This week's financial results and economic calendar (2/5 to 2/9) Japanese stocks, financial results for leading companies are in full swing! What stocks should I pay attention to?
Japanese stocks are expected to continue growing this week.Major companies' quarterly earnings announcements reached a high pointIf performance improvements can be confirmed due to a round of inventory adjustments or the depreciation of the yen in exchange rates, etc.It's likely to be a tailwind that will boost the overall market. It has passed events such as FOMC, etc., and the solidity of US economic indicators and the strength of large technology companies also tend to lead to a sense of security in buying. Also, as key economic statistics and monetary policy events pass and there are fewer clues, about 1200 companies are scheduled to announce financial results over 5 days. Therefore, corporate settlement was receivedThe selection of individual stocks is progressing even furtherIt is seen as.
The one with the top market capitalization $Toyota Motor (7203.JP)$It is scheduled to announce financial results on the 6th. What are the other top market capitalization stocks $Mitsubishi UFJ Financial Group (8306.JP)$with $ITOCHU (8001.JP)$is on the 5th, $Mitsubishi (8058.JP)$Ya $Nintendo (7974.JP)$The 6th will have a big impact on the Nikkei Stock Average $SoftBank Group (9984.JP)$ It will be announced on the 8th. On the 9th $Tokyo Electron (8035.JP)$、 $Mitsui Fudosan (8801.JP)$announced.
What should be notedAre there any references to non-performing rice loans in bank accounts. It is also a stock with a low stock price-net asset ratio (PBR), and when there is interest in whether advanced PBR measures or stock buybacks etc. will come out, Sakai Hajime of the Mito Securities Investment Management Department. Meanwhile, large losses due to loans for commercial real estate were recorded $New York Community Bancorp (NYCB.US)$The sharp drop in stock prices reminds me of the Silicon Valley Bank (SVB) bankruptcy last spring, so be careful.
Also, the stock price index option is limited to 2 months on the weekendSpecial Liquidation Value (SQ)There is a possibility that volatility will increase slightly, ahead of calculation.
1. The Nikkei Average rebounded and recovered to 36,000 yen
2. The financial results of major US tech companies have all increased sales and profits
3. Microsoft and Google struggle to meet expectations for AMD AI
4. Is the U.S. Bank of America NYCB stock price crash real estate risk a precursor to “the next turbulent factor”
5. Warning spreads to Aozora Bank's last deficit insurance stocks and regional bank stocks for the first time in 15 years
6. FOMC keeps interest rates unchanged for 4 consecutive meetings and is negative about interest rate cuts in March
7. US employment statistics break up sharply for the first time in 1 year with interest rate cuts in March
The Nikkei Average rebounded last week to 36,158,02 yen, 406.95 yen (1.14%) higher than the previous weekend in the Tokyo stock market. Policy interest rates were left unchanged for 4 consecutive meetings at the US FOMC. Meanwhile, Powell said “the possibility is not high”Negative opinions on interest rate cuts in MarchShow me a fight back. Although the content of the FOMC was closer to hawks, the pessimistic mood was limited and did not lead to major turbulence.
The growth in the number of ADP employees in January fell short of market expectations,Content consistent with the situation where the labor market is gradually coolingIt became. However, according to the US employment statistics for January announced on the 3rd, the number of employed peopleSignificant increase for the first time in 1 yearAs a result, wage growth also accelerated.The labor market is unexpectedly gaining momentum againThat was suggested. As a result, the market is the Fed'sExpectations of early interest rate cuts have set back drasticallyI'm letting you do it. Expectations for early interest rate cuts have receded in short-term financial markets,March is 77% or more likely to remain unchangedIt incorporates. Also, in response to Chairman Powell's press conference, in May, which became the center of the forecast consensus for the start of interest rate hikes,Interest rate cut probability reduced from 90% to around 73%I'm letting you do it.
The performance of major US high-tech companies is expanding. $Meta Platforms (META.US)$Ya $Microsoft (MSFT.US)$、 $Apple (AAPL.US)$The financial results of 6 companies, etc. are allIncreased sales and profitsIt became. Meta receives financial resultsIt was a significant increase of 20%. Earnings per share and sales both exceeded expectations. Also, the company announced an additional share buyback and its first dividend. $Amazon (AMZN.US)$Along with a drastic increase in sales and profit due to cost reduction and strong online shopping, it also showed strong operating profit forecasts.Over 8% increase at one point. Meanwhile, Microsoft, Google, $Advanced Micro Devices (AMD.US)$The three companies declined due to overtime trading after financial results were announced. All three companies tried to emphasize progress related to AI, but investors expected that performance would rise quickly due to the huge success of AI, and the stock prices of each company have been raised to record highs in recent weeks. The explanations of each company on the 30th did not satisfy such expectations.
Meanwhile, in the USNote that the bank shock is being rekindledI need it. I bought a deposit from the Bank of America Signature Bank which went bankrupt $New York Community Bancorp (NYCB.US)$There was a record decline on the 31st. NYCB, which was seen as the winner of the regional bank crisis that occurred in 23, had an unexpected deficit in the October-12 financial results, and dividends were lowered.Commercial real estate could be the next upheaval factorInvestors' concerns are spreading, assuming that it is an indication of a precursor. Due to additional loans for US offices, it fell into deficit for the first time in 15 years $Aozora Bank (8304.JP)$was sold at a low stop, and the closing price on the 2nd3-year lowI attached it. Once again, the magnitude of the impact of the US economy and financial modulation was shown.
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[Earnings Preview] Toyota's operating profit of 5 trillion yen is in view! Will there be another upward correction due to the depreciation of the yen
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Source: MINKABU, Bloomberg, Investing, Trader's Web, Welshadvisor, Jiji Press
ー MooMoo News Sherry
ー MooMoo News Sherry
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