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.
Stocks with a limit-up or limit-down in the afternoon session.
■ Limit Up <153A> Kauris <4395> Acrete <5242> Eyes <7363> Baby Calendar <7694> Always ■ Limit Down <3137> Fundely * Includes temporary limit up/down (indicative price).
ZOZO --- significantly declined, with both actual values and plans falling below market consensus.
Significant continued decline. The day before, financial results for the fiscal year ending March 2025 were announced, showing an operating profit of 64.8 billion yen, which is a 7.8% increase compared to the previous year, but approximately 2.5 billion yen lower than market expectations. For the fiscal year ending March 2026, the forecast is 69.8 billion yen, also a 7.8% increase, but the consensus was around 73 billion yen. Costs associated with the acquisition of LYST Inc. seem to be larger than market assumptions. Additionally, a Share Buyback plan has been announced, involving 10 million shares, which is 1.12% of the outstanding shares, with a maximum amount of 10 billion yen, aligning with shareholder return measures.
Koei Tecmo, Komeda ETC (addition) Rating
Upgrade - Bullish Code Stock Name Brokerage Firm Previous After---------------------------------------------------- <8968> Fukuoka REIT Mizuho "Hold" "Buy" Downgrade - Bearish Code Stock Name Brokerage Firm Previous After---------------------------------------------------- <3481> Mitsubishi Logistics Mizuho "Buy" "Hold" <7752> Ricoh Daiwa
NMS Holdings, Sunautas, ETC.
<2162> nms Holdings Inc. Shareholding percentage of GOVERNORS Inc. 0.93% → 0.93% Reporting obligation start date 2025/04/23 <7623> Sunwalk Inc. Shareholding percentage of ENEOS Holdings Inc. 7.24% → 0.00% Reporting obligation start date 2025/04/22 <9760> Shingakukai Holdings Inc. Shareholding percentage of Gakken Holdings Inc.
Murata Manufacturing and others announced a Share Buyback on April 30.
The companies that announced the acquisition of their own shares on April 30 (Wednesday) are as follows: <6981> Murata Manufacturing 77 million shares (4.1%) 100 billion yen (from 25/5/7 to 25/10/29) <9022> JR Tokai 45 million shares (4.6%) 100 billion yen (from 25/5/1 to 26/2/27) <6770> Alps Alpine 20 million shares (9.7%) 20 billion yen (from 25/5/1 to 26/3/31) <9301> Mitsubishi Warehouse 33 million shares (9.2%) 20 billion yen (from 25/5/1 to 26/.