Sumitomo Mining, Laser Tech, etc. (additional) Rating

Target Price Changes Code Stock Name Securities Firm Previous Revised ---------------------------------------------------- <1963> JGC Holdings Mizuho ¥2,400 ¥2,500 <2768> Sojitz MS & MUFG ¥5,100 ¥5,200 <2809> Kewpie Daiwa ¥4,400 ¥5,300 <3046> JINS Holdings Mizuho ¥8,400 ¥10,000 <3099> Mitsukoshi Isetan SBI ¥2,700 ¥5,000 <318

Fisco Japan10:36

NVIDIA has begun shipping its advanced semiconductors to China.

【Semiconductors】On the 14th, Under Secretary of Commerce Alan Estevez reported that shipments of NVIDIA's advanced AI semiconductor 'H200' to China have begun. Although the U.S. government granted export authorization, Chinese buyers had previously refrained from purchasing. He noted that the volume shipped to China is 'extremely limited,' and reportedly declined to disclose details such as the purchasing companies or quantities. ＜2737＞Tomen Device　　　＜285A＞Kioxia　＜3131＞Shindengen　　　＜34

Fisco Japan05:12

Markets opened with selling pressure, but buying interest subsequently strengthened.

The Nikkei Average rebounded, closing up 500.77 points at 67,743.50 yen (estimated volume: 2.4 billion shares). Following the previous day's U.S. market session—in which crude oil prices rose and U.S. tech stocks declined—Tokyo stocks opened lower, with semiconductor and AI-related shares continuing to face selling pressure. However, after the KOSPI index, which had also opened lower, turned positive, the Nikkei Average reversed course and rose as high as 67,521.10 yen by mid-morning. Nevertheless, the KOSPI exhibited volatile price movements and

Fisco JapanJul 14 15:29

Awareness of capital shifting toward TOPIX-style investments.

[Equity Opening Comment] The Japanese equity market on the 14th is expected to trade cautiously as investors assess underlying support following a bout of selling. On the 13th, U.S. markets declined, with the NY Dow falling 138 points and the Nasdaq dropping 408 points. U.S. President Donald Trump announced via his social media account that the United States would reinstate a naval blockade against Iran. This announcement drove crude oil prices higher, while comments by Federal Reserve Governor Christopher Waller suggesting the possibility of an interest rate hike further weighed on markets by pushing up U.S. long-term yields.

Fisco JapanJul 14 07:39

List of Reversal Stocks (Part 1) [Parabolic Signal Reversal Stocks List]

○ List of Buy-Signal Reversal Stocks Market Code Stock Name Closing Price SAR TSE Prime <1773> YTL 77 72 <1899> Fukuda-Gumi 3720 3605 <2209> Imuraya Group 2399 2384 <2217> Morozoff 1562 1555 <2359> Core 1995 1924 <3315> Nippon Coke & Engineering 95 90 <3436> SUMCO 5133 4336 <3563> F&L C

Fisco JapanJul 14 06:56

Investors were wary due to heightened tensions in the Middle East and the decline in South Korean equities.

The Nikkei 225 dropped sharply, marking its first significant decline in three trading days, and closed at 67,242.73 yen, down 1,315.00 yen (estimated volume: 1.97 billion shares). Selling pressure dominated early trade amid concerns over escalating tensions in the Middle East; however, the index briefly turned positive shortly after the opening, reaching 69,078.21 yen, buoyed by the prior Friday’s rally in U.S. equities. The rebound proved short-lived, as a sharp plunge in South Korea’s KOSPI index—triggering a circuit breaker after falling more than 9% at one point—sparked broad-based selling, particularly in semiconductor and artificial intelligence (AI)-related stocks.

Fisco JapanJul 13 15:41