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.
May 2nd [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Toho Lemac <7422> 390 yen (5/1) engages in the wholesale of women's and men's shoes, etc. A change to its shareholder benefit program has been announced. Previously, discount coupons that could be used on the Fit Partner site were given, but this will be changed to shareholder benefits in the form of QUO cards. Shareholders holding over 300 shares will receive a QUO card worth 500 yen at the end of the term, and shareholders holding over 500 shares will receive QUO cards worth 500 yen at both the interim and end of the term, etc., depending on the number of shares held. 【Emerging
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>
Expectations are rising for progress in Japan-U.S. negotiations.
[Stock Opening Comment] On the 2nd, the Japanese stock market is likely to experience stronger consolidation after an initial buying wave, but a sense of stability is expected. On the 1st, the US market saw the Dow Jones Industrial Average rise by 83 points and the Nasdaq increase by 264 points. Buying was bolstered by favorable earnings reports from major tech companies such as Microsoft and Meta Platforms Inc. The possibility of trade negotiations with China and a resource agreement with Ukraine led to buybacks. Chicago Nikkei 225 Futures are up 295 yen compared to Osaka.
Pay attention to AOKIHD and Yamato HD, while Epson and JVCKW may be weak.
In the US stock market yesterday, the Dow Jones Industrial Average rose by $83.60 to 40,752.96, the Nasdaq Composite Index increased by 264.40 points to 17,710.74, and the Chicago Nikkei 225 Futures were up by 295 yen in Osaka during the day to 36,845 yen. The exchange rate is 1 dollar = 145.30-40 yen. In today's Tokyo market, MRO <3064>, which reported a 20.7% increase in operating profit for the first quarter, and Tokyo Kiraboshi <7173>, which announced expected current profit increases of 26.3% from the previous term and 12.8% for this term, and operating profit are.