SMT ETF Selected Japan Equity Active (257A)
- 3381.0
- +24.0+0.71%
SMT ETF Selected Japan Equity Active (257A) News
Buoyed by gains in U.S. equities, stocks were bought back, led by the technology sector, recovering the psychologically significant level of 65,000 yen.
The Nikkei Stock Average rebounded sharply for the first time in five sessions, closing 806.46 yen higher at 65,020.94 yen (estimated trading volume: 2.21 billion shares). On a closing basis, it regained the psychologically significant 65,000-yen level for the first time in three days since the 1st. Reflecting the previous day's rise in U.S. stocks, buying led by high-priced technology shares drove the market higher from the open, with the Nikkei widening its gains toward the middle of the morning session. Later, however, upward momentum stalled as the yen strengthened, trading in the 155-yen-to-the-dollar range.
Fuji Oil, Lion, and others (additional) Rating
Upgrades - Bullish Codes Ticker Company Name Brokerage Previous Revised ------------------------------------------------------------ <2768> Sojitz JPM "Neutral" "Overweight" <6363> Torishima Mfg. Tokai Tokyo "Neutral" "Outperform" <6869> Sysmex SMBC Nikko "2" "1" <7716> Nakanishi SMBC Nikko "2" "1" <8001> Itochu JPM "
Anthropic Ramps Up Push for Landmark IPO: Report Says $15 Billion Credit Facility Deal Is Near Finalization
1. Anthropic is close to finalizing an expansion of its revolving credit facility to $15 billion, clearing the way for its upcoming IPO; 2. Morgan Stanley is leading the credit arrangement, with Goldman Sachs and JPMorgan as key participants and also serving as the lead underwriters for the IPO.
SBI Securities (pre-market): Kioxia HD saw net selling, while Mitsubishi UFJ Financial Group saw net buying.
Sell Code Security Name Trading Value (285A) Kioxia HD 218,080,798,910 (9984) SoftBank Group 42,281,645,539 (6976) Taiyo Yuden 40,417,864,122 (6857) Advantest 23,134,440,000 (5803) Fujikura 19,552,571,960 (1570) NEXT FUNDS Nikkei Average Leveraged
Unerry shares continued to rise as the company announced a share buyback program.
Continued gains. The stock is viewed favorably following the announcement made after the close of trading on the 3rd that the company will conduct a share buyback, with an upper limit of 269,500 shares (representing 7.2% of total issued shares excluding treasury stock) and a maximum acquisition cost of JPY 635,481,000. The company stated that the rationale for the buyback is to mitigate the impact on supply and demand in the stock market in response to the intention of Mitsubishi and Dentsu Group to sell their shares, as well as to execute flexible capital policy. The acquisition will be conducted through off-floor purchases of treasury stock on the Tokyo Stock Exchange today.
September 4 [Today's Investment Strategy]
[FISCO Selected Stocks] [Thematic Stock] Brangista <6176> ¥987 (Sep 3) The company is engaged in the production and publication of free electronic magazines, as well as promotional support. SBI <8473> and its subsidiary SBINM Godo Kaisha announced that they would acquire additional shares of Brangista through market purchases on the Tokyo Stock Exchange, aiming to raise their voting rights ownership ratio to over 20%, as part of efforts to strengthen capital ties with Brangista. SBI plans to classify Brangista as an equity-method affiliate. [Emerging Market
Mitsui E&S, Toyota Tsusho, and others [List of stock-related news from newspapers]
* Mitsui E&S <7003> to assemble port cranes in the U.S. at its Seattle base (Nikkan Kogyo, p.1) - ○ * Fujifilm Holdings <4901> to establish a lens development base in Ibaraki for its Optics division, strengthening high-precision products (Nikkan Kogyo, p.1) - ○ * Toyota Tsusho <8015> to increase staff in India by 30% to support Japanese automakers (Nikkan Kogyo, p.1) - ○ * Yamato Holdings <9064> to end domestic cargo flights with JAL Group next year (Nikkan Kogyo, p.3) - ○ * Nichirin <5184> receives recommendation from the Japan Fair Trade Commission for violations of the Subcontracting Act
Buoyed by the rally in U.S. stocks, buying initially led the market, but the upward momentum failed to sustain.
The Nikkei Stock Average fell for the fourth consecutive session, closing down 111.16 yen at 64,214.48 yen (estimated trading volume: 2.18 billion shares). Reflecting a rebound from previous declines and gains in U.S. stocks the prior day, buying interest centered on semiconductor and artificial intelligence (AI)-related shares, leading to an initial recovery in the Nikkei. However, amid persistently high crude oil prices and growing expectations of interest rate hikes in both Japan and the U.S. due to inflation concerns, market sentiment remained weighed down by expectations of rising interest rates, causing the Nikkei to dip into negative territory, hitting 64,140.04 yen at one point. Meanwhile, a shift of funds into value stocks...
Afternoon Session [Notable Movers & Actively Traded Stocks]
*Mitsubishi Heavy Industries <7011> 3,795 +71: Signed a memorandum of understanding with NEC for a strategic partnership in the defense sector. *Tokyo Base <3415> 360 +8: Same-store sales at physical locations rose 1.3% in August, turning positive from a 6.6% decline in July. *U-Array <7606> 2,381 +58: Combined same-store sales for retail and e-commerce rose 5.6% in August, recovering from a 1.0% decline in July; upside potential is limited. *Top Culture <7640> 194 -3: Same-store sales fell 0.6% in August. July
SBI Securities (intraday): Net selling of Mitsubishi UFJ Financial Group; net buying of Fujikura.
Sell Code, Company Name, Trading Value (285A) Kioxia HD 285,059,258,600 (593A) Tier IV 63,509,296,460 (6976) Taiyo Yuden 54,061,609,246 (6857) Advantest 49,727,608,630 (1570) NEXT FUNDS Nikkei Average Leveraged ETF 37,614,604,450 (5803) Fujikura
Morning Session [Active Stocks / Executed Trades]
*Nitori HD <9843> 3246 +225: Monthly trends for August and signs of a reversal in the yen's appreciation are seen as key factors. *Air Water <4088> 2880 +190: No clear catalysts; short-covering appears to be dominant. *Nippon Steel & Sumitomo Metal Mining <1515> 3580 +220: Rebounded sharply from the previous day's significant decline. *Techsessend Photomask <429A> 3755 +205: Large holdings by Eastspring Investments revealed. *Daiichi Kigenso Kagaku Kogyo <4082> 2615 +
Market participants are noting a trend of buying back semiconductor and AI-related stocks.
[Equity Market Opening Comment] On the 3rd, the Japanese stock market is expected to see buying lead initially, following trends in the U.S. market, before shifting to a phase of assessing underlying strength after the initial wave of purchases subsides. In the U.S. market on the 2nd, the NY Dow Inc rose by $295, and the Nasdaq gained 118 points. New York Fed President Williams stated that it is necessary to "wait and see" regarding U.S. monetary policy and inflation trends. With the ADP employment figures falling short of expectations, the rise in long-term U.S. interest rates has eased.
List of stock-related news items from newspapers, including NEC and Kyocera
*NEC <6701> partners with Mitsubishi Heavy Industries on AI and drones for defense (Nikkan Kogyo, p.3)-○ *SoftBank <9434> succeeds in testing Japan's first "flying base station" (Nikkan Kogyo, p.3)-○ *KDDI <9433> successfully demonstrates 6G frequencies, achieving 3.6 Gbps downlink in the 7 GHz band (Nikkan Kogyo, p.3)-○ *NTT <9432> NTT DOCOMO BUSINESS advances semiconductor development via IOWN in collaboration with Chitose City (Nikkan Kogyo, p.3)-○ *Mitsui <8031> strengthens functional food ingredients,
List of Reversal Stocks (Part 2) [List of Stocks with Parabolic Signal Reversals]
List of Stocks Turning to Sell Market Code Stock Name Closing Price SAR TSE Prime <4526> Ribo Life Science 3355 3470 <4544> HU Group 3422 3717 <4553> Towa Pharmaceutical 3640 3995 <4574> Daiko Pharmaceutical 2572 73 <4689> LINE Yahoo 5345 68 <4763> C&R Co., Ltd. 1491 1547 <4768> Otsuka Corporation 3584 3689 <4801> Se
Risk-aversion moves intensify against the backdrop of escalating tensions in the Middle East.
The Nikkei Stock Average continued its sharp decline, closing at 64,325.64 yen, down 1,889.70 yen (estimated trading volume: 2.41 billion shares). On a closing basis, the index fell below the 65,000-yen level for the first time in approximately one month, since August 4. Following the decline in U.S. stocks on Monday amid escalating tensions in the Middle East, broad-based selling emerged in the Tokyo market. The Nikkei opened significantly lower and dipped to 64,234.31 yen during the morning session. In the afternoon session, the Korea Composite Stock Price Index (KOSPI) also opened lower.
Supply and demand conditions are prone to shifting toward a TOPIX-linked style.
[Equity Market Opening Comment] On the 2nd, the Japanese stock market is expected to see trading focused on gauging underlying strength after an initial round of selling, following the lead of U.S. markets. In the U.S. market on the 1st, the Dow Jones Industrial Average fell by $419, and the Nasdaq declined by 271 points. WTI crude oil futures surged as tensions in the Middle East escalated again. This sparked concerns that rising energy costs would fuel inflation, leading to an increase in U.S. long-term interest rates, which weighed on sentiment. U.S. President Donald Trump stated that Iran had...
There were also signs of rotation into value stocks.
The Nikkei Stock Average closed slightly lower, down 96.59 yen to 66,215.34 yen (estimated trading volume of 2.27 billion shares). Selling pressure led by technology stocks followed the decline in U.S. equities on August 31. The Nikkei dropped to as low as 65,576.61 yen in early trading. However, as the Korea Composite Stock Price Index (KOSPI), which had opened lower, temporarily turned positive, buying interest emerged in tandem, pushing the Nikkei into positive territory at 66,408.07 yen by mid-morning. Nevertheless, concerns over inflation driven by rising crude oil prices, coupled with Japan-U.S.
Assessing the rebound in semiconductor and AI-related sectors.
[Equity Market Opening Comment] Japanese stocks opened with selling pressure following trends in the U.S. market, but the stance appears to be one of buying on dips while assessing the resilience of semiconductor stocks. On August 31, the U.S. market saw the Dow Jones Industrial Average fall by $374 and Nasdaq drop by 31 points. The U.S. military attacked Larak Island in Iran, a strategic chokepoint for crude oil shipments in the Strait of Hormuz. In response, Iran launched retaliatory attacks against U.S. military bases in Jordan and other locations. Amid rising tensions in the Middle East, crude oil prices and long-term interest rates...
Although selling pressure dominated at the start due to aversion to rising long-term interest rates, the decline was limited by dip-buying activity.
The Nikkei Stock Average retreated, closing down 93.63 yen at 66,311.93 yen (with estimated trading volume of 2.67 billion shares). Sentiment was dampened by the decline in U.S. tech stocks over the previous weekend and rising long-term interest rates in both Japan and the United States, leading to expanded selling pressure centered on semiconductor and artificial intelligence (AI)-related stocks. The Nikkei initially dropped to 64,832.10 yen shortly after the market opened, breaking below the psychological threshold of 65,000 yen for the first time in four trading sessions since the 25th during regular trading hours. However, bargain-hunting emerged in reaction to the sharp decline.
Major music labels join forces to sue Anthropic, seeking up to $150,000 in damages per song
① Sony Music and Warner Chappell filed a lawsuit against Anthropic and its co-founders in a U.S. district court last Friday, alleging illegal scraping of copyrighted works to train the Claude model; ② The two companies have requested a jury trial and are seeking damages of up to $150,000 per musical composition. ③ AI companies have faced multiple copyright lawsuits in recent years; Anthropic agreed last year to pay over $1.5 billion to settle related class-action piracy litigation.