Expectations for progress in the Japan-China trade agreement have led to a recovery to 37,500 yen.
The Nikkei average saw a significant rise. It closed at 37,503.33 yen, up 574.70 yen (estimated Volume of 2.6 billion 40 million shares), recovering to the 37,500 yen level for the first time in about a month and a half since March 27. Anticipation of progress in the US-China ministerial trade negotiations starting on the 10th led to buying across a wide range of stocks. When approaching the psychological milestone of 37,500 yen, there were instances where the increase was reduced due to selling in anticipation of a pullback and profit-taking adjustments ahead of the weekend, but in the latter half of the trading session, there was a movement of short covering.
Amid rising expectations for US tariff negotiations, high-tech shares lead the increase.
The Nikkei average rebounded, ending the trade at 36,928.63 yen, up 148.97 yen (with an estimated Volume of 1.9 billion 10 million shares). The U.S. Federal Open Market Committee (FOMC) passed quietly, and supported by the rise in U.S. stocks and the progress of yen depreciation, the main technology stocks opened with Buy orders. After the initial surge in buying, the market softened due to profit-taking and other selling, with a drop to 36,606.71 yen observed at one point. Later, U.S. President Trump stated that 'regarding trade agreements with major countries, there will be an announcement at 10 AM on the 8th (Japan time).
Advantest Unveils SiConic Test Engineering: Unified, Scalable Bench Environment for Debug and Validation
The Nikkei average is up about 150 yen, with Advantest, Tokyo Electron, and Recruit Holdings contributing positively at the top.
On the 8th, just after 12:46 PM, the Nikkei average stock price hovered around 36,930 yen, approximately 150 yen higher than the previous day. The afternoon session started with an increased range from the morning closing price. At 12:32 PM, it reached a high of 36,973.00 yen, marking a rise of 193 yen and 34 sen, maintaining a high range. The foreign exchange rate remained around 143 yen and 50 sen per dollar, continuing to fluctuate. In terms of contribution from the stocks included in the Nikkei average, Advantest <6857.T>, Tokyo Electron <8035.T>, and Recruit were among the top positive contributors.
Developments led by high-tech Shareholders such as Tokyo Electron ETC.
[Stocks Opening Comment] The Japanese stock market on the 8th is likely to begin with a buying trend. The US market on the 7th saw the Dow Jones Industrial Average rise by 284 points, and the Nasdaq increased by 48 points. US Treasury Secretary Yellen and USTR Representative Tai announced that they will visit Switzerland to discuss trade issues with China. Expectations for progress in US-China discussions led to an initial buying surge. President Trump indicated that tariffs will not be lowered for trade negotiations, resulting in some weakness in the market.
Announced 'SiConic Test Engineering' which allows debugging and verification in a bench environment.
Utilizing the integrated SiConic ecosystem to support test engineers throughout the entire development lifecycle.
List of stocks breaking through clouds (weekly chart) (part 2)
○ List of stocks that have fallen below the clouds in the market Code Stock Name Closing Price Leading Span A Leading Span B Main Board <1379> Hokuto 1811 1826.75 1824 <1873> Japan House HD 317338.5 323.5 <2531> Takarajima HD 1145 1163.25 1145.5 <2594> Key Coffee 2042 2047 2066.5 <2792> Honeys HD 1603 1628
Shin Yamamoto's "Stock Research File": Is the announcement day of tariffs by sector in the Semiconductors field the starting signal for the bubble reignition?
In the previous discussion, it was mentioned that the current market closely resembles the early stages of the COVID bubble. If President Trump is seriously considering ensuring victory for the Republican Party in next year's midterm elections, the re-emergence of the bubble is quite possible. The Nikkei average and TOPIX (Tokyo Stock Price Index) have already regained levels that were seen before the 'USA Liberation Day' (the day the mutual tariffs were announced), significantly surpassing the closing prices at the end of March. In that sense, it can be said that the shock from the mutual tariffs has been overcome, but the year-to-date high during trading hours.
Expectations for the progress of the weak yen and tariff negotiations are driving prices close to 37,000 yen.
The Nikkei average has risen for seven consecutive trading days, finishing at 36,830.69 yen, up 378.39 yen (with an estimated volume of 1.9 billion 70 million shares). The depreciation of the yen, driven by the retreat of speculation regarding additional interest rate hikes by the Bank of Japan, combined with expectations of progress in tariff discussions with the USA, led to a bullish start. Autos stocks were bought, reaching as high as 36,976.51 yen in the middle of the morning session, approaching the significant level of 37,000 yen. However, ahead of the four-day holiday, profit-taking selling is likely to occur, and the USA is awaiting the announcement of the employment statistics for April.
The Nikkei average is about 230 yen higher, with positive contributions from Fast Retailing, Daikin, and Shin-Etsu Chemical leading the way.
At 12:47 PM on the 2nd, the Nikkei Stock Average is trending around 36,680 yen, up about 230 yen from the previous day. In the afternoon session, trading started near the morning's closing price. After that, it seems that active trading is limited due to the upcoming consecutive holidays. The foreign exchange market is at 145.20 yen to the dollar, and the yen is strengthening in the afternoon. In terms of the contributions of the stocks included in the Nikkei Stock Average, Fast Retailing <9983.T>, Daikin <6367.T>, and Shin-Etsu Chemical <4063.T> rank among the top positives.
Rating information (changes in investment determination) = Mitsukoshi Isetan, GENDAX ETC.
◎Morgan Stanley MUFG Securities (three tiers: Overweight > Equal Weight > Underweight) Mitsukoshi Isetan <3099.T> --- "Overweight" → "Equal Weight", 3,200 yen → 2,200 yen ◎Tokai Tokyo Securities (three tiers: Outperform > Neutral > Underperform) GENDTA <9166.T> --- New "Outperform", 1,410 yen Shinmetrics H <6086.T> --- "Outperform" → "Neutral"
<Rating Change Observation> Upgraded to new - GENDA / Shin-Etsu Chemical, downgraded to Shinmente H, etc.
◎ New and resumed GENGDA <9166.T> - Domestic semi-large company upgraded to the highest tier in three stages. ◎ Upgrade Shin-Etsu Chemical <4063.T> - Domestic mid-sized company upgraded to the highest tier in five stages. Advantest <6857.T> - Domestic mid-sized company upgraded to the highest tier in five stages. ◎ Downgrade Mitsukoshi Isetan <3099.T> - Bank-affiliated downgraded to the middle of three stages. Symantec H <6086.T> - Domestic semi-large company downgraded to the middle of three stages. Provided by Wealth Advisor.
Rating [Securities companies rating]
Upgraded - Bullish Code Stock Name Securities Company Previous After --------------------------------------------------------- <6857> Advanta Mito "B+" "A" <4063> Shin-Etsu Chemical Mito "B+" "A" Downgraded - Bearish Code Stock Name Securities Company Previous After --------------------------------------------------------- <6086>
The ADR trends for the day = In yen conversion, TDK, Advantest, Kyocera Corporation Sponsored ADR, etc. are high.
The American Depositary Receipts (ADRs) for the day, when converted to yen, were universally higher compared to the closing prices in Tokyo. In yen terms, TDK <6762.T>, Advantest <6857.T>, Kyocera Corporation Sponsored ADR <6971.T>, Nissan Motor <7201.T>, and Mizuho <8411.T> were higher. Kirin Holdings <2503.T>, Shin-Etsu Chemical <4063.T>, Kubota <6326.T>, Kawasaki Heavy Industries <7012.T>, and SoftBank Group <9984.T> were also higher. Provided by Wealth Advisor Co.
After the delayed interest rate hike by the Bank of Japan, the Nikkei average stock price temporarily recovered to 36,500 yen.
The Nikkei average continued to rise significantly for six consecutive trading days, closing up 406.92 yen at 36,452.30 yen (Volume estimated at 1.8 billion 60 million shares). Amid the sharp surge in the after-hours trading of U.S. Microsoft and Meta Platforms Inc, buying started to lead in the Tokyo market, particularly in the Semiconductors sector. Additionally, the depreciation of the yen to the 144 yen level against the dollar following the announcement of the Bank of Japan's monetary policy decision was also viewed as favorable, increasing the number of export-related stocks that gained in value.
The Nikkei average is up about 260 points, with the positive contributors being Advantest, TDK, and Recruit Holdings at the top.
At around 12:50 PM on the 1st, the Nikkei average stock price is fluctuating around 36,300 yen, up about 260 yen from the previous day. At the much-anticipated Bank of Japan monetary policy meeting, it was unanimously decided to maintain the current financial market adjustment policy. In the afternoon, trading began with an increased range compared to the morning's closing price, and the exchange rate is at 143.60 yen per dollar, currently trending toward a weaker yen. In terms of the contribution of stocks included in the Nikkei average, Advantest <6857.T>, TDK <6762.T>, are among the top positive contributors.
Market Overview Early Information = Main after-market market order status (2) LINE Yahoo, Rakuten, Mizuho, etc.
As of 12:20 PM on the 1st, the main pre-opening market orders are as follows: LINE <4689.T> Sell 290,000 shares, Buy 50,000 shares Japan Post <6178.T> Sell 20,000 shares, Buy 10,000 shares Advantest <6857.T> Sell 40,000 shares, Buy 100,000 shares Rakuten <4755.T> Sell 20,000 shares, Buy 50,000 shares Renesas <6723.T> Sell 30,000 shares, Buy 50,000 shares Mizuho <8411.T> Sell 30,000 shares, Buy 30,000 shares Provided by: Wealth Advisor Co.
The Nikkei average is up about 130 yen, with the top gainers among the adopted stocks being Sumitomo Pharma, JR Central, Advantest, ETC.
On May 1st, shortly after 11 AM, the Nikkei Average stock price fluctuated around 36,175 yen, up about 130 yen from the previous day. At 9:13 AM, it reached 36,341.62 yen, up 296.24 yen. After that, with few clues available and anticipating the announcement of the Bank of Japan's monetary policy decision meeting results, a wait-and-see mood seems to have spread. Among the stocks included in the Nikkei Average, notable gainers include Sumitomo Pharma <4506.T>, JR Tokai <9022.T>, and Socionext <6.
April 30th ADR trends = Advantest, Keyence, Mitsubishi Heavy Industries and others are high in yen conversion values.
On April 30, the ADRs (American Depositary Receipt) showed mixed results compared to the Tokyo closing prices on the same day when converted to yen. In terms of yen values, Advantest <6857.T>, Keyence <6861.T>, Mitsubishi Heavy Industries <7011.T>, Mizuho <8411.T>, and SoftBank Group <9984.T> were higher. On the other hand, INPEX <1605.T>, Nidec Corporation Sponsored ADR <6594.T>, Sony Group Corp <6758.T>, Murata Manufacturing <6981.T>, and Nitori Holdings <9843.T> were softer.
The index has recovered to the 36,000 yen range for the first time in a month.
The Nikkei average has risen for five consecutive trading days. It ended with a gain of 205.39 yen at 36,045.38 yen (with an estimated Volume of 2.2 billion 80 million shares), recovering the 36,000 yen mark for the first time in about a month. Increased expectations for a rise due to the strong US stock market and progress in US tariff negotiations led the buying. The Nikkei average briefly returned above 36,000 yen right after trading began. However, as it surpassed the key level of 36,000 yen, opposing sentiments emerged, and gradually a wait-and-see mood spread, resulting in consolidation around 35,900 yen. Toward the end of the afternoon session, index buying is expected from pension funds at the end of the month.