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.

Kabushiki ShimbunMay 2 04:49 ET

The Nikkei average is up by about 95 yen, with trading volumes led by Disco, Mitsubishi Heavy Industries, and LaserTech.

On the afternoon of the 30th, the Nikkei average stock price was trading around 35,935 yen, approximately 90 yen higher compared to the previous trading day. The latter half of the day started with a slightly dominant Sell in trading, but it has managed to recover some of its gains recently. The dollar-yen exchange rate has been fluctuating around 142.50 yen per dollar. The top traded stocks by Volume around 2 PM (Main Board) include NTT <9432.T>, JDI <6740.T>, Mitsubishi Heavy Industries <7011.T>, Mitsubishi UFJ <8306.T>, and SoftBank <9434>.

Kabushiki ShimbunApr 30 01:02 ET

After the buying phase, individual stock selection will be guided by the financial results.

The Nikkei average has risen for four consecutive trading days. It ended trading at 35,839.99 yen, up 134.25 yen (with an estimated Volume of 2 billion 10 million shares). Following the purchase of tech stocks in the US market last weekend and favorable movements from major companies' earnings reports, the Nikkei average started with a buying lead, shortly rising to 36,075.26 yen after the trading began, recovering to the 36,000 yen level for the first time in about four weeks since April 1. Additionally, due to the yen depreciating to around 143 yen per dollar, export-related stocks were repurchased.

Fisco JapanApr 28 03:25 ET

Stocks that moved and those that were traded in the front market.

*Toyota Industries Corporation <6201> 16225 - reports suggest consideration for privatization of stocks. *Aichi Steel Corporation <5482> 8840 +1200 recognized for last period's double-digit profit increase and significant dividend increase plan this period. *Kinden Corporation <1944> 3838 +417 this period's guidance exceeds consensus. *Mitsui E&S Holdings <7003> 1857 +199 reports indicate the Trump administration's request for Japan for dual-use shipbuilding, regarded as a buying opportunity. *Anritsu Corporation <6754> 1401.5 +122 exceeds expectations.

Fisco JapanApr 28 00:52 ET

The Nikkei average is up about 620 yen, with trading volumes led by Disco, Fujikura, and Mitsubishi Heavy Industries.

On the afternoon of the 25th, the Nikkei average stock price was around 35,660 yen, up about 620 yen from the previous day. Vroom reported that the Chinese government is considering excluding some imported goods from the USA from the 125% retaliatory tariffs against the USA. The sense of caution regarding the US-China trade friction has eased, and at 1:08 p.m., there was a moment when the increase widened to 35,835.28 yen, up 796 yen and 13 sen. The dollar-yen exchange rate is currently at 143.60 yen per dollar, showing a trend of yen depreciation.

Kabushiki ShimbunApr 25 01:02 ET

The Nikkei average is up about 560 yen, supported by the rise in U.S. stocks and the stability of the exchange rate = 25 days before the market close.

On the 25th at around 10 AM, the Nikkei average stock price rose by approximately 560 yen compared to the previous day, fluctuating around 35,600 yen. At 9:38 AM, it reached 61,509 yen higher at 35,654.24 yen, remaining in a high price range. In the US market on the 24th, expectations for trade normalization due to a significant reduction in tariffs on China continued, with both the Dow Inc and the Nasdaq Composite Index rising for three consecutive days. Japanese stocks were also driven higher by the rise in US stocks and the stabilization of the foreign exchange market. In the US-Japan Treasury meeting held on the same day, the exchange rate level.

Kabushiki ShimbunApr 24 21:07 ET