Expectations of acquisitions are driving the rise of low-priced stocks.
In the Tokyo Stock Market, acquisition expectations are one of the driving forces behind the selection of individual stocks. Even in cases that are not parent-child listings, there are instances where tender offers (Buyouts) occur with objectives such as enhancing competitiveness and complementing business areas, and high premiums are also observed. There are circumstances questioning the significance of listing for companies with low Market Cap and low PBR (Price to Book Ratio), leading to active speculation among investors. <Awareness of Market Cap criteria and low PBR> The largest condominium construction company, Haseko Corporation <1808.
Kddi Corporation, Mizuho Leasing, ETC.
*Kddi Corporation <9433> launches Japan's first service, direct communications via satellite and smartphones (Nikkei Industrial, page 3) - ○ *JFEHD <5411> JFE Steel establishes a large electric furnace in Kurashiki, one of the largest in the world, with an annual crude steel production of 2 million tons (Nikkei Industrial, page 3) - ○ *Daiwa Motor Transportation <9082> increases investment in taxi dispatch with Mitsubishi Corporation and others to address local transportation issues (Nikkei Industrial, page 4) - ○ *Itochu <8001> enters the used smartphone distribution market in the U.S. to expand overseas share (Nikkei Industrial, page 4) - ○ *Sumitomo Corporation <8053> U.S. nuclear fusion.
JFE Holdings to Introduce Advanced Electric Arc Furnace for Carbon-Neutral Steelmaking
The Nikkei Average is up about 1,730 yen and continues to show a solid trend even after buying has settled down = 8 days into the trading session.
On the 8th at around 10:05 AM, the Nikkei average stock price fluctuated around 32,870 yen, up approximately 1,730 yen compared to the previous day. At 9:56 AM, it recorded an increase of 1,966.96 yen, reaching 33,103.54 yen. On the 7th, the U.S. stock market experienced mixed information regarding Trump's tariffs. The Dow Inc fell sharply before turning positive, ultimately resulting in volatile trading with continued declines. The Nasdaq Composite Index rebounded for the first time in three days, and the SOX (Philadelphia Semiconductors Index) also increased. Japanese stocks experienced a significant decline the previous day.
List of cloud breakout stocks (Part 2) [Ichimoku Kinko Hyo - List of cloud breakout stocks]
○ List of stocks that broke below the cloud market Code Stock Name Closing Price Leading Span A Leading Span B Main Board <5202> Asahi Glass 355 379.5 367 <5233> Taiheiyo Cement 3740 4044.75 3864.5 <5288> Asia Pile 8488 4849.5 <5301> Tokai Carbon 8709 08.75 898 <5406> Kobe Steel 1614 1715.75 1624
The Nikkei average is down about 120 yen, following a lead in buying but turning down due to selling while waiting for a rebound = 2 days before the market.
At around 10:05 AM on the 2nd, the Nikkei average stock price is trading around 35,500 yen, down about 120 yen from the previous day. At 9:26 AM, it reached 35,426.33 yen, down 198.15 yen. On the 1st in the local US market, the Dow Inc slightly declined, but the Nasdaq composite index rebounded for the first time in five days, and the SOX (Philadelphia Semiconductors) index was also high. The rise in the SOX index, which significantly affects Japan's semiconductor-related stocks, led to buying in Japanese stocks centered on semiconductors.
The Nikkei average fell by 788 yen, continuing the sharp decline, with over 80% of the Main Board stocks decreasing in value as of the morning session on the 28th.
On the 28th, the Nikkei average stock price fell significantly by 788.31 yen, settling at 37,011.66 yen. The TOPIX (Tokyo Stock Price Index) also dropped by 61.64 points to 2,753.83 points, marking a sharp decline for the first time in four days. Following the decline in U.S. stocks on the 27th local time, selling was dominant from the morning. By 11:00 AM, the Nikkei average fell to 36,961.80 yen, down 838.17 yen, breaching the 37,000 yen mark during trading for the first time since the 14th. It continued to trade in the low range thereafter.
The Nikkei average is down about 755 yen, cautious of the impact of U.S. Autos tariffs = morning session on the 28th.
At around 10:05 AM on the 28th, the Nikkei average stock price is trading around 37,040 yen, down about 755 yen from the previous day. At 10:04 AM, it reached 37,022.87 yen, down 777.10 yen. On the 27th, the US stock market saw both the Dow Inc and the Nasdaq Index ETF continue to decline. The SOX (Philadelphia Semiconductors) Index also dropped. After the regular trading hours on the 26th, President Trump announced that a 25% additional tariff would be imposed on all imported Autos. The impact of the additional tariff on the economy is...
JFE Holdings To Go Ex-Dividend On March 28th, 2025 With 50 JPY Dividend Per Share
March 27th (Japan Standard Time) - $JFE Holdings(5411.JP)$ is trading ex-dividend on March 28th, 2025.Shareholders of record on March 31st, 2025 will receive 50 JPY dividend per share. The ex-
Mitsubishi Corporation and JFE Holdings are jointly developing an electrical utilities business and a datacenter business in the Keihin Osenjima area.
On the 26th, Mitsubishi Corporation <8058.T> announced that it has signed a memorandum with JFE Holdings <5411.T> to begin consideration of a joint project that integrates the Electrical Utilities and Datacenter businesses in the Keihin-Ohashima area (Kawasaki City, Kanagawa Prefecture). The two companies aim to contribute to strengthening Japan's industrial competitiveness by examining the Electrical Utilities and Datacenter businesses as a whole in the Keihin-Ohashima area. Specifically, they will utilize hydrogen and existing power plants to supply green power, taking advantage of the area's characteristics.
Mitsubishi Corporation --- Construction of a Datacenter on the site of the former JFE blast furnace.
Continuous rise. It has been reported that JFE Holdings <5411> will partner to build a Datacenter on the former blast furnace site in Kawasaki by the fiscal year 2030. It is said that a large number of Servers equipped with high-performance Semiconductors will be operated to respond to the increasing demand for generative AI, ETC. The total project cost is estimated to be between 100 billion and 150 billion yen. In the redevelopment of factory sites, there seems to be potential for further expansion of Datacenters.
Kyowa Kirin, Pola Orbis HD, etc. (additional) Rating.
Target Price Change Code Stock Name Securities Company Previous Changed After-------------------------------------------<5406> Kobe Steel Morgan Stanley 1700 yen 1900 yen <5411> JFE Morgan Stanley 1900 yen 2150 yen <7956> Pigeon Daiwa 1520 yen 1890 yen <8750> Dai-ichi Life HD Morgan Stanley 5310 yen 5450 yen <8795> T&D HD Morgan Stanley 3290 yen 3360 yen <9201> JAL GS29
Rating information (Target Price changes - Part 1) = Kyowa Kirin, Pola Orbis Holdings, ETC.
◎Nomura Securities (3 levels: Buy > neutral > Reduce) Kyowa Kirin <4151.T> --- "Buy" → "Buy", 3500 yen → 3000 yen ◎Daiwa Securities (5 levels: 1 > 2 > 3 > 4 > 5) Pola Orbis Holdings <4927.T> --- "3" → "3", 1470 yen → 1200 yen Pigeon <7956.T> --- "3" → "3", 1520 yen → 1890 yen ◎Morgan Stanley MUFG Securities (3 levels: Overweight > Equal weight > Underweight)
Rating information (investment decision changes - Part 1) = Izumi, Torikemikaru, ETC.
◎ SMBC Nikko Securities (3 levels; 1 > 2 > 3) Izumi <8273.T> --- New "1", 4000 yen ◎ Iwai Cosmo Securities (5 levels; A > B+ > B > B- > C) Torichemical <4369.T> --- New "B+", 3200 yen ◎ Mito Securities (5 levels; A > B+ > B > B- > C) JFE HD <5411.T> --- "B+" to "B", 1900 yen to 2000 yen ◎ SBI Securities (3 levels; Buy > Hold > Sell) Iyo Bank HD <5830.T> --- New "Buy", 215.
<Rating Change Observation> Upgrade of Izumi and Bridgestone, downgrade of JFE HD, etc.
◎New and Resumed: Nexon <3659.T> -- U.S. company has a "Sell" rating (coverage resumed) Trichemical <4369.T> -- Domestic major company rated 2 out of 5 OLC <4661.T> -- U.S. company has a "Hold" rating (coverage resumed) LINE Yahoo <4689.T> -- U.S. company has a "Hold" rating (coverage resumed) Cyber <4751.T> -- U.S. company has a "Hold" rating (coverage resumed) Iwata Gin HD <5830.T> -- Internet company rated the highest level out of 3 Recruit HD <6098>
List of conversion stocks (part 2) [List of stocks converting with Parabolic Signals]
○ List of stocks converted to Sell in the market Code Name Closing Price SAR Tokyo Main Board <1377> Sakata Seed 3430 3500 <1433> Bestera 9811029 <1939> Shikoku Electric Power 13281404 <2053> Chubu Fodder 13741418 <2267> Yakult 29943141 <2270> Snow Brand Milk Products 26802719 <2292> S FOODS 2535 2
Materials Up on Trade Policy Bets -- Materials Roundup
The Nikkei average is up about 20 yen, and after the Buy surge, it shows heavy movement in the upper range = 24 days before the market.
On the 24th at around 10:09 AM, the Nikkei Stock Average is trading about 20 yen higher than the previous weekend, around 37,700 yen. At 9:00 AM, it reached 38,841.68 yen, up by 164.62 yen. In the morning, there was some easing of caution regarding the impact on the US economy from the introduction of mutual tariffs starting April 2nd in the US stock market on the 21st local time, resulting in a rebound of the NY Dow Inc and the Nasdaq Composite Index. As a result, buying was prioritized. However, since the previous week also witnessed a heavy upper range, selling in anticipation of a pullback emerged afterward.
The Nikkei Average fell by 74 points, continuing its downward trend, while the TOPIX remains strong, rising for eight consecutive days = Afternoon session on the 21st.
On the 21st, in the afternoon session, the Nikkei Stock Average fell by 74.82 yen to 37,677.06 yen compared to the previous trading day. Meanwhile, the TOPIX (Tokyo Stock Price Index) rose by 8.20 points to 2,804.16 points, marking its eighth consecutive increase. This is the longest streak since January 15, 2024, a period of about one year and two months. In the morning, influenced by a slight decline in the NY Dow and Nasdaq Composite Index in the local U.S. stock market on the 20th, selling pressure was observed. When the Nikkei opened at 9:00 AM, it was down by 132.51 yen to 37,619.37 yen.
The Advance Reading Strategy Command Room = EREX: profits are recovering smoothly, positive towards partnership strategies, aiming for dips.
Irex <9517.T> is steadily recovering its earnings, is proactive about partnership strategies, and the daily chart shows an upward trend, intending to aim for a buying opportunity. Focusing on biomass power generation, the company is engaged in a consistent range of electrical utility businesses from fuel business, power generation business, to the trading business that becomes increasingly important with deregulation, and the retail electricity business, aiming for growth centered around renewable Energy. The underwriting partner of the third-party allocation capital increase completed on May 30, 2024, is JFE Holdings <5411.T> subsidiary JF.