Asahi Kasei, Itochu, and others [List of stock-related news from newspapers]
*Asahi Kasei Revises postponement of its Canadian plant's startup; decision to be made next fiscal year; lithium‑ion battery separator (Nikkan Kogyo, front page) -○* Itochu to expand into North
INE leads gainers [TSE Prime: Top 10 stocks by trading volume, gain rate, and loss rate]
・Top 10 by trading volumeCodeStock symbolCurrent valueDay-over-day changeOutput quantity19432NTT178.1-0.215965750021360Nikkei Bear 272.5014249192039434SoftBank250.6-0.28533990049984SoftBank G627944080
Nippon Shokubai, Glove Ride, and others
*Chubu Electric Power : Withdrawal of the Hamaoka Nuclear Power Plant review, resignation of the chairman and president, appointment of Mr. Yasui as president (Nikkan Kogyo, front page) -○*Japan
Sky Perfect JSAT, DOWA, etc. (Additional) Rating
Upgrade – BullishCodeStock nameSecurities companyTraditionallyAfter the change------------------------------------------------------<8303>SBI Shinsei BankJPM"Under W""Neutral"Target Price
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
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 -------------------------------------------
Daily Roundup of Investment Bank and Institutional Views (2026-09-09)
Mini Program: Daily Compilation of Investment Banking and Institutional InsightsForeign countries1. Goldman Sachs: Houthi oil product flows have dropped to just 35%, while crude oil stands at 70%
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
Markets have shown "non-stick" resilience for five years! Investment banks warn: The "Teflon market" has its limits.
In recent years, global markets have been battered by a succession of negative shocks, yet risk assets have remained remarkably resilient, seemingly impervious to bad news. However, both HSBC and Deutsche Bank now warn that this "Teflon market" phenomenon is not without its limits.
Natural gas prices approach pressure zone as Europe’s winter trading theme emerges!
The current European natural gas market dynamics are forming a clear transmission chain. Rising gas prices are driving up inflation, which in turn pushes bond yields higher; banks and energy stocks benefit, while industrial stocks face pressure. Should gas prices breach €100 per megawatt-hour, this divergence could accelerate further.
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 ------
List of Stocks Breaking Above the Cloud (Weekly Chart) [Ichimoku Kinko Hyo – Stocks Breaking Above the Cloud]
○ List of Stocks That Have Broken Through CloudsMarket Code Stock Name Closing Price Leading Span A Leading Span BTokyo Stock Exchange Prime Market Cross Cat 1060 1057.5 1058.5<2752>Fuji
Daily Roundup of Investment Bank and Institutional Views (2026-09-04)
Mini Program: Daily Summary of Investment Bank and Institutional Views – International 1. HSBC Raises U.S. Treasury Yield Forecasts, Anticipating a More Hawkish Policy Path HSBC has raised its yield forecasts for U.S. Treasuries across the curve. In a report, Dilraj Narula, U.S. rates strategist at HSBC, stated that this adjustment reflects the bank’s view that future monetary policy is likely to follow a more hawkish trajectory, while the structural floor for long-term U.S. Treasury yields will also be higher. HSBC currently projects the two-year U.S. Treasury yield to reach 4.20% by the end of 2026, up from the previous forecast of 3.85%; it expects the yield to stand at 3.95% by the end of 2027, revised up from the prior estimate of 3.50%.
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
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
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,