Betashares Japan Currency Hedged ETF (HJPN)
- 30.600
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Betashares Japan Currency Hedged ETF (HJPN) News
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 ------
Nitto Denko, Howa Kogyo, and others [List of stock-related news items from newspapers]
* Nitto Denko <6988> to expand research facilities, strengthening core technologies in Ibaraki (Nikkan Kogyo, p.1) - ○ * Kirin Holdings <2503> to launch immune care products developed jointly with Nihon Seishu, featuring plant enzymes and plasma lactic acid bacteria (Nikkan Kogyo, p.3) - ○ * Nippon Paper Industries <3863> to withdraw from Hungary amid slowing EV markets in Europe and the US, while continuing production of lithium battery materials (Nikkan Kogyo, p.3) - ○ * Itochu <8001> to participate in ammonia imports from India, strengthening logistics infrastructure (Nikkan Kogyo, p.4) - ○ * Howa Kogyo <6203> Prodrone, within Howa Kogyo
Assess the underlying resilience of semiconductor and AI-related stocks following a round of selling.
[Equity Market Opening Comment] On the 8th, the Japanese stock market is expected to focus on semiconductor and AI-related stocks, amid concerns of a pullback following the previous day’s sharp rise. U.S. markets were closed on the 7th for the Labor Day holiday. With limited flow from overseas investors and little direction from European markets due to their lack of clear cues, trading is likely to remain stagnant. Amid subdued active trading, investors are likely to look for buying opportunities on dips, assessing the underlying strength of semiconductor stocks.
Individuals entrusting equity investment to AI agents
[AI Agent] It has been reported that in the United States, there is a growing trend of automating stock-trading strategies and entrusting their management to AI. The practice of delegating equity
Buoyed by the rally in U.S. semiconductor stocks, buying pressure dominated, pushing the index back into the 66,000 yen range.
The Nikkei Stock Average extended its gains significantly, rising 1,378.90 points to close at 66,399.84 (with estimated trading volume of 2.02 billion shares). On a closing basis, it regained the psychologically significant 66,000 level for the first time in four trading sessions since the 1st. Buoyed by the rise in semiconductor-related stocks in the U.S. market over the previous weekend, buyers in the Tokyo market focused on high-priced technology stocks, widening the Nikkei's advances toward the end of the morning session and pushing the index as high as 66,668.71. In the afternoon session, profit-taking emerged in reaction to the rapid ascent.
SBI Securities (pre-market): SoftBank Group saw net selling, while Kioxia HD saw net buying.
Sell Code Security Name Trading Value (285A) Kioxia HD 181,996,594,700 (9984) SoftBank Group 41,354,178,268 (6857) Advantest 34,256,223,660 (6976) Taiyo Yuden 33,319,600,210 (593A) Tier IV 31,508,703,790 (5803) Fujikura 26,583,031,
Market developments centered around semiconductor and AI-related stocks.
[Equity Market Opening Comment] Japanese equities are expected to see trading driven by semiconductor and AI-related stocks on the 7th. In the U.S. market on the 4th, the Dow Inc fell by $271, while Nasdaq dropped by 77 points. The August U.S. employment report showed non-farm payrolls increased by 162,000, significantly exceeding market expectations of approximately 53,000. This data heightened expectations for earlier interest rate hikes, with rising U.S. long-term bond yields weighing on sentiment. Amidst this backdrop, some semiconductor stocks attracted buying interest.
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.
SBI Securities (intraday) recorded net selling in Kioxia HD and net buying in Tier IV.
Sell Code Security Name Trading Value (285A) Kioxia HD 394,818,528,790 (9984) SoftBank Group 69,611,102,421 (6976) Taiyo Yuden 68,250,023,312 (6857) Advantest 44,738,825,040 (1570) NEXT FUNDS Nikkei 225 Leveraged ETF 33,973,483,780 (5803
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
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...
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
Fast Retailing shares continue to fall sharply, with same-store sales turning negative in August for the first time in two months.
Shares continued to fall sharply. The company announced its August monthly trends the previous day, reporting that same-store sales decreased by 1.3% year-on-year, marking the first decline in two months. While the average transaction value rose by 8.6%, the number of customers fell by 9.1%. Demand for summer apparel appears to have been subdued due to low temperatures and unfavorable weather conditions. Compared with other specialty clothing retailers, the sluggish growth is particularly noticeable. Nevertheless, total sales for the fiscal period ending August 2026 increased by 5.1% compared to the previous period.
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.