Start with the Nikkei Average depreciation of 272 yen Excessive fluctuations in exchange rates are unfavorable and respond if they go too far - Kanda Treasurer
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Here's an overview of this morning's turnaround. Thank you in advance.![]()
Market Overview
The Nikkei Stock Average on the 29th started after continuing to drop to 38,935 yen 53 yen, which is 272 yen 50 yen less than the previous day. Since the 22nd, it has been in the 38,000 yen range for the first time in a week.
The Nikkei Stock Average on the 29th started after continuing to drop to 38,935 yen 53 yen, which is 272 yen 50 yen less than the previous day. Since the 22nd, it has been in the 38,000 yen range for the first time in a week.
Top news
Bank of Japan raises interest rates, and the world prepares to return “mitigation money” to Japan
The 20 countries/regions (G20) finance ministers and central bank governors meeting opened on the 28th in Sao Paulo, Brazil. Inflation is calming down in the world, and the Central Bank of America, Europe, and the Central Bank of America is looking for a period to cut interest rates. If the Bank of Japan moves to lift negative interest rates, there is a possibility that “mitigation money” that has flowed overseas under low interest rates will return to Japan. Trends in the Bank of Japan influence global money flows.
The mystery of Mr. Buffett's “secretly bought stocks”
According to the disclosure as of the end of 23 announced by Mr. Buffett on the 14th $Apple (AAPL.US)$The sale of part of the stock became a hot topic. On the other hand, what caught the watcher's eye was a typo in the report stating that “publication was omitted for 1 or multiple stocks.” Following the previous report, some stocks held were hidden for 2 consecutive quarters. According to SEC regulations, the reporter can request the SEC to conceal part of the stocks held in 3-month increments for the purpose of making the investment strategy unknown to others, etc. Since secrecy continued for 2 consecutive quarters this time, it called for observations that it was a huge investment. Hints to search for target stocks are in the 23 annual report announced by Berkshire on the 24th. Looking at the acquisition cost column for shares held, “banks, insurance, and other financial stocks” increased by just under 10% compared to the end of September of the same year. The portion at the end of September was also over 5% higher than the end of June. This is despite the fact that there were no additional acquisitions of financial stocks in the latter half of '23 on Form 13F. There is a high possibility that the target of “covert purchases” is financial stocks.
Renesas - Selling Signs Mitsubishi Electric sells the company's shares
$Renesas Electronics (6723.JP)$There is a selling trend. $Mitsubishi Electric (6503.JP)$It was announced on the 28th that the company's shares it holds will be sold on the 29th. Gains from the sale of investment securities are expected to be recorded as extraordinary profit in Mitsubishi Electric's individual financial results for the 24.3 fiscal year. It is said that the recorded amount will be promptly disclosed as soon as it is known.
RELATED ARTICLES
Mitsubishi Electric reduces policy holdings by 109.3 billion yen, profit from sale of Renesas shares
Mitsubishi Electric sells shares held by Renesas and invests in the digital sector
Bank of Japan raises interest rates, and the world prepares to return “mitigation money” to Japan
The 20 countries/regions (G20) finance ministers and central bank governors meeting opened on the 28th in Sao Paulo, Brazil. Inflation is calming down in the world, and the Central Bank of America, Europe, and the Central Bank of America is looking for a period to cut interest rates. If the Bank of Japan moves to lift negative interest rates, there is a possibility that “mitigation money” that has flowed overseas under low interest rates will return to Japan. Trends in the Bank of Japan influence global money flows.
The mystery of Mr. Buffett's “secretly bought stocks”
According to the disclosure as of the end of 23 announced by Mr. Buffett on the 14th $Apple (AAPL.US)$The sale of part of the stock became a hot topic. On the other hand, what caught the watcher's eye was a typo in the report stating that “publication was omitted for 1 or multiple stocks.” Following the previous report, some stocks held were hidden for 2 consecutive quarters. According to SEC regulations, the reporter can request the SEC to conceal part of the stocks held in 3-month increments for the purpose of making the investment strategy unknown to others, etc. Since secrecy continued for 2 consecutive quarters this time, it called for observations that it was a huge investment. Hints to search for target stocks are in the 23 annual report announced by Berkshire on the 24th. Looking at the acquisition cost column for shares held, “banks, insurance, and other financial stocks” increased by just under 10% compared to the end of September of the same year. The portion at the end of September was also over 5% higher than the end of June. This is despite the fact that there were no additional acquisitions of financial stocks in the latter half of '23 on Form 13F. There is a high possibility that the target of “covert purchases” is financial stocks.
Renesas - Selling Signs Mitsubishi Electric sells the company's shares
$Renesas Electronics (6723.JP)$There is a selling trend. $Mitsubishi Electric (6503.JP)$It was announced on the 28th that the company's shares it holds will be sold on the 29th. Gains from the sale of investment securities are expected to be recorded as extraordinary profit in Mitsubishi Electric's individual financial results for the 24.3 fiscal year. It is said that the recorded amount will be promptly disclosed as soon as it is known.
RELATED ARTICLES
Mitsubishi Electric reduces policy holdings by 109.3 billion yen, profit from sale of Renesas shares
Mitsubishi Electric sells shares held by Renesas and invests in the digital sector
Response if excessive fluctuations in exchange rates are unfavorable and go too far - Kanda Treasurer
Treasurer Kanda Masato received that the exchange rate was moving at a depreciation level of the yen in the latter half of the 1 dollar = 150 yen range, and after stating that “excessive fluctuations in the exchange rate are not good,” he fought back the market by responding if there are excessive fluctuations. On the 28th (local time), I told reporters in Sao Paulo, Brazil, where 20 countries/regions (G20) finance ministers and central bank governors meetings are being held.
Aozora Gin is showing signs of Kai, and the former Murakami Fund holds over 5%
$Aozora Bank (8304.JP)$The Kai sign has started. According to the mass holding report submitted to the Kanto Finance Bureau by the former Murakami Fund investment company City Index Eleven (Shibuya-ku, Tokyo) on the 28th, it was revealed that the holding ratio including joint holders of Aozora Gin shares was 5.42%, which newly exceeded 5%. In response to this, supply-demand speculative purchases are underway. The purpose of holding is “to give advice to management, make important proposals, etc. according to investment and circumstances.”
Treasurer Kanda Masato received that the exchange rate was moving at a depreciation level of the yen in the latter half of the 1 dollar = 150 yen range, and after stating that “excessive fluctuations in the exchange rate are not good,” he fought back the market by responding if there are excessive fluctuations. On the 28th (local time), I told reporters in Sao Paulo, Brazil, where 20 countries/regions (G20) finance ministers and central bank governors meetings are being held.
Aozora Gin is showing signs of Kai, and the former Murakami Fund holds over 5%
$Aozora Bank (8304.JP)$The Kai sign has started. According to the mass holding report submitted to the Kanto Finance Bureau by the former Murakami Fund investment company City Index Eleven (Shibuya-ku, Tokyo) on the 28th, it was revealed that the holding ratio including joint holders of Aozora Gin shares was 5.42%, which newly exceeded 5%. In response to this, supply-demand speculative purchases are underway. The purpose of holding is “to give advice to management, make important proposals, etc. according to investment and circumstances.”
Sales dominance such as Ad Test, etc., NVIDIA continues to fall, and the main semiconductor stocks are in a wait-and-see mood◇
$Advantest (6857.JP)$、 $Tokyo Electron (8035.JP)$Developments such as sales dominance. It has taken over the popularity of semiconductor-related stocks in the US stock market, and buying into the same related stocks has become active in the Tokyo market, but ahead of the announcement of important economic indicators (price indices) in the US stock market the day before, headwinds were perceived in high-tech stocks. <NVDA>The development was generally pushed by sales, such as the Philadelphia Semiconductor Stock Index continuing to fall, and NVIDIA, a major US image processing semiconductor company, which has a high level of attention as symbol stock, also continued to decline. In response to this, sales pressure on semiconductor manufacturing equipment related stocks has become apparent, starting with Ad Test, which has a close business relationship with NVIDIA.
$Advantest (6857.JP)$、 $Tokyo Electron (8035.JP)$Developments such as sales dominance. It has taken over the popularity of semiconductor-related stocks in the US stock market, and buying into the same related stocks has become active in the Tokyo market, but ahead of the announcement of important economic indicators (price indices) in the US stock market the day before, headwinds were perceived in high-tech stocks. <NVDA>The development was generally pushed by sales, such as the Philadelphia Semiconductor Stock Index continuing to fall, and NVIDIA, a major US image processing semiconductor company, which has a high level of attention as symbol stock, also continued to decline. In response to this, sales pressure on semiconductor manufacturing equipment related stocks has become apparent, starting with Ad Test, which has a close business relationship with NVIDIA.
Domestic production by 8 car companies, reduced for the first time in 1/13 months Daihatsu, zero units due to fraud
$Toyota Motor (7203.JP)$Domestic production in January, which was compiled on the 28th by 8 domestic passenger car manufacturers, etc., fell 6% from the same month last year to 548,000 units. It was the first time in 13 months since 22/12 that a decline began in the same month of the previous year. The suspension of production due to fraud by Daihatsu Motor resonated. Overseas production, such as China, is growing, and global production in January was 1,49,000 units, up 6% from the same period. By manufacturer, Daihatsu and $Mazda Motor (7261.JP)$Excluding 6 companies, there was an increase.
Listed companies develop overseas shareholders Kobe Steel talks with 80 companies
Listed companies are speeding up the development of overseas shareholders. $Kobe Steel (5406.JP)$Approximately 80 companies were selected as overseas investors they wanted to become shareholders, and dialogue began. $Tokyo Electron (8035.JP)$has established its first overseas IR (public relations for investors) base in the United States. As foreign investors' interest in Japanese stocks grows, the idea is to further attract long-term investment through repeated dialogues.
Distribution source: Bloomberg, Nihon Keizai Shimbun, MINKABU, Traders Web
ー MooMoo News Japanese stock Sherry
$Toyota Motor (7203.JP)$Domestic production in January, which was compiled on the 28th by 8 domestic passenger car manufacturers, etc., fell 6% from the same month last year to 548,000 units. It was the first time in 13 months since 22/12 that a decline began in the same month of the previous year. The suspension of production due to fraud by Daihatsu Motor resonated. Overseas production, such as China, is growing, and global production in January was 1,49,000 units, up 6% from the same period. By manufacturer, Daihatsu and $Mazda Motor (7261.JP)$Excluding 6 companies, there was an increase.
Listed companies develop overseas shareholders Kobe Steel talks with 80 companies
Listed companies are speeding up the development of overseas shareholders. $Kobe Steel (5406.JP)$Approximately 80 companies were selected as overseas investors they wanted to become shareholders, and dialogue began. $Tokyo Electron (8035.JP)$has established its first overseas IR (public relations for investors) base in the United States. As foreign investors' interest in Japanese stocks grows, the idea is to further attract long-term investment through repeated dialogues.
Distribution source: Bloomberg, Nihon Keizai Shimbun, MINKABU, Traders Web
ー MooMoo News Japanese stock Sherry
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