Jefferies Remains a Hold on FAST RETAILING CO (FRCOF)
Hulic, Sakura, etc. (added) Rating
Upgrade – Bullish‑code stock Name Securities firm Previous Change New ------------------------------------------------------------ <4612> Nippon Paint HD Daiwa "3" → "2" Downgrade – Bearish‑code stock Name Securities firm Previous Change New ------------------------------------------------------------ <4516> Nippon Shinyaku Daiwa "2" → "3" <7
List of Reversal Stocks (Part 2) [List of Stocks with Parabolic Signal Reversals]
○ List of Stocks Subject to Selling Pressure Market Code Stock Name Closing Price SAR Tokyo Stock Exchange Prime <1301> Kyokuyo 4,480 4,580 <1333> Umios 1323 1355 <2004> Showa Sangyo 3,455 3,555 <2109> DM Mitsui Sugar 3,355 3,410 <2120> LIFULL 1,962 2,07 <2124> JACR 910 944 <2127> Japan M&A 660 699 <2130>
Risk-off sentiment is intensifying, reflecting the recent decline in U.S. and South Korean semiconductor stocks.
The Nikkei 225 plunged sharply, closing down 1,915.97 yen at 66,835.54 yen (estimated volume: 2.12 billion shares), marking its first close in the 66,000-yen range in about a week since the 8th. The decline followed a drop in semiconductor-related stocks in the U.S. market the previous day, which weighed on Tokyo-listed semiconductor and AI-related shares. Additionally, steep declines in SK Hynix and Samsung Electronics on the Korean market sent the benchmark KOSPI index down more than 7% at one point, further dampening investor sentiment.
JP Movers | Mitsubishi Motors Rose 6.43%, Leading Nikkei 225 Components, Kioxia Holdings Topped Turnover List
Market sentiment was depressed today as Nikkei 225 components generally fell, with Mitsubishi Motors(7211.JP) being the top gainer today, rising 6.43% to close at 389.2 yen. In addition, the top loser was Kioxia Holdings(285A.JP),falling 15.03% to end at 62110.0 yen.
Today's flows: 07/16 Taiyo Yuden saw an inflow of JPY¥ 10.66 billion, Kioxia Holdings saw an outflow of JPY¥ 120.06 billion
On July 16th, the TSE Main Market saw an inflow of JPY¥ 1.55 trillion and an outflow of JPY¥ 1.78 trillion.$Taiyo Yuden(6976.JP)$, $Toyota Motor(7203.JP)$ and $NEC(6701.JP)$ were net buyers of JPY¥ 10
Takeda Ken, DIP, and others (added) Rating
Upgrades – Bullish Code Stock Name Securities Firm Previous Revised ---------------------------------------------------------- <4592> SanBio City "2" "1" <6997> Nichicon JPM "Underweight" "Neutral" Downgrades – Bearish Code Stock Name Securities Firm Previous Revised --------------------------------------------------
Astellas Pharma, OLC, and others (additional) Rating
Upgrades – Bullish Code Stock Name Brokerage Firm Previous Revised ---------------------------------------------------------- <3778> Sakura Nomura "Neutral" "Buy" <7453> Ryohin Keikaku Tokai Tokyo "Neutral" "Outperform" <8439> Tō Century JPMorgan "Neutral" "Overweight" Downgrades – Bearish Code Stock Name Brokerage Firm Previous Revised --------------
Tokai Tokyo Upgrades Ryohin Keikaku to Outperform From Neutral; Price Target Is 5,000 Yen
Express News | Ryohin Keikaku: Mitsubishi Corp's Stake in Co Is Down to 0% From 3.9% After Share Disposal
Express News | Ryohin Keikaku: Entered Into Strategic Business Alliance Agreement With Mitsubishi Corp, Capital Relationship Has Been Dissolved
Investors were wary due to heightened tensions in the Middle East and the decline in South Korean equities.
The Nikkei 225 dropped sharply, marking its first significant decline in three trading days, and closed at 67,242.73 yen, down 1,315.00 yen (estimated volume: 1.97 billion shares). Selling pressure dominated early trade amid concerns over escalating tensions in the Middle East; however, the index briefly turned positive shortly after the opening, reaching 69,078.21 yen, buoyed by the prior Friday’s rally in U.S. equities. The rebound proved short-lived, as a sharp plunge in South Korea’s KOSPI index—triggering a circuit breaker after falling more than 9% at one point—sparked broad-based selling, particularly in semiconductor and artificial intelligence (AI)-related stocks.
Afternoon Session [Notable Movers & Actively Traded Stocks]
*Kaneko Seed Co., Ltd. <1376> 1,532 +34: Operating profit rose 15.7% year-over-year in the previous fiscal year and is projected to increase 14.3% this fiscal year. *ADWAYS Inc. <2489> 314 +11: Certified as a B2B2C partner for cross-border e-commerce operations by JD.com, one of China's largest e-commerce platforms. *Kohnan Shoji Co., Ltd. <7516> 4,255 +170: First-quarter operating profit increased 42.8% year-over-year. *Daito Co., Ltd. <4577> 1,294 +44: Operating profit rose 38.8% year-over-year in the previous fiscal year and is expected to grow 10.0% this fiscal year.
JP Movers | Ryohin Keikaku Rose 16.84%, Leading Nikkei 225 Components, Kioxia Holdings Topped Turnover List
Market sentiment was stable today as Nikkei 225 components continued to trade sideways, with Ryohin Keikaku(7453.JP) being the top gainer today, rising 16.84% to close at 4233.0 yen. In addition, the top loser was Taiyo Yuden(6976.JP),falling 19.21% to end at 11900.0 yen.
Jefferies Adjusts Ryohin Keikaku's Price Target to 5,000 Yen From 4,700 Yen, Keeps at Buy
Morning Session [Active Stocks / Executed Trades]
*Ryohin Keikaku <7453> 4,229 +606: Reported third-quarter earnings significantly exceeded expectations. *Furuno Electric <6814> 7,390 +1,000: First-quarter earnings surged sharply, creating strong market impact. *OSG Corporation <6136> 4,089 +312: Announced an upward revision of full-year guidance and an increase in dividend payout. *B. Technology <7717> 7,540 +490: Jefferies Securities raised its target price. *Aida Engineering <6118> 1,256 +76: Conducting share buybacks at a high level.
Taiki-sha, Tsuruha HD, and others (added) Rating
Upgrades – Bullish Code Stock Name Securities Firm Previous Revised ---------------------------------------------------------------- <4307> NRI Macquarie "Underperform" "Outperform" <4506> Sumitomo Pharma "3" "2" Downgrades – Bearish Code Stock Name Securities Firm Previous Revised ---------------------------------------------
Ryohin Keikaku surged sharply, as its third-quarter earnings significantly exceeded expectations with a substantial increase in profit.
Shares surged sharply. The company reported third-quarter earnings last Friday, with operating profit for the March–May period reaching ¥35.7 billion, up 53.5% year-on-year and significantly exceeding market expectations of around ¥29 billion. The full-year operating profit forecast has been revised upward from ¥89 billion to ¥98 billion, representing a 32.7% increase from the prior year. The full-year consensus estimate is believed to have been slightly above ¥90 billion. The decline in selling, general, and administrative (SG&A) expense ratios in Japan and China appears to have progressed more than anticipated. Cumulative operating profit through the third quarter stands at ¥80.8 billion, raising expectations of further upside.
July 13 [Today's Investment Strategy]
[FISCO Featured Stock] 【Catalyst Stock】Furuno Electric Co., Ltd. <6814> — ¥6,390 (July 10). The company manufactures marine electronics, including fish finders. It has released its first-quarter earnings, reporting an operating profit of ¥5.681 billion, up 65.3% year-over-year. Strong order backlogs at shipbuilders—driven by demand for alternative-fuel vessels—led to continued growth in sales of newbuild equipment, particularly in China. The company forecasts full-year operating profit for the fiscal year ending February 2027 at ¥17 billion, a 4.6% increase from the previous year, and noted that the first quarter marked a strong start to the fiscal year.
Attention is turning to OSG and Furuno Electric, while Dip Corporation and Yaskawa Electric appear weak.
On the U.S. stock market last Friday, the 10th, the NY Dow rose 149.60 points to close at 52,637.01, the Nasdaq Composite Index gained 74.72 points to end at 26,281.61, and the Chicago Nikkei 225 futures settled at 69,250 yen, up 440 yen from the Osaka daytime session. The dollar-yen exchange rate stood at 161.70–80. In today’s Tokyo market, Furuno Electric Co., Ltd. <6814>, which reported a 65.3% year-over-year increase in first-quarter operating profit, and Konan Shoji Co., Ltd. <7516>, whose first-quarter operating profit rose 42.8% year-over-year, were among the notable gainers, along with companies reporting first-quarter net profit...