Selling pressure dominated amid rising crude oil prices driven by uncertainty in the Middle East and concerns over a slowdown in AI development.
The Nikkei 225 continued to decline, closing down 518.35 yen at 63,492.99 (with an estimated trading volume of 1.97 billion shares). Concerns over the uncertain outlook for Middle East tensions
SBI Securities (pre-market): Net selling in Mitsubishi UFJ Financial Group; net buying in Kioxia HD.
For saleCode Stock Name Trading Value(285A)Kioxia HD176,846,745,000(9984)SoftBank Group38,982,325,298(6976)Taiyo Yuden25,277,212,890(1570)NEXTFUNDS Nikkei 225 Leverage
Sky Perfect JSAT, DOWA, etc. (Additional) Rating
Upgrade – BullishCodeStock nameSecurities companyTraditionallyAfter the change------------------------------------------------------<8303>SBI Shinsei BankJPM"Under W""Neutral"Target Price
List of Stocks Breaking Out of the Cloud (Weekly Chart) (Part 2)
○ List of Stocks That Have Broken Below Their CloudsMarket Code Stock Name Closing Price Leading Span A Leading Span BTokyo Stock Exchange Prime Market Nissui 1170 1330.25 1182.5<1333>
Risk aversion has taken hold amid concerns over crude oil market conditions and rising interest rates.
The Nikkei 225 posted a sharp decline, closing at 64,011.34 yen, down 1,259.61 yen, on an estimated trading volume of 2.37 billion shares. Amid heightened tensions in the Middle East and a surge in
SBI Securities (full-day trading) reported net selling of Murata Manufacturing and net buying of Kioxia Holdings.
For saleCode Stock Name Trading Value(285A)Kioxia HD304,338,516,170(9984)SoftBank Group69,252,478,010(6976)Taiyo Yuden61,162,514,107(6857)Advantest45,562,414,180(1570)
SBI Securities (Pre-market): Net selling of Furukawa Electric; Net buying of Kioxia HD
Sell Code Stock Name Trading Value (285A) Kioxia HD 153,605,523,570 (9984) SoftBank Group 36,879,168,740 (6976) Taiyo Yuden 27,988,309,044 (6857) Advantest 21,496,252,480 (1570) NEXT FUNDS Nikkei 225 Leveraged ETF 18,789,285,190 (5803
Sakura KCS: A potential double-bagger candidate with a dividend yield exceeding 4% and a price-to-book ratio of 0.76x, poised for its sixth consecutive year of dividend increases.
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.
With markets awaiting next week's financial events, the scope for an autonomous rebound is limited.
[Equity Opening Comment] On the 11th, selling is likely to lead the Japanese stock market amid caution over the situation in the Middle East. Even after the selling subsides, the market is expected to remain reluctant to buy on dips as investors await next week's financial events. In the U.S. market on the 10th, the NY Dow fell by $316 and Nasdaq dropped by 171 points. Crude oil futures rose above $1 per barrel amid growing concerns over escalating conflict between the U.S. and Iran, following reports that Iran had resumed ballistic missile production at underground facilities.
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 by trading volumeCodeStock symbolCurrent valueDay-over-day changeOutput quantity19432NTT175.2321316290021360Nikkei Bear 269.1-0.217745666039434SoftBank243.249096030049984SoftBank G681008373160
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] On the 9th, U.S. company Apple held its most important new-product launch event in recent years. The occasion marked the unveiling of an entirely new smartphone, the "iPhone," as well as the
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 225 posted a modest decline, closing at 65,142.78 yen, down 126.55 yen, on an estimated trading volume of 2.3 billion shares. Following the previous day's sell-off in U.S. markets, where
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>