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.
Japan M&A, strawberries ETC (additional) Rating
Target Price Change Code Stock Name Securities Company Previous Change After ---------------------------------------------------- <2127> Japan M&A Daiwa 750 yen 800 yen <2337> Ichigo Morgan Stanley 390 yen 430 yen <2579> Coca BJH Morgan Stanley 2200 yen 2400 yen <3479> TKP Morgan Stanley 1500 yen 1700 yen <6301> Komatsu City 4400 yen 4500 yen <9022> JR East.
The market is solid and supported by high U.S. stocks, but the upper levels may be under heavy pressure.
[Emerging Markets Individual Stock Global Strategy] Today's Emerging Markets are expected to show a strong performance. In yesterday's U.S. stock market, the Dow Inc average rose by $83.60 (+0.21%) to $40,752.96, marking the eighth consecutive increase. Buying was led by favorable earnings reports from major tech companies like Microsoft and Meta Platforms Inc. Expectations regarding potential trade negotiations with China and buybacks following the conclusion of resource agreements with Ukraine also dominated sentiment. The market remained strong throughout the day. Today's Emerging Markets are
M3, Itochu, Mitsubishi Corporation, JAL (2nd).
※ The above Calendar is just a schedule and may be subject to change due to corporate circumstances.--------------------------------------- May 2 (Friday) <1878> Daito Kentaku <2296> Itoham Yonekyu Holdings <2413> M3 <2480> Sysrock <2908> Fujicco <3191> JOYY Inc. American Depositary Shares <4565> So-sei <4772> Digiad
Yamato HD, 25/3 operating profit decreased by 64.5% to 14.2 billion yen, 26/3 Financial Estimates increasing by 181.6% to 40 billion yen.
Yamato HD <9064> announced its performance for the fiscal year ending March 2025, with operating revenue increasing by 0.2% year-on-year to 1 trillion 762.6 billion 96 million yen, and operating profit decreasing by 64.5% to 14.2 billion 6 million yen. Although income from mailing services decreased, revenue from parcel delivery services increased and the corporate business expanded, including M&A implementations. For the fiscal year ending March 2026, operating revenue is planned to increase by 6.7% year-on-year to 1 trillion 880 billion yen, while operating profit is expected to increase by 181.6% to 40 billion yen. 【Positive evaluation】<3
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.