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10/23/2026 21:27
Release： 10/23/2026 21:27
Update： 10/23/2026 21:27
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Investment style : Trading System
Investment career : 5-7 years
Investment amount : 5 million - 10 million JPY
As a developer of image recognition algorithms, I, go_stock, am utilizing my knowledge and statistics in system trade rule development. I started interest in stock trading by writing my own program in Ruby to develop rules and begin operation. In the first few months, I achieved nearly 10% monthly returns, but gradually things started to go poorly, leading to continued losses. When I began to feel the limits of my own program, I learned about Izanami and purchased it immediately. I am deeply grateful for its overwhelming development efficiency and ease of fund management! The guiding principle for rule creation is that it should be easy to continue even as a side job. After all, I can’t monitor prices during the day. And my goal is to travel to all the World Heritage sites around the world with passive income earned from trading, savoring local cuisine and drinks. If possible, in business class ^^; And from 2020, I started FX system development with MT4 as well!! I’m once again hooked on indicator development.
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Series
An app that scores all TSE Prime stocks on a 100-point scale.
First, development guidelines. And I will post weekly analyses every week. This is the logic for selecting long- and short-term stock picks that I actually manage. Each week's analysis will start with market analysis and then introduce the selected individual stocks. For the time being, it will be公開 for free. It is time-consuming, so it may become paid content. Please refer to the article for details.
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Tokyo Stock Exchange Prime Market Macro & Industry Weekly October Week 4

For Beginners
This report summarizes the calculation results of an app that scores all Prime Market (TSE Prime) stocks on a scale of 100, grouped by week. The scoring philosophy is explained in the development notes, so please read the development notes first and then view this article.

TSE Prime Macro & Industry Weekly

October 2026, Week 4
Target week: 2026-10-19 to 2026-10-23Comparison: 10/16 → 10/23TSE 33 industries · Prime 1,558 stocks

Macro factors this weekAs of October 23

Interest rates
+0.37
Interest rate rise week-on-week-0.55
Yen depreciation
+0.42
Yen depreciation week-on-week-0.28
Economic activity
-0.14
Economic slowdown week-on-week-0.01
Geopolitics
+0.45
Risk rise week-on-week-0.08
Resources
+1.27
Resource price rise week-on-week+0.14

＋ meaning: Interest rate up / Yen depreciation / Economy expanding / Geopolitics risk rising / Resources rising. 0 is the 1-year average.

※ Some factors changed from the previous issue (Economy -0.05 → -0.13, Resources +0.99 → +1.12). After publishing the previous issue, late-release indicators (monthly indicators or US indicators released 1–2 business days late) were included, so the prior week's values were recalculated. The week-on-week changes and the “previous week” ranking in industry rankings are also based on recalculated values.

This week’s summary

The factor that moved the most this week wasInterest rateto +0.37 from +0.92 (−0.55), indicating a movement toward lower rates.

Economy and geopolitics are almost unchanged from last week (changes under 0.10).

Notably large is Resources +1.27 (resource price rise).

Top and bottom industry scores areOil & coal products, Mining, Wholesale, with the bottom in Air transportation, Electric utilities, Pulp & paper.

Industries that moved by three or more ranks: Service industry 20 → 14 (mainly due to interest rates), Information & communications 20 → 14 (mainly due to interest rates), Pharmaceuticals 10 → 6 (mainly due to interest rates), Electrical machinery 16 → 22 (mainly due to yen depreciation), Chemicals 23 → 27 (mainly due to interest rates), Transportation equipment 14 → 17 (mainly due to yen depreciation).

The series with movements larger than usual in a week (1σ or more) is US 10-year real yield (TIPS) −0.10 pt (−1.3σ).

Industry score rankings33 industries

RankIndustryNumber of stocksScore−2　0　+2Week-on-weekChangeMain factors
1Oil & coal products5+1.40
2nd↑1Resources up
1Mining4+1.40
2nd↑1Resources up
3Wholesale120+1.32
1st↓2Interest rates down
4Nonferrous metals20+1.18
4th→Resources up
5Steel20+0.70
5th→Yen depreciation down
6Pharmaceuticals31+0.24
10th↑4Interest rates up
7Machinery111+0.21
8th↑1Yen depreciation down
8Insurance11+0.05
6th↓2Interest rates down
8Banking69+0.05
6th↓2Interest rates down
10Precision machinery27-0.05
12th↑2Yen depreciation down
11Other financials21-0.09
11th→Interest rates down
12Marine transportation5-0.10
9th↓3Yen depreciation down
13Securities & commodity futures19-0.31
13th→Interest rates down
14Services143-0.35
20th↑6Interest rates up
14Information & communication164-0.35
20th↑6Interest rates up
16Rubber products10-0.35
15th↓1Yen depreciation down
17Transportation equipment38-0.44
14th↓3Yen depreciation down
18Other products37-0.51
17th↓1Interest rates up
18Glass & stone products22-0.51
17th↓1Interest rates up
18Metal products26-0.51
17th↓1Interest rates up
21Food products68-0.55
22nd↑1Interest rates up
22Electrical machinery123-0.58
16th↓6Yen depreciation down
23Fisheries & agriculture6-0.60
26th↑3Interest rates up
24Construction70-0.66
27th↑3Interest rates up
25Warehousing & transportation9-0.67
24th↓1Interest rates up
25Textiles17-0.67
24th↓1Interest rates up
27Chemicals115-0.74
23rd↓4Interest rates up
28Retailing129-0.83
28th→Interest rates up
29Land transportation36-0.97
30th↑1Interest rates up
30Real estate48-0.98
29th↓1Interest rates up
31Pulp & paper10-1.25
31st→Interest rates up
32Electricity & gas22-1.67
33rd↑1Interest rates up
33Air transportation2-1.69
32nd↓1Yen depreciation up

Scores range from −2 to +2. A plus indicates favorable conditions in the current market; a minus indicates headwinds. The number of stocks represents the number of Prime stocks in that industry. The top 5 and bottom 5 are color-highlighted. Up arrows in main factors indicate the wind at your back increased; down arrows indicate it decreased.

Industries with movement this weekDaily, in order of biggest change

SeriesValueWeekly ChangeCompared to usualEffective factorsDate of value
U.S. 10-year real yield (TIPS)2.64-0.10pt-1.3σRates −10/22
U.S. High yield spread3.40+0.09pt+0.8σEconomy −10/22
USD/JPY156.81-0.84%Yen depreciation −10/23
U.S. yield curve (10y-2y)0.31-0.04ptRates −10/23
WTI crude103.44+2.00%Resources +10/23
VIX19.45-2.70%Geopolitics −10/23

Compared to usual means how many times a week’s change is larger than the usual weekly change over the past year. Values with |σ| > 1 are bolded. For interest rates and spreads, changes are shown as difference (pt = percentage points). U.S. series are time-delayed by 1–2 business days, so the value dates are included.

Monthly seriesMost recent published values

SeriesValueMoM changeEffective factorsTarget month
Japan long-term interest rate (10-year)3.05+0.11Rates +2026-09
Real effective yen rate (BIS)65.04-0.38Yen depreciation +2026-07
OECD Leading indicator Japan100.35+0.02Economy +2026-09
OECD Leading indicator US101.00+0.05Economy +2026-09
OECD Leading indicator China97.41-0.23Economy −2026-09
U.S. Industrial production (YoY)2.25+0.63Economy +2026-09
Geopolitics risk index (GPR)146.21+20.59Geopolitics +2026-09
Copper (LME)14,473.06+141.79Resources +2026-09
U.S. CPI (YoY)3.72+0.36Resources +2026-09

Monthly series take 1–3 months to publish. Weekly factor movements mainly come from daily series.

Factor trendsLast 6 weeks, as of Friday of each week

Factor9/189/2510/0210/0910/1610/23
Interest rates+0.57+1.09+1.46+1.42+0.92+0.37
Yen depreciation+0.24+0.64+0.76+1.01+0.70+0.42
Economic activity+0.52+0.19+0.05+0.04-0.13-0.14
Geopolitics-0.22-0.17-0.11-0.25+0.54+0.45
Resources+1.33+1.12+1.00+0.86+1.12+1.27