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 | "
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 ------
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,
Assessing the rebound in semiconductor and AI-related sectors.
[Equity Market Opening Comment] Japanese stocks opened with selling pressure following trends in the U.S. market, but the stance appears to be one of buying on dips while assessing the resilience of semiconductor stocks. On August 31, the U.S. market saw the Dow Jones Industrial Average fall by $374 and Nasdaq drop by 31 points. The U.S. military attacked Larak Island in Iran, a strategic chokepoint for crude oil shipments in the Strait of Hormuz. In response, Iran launched retaliatory attacks against U.S. military bases in Jordan and other locations. Amid rising tensions in the Middle East, crude oil prices and long-term interest rates...
MUFG, Tadano, and others [List of stock-related news from newspapers]
* Chubu Electric Power <9502>: Falsification of reports related to decommissioning work at the Hamaoka Nuclear Power Plant (Nikkan Kogyo, p.3) - ○ * Tokio Marine Holdings <8766>: NIKKO Fire & Marine Insurance increases underwriting of battery storage insurance by 30%, improving efficiency in assessing construction risks (Nikkan Kogyo, p.5) - ○ * Mitsubishi UFJ <8306>: Acquires deposits through inheritance services, building long-term relationships across generations (Nikkan Kogyo, p.5) - ○ * Omron <6645>: Adds functions to production line communications (Nikkan Kogyo, p.9) - ○ * Tadano <6395>: Relocates headquarters to the Takamatsu coastal area, with completion scheduled for 2029, enhancing transport convenience
List of Stocks Breaking Above the Cloud [Ichimoku Kinko Hyo – List of Cloud-Breakout Stocks]
List of Stocks Breaking Above the Kumo (Cloud) Market: TSE Prime Code | Stock Name | Closing Price | Leading Span A | Leading Span B <1980> Daidan | 2794 | 2732.25 | 2765.5 <2874> Yokorei | 2197 | 2100 | 2196.5 <2975> Star Micronics Holdings | 1599 | 1544 | 1598 <3663> Celsius | 1943 | 1942.75 | 1757.5 <3769> GMO Payment Gateway | 960 | 694
SBI Securities (pre-market): SoftBank Group saw net selling, while Kioxia HD saw net buying.
Sell Code Security Name Trading Value (285A) Kioxia HD 136,893,913,620 (5803) Fujikura 34,957,697,470 (6857) Advantest 31,402,414,480 (6976) Taiyo Yuden 29,227,162,730 (1570) NEXT FUNDS Nikkei 225 Leveraged ETF 18,874,973,230 (9984) SoftBan
SBI Securities (Japan) recorded net selling in Fujikura and net buying in Advantest.
Sell Code Security Name Trading Value (285A) Kioxia HD 329,280,129,160 (5803) Fujikura 84,270,357,849 (6857) Advantest 50,193,565,040 (6976) Taiyo Yuden 48,593,003,800 (5801) Furukawa Electric 37,949,170,586 (1570) NEXT FUNDS Nikkei 225 Leveraged Index
Sojitz, Kosé HD, and others (additional) Rating
Upgrades - Bullish Code Company Name Brokerage Previous Revised -------------------------------------------------- <4061> Denka SBI Securities "Neutral" "Buy" <6273> SMC Daiwa Securities "3" "2" Downgrades - Bearish Code Company Name Brokerage Previous Revised -------------------------------------------------- <9090> AZ-Wa Maruwa HD SBI Securities "Buy" "Neutral"
We anticipate a market environment with a slight bias toward outperformance by the TOPIX.
[Equity Market Opening Comment] While buying interest is anticipated in the Japanese stock market on the 24th following trends in the U.S. market, active trading is likely to remain subdued due to uncertainties surrounding the Middle East situation. In the U.S. market on the 21st, the Dow Inc rose by $517, and Nasdaq gained 113 points. WTI crude oil futures rose to the $87 per barrel range, and while U.S. long-term interest rates increased, buying aimed at a technical rebound from the previous day's sharp decline appeared to dominate. Cryptocurrencies
NVIDIA moves to build open AI architecture in response to China
[Semiconductors] NVIDIA plans to use a recently agreed $6 billion (approximately 950 billion yen) contract to build one of the world’s most powerful open-weight artificial intelligence (AI) models, according to reports citing multiple sources familiar with the matter. The move is seen as a counter to leading Chinese models such as DeepSeek and “Kimi K3.” <6857> Advantest <8035> Tokyo Electron <7735>
SBI Securities (pre-market): Kioxia HD saw net selling, while SoftBank Group saw net buying.
Sell Code Security Name Trading Value (285A) Kioxia HD 327,371,933,200 (5803) Fujikura 39,462,539,640 (6857) Advantest 29,583,575,020 (6976) Taiyo Yuden 23,940,133,726 (1570) NEXT FUNDS Nikkei 225 Leveraged ETF 17,331,815,640 (8035) Tokyo Electron
SBI Securities (intraday): Net selling of SoftBank Group shares; net buying of Kioxia HD shares.
Sell Code Security Name Trading Value (285A) Kioxia HD 615,319,781,240 (5803) Fujikura 99,755,801,259 (6976) Taiyo Yuden 52,089,445,200 (9984) SoftBank Group 45,155,493,510 (6857) Advantest 34,857,741,310 (5801) Furukawa Electric 34,806,983,
Teijin, Money Forward, etc. (Additional) Rating
Upgrade - Bullish Code Ticker Company Previous Revised -------------------------------------------------- <9101> NYK Line SBI Securities "Neutral" "Buy" Target Price Change Code Ticker Company Previous Revised -------------------------------------------------- <2780> Komehyo HD Tokai Tokyo 6,400 yen 6,700 yen <2801> Kikkoman
Afternoon Session [Notable Movers & Actively Traded Stocks]
* GenePa <3195> 638 +41: July sales rose 63.3%, marking a further acceleration in growth from the 40.4% increase recorded in June. * Frutta <2586> 82 -10: Reported an operating loss of JPY 92 million for the first quarter, turning from an operating profit of JPY 161 million in the same period last year. * BUYSELL <7685> 3400 +235: Operating profit for the first half increased by 90.8%. * AnyMind <5027> 723 +100: Operating profit for the first half rose 41.6%, recovering from a 35.2% decline in the first quarter.
Morning Session [Active Stocks / Executed Trades]
* FIG <4392> 1,241 +191: Buying momentum remains dominant, continuing from the previous week's close. * Gifty Group <590A> 1,336 +148: First-half performance is progressing steadily toward achieving full-year targets. * IBJ <6071> 939 +98: Revised earnings and dividend forecasts upward for the fiscal year ending December 2026. * KeePer Tech <6036> 3,235 +277: Operating profit for the fiscal year ending June 2027 is projected to increase by 30%. * Management Solutions <7033> 1,659 +139: First-half results showed double-digit growth.