On the 13th, the Tokyo market opened with the Nikkei Stock Average at 68,033.17 yen, starting higher than the previous day’s close of 67,524.06 yen. The uptrend was driven by July’s US Consumer Price Index (CPI) showing a moderate rise as expected, which slightly eased expectations of interest rate hikes, along with buying interest in US tech stocks.
Sony’s Q1 FY27.3 results showed an 8% year-on-year increase in revenue, operating profit of JPY 476.5 billion, and EPS of JPY 58, significantly exceeding the IFIS consensus forecast. By segment, growth was driven by I&SS, where product mix improvements progressed despite stagnant shipment volumes, and Game & Network Services, which benefited from foreign exchange effects, US tariff refunds, and improved hardware profitability.
The company raised its full-year FY27.3 operating profit guidance from JPY 1.60 trillion to JPY 1.72 trillion. However, SBI Securities noted that this guidance appears conservative as it does not fully reflect potential upside. With major game titles scheduled for release in November, earnings momentum is expected to trend upward.
$Dmg Mori (6141.JP)$ Shares fell sharply again. After the market close on the 12th, the company announced a public offering of shares targeted at overseas investors. Selling pressure appears to have emerged due to concerns over a short-term deterioration in stock supply and demand.
The company will issue 15 million new shares. The offer price is JPY 3,349, representing an 8.52% discount based on the closing price on the 12th. The total number of outstanding shares will increase by approximately 10.5%. DMG MORI aims to raise approximately JPY 47.7 billion (net proceeds), which will be used for capital expenditures domestically and abroad, as well as funds reserved for M&A opportunities.
The company was newly included in the Standard Index for Japanese equities, which serves as a benchmark for many institutional investors. The rebalancing of index constituents is scheduled to take effect at the market close on August 31. Shares are rising on expectations of buying from passive funds following the inclusion in the index.
As of 9:03:37 AM on August 13, there are 60 stocks with special buy indications and 30 stocks with special sell indications.
$Kioxia Holdings (285A.JP)$ [Stock Name] has attracted top buy orders worth JPY 30 billion (with sell orders at JPY 19.7 billion), pushing up its special buy indication. $Toppan Holdings (7911.JP)$ or $RORZE (6323.JP)$ also saw buy orders significantly outweigh sell orders, raising the possibility that buying pressure could push the stock to its daily upper limit.
In addition, $Advantest (6857.JP)$ or $Disco (6146.JP)$ 、 $Lasertec (6920.JP)$ The stock is also raising its pre-open buy order price.
On the other hand, $Dmg Mori (6141.JP)$ [Stock Name] has attracted top sell orders worth JPY 2.21 billion (with buy orders at JPY 890 million), pushing down its special sell indication. $ExaWizards (4259.JP)$ or $Finatext Holdings (4419.JP)$ 、 $Plus Alpha Consulting (4071.JP)$ Sell orders are significantly outweighing buy orders, suggesting that ask prices could be marked down, potentially driving the stock to its lower circuit breaker limit.
In addition, $Cover (5253.JP)$ or $AI Storm (3719.JP)$ It is also lowering its sell indicative price.
