarter with good progress rate. *Doutor-Nichires Holdings <3087> 2785 +402, announced smooth financial results and a high level of Share Buyback. *GMO Internet <4784> 194.
HSBC Upgrades America Movil to Buy, Raises Price Target to $17.5
HSBC Upgrades ZTO Express (Cayman) to Buy, Announces $22 Price Target
Smart Register, ADR, etc. (additional) Rating
Target Price Change Code Stock Name Securities Company Previous After-----------------------------------------------<4431> Smaregi Daiwa 2500 yen 3000 yen <7649> Sugi HD GS 2900 yen 3300 yen <3269> ADR Daiwa 363000 yen 162000 yen <6652> IDEC SMBC Nikko 2600 yen 2500 yen <6861> Keyence City 77500 yen 66500 yen <6914> Optech
Kddi Corporation, Mizuho Leasing, ETC.
*Kddi Corporation <9433> launches Japan's first service, direct communications via satellite and smartphones (Nikkei Industrial, page 3) - ○ *JFEHD <5411> JFE Steel establishes a large electric furnace in Kurashiki, one of the largest in the world, with an annual crude steel production of 2 million tons (Nikkei Industrial, page 3) - ○ *Daiwa Motor Transportation <9082> increases investment in taxi dispatch with Mitsubishi Corporation and others to address local transportation issues (Nikkei Industrial, page 4) - ○ *Itochu <8001> enters the used smartphone distribution market in the U.S. to expand overseas share (Nikkei Industrial, page 4) - ○ *Sumitomo Corporation <8053> U.S. nuclear fusion.
Samsung is set to launch a Ball Corp home robot equipped with AI.
South Korean Samsung Electronics announced a partnership with Alphabet's Google to release a home robot in the shape of a soccer ball, called "Ballie," equipped with Artificial Intelligence (AI) this summer. The two companies are entering the consumer robot market for the first time. <6758> Sony Group Corp <4826> CIJ <7012> Kawasaki Heavy Industries <6645> Omron <3443> Kawada Technology <6481> THK <6473> J-TEC.
HSBC Upgrades Palo Alto Networks to Hold, Announces $156 Price Target
Palo Alto Gets Upgrade, Fortinet Remains Its Top Cybersecurity Pick at HSBC
Sumitomo Corporation, Daihen, ETC [List of stock materials from the newspaper]
* Seven & I HD <3382> plans to invest 3.2 trillion yen in growth and a maximum of 600 billion yen for Share Buyback by 2031 (Nihon Kogyo, page 3) -○* TORAY INDS INC <3402> EU aims to regulate Carbon Fiber for auto parts, leading to a drop in related companies' stock prices (Nihon Kogyo, page 3) -○* Mitsubishi Corporation <8058> participates in hydrogen reduction steelmaking (Nihon Kogyo, page 4) -○* Sumitomo Corporation <8053> promotes decarbonization through mining electrification in collaboration with ABB Ltd (Nihon Kogyo, page 4) -○* Tokyo Century <8439> independently develops a grid-connected storage battery station in Nagasaki (Nihon Kogyo, page 5)