iShares MSCI Japan Climate Action ETF (2250)
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iShares MSCI Japan Climate Action ETF (2250) News
Although selling pressure initially dominated amid rising Middle East risks, the market rebounded on dip-buying.
The Nikkei 225 posted a modest rebound for the first time in three days, closing up 128.17 yen at 65,270.95 (with an estimated trading volume of 2.16 billion shares). The decline was weighed down by
Albis leads gains [TSE Prime: Top 10 stocks by trading volume, gain rate, and loss rate]
Top 10 Stocks by Trading Volume: Code, Ticker, Current Price, Change from Previous Day, Trading Volume 19432 NTT 175.2 +3.2 13,162,900 21360 Nikkei Bear 2x ETF 69.1 -0.2 17,745,666 039434 SoftBank 243.2 +4.9 9,096,030 049984 SoftBank Group 6,810.0 +83.7 3,160,058 729 Sony FH 1,590.2 +48.7 4,220,069 501 Tokyo Electric Power Holdings 546.3 -28.8 4,262,080 078306 Mitsubishi UFJ Financial Group 366.2 +6.1 3,632,710
Sakura KCS targets a PBR of 1.0x or higher for the fiscal year ending March 2029 and an ROE of 8.0% for the fiscal year ending March 2032.
Sakura KCS <4761> is the comprehensive information services company of Sumitomo Mitsui Financial Group <8316> (hereinafter referred to as "SMBC Group"). Established in Kobe in 1969 as a computing center, the company has expanded its business scope to include system construction and data center services. With headquarters in Kobe and Tokyo, it provides system development and operation, security measures, Business Process Outsourcing (BPO), and other services to clients in the financial, public, and private sectors. The company benefits from a stable management foundation as a member of the SMBC Group.
Sakata Seed, Yamazaki Baking, etc. (Additional) Rating
Upgrades - Bullish Code Stock Name | Securities Firm | Previous | Revised ------------------------------------------------------------ <6273> SMC | SMBC Nikko | "2" | "1" <7296> FCC | MS/UFMG | "Underweight" | "Equal-weight" Downgrades - Bearish Code Stock Name | Securities Firm | Previous | Revised -------------------------------------------
Sell orders targeting a pullback are likely to emerge.
[Equity Market Opening Comment] Japanese stocks are likely to face initial selling pressure on the 10th amid heightened caution over Middle East tensions, with subsequent market conditions expected to remain unfavorable for dip-buying strategies. In the U.S. market on the 9th, the Dow Jones Industrial Average fell by $405, and the Nasdaq Composite dropped by 168 points. Sentiment was dampened by crude oil futures rising to the $96 per barrel range in response to escalating military confrontations between the U.S. and Iran. Additionally, a rise in U.S. long-term interest rates due to inflation concerns further cooled market sentiment. Chicago Nikkei
List of Stocks Breaking Above the Cloud [Ichimoku Kinko Hyo – List of Cloud-Breakout Stocks]
List of Stocks Breaking Above the Cloud Market Code Stock Name Closing Price Leading Span A Leading Span B TSE Prime <1803> Shimizu Corp. 2534 2408 2503.5 <1808> Haseko Corp. 2822 2779 2729 <1815> Taisei Corp. 4565 4481.25 4495 <2810> House Foods Group 3840 3827.5 3733.5 <3539> JM HD 1360 1352.75 1316.5 <400
Apple Unveils First Foldable iPhone, 'Duo'
[Apple] U.S. tech giant Apple held its most significant new product launch event in years on the 9th. The event served as the unveiling for a completely new smartphone, the "iPhone," and marked the debut of the new Chief Executive Officer (CEO), while also announcing price hikes. The highlight was the company's first foldable iPhone, the "Duo." Priced from $1,999 (from 364,800 yen in Japan), the device fits comfortably in a pocket and offers a tablet-like experience, allowing users to run multiple apps simultaneously. <4005> Sumitomo Chemical
Morgan Stanley Explains the True Significance of GPT-6 Astra: Shifting the “AI Narrative” from “Demand Debates” Back to “Physical Bottlenecks”
Morgan Stanley believes that the release of GPT-6 Astra will shift the focus of the AI narrative from “whether demand is excessive” to “whether physical supply can keep pace.” The leap in capabilities brought by Astra will trigger more AI revenue scenarios. However, shortages of ABF substrates, manufacturing bottlenecks for HBM4E, and a 38-gigawatt power gap are the hard constraints truly limiting the realization of AI dividends. The firm recommends the following priority order: AI computing power as the top priority, followed by networking; selective allocation for memory; and analog chips as an early-cycle hedge.
The session closed with a gradual pullback in activity.
The Nikkei Stock Average continued its slight decline, closing down 126.55 yen at 65,142.78 yen (estimated trading volume: 2.3 billion shares). Influenced by the previous day's drop in major U.S. indices, including the Dow Jones Industrial Average, the market opened with selling pressure, and the Nikkei briefly dipped to 65,076.19 yen shortly after the opening. However, buying interest emerged ahead of the psychological 65,000 yen level as investors sought a technical rebound, supported by the resilience of some U.S. semiconductor-related stocks, which helped lift morning-declining semiconductor and artificial intelligence (AI) related shares.
Kioxia HD, J. Front Retailing, etc. (Additional) Rating
Upgrade - Bullish Code Stock Name | Securities Firm | Previous | Revised -------------------------------------------------------------- <5110> Sumitomo Rubber | Daiwa | "3" | "2" <5706> Mitsui Kinzoku | Mizuho | "Neutral" | "Buy" <6036> KeePer Tech | Tokai Tokyo | "Neutral" | "Outperform" <6997> Nippon Chemi-Con | JPM | "Neutral" | "Overweight" <7276> Koito Manufacturing | SMBC Nikko | "
Amada, Fujitsu, and others [List of stock-related news from newspapers]
*Amada <6113> to increase production of semiconductor drilling machines at its Fujinomiya plant, citing synergies with Via Mechanics (Nikkan Kogyo, p.1)-○*Panasonic HD <6752>, Panasonic EW develops portable fuel cells, enhancing immediate delivery and installability (Nikkan Kogyo, p.1)-○*Kanadevia <7004> to increase production of electronic substrates for semiconductor equipment at its Maizuru plant (Nikkan Kogyo, p.3)-○*Toyota Boshoku <3116> to build new factory in India, starting car seat production in the first half of FY2029 (Nikkan Kogyo, p.3)-○*Japan Engine <6016> succeeds in land-based testing of hydrogen engine
List of Reversal Stocks (Part 3) [Parabolic Signal Reversal Stocks List]
○List of Stocks Subject to Sell-OffMarket Code Security Name Closing Price SARTokyo Stock Exchange Prime Market ＜5832＞ Chuginkin FG 3438 3610＜5851＞Ryobi27042856＜5852＞Aresti673710＜5911＞
In addition to selling driven by aversion to the yen's appreciation, risk-aversion movements have intensified against the backdrop of escalating tensions in the Middle East.
The Nikkei Stock Average fell sharply for the first time in three days, closing down 1,130.51 points at 65,269.33 (estimated trading volume: 2.1 billion shares). With the U.S. market closed for Labor Day, profit-taking spread in reaction to the previous day's steep gains, while export-related stocks were also sold off amid concerns over the strengthening yen, leading to the decline in the Nikkei. The index dropped as low as 65,763.11 shortly after the market opened. However, morning losses in SoftBank Group <9984>, Advantest <6857>, and Kioxia
Mitsukoshi Isetan, Bic Camera, etc. (Additional) Rating
Upgrade - Bullish Code Company Name Securities Firm Previous Revised -------------------------------------------------- <5101> Bridgestone Daiwa Securities "3" "2" <6301> Komatsu SMBC Nikko Securities "3" "2" <6432> Takeuchi Mfg. SMBC Nikko Securities "3" "2" <6674> GS Yuasa SBI Securities "Neutral" "Buy" <6861> Keyence Citigroup "2" "1" Downgrade - Bearish Code Company Name Securities Firm Previous Revised ------
Nitto Denko, Howa Kogyo, and others [List of stock-related news items from newspapers]
* Nitto Denko <6988> to expand research facilities, strengthening core technologies in Ibaraki (Nikkan Kogyo, p.1) - ○ * Kirin Holdings <2503> to launch immune care products developed jointly with Nihon Seishu, featuring plant enzymes and plasma lactic acid bacteria (Nikkan Kogyo, p.3) - ○ * Nippon Paper Industries <3863> to withdraw from Hungary amid slowing EV markets in Europe and the US, while continuing production of lithium battery materials (Nikkan Kogyo, p.3) - ○ * Itochu <8001> to participate in ammonia imports from India, strengthening logistics infrastructure (Nikkan Kogyo, p.4) - ○ * Howa Kogyo <6203> Prodrone, within Howa Kogyo
Assess the underlying resilience of semiconductor and AI-related stocks following a round of selling.
[Equity Market Opening Comment] On the 8th, the Japanese stock market is expected to focus on semiconductor and AI-related stocks, amid concerns of a pullback following the previous day’s sharp rise. U.S. markets were closed on the 7th for the Labor Day holiday. With limited flow from overseas investors and little direction from European markets due to their lack of clear cues, trading is likely to remain stagnant. Amid subdued active trading, investors are likely to look for buying opportunities on dips, assessing the underlying strength of semiconductor stocks.
Individuals entrusting equity investment to AI agents
[AI Agent] It has been reported that in the United States, there is a growing trend of automating stock-trading strategies and entrusting their management to AI. The practice of delegating equity
Buoyed by the rally in U.S. semiconductor stocks, buying pressure dominated, pushing the index back into the 66,000 yen range.
The Nikkei Stock Average extended its gains significantly, rising 1,378.90 points to close at 66,399.84 (with estimated trading volume of 2.02 billion shares). On a closing basis, it regained the psychologically significant 66,000 level for the first time in four trading sessions since the 1st. Buoyed by the rise in semiconductor-related stocks in the U.S. market over the previous weekend, buyers in the Tokyo market focused on high-priced technology stocks, widening the Nikkei's advances toward the end of the morning session and pushing the index as high as 66,668.71. In the afternoon session, profit-taking emerged in reaction to the rapid ascent.
According to SBI Securities (intraday data), SoftBank Group saw net selling, while Terra Drone saw net buying.
For saleCode Stock Name Trading Value(285A)Kioxia HD404,198,844,600(9984)SoftBank Group83,368,319,120(6976)Taiyo Yuden59,314,474,826(6857)Advantest53,204,415,600(593A)
SBI Securities (pre-market): SoftBank Group saw net selling, while Kioxia HD saw net buying.
Sell Code Security Name Trading Value (285A) Kioxia HD 181,996,594,700 (9984) SoftBank Group 41,354,178,268 (6857) Advantest 34,256,223,660 (6976) Taiyo Yuden 33,319,600,210 (593A) Tier IV 31,508,703,790 (5803) Fujikura 26,583,031,