Tokyo Electron's earnings revision gave the opportunity for investors who were waiting to buy technology shares. Investors are turning positive toward technology companies.
As the earnings start we may see more buying come in based on the figures. Large companies with stable earnings outlook are attracting investor attention.
Exporters' earnings are vulnerable to the dollar's declines and the trend for more weakness is hurting shares.
Exporters' earnings are vulnerable to the dollar's losses and the trend for more weakness is hurting shares.
In the past, I think there had been low expectations for Kyocera's electronics parts business, so I think investors had gradually started to view it as one of the losers in the tech sector. In that sense, these earnings are a positive surprise.