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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.
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The Nikkei average fell by 55 yen, declining for the first time in five days, with voices suggesting that the decrease was narrowed by buying back = afternoon of the 14th.
On the 14th, in the afternoon session, the Nikkei average stock price fell by 55 yen and 13 sen compared to the previous day, closing at 38,128 yen and 13 sen, marking a decline for the first time in five days. The TOPIX (Tokyo Stock Price Index) decreased by 8.85 points to 2,763.29 points, dropping for the first time in 14 days. The Nikkei average initially rose in the early session, buoyed by the increase in U.S. Semiconductors stocks, but faced selling pressure due to the reaction from the previous continuous rallies, which weighed on the upper side. The afternoon session started with a dominance of selling, and at 12:31 PM, it reached a low of 37,851 yen and 80 sen, down by 331 yen and 46 sen, before reducing the decline.
The Nikkei average has dropped by about 270 yen, following a lead in buying, but is pressured by a reaction after consecutive gains and profit-taking Sell = 14 days before the market open.
On the 14th, shortly after 10:08 AM, the Nikkei average stock price fluctuated around 37,910 yen, down about 270 yen from the previous day. At 10:06 AM, it touched 37,865.22 yen, down 318.04 yen. In the US stock market on the 13th local time, while the Dow Inc fell, NVIDIA and Advanced Micro Devices were seen positively as they entered into a business partnership with the Saudi Arabian AI (Artificial Intelligence) startup, Humain, impacting the Nasdaq Composite Index and SOX (Philadelphia).
Undeterred by the "Trump shock"! Global electric vehicle sales surged in April, with the Chinese market experiencing a robust increase of 32%.
In April, Global sales of pure electric and plug-in hybrid autos grew by 29% year-on-year, reaching 1.5 million vehicles. Sales in the China market increased by 32% to 0.9 million vehicles, sales in the Europe market rose by 35% to 0.3 million vehicles, while sales in the North America market fell by 5.6% to 0.1 million vehicles. The Trump tariff policy had minimal impact on electric vehicle sales, but the trade agreements reached with the United Kingdom and China are positive signs for the industry.
Market Overview Early Information = Main situation of market orders before the morning session (1) Toyota, Nissan, SoftBank Group, etc.
As of 8:50 AM on the 14th, the main market orders before opening are as follows: Toyota <7203.T> Sell 380,000 shares, Buy 360,000 shares; Sony Group Corp <6758.T> Sell 480,000 shares, Buy 410,000 shares; Mitsubishi UFJ <8306.T> Sell 740,000 shares, Buy 1,690,000 shares; ENEOS <5020.T> Sell 140,000 shares, Buy 230,000 shares; Nissan <7201.T> Sell 500,000 shares, Buy 400,000 shares; SoftBank Group <9984.T> Sell 80,000 shares, Buy 210,000 shares. Provided by Wealth Advisor.
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
Toyota Motor Stock (NYSE:TM) Notches Up as the BZ4X Gets a Redesign
The "heavy blow" of Trump's tariffs has fallen, and Japanese car companies have collectively "collapsed" in performance.
Affected by Trump's tariff policy, Japanese automakers Honda and Nissan's Earnings Reports did not meet expectations.
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The Nikkei average rose significantly by 539 yen for the fourth consecutive day, with a heavy upper limit as the number of rising and falling stocks on the Main Board shows more declines = afternoon session on the 13th.
On the 13th, the Nikkei average stock price in the afternoon session rose significantly by 539 yen to 38,183.26 yen, marking a four-day consecutive increase. The TOPIX (Tokyo Stock Price Index) also rose by 30.06 points to 2,772.14 points, continuing its ascent for 13 days. The Nikkei average closing at over 38,000 yen is the first time since March 26 (38,027.29 yen) in about a month and a half. In the U.S. stock market on the 12th, during the U.S.-China trade negotiations, both countries agreed to reduce the additional tariffs imposed on each other by 115%.
Paying for tariffs! The average price of new cars in the USA in April has reached the highest increase since the pandemic.
After deductions for discounts and promotions, the average price of new cars in the USA in April increased by 2.5% compared to March, far exceeding the typical increase of 1.1% during the same period in recent years. The only larger increase in the past decade occurred in April 2020, when prices rose by 2.7% due to factory shutdowns related to the pandemic.