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.
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
Ryuuhin Planning --- Significant continued growth, with concerns about reduced profits being limited, as domestic securities raise the Target Price.
Significant continued rise. SMBC Nikko Securities has maintained its investment rating of '1' and raised the Target Price from 4,400 yen to 7,700 yen. While noting the possibility of temporary adjustments due to rapid price increases, the company's SSS continues to perform well, maintaining a positive stance even with the previous year's levels rising, and there is also the potential for improvements in gross margin through better procurement, suggesting that concerns about profit declines are limited. The operating profit for the fiscal year ending in August 2025 has been increased to 73.1 billion yen, above the consensus of 70 billion yen.
Attention is focused on individual investments based on the earnings report and related to "TikTok Shop."
■ Based on performance content, selective buying is expected in this week's Emerging Markets, as the supply-demand situation is likely to lead to profit-taking Sell. Major retail companies such as Seven & I Holdings <3382>, Fast Retailing <9983>, and Ryohin Keikaku <7453> are set to announce their Earnings Reports, which will likely result in a large-cap stock advantage. However, in the growth market, besides QPS Research <5595>, there are also ALiNK Internet <7077>, note <5243>, and Team.
Nextage, Medii Kō G, WNI Weather, Tosei (7th)
※ The above Calendar is only a schedule and is subject to change due to the company's circumstances.--------------------------------------- July 7 (Monday) <2789> Karla <3186> NextStage <3353> Mediiko G <4825> WNI Weather <8923> Tosei <9558> Japanias --------------------------
Iran has announced a suspension of cooperation with the IAEA.
It has been reported that Iran announced on the 2nd its intention to stop cooperating with the International Atomic Energy Agency (IAEA). Consequently, IAEA inspectors will no longer have the opportunity to evaluate the damage to Iran's major nuclear facilities caused by attacks from the United States and Israel, which could lead to a new confrontation between the West, including the United States, and Iran. <7011>Mitsubishi Heavy Industries <7012>Kawasaki Heavy Industries <6503>Mitsubishi Electric Corp. Unsponsored ADR <7270>
35% or higher? Trump issues another warning about tariffs on Japan, not considering postponing the 'deadline'.
Last weekend, Trump cited Japan as an example, stating that the U.S. would directly send letters to some countries informing them of tariffs, no longer continuing negotiations, with a 25% tariff on Cars from Japan. On Monday, Trump hinted at increasing tariffs, stating that Japan would rather not buy American rice. On Tuesday, Japanese officials stated that they would not sacrifice agriculture in U.S.-Japan tariff negotiations; Trump later said that letters would be sent to many countries notifying them of tariffs, with Japan paying 30%, 35%, or any tariffs decided by the U.S.
Mitsubishi Chemical G, Sekisui Chemical, etc.
Mitsubishi Chemical Group <4188> strengthens engineering plastics, expands factories in Belgium and Thailand.
First Solar Inc rises on the possibility of maintaining solar panel tax deductions.
[Batteries] First Solar Inc, which manufactures solar panels, rebounded, temporarily rising by 10.2% compared to the end of last week. Analysts seem to view this as positive due to expectations that the significant tax cuts and expenditure bill from the Trump administration will provide tailwind. <8053> Sumitomo Corporation <6996> Nichicon <8001> Itochu <8031> Mitsui <1963> JGC Holdings <2162> nms <3150> Glim's <5333> Kyocera <5
JGC Holdings, Kakaku.com, etc. (additional) Rating.
Downgrade - Bearish Code Stock Name Securities Company Previous Change After----------------------------------------------------------<2296> Itoham Yonekyu Morgan S "Equal W" "Under W" <9279> Gift HD Daiwa "2" "3" Target Price Change Code Stock Name Securities Company Previous Change After----------------------------------------------------
Daigas --- possesses numerous strengths contributing to the realization of a sustainable society, aiming for an operating profit of 200 billion yen by the fiscal year 2030.
Osaka Gas <9532> is a comprehensive energy company that not only supplies city gas mainly in the Kansai region but has also expanded its business areas into electricity, renewable energy, overseas upstream projects, and Life & Business Solutions (LBS). They consistently manage upstream natural gas operations, procurement and transportation, city gas manufacturing, power generation, supply, sales, and security. As the core company of the Daigas Group, it is based on domestic energy business and integrates overseas and non-energy businesses.
List of cloud break stocks (weekly) [Ichimoku Kinko Hyo - List of cloud break stocks]
○ List of stocks breaking through the clouds Market Code Stock name Closing price Leading Span A Leading Span B Tokyo Stock Exchange Main Board <1762> Takamatsu G 2933 2803.75 2832 <1786> Oriental Shiraishi 368 365.5348 <1852> Asanuma Group 750 665739 <1929> Nichitokuken 1100 10361089.5 <2157> Koshidaka HD 1105 1097.5 1034 <220
List of cloud-breaking stocks [Ichimoku Kinko Hyo - List of cloud-breaking stocks]
○ List of stocks above the clouds in the market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Main Board <1813> Futaba Tetra 2275 2231 2147.5 <1898> Century Tokyu 1475 1473.25 1444 <1951> Exio G 1821 1802.5 731.5 <2004> Showa Sangyo 2979 2948.5 2830 <2150> Care Net 6916 687.5 67
Oracle Corp Japan, operating profit for the fiscal year 25/5 increased by 8.8% to 86.8 billion yen.
The financial results for the fiscal year ending in May 2025 announced by Oracle Corp <4716> showed a revenue of 263.5 billion 10 million yen, an increase of 7.8% compared to the previous period, and an operating profit of 86.8 billion 32 million yen, an increase of 8.8%. In the domestic information service industry, in addition to the demand for system updates, companies are focusing on utilizing all digital data they collect to improve operational efficiency, developing IT environments toward achieving sustainability management, including human capital, and strengthening connections with end users, all contributing to company growth and enhanced competitiveness.
First Trust Japan AlphaDEX Fund Declares $0.4626 Dividend
Mitsubishi Chemical G, Nippon Paint HD, etc.
Japan Catalysts <4114>, a major chemical company, is targeting "red EVs" and strengthening its supply system in China.
List of conversion stocks (Part 2) [Parabolic Signal conversion stocks list]
○ List of Stocks for Sell Conversion Market Code Stock Name Closing Price SAR Main Board <1375> Yukiguni 1091 1116 <1820> Nishimatsu Construction 4800 4950 <1833> Okumura Construction 4210 4285 <1852> Asanuma Construction 7287 554 <1860> Toda Corporation 8889 28 <1930> Hokuriku Electric 11521 1224 <1961> Sanki Engineering 4025 4085 <1982> Hibiya Engineering 3605 37
San-ei Corporation - For the fiscal year ending March 2025, ordinary profit is expected to exceed 2.1 billion yen. The medium-term plan target is achieved a year ahead of schedule.
Sanei Corporation <8119> has a history of 78 years and is a multifunctional trading company that primarily handles high value-added products. It deals with a wide range of daily necessities and manages a supply chain that encompasses manufacturing, export, import, wholesale, and retail. It has 17 overseas bases and 22 directly operated retail stores in Japan. Its distinctiveness is clear in handling high value-added products such as the introduction of European brands to Japan and OEM supply of products represented by Ryohin Keikaku <7453>. The proportion of revenue is about 80% from the OEM business.
List of conversion stocks (part 3) [List of stocks converted by Parabolic Signal]
○ List of stocks that have turned to Sell Market Code Stock Name Closing Price SAR Main Board <1379> HOKUTO 1783 1830 <1605> INPEX 20032182 <1662> Oil Resources 9991101 <1663> K&O Energy 28713085 <1719> Ando Hazama 14401484 <1884> Nippon Road 25072535 <1959> Kyudenko 57955874 <196
List of reversal stocks (Part 1) [Parabolic Signal reversal stock list]
○ List of Buy Transition Stocks Market Code Stock Name Closing Price SAR Main Board <1762> Takamatsu G 2875 2745 <1786> Oriental Shiraishi 368357 <1833> Okumura Construction 42404210 <1887> Japan National Land Development 472458 <2154> Open UP 17131647 <2157> Koshidaka HD 11231083 <2201> Morinaga Confectionery 23502326 <2