Big-Name Japanese Stocks Down 5-15%

In the wake of halts in some domestic Japanese production, big name Japanese stocks are all trading down 5 to 15 percent pre-open in the U.S.: Kyocera , Hitachi , Sony , Panasonic , Honda , Toyota , Canon , Mitsubishi and Aflac , as are financial services firms like ORIX .

Various companies in the food chains of autos and semiconductors are also down. Polypore International , for example, which makes membranes for lead-acid and lithium batteries, is down 5 percent.

As there were damage to many plants, a few semiconductor outside Japan are trading up: STMicro up 2 percent or so. DRAM players are not quoting "spot" prices in Japan, so DRAM prices are up, and stocks like Micron are up about 4 percent.

As many refineries have halted production, U.S. and international refiners are up: Tesoro , but even smaller refiners like Delek US Holdings and Western Refining are trading up, as is India's largest refiner, InterOil .

Solar stocks are up 4 to 8 percent : Yingli Green , LDK Solar , Suntech and Renesola . In fact, renewable energy stocks in general are strong, including China Wind Systems .

Nuclear fallout. Uranium companies like USEC (USU) and Cameco (CCJ), are down double digits. Companies associated with the nuclear industry like Shaw Group (SHAQ) and Entergy (ETR), which is one of the largest nuclear power generators in the U.S. Excelon (EXC), which analysts note use a nuclear reactor design similar to the Fukushima Daiiichi nuclear reactor, is also down about 4 percent.

Elsewhere:

1) Warren Buffett continued his modus operandi of buying U.S. companies in simple businesses, this time buying specialty chemical company (additives for engine products) Lubrizol for $9.02 billion or $135 a share, a 28 percent premium. Rival NewMarket is trading up 2 percent.

2) Chevron and Hewlett-Packard are both holding analyst meetings.

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