Express News | Trump announced that from August 1, a 25% tariff will be imposed on Japan and South Korea.
[Japanese Stock Review] Trump grants an additional three-week grace period! The Nikkei 225 approaches the 0.04 million mark, and reaching an agreement on Cars issues is difficult.
Benefiting from the weakening of the yen and the additional three-week grace period granted by U.S. President Donald Trump for tariff negotiations, the Nikkei Index rose on Tuesday (July 8).
Resistance to the Trump tariffs has been observed, favoring buybacks.
The Nikkei average rebounded, ending the trade at 39,688.81 yen, up 101.13 yen (estimated Volume 2 billion shares). Selling started due to the decline in U.S. stocks following Trump's tariffs. However, as the selling was within the expected Range, buying aimed at waiting for dips became predominant after the sell-off. Buying was concentrated in sectors like semiconductors and Cars, pushing the index up to 39,816.27 yen towards the middle of the morning session. After that, selling aimed at raising funds for ETF distributions was observed.
Reported Earlier, Japan Current Account N.s.a. For May 3.436T Vs. 2.940T Est.; 2.258T Prior
Reported Earlier, Japan Adjusted Current Account For May 2.82T Vs. 2.58T Est.; 2.31T Prior
New U.S. Tariff on Japanese Imports Poses Downside Risk to Japan's Economy -- Market Talk
Express News | U.S. stock night trading: Toyota Motor and Honda Motor both rose more than 1% in after-hours trading, while both fell about 4% last night.
The "Sword of Damocles" of U.S. tariffs hangs high: the yen is dropping, and the Nikkei/Yen index opens under pressure.
The Japanese government is considering sending a chief trade delegation to the United States urgently, attempting to break the deadlock during the final window period.
Nikkei May Fall on U.S. Tariff Concerns -- Market Talk
List of conversion stocks (Part 2) [Parabolic Signal conversion stocks list]
○ List of stocks that have switched to Sell Market Code Stock Name Close SAR Main Board <1934> Yourtech 2115 2175 <1946> Tohenec 1232 1273 <1964> Chugai Boiler 3255 3530 <2678> Askul 1396 1593 <268A> Rigaku 7317 99 <2910> Lockfield 1528 1573 <3103> Unichika 1691 93 <3109> Shikibo 9
Japanese Firms Can Ill Afford Long Wait for Trade Deal -- Market Talk
Nervous developments due to vigilance over U.S. tariff policies.
The Nikkei index fell for the first time in three trading days. It ended trading at 39,587.68 yen, down 223.20 yen (with an estimated Volume of 1.3 billion 40 million shares). Amid a lack of guiding materials, concerns about the approaching deadline of the 9th for stopping the additional tariffs in the U.S. have weighed on investor sentiment. The sharp decline of over 10% in Yaskawa Electric <6506>, which announced a downward revision of its Financial Estimates last weekend, also made investors anxious. With active trading being restrained, it hovered around 39,500 to 39,800 yen.
Japanese Stocks Fall As Tariff Uncertainty Clouds Sentiment
Aisin, Ryohin Keikaku, etc. (additional) Rating
Downgrade - Bearish Code Stock Name Securities Company Previous Change After --------------------------------------------- <9684> Square Enix HD Mizuho "Buy" "Neutral" Target Price Change Code Stock Name Securities Company Previous Change After --------------------------------------------- <1719> Ando Hazama Morgan S 1350 yen 1450 yen <1808> Haseko Morgan S 1900 yen
The CEO of Hitachi Ltd Sponsored ADR warns that AI will exacerbate electricity fluctuations, making it difficult to maintain grid stability.
① Hitachi Ltd Sponsored ADR CEO Schierenbeck warned that AI data centers are driving a surge in electricity consumption by technology giants, and governments need to manage this to maintain stable power supply; ② Schierenbeck stated that the initiation of AI training could cause electricity usage to surge to 10 times the usual amount, requiring prior notification to the power companies.
Japan Retail Shareholders Hit Record 83.6 Million Amid NISA Expansion
Japan Sees Biggest Jump on Record in Individual Shareholdings
Nova Ltd, NTT Urban R etc. (additional) Rating
Upgrades - Bullish Code Stock Name Brokerage Firm Previous Changes After ------------------------------------------------------------- <290A> Syns Nomura "Neutral" "Buy" <5411> JFE JPM "Neutral" "Overweight" Downgrades - Bearish Code Stock Name Brokerage Firm Previous Changes After -------------------------------------------
Expecting a stable development at 0.04 million yen [Stocks opening comments - bullish and bearish factors - support and resistance].
[Stocks Opening Comment] The Japanese stock market on the 4th is expected to stabilize around 0.04 million yen after some Buy activity. The US market on the 3rd saw the Dow Jones Industrial Average rise by 344 points, and the Nasdaq increase by 207 points. The June US employment statistics showed non-farm payrolls increased by 0.14 million 7,000 jobs from the previous month, surpassing market estimates. Since the previous day's ADP employment statistics unexpectedly decreased, this led to a sense of relief. The Chicago Nikkei 225 Futures rose by 400 yen compared to Osaka, reaching 40,120 yen.
Takeda Pharmaceutical, Fuji Sash, and others [List of stock materials from the newspaper]
*Takeda Pharmaceutical <4502> utilizes big data in clinical trials, halving new drug development costs (Nikkan Kogyo, Page 1) -○ *NGK Insulators <5333> generates experimental data at high speed, utilizing new methods for material exploration (Nikkan Kogyo, Page 1) -○ *DAIKIN INDUSTRIES, LTD. Unsponsored ADR <6367> forecasts worldwide production of Room Air Conditioners at 9.64 million units this fiscal year, a record high (Nikkan Kogyo, Page 3) -○ *Mitsubishi Kakoki <6331> launched a project to solve social issues starting from Kawasaki, focusing on decarbonization (Nikkan Kogyo, Page 3) -○ *Nippon Steel <5401> subordination loan of 500 billion yen, US steel.