IMTM iShares MSCI Intl Momentum Factor ETF
- 39.290
- +0.410+1.05%
Prices are in response to depreciation in US stocks, and sales are dominant, mainly stocks
The Nikkei Average fell. The transaction closed at 38646.11 yen (estimated turnover of 1.39 billion shares), which depreciated 457.11 yen. In response to the trend where major stock price indices fell in the US market the day before due to concerns that inflation would remain high in response to concerns about rising inflation in response to US economic indicators, stocks sold mainly high-value stocks, etc., increased, and the Nikkei Average fell below 39,000 yen and started. After that, it dropped to 38367.70 yen. However, since US stock index futures due to overtime trading have been steady, tonight's US
The Nikkei Average has fallen drastically, and high tech stock depreciation has limited high-profile purchases
The US stock market continued to decline on the 23rd. The Dow average closed at 39065.26 dollars (-1.53%) lower by 605.78 dollars, the NASDAQ depreciated 65.50 points (-0.39%) at 16736.04, and the S&P 500 closed at 5267.84, which was 39.17 points lower (-0.74%). Semiconductor NVIDIA's favorable financial results led to an improvement in investor sentiment, and it remained steady. After that, long-term interest rates rose due to employment-related indicators and PMI being stronger than expected and expectations of interest rate cuts receding
Aida, Sumitomo Heavy Industries, etc. [List of brand materials from newspapers]
*Aida ＜6118＞ press will be introduced next month, dedicated to molding fuel cell parts (Nikkan Kogyo 1 page) - ○*Sumitomo Shige＜6302＞ Ion Technology, practical application of “next-generation ion implantation device” (Nikkan Kogyo page 1) - ○*Sony G ＜6758＞ intellectual property creation and expansion, development of overseas creators (Nikkan Kogyo page 3) - ○Toyota*＜7203＞ Prius production will resume at Tsutsumi Plant from next month 17 (Nikkan Kogyo, page 3) -*Fuji Electric Current profit for the fiscal year ending March '27 90 billion yen, semiconductor energy
Determine the solidity of high-tech stocks after a round of sales
[Stock Opening Comment] It seems that market developments will continue in the Japanese stock market on the 24th to determine solidity after the first round of sales. In the US market on the 23rd, the NY Dow depreciated by 605 dollars and the NASDAQ depreciated by 65 points. NVIDIA's good financial results led to an improvement in investor sentiment, but after that, employment-related indicators and PMIs were stronger than expected, and the rise in long-term interest rates due to receding expectations of interest rate cuts became a burden and began to decline. Chicago Nikkei 225 futures are 38560 yen, 540 yen lower than Osaka
Semiconductor-related stocks led in response to favorable financial results from US NVIDIA
The Nikkei Average rebounded sharply for the first time in 3 days. The transaction was closed by recovering 486.12 yen to 39103.22 yen (estimated turnover of 1.56 billion shares) and 39100 yen since 4/15. Buyback movements intensified mainly in semiconductor-related stocks against the backdrop of good financial results from US semiconductor giant NVIDIA announced early in the morning. After a round of buying, profit and profit intensified just before the 39,000 yen level, which was a psychological milestone, and there was a scene where it softened to around the previous day's closing price, but US stock index futures due to overtime trading were steadily pushed forward
The Nikkei Average rebounded drastically, and it looked like semiconductor stocks were strongly included due to the NVIDIA effect
The US stock market fell on the 22nd. The Dow average closed at 39671.04 dollars (-0.51%) depreciated by 201.95 dollars, the NASDAQ depreciated by 31.09 points (-0.18%) at 16801.54, and the S&P 500 fell by 14.40 points (-0.27%) at 5307.01. Ahead of the US Federal Open Market Committee (FOMC) agenda summary and semiconductor NVIDIA financial results announcements, wait-and-see signs intensified, and they joined in small movements. The US Federal Reserve (Fed)
There is a possibility that high-tech stocks will drive the Nikkei Average
[Stock Opening Comment] In the Japanese stock market on the 23rd, it seems that market developments with a strong sense of stalemate will continue after a round of buying. In the US market on the 22nd, the NY Dow depreciated by 201 dollars and the NASDAQ depreciated by 31 points. In the summary of the US Federal Open Market Committee (FOMC) proceedings for the previous session announced by the US Federal Reserve (Fed), it became clear that in addition to maintaining policy interest rates at a high level over an even longer period of time, there were also participants who supported additional tightening if necessary, and profit
List of Unrivaled Stocks (Part 2) [Ichimoku Equilibrium Chart/Kumoku Stock List]
○List of Unbroken Stocks Market Code Stock Name Closing Price Advance Span A Advance Span B Tokyo Stock Exchange Prime ＜1762＞ Takamatsu G 2771 2784 2830 ＜1899＞ Fukuda Gumi 5410 5535 5445 ＜2359＞ Core 1863 1878.5 1880.5 ＜2590＞ D
NVIDIA has strong demand for semiconductors for generative AI in the February-April fiscal year
[Semiconductors] In the financial results for the fiscal year ending 2024/2/4 announced by NVIDIA after the end of trading on the 22nd, demand for semiconductors for generative AI was strong, and both sales and final profit reached record quarterly highs. It was bought in overtime trading, and it seems that it will be a support material for semiconductor stocks. ＜8035＞Tokyo Electron ＜6857＞Advantest＜7735＞SCREEN Holdings ＜7729＞Tokyo Seimitsu ＜7731＞Nikon ＜6383＞
Balance adjustments prior to the announcement of US NVIDIA's financial results
The Nikkei Average continues to fall. The transaction closed at 38617.10 yen (estimated turnover of 1.54 billion shares), which depreciated by 329.83 yen. Ahead of the financial results announcement of US semiconductor giant NVIDIA, which is scheduled for early morning tomorrow in Japan time, sales due to holding adjustments take precedence in semiconductor-related stocks. The Nikkei Average reached a high price of 38854.99 yen, which was attached immediately after the close, and then there was a soft trend. Although there were situations where they were reluctant to go down at one point, domestic long-term interest rates rose further in the aftermath, reaching the 1.0% range for the first time in 11 years
The Nikkei Average continues to decline, and long-term interest rates reach 1.00% and real estate stocks are being sold
The US stock market rose on the 21st. The Dow average closed at 39872.99 dollars, which was 66.22 dollars higher (+ 0.17%), the NASDAQ was 16832.63, which was 37.75 points higher (+ 0.22%), and the S&P 500 closed at 5321.41, which was 13.28 points higher (+ 0.25%). Since senior US Federal Reserve (Fed) officials repeated the attitude of leaving policy interest rates unchanged for the time being, they fell after being close. At the same time, I like the view that there is little possibility of interest rate hikes and retail settlement
Resonac, Kakaku.com, etc. (added) Rating
Downgrading-Bearish Code | Stock Name | Securities Company | Conventional | After Change |------|-----------------|----------|--------|--------|＜4041＞|Nisso | Daiwa | “2” | “3” |Target Stock Price Change Code | Stock Name | Securities Company | Traditional | After Change |------|-----------------|--------
High-tech has gone from wait-and-see to solid price movements from buybacks
[Stock Opening Comment] It seems that market developments with a strong sense of stalemate will continue in the Japanese stock market on the 22nd. In the US market on the 21st, the NY Dow rose 66 dollars and the NASDAQ was 37 points higher. Since senior US Federal Reserve (Fed) officials repeated the attitude of leaving policy interest rates unchanged, there were also scenes where they were sold. After that, in addition to the view that there was little possibility of interest rate hikes, it began to rise due to purchases that were favorable to retail companies' financial results. Also, the decline in long-term interest rates for high-tech stocks is a support material
Heiwa Real Estate REIT Investment Corp. -- Issuance of new investment units and sale of investment units through public offering
Heiwa Real Estate REIT Investment Corporation ＜8966＞ announced on the 20th that it will issue new investment units and sell investment units through a public offering. The application unit is 1 unit or more per unit. It is a general recruitment, and the payment due date is 6/3, and the delivery date is 6/4. The number of new investment units issued is 42,800, and the issue price (offering price) is yet to be determined. Have underwriters (9 companies) accept purchase transactions for all investment units. SMBC Nikko Securities and Daiwa Securities Group, which are subsidiaries of Sumitomo Mitsui Financial Group ＜8316＞
Waiting for NVIDIA's financial results, the send-off mood gradually intensifies
The Nikkei Average fell. The transaction closed at 38946.93 yen (estimated turnover of 1.57 billion shares), which depreciated by 122.75 yen. Since high-tech stocks were bought, such as the Nasdaq Composite Index hitting an all-time high in the US market at the beginning of the week, prices mainly semiconductor-related stocks rose in the Tokyo market, and the Nikkei Average rose to 39346.15 yen soon after trading began. However, in addition to not breaking through the previous day's high price (39437.16 yen), there were sales awaiting return due to the recovery to the 39,000 yen level
Isetan Mitsukoshi, PERSOL HD, etc. (additional) Rating
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|---------|---------|---------|＜9519＞|RENOVA |GS | “Selling” | “Neutral” |Target Stock Price Change Code | Stock Name | Securities Company | Traditional | After Change |------|------|---
NTN, Panasonic HD, etc.
*NTN ＜6472＞EV shaft orders started, torque loss reduced by 70% (Nikkan Kogyo side 1) - ○*Murata Seisakusho ＜6981 ＞ filter absorbs CO2 in the car, reducing the risk of drowsiness in EV internal air circulation (Nikkan Kogyo 1 side) - ○*Denso ＜6902＞ Renesas shares partially sold (Nikkan Kogyo page 3) - ○*Japan KFC ＜9873＞ US Carlyle becomes TOB, a wholly owned subsidiary (Nikkan Kogyo 4 pages) -○*ST 4951 It became a Chardin subsidiary by issuing shares, Respecting the Founder's Will (Daily Edition)
HSBC Recommends Where to Invest Globally With Stocks Set to Rise Under Two Scenarios
Risk appetite intensifies due to overseas speculations about buying
The Nikkei Average rebounded. The transaction was closed after recovering to 39,069.68 yen (estimated turnover of 1.8 billion shares) and the 39,000 yen level for the first time in about 1 month since 4/15, which rose by 282.30 yen. It shows the trend where high-tech stocks were sold in the US market the previous weekend, semiconductor-related stocks etc. were sold in the morning, and the Nikkei Average fell to 38703.70 yen immediately after the start of trading. However, futures buying, which is seen as a short-term trend, gradually increased due to a relative sense of delays in Japanese stocks, etc., and Asayasu's semiconductor-related stocks also reversed, leading to the front
List of Unrivaled Stocks (Part 1) [Ichimoku Equilibrium Chart/Kumoku Stock List]
○Kumo Stock List Market Code Stock Name Closing Price Advance Span A Prior Span B Tokyo Stock Exchange Prime ＜1515＞ Nittetsu Mining 5080 4967.5 5042.5 ＜1662＞ Petroleum Resources 6730 6692.5 6385 ＜1815＞ Steel Construction 2676 2652.5 2450 ＜1870＞