The strong yen in the foreign exchange market is a burden. [Closing]
The Nikkei average continued to decline, ending trading at 37,755.51 yen, down 372.62 yen (estimated Volume 2 billion 20 million shares). Profit-taking Sell orders took the lead, starting below the threshold of 38,000 yen, and shortly after the start of the afternoon session, it dropped to 37,633.36 yen. The yen also strengthened to the mid-145 yen range against the dollar, becoming a factor of caution, which burdened export-related stocks such as Toyota <7203>. However, in the context of falling stock price levels, Buy orders were observed from those who were late to buy on dips.
Nissan is cutting jobs globally, Honda is delaying its investment in electric vehicles. Can the "Big Three" Japanese automakers come back to the table?
① Due to the current slowdown in electric vehicle demand, Honda Motor has decided to delay the plan announced on April 25 of last year to establish a comprehensive electric vehicle value chain in Canada by about two years; ② "The company has decided not to release the operating profit expectations for the fiscal year ending March 2026," said Nissan Motor; ③ In the fiercely competitive market in the USA, Japanese automakers are forced to bear high sales incentive costs, while they have not yet fully kept pace in the Chinese market.
Although high-tech stocks are strong, the overall trend is dominated by profit-taking.
The Nikkei Index fell for the first time in five trading days, closing down 55.13 yen at 38,128.13 yen (Volume approximately 2.2 billion 60 million shares). Following the rise of US tech stocks, semiconductor-related stocks were bought, and right after the start, it rose to 38,325.88 yen. However, due to the short-term market overheating, profit-taking Sell gradually increased, turning negative by mid-morning. Nonetheless, it did not develop into an actively bearish trend, and after adjusting near the 200-day line, a sense of resilience was observed.
List of cloud breakout stocks (Part 2) [Ichimoku Kinko Hyo - List of cloud breakout stocks]
○ List of stocks that have broken through the clouds Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Main Board <6517> Denyo 2626 2482 2531.5 <6588> Toshiba Tec 3080 2712.5 2962.5 <6594> Nidec Corporation Sponsored ADR 2766 2548 2626 <6620> Miyakoshi HD 1258 1234.5 1234.5 <6638> Mimaki 1858 1558.75 1515
Yamazaki Baking, Nomura Real Estate HD ETC (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Change After -------------------------------------------------------- <7731> NIKON CORP SPONS Macquarie "Neutral" "Outperform" Downgraded - Bearish Code Stock Name Securities Company Previous Change After -------------------------------------------------------- <4205> Zeon SMBC Nikko "
SBI securities (before the close) has a strong Sell on Toyota Motor, and a strong Buy on Mitsubishi Heavy Industries.
Sell Code Stock Name Trading Amount (7012) Kawasaki Heavy Industries 28,059,227,720 (7011) Mitsubishi Heavy Industries 21,218,923,493 (1570) NEXT FUNDS Nikkei Average Leverage Listed Investment Trust 19,909,274,385 (6146) Disco 16,961,081,650 (5803) Fujikura 16,025,776,830 (7013) IHI 12,125,
Toyota, Chiyoda Corporation, etc. [List of stock materials from the newspaper]
*Toyota Motor Corporation <7203> projects an operating profit of 3.8 trillion yen for the fiscal year, burdened by U.S. tariffs and a strong yen (Nikkan Kogyo, page 1) -○*Nidec Corporation Sponsored ADR <6594> withdraws its tender offer, fearing losses due to countermeasures from Makino (Nikkan Kogyo, page 1) -○*Shibaura Electronics <6957> raises to 6200 yen, Shibaura Electronics' tender offer exceeds Minebea (Nikkan Kogyo, page 3) -○*JUKI <6440> supports sewing and industrial IoT, improving factory productivity (Nikkan Kogyo, page 3) -○*Chiyoda Corporation <6366> average net profit of 15 billion yen, three-year medium-term plan,
Chinese Tech Earnings Season Kicks Off: Will JD.com, Tencent, or Alibaba Lead the Rally?
SBI Certificate (Nittsu) Super Sell, Toyota Motor Super Buy.
Sell Code Stock Name Trading Value (6146) Disco 43,529,889,950 (7011) Mitsubishi Heavy Industries 43,100,477,039 (7012) Kawasaki Heavy Industries 38,799,662,290 (5803) Fujikura 37,384,413,114 (7013) IHI 29,731,588,400 (1570) NEXT FUNDS Nikkei Average Leverage Listed ETF 24,28
Kao, Mitsubishi Motors, NINTENDO CO LTD, SoftBank (8th)
※The above Calendar is merely a schedule and may be subject to change due to corporate circumstances. --------------------------------------- May 8 (Thursday) <1382> Hobe <1768> Soneck <1869> Meiko Construction <2009> Torigoe Flour <2060> Feed One <2136> Hip <2206> Glico <2226> Koikeya <2326> Digiar.
Takamatsu Machinery Industry, Mitsubishi Electric Corp. Unsponsored ADR, etc.
*Takamatsu Machinery Industry <6155> strengthening global sales, aiming for an operating profit of 0.9 billion yen for the fiscal year ending March 2028 (Nihon Keizai Shimbun, page 3) -○*Toyota Motor Corporation <7203> expanding EV in China, demonstrating presence in cutting-edge markets (Nihon Keizai Shimbun, page 7) -○*Yamaha Corporation <7272> launching sports tourer with electronic shift mechanism (Nihon Keizai Shimbun, page 7) -○*Mitsubishi Motors <7211> collaborating with Yanekara, delivering charging control equipment for EVs for public vehicles in Kurashiki City (Nihon Keizai Shimbun, page 7) -○*Kurimoto Iron Works <5602> bio 100% demonstration, melting.
JT, Line Yahoo, Yokogawa Electric, Kawasaki Shipbuilding (7th)
※ The above Calendar is merely a schedule and may be subject to change at the company's convenience.--------------------------------------- May 7 (Wednesday) <165A> SBI Reos <1723> Japan Electric Technology <1870> Yahagi Construction <1967> Yamato <2003> Nitto Fuji <2053> Chubu Feeding <2281> Prima Ham <2344> Heian Ray <2902> Taiyo
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.
Why Is HSBC Stock Trading Higher On Tuesday?
HSBC Holdings Plc (HSBC) Q1 2025 Earnings Call Transcript Summary
HSBC 2025 Outlook: Targets Mid-Teens RoTE, $42B NII, $0.3B Cost Cuts, Expected Credit Losses Charges 30–40bps, Muted Lending, Strong Wealth Growth, And Stable CET1
HSBC Holdings Q1 Adj. EPS $1.95 Up From $1.70 YoY, Sales $17.65B Down From $20.75B YoY
HSBC Holdings Non-GAAP EPS of $0.39, Revenue of $17.65B Beats by $1.35B
Fluence Energy Downgraded at HSBC 'in Eye of the Storm' of Trump's Tariffs
Is the Market Bullish or Bearish on Toyota Motor?