NVDA
NVIDIA
-- 126.630 TSLA
Tesla
-- 302.800 PLTR
Palantir
-- 87.840 SMCI
Super Micro Computer
-- 45.540 HIMS
Hims & Hers Health
-- 39.860 The Nikkei Average started with a 272 yen decrease - excessive fluctuation in exchange rates is not desirable, and if it goes too far, measures will be taken - Finance Minister Kanda
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Market Summary
On the 29th, the Nikkei Average stock price started to fall again, with a decrease of 272.50 yen from the previous day to 38,935.53 yen. It has reached the 38,000 yen range for the first time in a week since the 22nd.
On the 29th, the Nikkei Average stock price started to fall again, with a decrease of 272.50 yen from the previous day to 38,935.53 yen. It has reached the 38,000 yen range for the first time in a week since the 22nd.
Top news
Bank of Japan's interest rate hikes, the world is also prepared for the return of "easy money" to Japan
The G20 Finance Ministers and Central Bank Governors Meeting of 20 countries and regions kicked off in Sao Paulo, Brazil on the 28th. In the world, inflation is stabilizing and central banks in the United States, Europe, and China are looking for the timing to cut interest rates. If the Bank of Japan takes actions to lift the negative interest rate, there is a possibility that the "easy money" that flowed overseas under low interest rates will return to Japan. The actions of the Bank of Japan will influence the global money flow.
The Mystery of Warren Buffett's "Secret Buy Positions"
In the disclosure made by Mr. Buffett on the 14th at the end of 23 years $Apple (AAPL.US)$Some stock sales became a hot topic. On the other hand, what caught the eye of observers was the disclaimer in the report that said "We have omitted the publication of one or more stocks." For the second consecutive quarter after the previous report, it hid some of the held stocks. According to SEC rules, the reporter can request the SEC to keep some held stocks secret for three months in order to prevent others from knowing the investment strategy. This time, because the secrecy has continued for two consecutive quarters, it has raised speculation of a major investment. Clues to identify the targeted stocks can be found in the annual report for the year 23, which Berkshire announced on the 24th. Looking at the column of the acquisition cost of held stocks, the portion of "bank, insurance, and other financial stocks" increased by less than 10% compared to the end of September of the same year. The portion at the end of September was also more than 5% higher than at the end of June. Despite not acquiring any additional financial stocks in the second half of 23 according to Form 13F, they exist. It is highly likely that the targeted stocks for the "secret buy" are financial stocks.
Renesas - Sell order, Mitsubishi Electric Corp. is selling its held shares of the company.
$Renesas Electronics (6723.JP)$is on the sell side. $Mitsubishi Electric (6503.JP)$On the 28th, it was announced that the company will sell its shares on the 29th. In Mitsubishi Electric's fiscal year 24.3 individual settlement, it is expected to include gains from the sale of investment securities as special profits. The amount will be disclosed promptly as soon as it is determined.
Related articles
Mitsubishi Electric, selling profit of Renesas shares: 109.3 billion yen, reducing policy holdings
Mitsubishi Electric sells Renesas shares, invests in digital field
Bank of Japan's interest rate hikes, the world is also prepared for the return of "easy money" to Japan
The G20 Finance Ministers and Central Bank Governors Meeting of 20 countries and regions kicked off in Sao Paulo, Brazil on the 28th. In the world, inflation is stabilizing and central banks in the United States, Europe, and China are looking for the timing to cut interest rates. If the Bank of Japan takes actions to lift the negative interest rate, there is a possibility that the "easy money" that flowed overseas under low interest rates will return to Japan. The actions of the Bank of Japan will influence the global money flow.
The Mystery of Warren Buffett's "Secret Buy Positions"
In the disclosure made by Mr. Buffett on the 14th at the end of 23 years $Apple (AAPL.US)$Some stock sales became a hot topic. On the other hand, what caught the eye of observers was the disclaimer in the report that said "We have omitted the publication of one or more stocks." For the second consecutive quarter after the previous report, it hid some of the held stocks. According to SEC rules, the reporter can request the SEC to keep some held stocks secret for three months in order to prevent others from knowing the investment strategy. This time, because the secrecy has continued for two consecutive quarters, it has raised speculation of a major investment. Clues to identify the targeted stocks can be found in the annual report for the year 23, which Berkshire announced on the 24th. Looking at the column of the acquisition cost of held stocks, the portion of "bank, insurance, and other financial stocks" increased by less than 10% compared to the end of September of the same year. The portion at the end of September was also more than 5% higher than at the end of June. Despite not acquiring any additional financial stocks in the second half of 23 according to Form 13F, they exist. It is highly likely that the targeted stocks for the "secret buy" are financial stocks.
Renesas - Sell order, Mitsubishi Electric Corp. is selling its held shares of the company.
$Renesas Electronics (6723.JP)$is on the sell side. $Mitsubishi Electric (6503.JP)$On the 28th, it was announced that the company will sell its shares on the 29th. In Mitsubishi Electric's fiscal year 24.3 individual settlement, it is expected to include gains from the sale of investment securities as special profits. The amount will be disclosed promptly as soon as it is determined.
Related articles
Mitsubishi Electric, selling profit of Renesas shares: 109.3 billion yen, reducing policy holdings
Mitsubishi Electric sells Renesas shares, invests in digital field
Undesirable excessive fluctuation in exchange rates, will respond if it goes too far - Financial Minister Kanda
Financial Minister Kanda restrained the market by stating that excessive fluctuations in exchange rates are undesirable and that measures will be taken if there are excessive movements. He made these comments in Brazil, Sao Paulo, where the G20 Finance Ministers and Central Bank Governors meeting is being held on the 28th (local time).
Aozora Bank starts with a buy order, former Murakami fund-related company holds over 5%
$Aozora Bank (8304.JP)$Starts with a buy order. It has been revealed in a massive holdings report submitted to the Kanto Finance Bureau on the 28th by City Index Eleven, an investment company associated with the former Murakami fund, that the ownership ratio, including joint ownership of Aozora Bank shares, has exceeded 5.42%. As a result, there is speculative buying. The purpose of the holding is stated as "to provide advice to management and make important proposals, etc. depending on the situation."
Financial Minister Kanda restrained the market by stating that excessive fluctuations in exchange rates are undesirable and that measures will be taken if there are excessive movements. He made these comments in Brazil, Sao Paulo, where the G20 Finance Ministers and Central Bank Governors meeting is being held on the 28th (local time).
Aozora Bank starts with a buy order, former Murakami fund-related company holds over 5%
$Aozora Bank (8304.JP)$Starts with a buy order. It has been revealed in a massive holdings report submitted to the Kanto Finance Bureau on the 28th by City Index Eleven, an investment company associated with the former Murakami fund, that the ownership ratio, including joint ownership of Aozora Bank shares, has exceeded 5.42%. As a result, there is speculative buying. The purpose of the holding is stated as "to provide advice to management and make important proposals, etc. depending on the situation."
Selling pressure such as ad tests, continuing decline in NVIDIA, and a wait-and-see mood for leading semiconductor stocks in the short term.
$Advantest (6857.JP)$, $Tokyo Electron (8035.JP)$A selling trend and strong buying of semiconductor-related stocks in the US stock market have spilled over to the Tokyo market, but with concerns about the release of important economic indicators (price index) in the previous day's US stock market, headwinds have been perceived for high-tech stocks. Overall, there has been a selling pressure, including the continuous decline of the Philadelphia semiconductor stock index, and NVIDIA, a US imaging processing semiconductor giant that is highly regarded as a symbol stock, has also continued to decline. As a result, the selling pressure on semiconductor manufacturing equipment-related stocks, including ad tests, which have a close trading relationship with NVIDIA, has become apparent.
$Advantest (6857.JP)$, $Tokyo Electron (8035.JP)$A selling trend and strong buying of semiconductor-related stocks in the US stock market have spilled over to the Tokyo market, but with concerns about the release of important economic indicators (price index) in the previous day's US stock market, headwinds have been perceived for high-tech stocks. Overall, there has been a selling pressure, including the continuous decline of the Philadelphia semiconductor stock index, and NVIDIA, a US imaging processing semiconductor giant that is highly regarded as a symbol stock, has also continued to decline. As a result, the selling pressure on semiconductor manufacturing equipment-related stocks, including ad tests, which have a close trading relationship with NVIDIA, has become apparent.
Production by 8 domestic car manufacturers in Japan decreased in January for the first time in 13 months: Daihatsu had zero units due to irregularities.
$Toyota Motor (7203.JP)$The domestic production of passenger vehicles by 8 domestic car manufacturers in Japan in January, as compiled by the end of the 28th, was 540,000 units, a 6% decrease compared to the same month last year. This is the first decrease since December 2022, a 13-month low. The production suspension caused by misconduct at Daihatsu Motors had an impact. Overseas production in China and other countries has been increasing, and global production in January was 1,940,000 units, a 6% increase. Among the manufacturers, all but Daihatsu and $Mazda Motor (7261.JP)$6 companies, excluding
Listed companies are expanding their outreach to overseas shareholders, with Kobe Steel engaging in dialogue with 80 companies.
Listed companies are accelerating their efforts to explore overseas shareholders. $Kobe Steel (5406.JP)$We have selected approximately 80 companies for overseas investors who we want to become shareholders and have started a dialogue. $Tokyo Electron (8035.JP)$We have established our first overseas IR (Investor Relations) base in the United States. As overseas investors' interest in Japanese stocks increases, we want to further encourage long-term investment through ongoing dialogue.
Source: Bloomberg, Nikkei, MINKABU, Traders Web
- Moomoo News Japan Stock Sherry
$Toyota Motor (7203.JP)$The domestic production of passenger vehicles by 8 domestic car manufacturers in Japan in January, as compiled by the end of the 28th, was 540,000 units, a 6% decrease compared to the same month last year. This is the first decrease since December 2022, a 13-month low. The production suspension caused by misconduct at Daihatsu Motors had an impact. Overseas production in China and other countries has been increasing, and global production in January was 1,940,000 units, a 6% increase. Among the manufacturers, all but Daihatsu and $Mazda Motor (7261.JP)$6 companies, excluding
Listed companies are expanding their outreach to overseas shareholders, with Kobe Steel engaging in dialogue with 80 companies.
Listed companies are accelerating their efforts to explore overseas shareholders. $Kobe Steel (5406.JP)$We have selected approximately 80 companies for overseas investors who we want to become shareholders and have started a dialogue. $Tokyo Electron (8035.JP)$We have established our first overseas IR (Investor Relations) base in the United States. As overseas investors' interest in Japanese stocks increases, we want to further encourage long-term investment through ongoing dialogue.
Source: Bloomberg, Nikkei, MINKABU, Traders Web
- Moomoo News Japan Stock Sherry
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