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-- 10.6600 Japan stocks surged 23% on Trump's victory! 4 themes and 15 stocks riding the tailwind of "Trump Trade", including cryptocurrencies, rising interest rates, defense, etc.
Following Mr. Trump's victory in the U.S. presidential election, the market moved significantly until the 7th.
トランプ氏優勢が伝わった6日（日本時間）から加速したトランプトレードの動きと、これに伴って株価が大きく上昇した国内4テーマ・15銘柄をピックアップする。◆＜テーマ1＞暗号資産：ビットコインは0.076 millionドル超の最高値更新
$Bitcoin (BTC.CC)$は急騰し、6日には過去最高値となる0.07 million6481ドルを付けた。 $Ethereum (ETH.CC)$も12％程度上昇した。トランプ政権になれば暗号資産の取引に対する規制が緩和されるとの見通しから、暗号資産の取引が活発になるIt is believed that domestically as well, stocks related to bitcoin have greatly increased in value.
<Domestic Related Stocks>
$Bitcoin (BTC.CC)$は急騰し、6日には過去最高値となる0.07 million6481ドルを付けた。 $Ethereum (ETH.CC)$も12％程度上昇した。トランプ政権になれば暗号資産の取引に対する規制が緩和されるとの見通しから、暗号資産の取引が活発になるIt is believed that domestically as well, stocks related to bitcoin have greatly increased in value.
<Domestic Related Stocks>
◆<Gainianbankuai 2> Rising Interest Rates: Domestic long-term interest rates rise to 1% for the first time in 3 months.
The yield on 10-year US Treasury bonds has risen from the 4.25% range to temporarily exceed 4.46%, an increase of over 4%. In line with thisJapan's 10-year government bond yield has also risen from the 0.92% range, reaching the 1% range for the first time in about 3 months on the 7th.such as tax cuts, etc.The measures proposed by Mr. Trump are expected to lead to an increase in government debt. Therefore, it is believed that the yield on government bonds is rising due to concerns about the supply and demand of US Treasury bonds.。
The increase in interest rates is leading to the rise of banking and insurance stocks, where higher spreads and investment gains can be expected.
<Domestic Related Stocks>
The yield on 10-year US Treasury bonds has risen from the 4.25% range to temporarily exceed 4.46%, an increase of over 4%. In line with thisJapan's 10-year government bond yield has also risen from the 0.92% range, reaching the 1% range for the first time in about 3 months on the 7th.such as tax cuts, etc.The measures proposed by Mr. Trump are expected to lead to an increase in government debt. Therefore, it is believed that the yield on government bonds is rising due to concerns about the supply and demand of US Treasury bonds.。
The increase in interest rates is leading to the rise of banking and insurance stocks, where higher spreads and investment gains can be expected.
<Domestic Related Stocks>
◆<gainianbankuai3> Defense: Demand for increased defense burden from Japan?
President Trump, who emphasizes America First policy, has advocated for reducing the military burden on the United States to defend allied countries since his time as president, including hinting at NATO withdrawal. He emphasizes on increasing the burden on each allied country. This seems to be highly likely for Japan as well.There is a high possibility of requesting an increase in defense spending.and it is expected thatdemand will increase, focusing on existing defense-related companies.It is expected that this will happen.
<Domestic-related Stocks>
President Trump, who emphasizes America First policy, has advocated for reducing the military burden on the United States to defend allied countries since his time as president, including hinting at NATO withdrawal. He emphasizes on increasing the burden on each allied country. This seems to be highly likely for Japan as well.There is a high possibility of requesting an increase in defense spending.and it is expected thatdemand will increase, focusing on existing defense-related companies.It is expected that this will happen.
<Domestic-related Stocks>
◆<Gainianbankuai4> Weak yen and strong dollar: A sudden weakening of the yen by about 3 yen
Early on the 6thFrom around 151 yen to the mid-154 yen level, the yen weakened by about 3 yen temporarily.. Not only the yen, but also emerging market currencies are affected, including the Mexican peso dropping from about 20.1 pesos to about 20.8 pesos per dollar.
If Mr. Trump wins, it is strongly believed that the dollar will strengthen. However, the reasons behind this belief are varied.However, there are various opinions on the reasons behind the belief that a Trump victory would result in a stronger dollar.
One reason is the stimulation of the private economy from perspectives such as Trump's advocated tax cuts, potential urging of interest rate cuts to the Federal Reserve, which is seen as positive for the US economy. In addition, there are diverse views such as the possibility of increased inflation pressure due to tariff hikes and reflections based on market trends after Trump's victory in 2016.
If the yen weakens, the export industry will benefit.However, on the other hand,Regarding exports to the USA, there is a possibility that the tariff barriers thickened by Mr. Trump, who calls himself 'Tariff Man', could become headwinds.At the same time, there is a risk that the stock price may fall.
<Domestic Related Stocks>
Early on the 6thFrom around 151 yen to the mid-154 yen level, the yen weakened by about 3 yen temporarily.. Not only the yen, but also emerging market currencies are affected, including the Mexican peso dropping from about 20.1 pesos to about 20.8 pesos per dollar.
If Mr. Trump wins, it is strongly believed that the dollar will strengthen. However, the reasons behind this belief are varied.However, there are various opinions on the reasons behind the belief that a Trump victory would result in a stronger dollar.
One reason is the stimulation of the private economy from perspectives such as Trump's advocated tax cuts, potential urging of interest rate cuts to the Federal Reserve, which is seen as positive for the US economy. In addition, there are diverse views such as the possibility of increased inflation pressure due to tariff hikes and reflections based on market trends after Trump's victory in 2016.
If the yen weakens, the export industry will benefit.However, on the other hand,Regarding exports to the USA, there is a possibility that the tariff barriers thickened by Mr. Trump, who calls himself 'Tariff Man', could become headwinds.At the same time, there is a risk that the stock price may fall.
<Domestic Related Stocks>
◆<Others> Trump-related stocks: Trump Media temporarily rose by more than 30%.
Owned by Mr. Trump. $Trump Media & Technology (DJT.US)$temporarily rose more than 30%, Elon Musk, who supports Mr. Trump, $Tesla (TSLA.US)$With an increase of nearly 20%, the stock prices of companies related to Donald Trump have become more volatile, reaching a temporary annual high.
Although there hasn't been significant price movements yet, companies in Japan that could be considered "Donald Trump-related" include $SoftBank Group (9984.JP)$and $Nippon Steel (5401.JP)$Yes.
softbank group co,The personal relationship between Chairman Masayoshi Son and Mr. Trump could potentially have a positive impact on the company.Chairman Son had a meeting with Mr. Trump at Trump Tower in New York in December 2016, before the previous presidential inauguration, where he promised to invest $50 billion in US emerging companies and create 0.05 million jobs.
Japan Steel is investing approximately 2 trillion yen in $United States Steel (X.US)$Regarding acquisitionsOpposing the acquisition, Mr. Trump has repeatedly mentioned that he will "immediately stop it"Due to this relationship where Mr. Trump has actively protected domestic iron & steel manufacturers in the US, it can be said to be somewhat related to "Donald Trump-related stocks". Mr. Trump is believed to be proactive in protecting US iron & steel manufacturers, which has also had an impact on the market, with shares rising by over 20% on the 6th. Depending on the trend of Nippon Steel's acquisition, fluctuations in stock prices are also anticipated. $Cleveland-Cliffs (CLF.US)$Depending on the progress of the acquisition of Nippon Steel, it is anticipated that the stock price will fluctuate, as it has affected the market by rising by more than 20% on the 6th.
Domestic related stocks
Owned by Mr. Trump. $Trump Media & Technology (DJT.US)$temporarily rose more than 30%, Elon Musk, who supports Mr. Trump, $Tesla (TSLA.US)$With an increase of nearly 20%, the stock prices of companies related to Donald Trump have become more volatile, reaching a temporary annual high.
Although there hasn't been significant price movements yet, companies in Japan that could be considered "Donald Trump-related" include $SoftBank Group (9984.JP)$and $Nippon Steel (5401.JP)$Yes.
softbank group co,The personal relationship between Chairman Masayoshi Son and Mr. Trump could potentially have a positive impact on the company.Chairman Son had a meeting with Mr. Trump at Trump Tower in New York in December 2016, before the previous presidential inauguration, where he promised to invest $50 billion in US emerging companies and create 0.05 million jobs.
Japan Steel is investing approximately 2 trillion yen in $United States Steel (X.US)$Regarding acquisitionsOpposing the acquisition, Mr. Trump has repeatedly mentioned that he will "immediately stop it"Due to this relationship where Mr. Trump has actively protected domestic iron & steel manufacturers in the US, it can be said to be somewhat related to "Donald Trump-related stocks". Mr. Trump is believed to be proactive in protecting US iron & steel manufacturers, which has also had an impact on the market, with shares rising by over 20% on the 6th. Depending on the trend of Nippon Steel's acquisition, fluctuations in stock prices are also anticipated. $Cleveland-Cliffs (CLF.US)$Depending on the progress of the acquisition of Nippon Steel, it is anticipated that the stock price will fluctuate, as it has affected the market by rising by more than 20% on the 6th.
Domestic related stocks
Related stocks: $Metaplanet (3350.JP)$、 $Monex Group (8698.JP)$、 $Traders Holdings (8704.JP)$、 $Ceres (3696.JP)$、 $Resona Holdings (8308.JP)$、 $Dai-ichi Life Holdings (8750.JP)$、 $Sumitomo Mitsui Financial Group (8316.JP)$、 $Mitsubishi UFJ Financial Group (8306.JP)$、 $IHI (7013.JP)$、 $Kawasaki Heavy Industries (7012.JP)$、 $Mitsubishi Heavy Industries (7011.JP)$、 $Komatsu (6301.JP)$、 $Hitachi (6501.JP)$、 $Nintendo (7974.JP)$、 $Daikin Industries (6367.JP)$
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Rice001 : I was surprised by how much of a landslide victory it turned out to be. The broadcasting is really such a liar.
HONDA N-ONE : Why are electricity-related stocks falling?
kasyu Rice001 : Everyone is thinking the same thing... Mainstream media
超新星 : Why is bitcoin rising?
Kd_create : Ethereum has not reached its all-time high at all.
初音ミク0139 : I made quite a profit from the first thing I bought lol.
hide0330 : I pray that there will not be another Trump shock.
ohmoney :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
みこちゃんレオン : Are you all buying bitcoin