Nikkei average rebound starts, interest rates move by 1 month, corporate bonds improve, and exchange rate fluctuations moderate
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Here's an overview of this morning's turnaround. Thank you in advance.![]()
Market Overview
In today's Tokyo stock market, the Nikkei Stock Average began at 31915.68 yen, which was 291.40 yen higher than the previous business day, and the TSE stock price index (TOPIX) was 18.48 points higher than the previous business day at 2284.88.
Market Overview
In today's Tokyo stock market, the Nikkei Stock Average began at 31915.68 yen, which was 291.40 yen higher than the previous business day, and the TSE stock price index (TOPIX) was 18.48 points higher than the previous business day at 2284.88.
Top news
Bank of Japan revised interest rates moving by 1 month, improving corporate bonds and moderating exchange rate fluctuations
It will be 28 days and 1 month since the Bank of Japan made long and short interest rate manipulation (yield curve control, YCC) management flexible. Fluctuations in exchange rates, which had been shaky until then due to the Bank of Japan forcibly suppressing interest rates, have moderated, and there has been a certain effect on improving the functioning of the bond market. However, the depreciation of the yen has not stopped, and it continues to remain as a factor boosting prices.
13 emerging companies consider tax refund lawsuits with trust-type stock options
It was discovered in an interview by Nikkei Inc. that 13 listed start-ups are considering lawsuits requesting the return of withholding income tax over tax processing of stock options (stock purchase rights) called trust types. In May, the National Tax Agency expressed the view that profits obtained by exercising trust-type rights would be taxed as salary. Dissatisfaction is spreading because additional tax burdens etc. occur on companies that have introduced it.
Jackson Hole Conference Closes “Price Alertness” Expert Views
The international economic symposium “Jackson Hole Meeting,” where top central banks from Japan, the US, and Europe gathered, came to an end on the 26th. Based on the statements made by central bank leaders, we asked experts how they view the future of the global economy and monetary policy.
Bank of Japan Governor Ueda says inflation below target for continued mitigation - debate
Bank of Japan Governor Ueda Kazuo stated that price growth is still slower than the Bank of Japan's target, and explained that this is the reason the current monetary policy continues. On the 26th, Governor Ueda said at the panel discussion session at the Jackson Hole meeting, “We think that underlying inflation is still slightly below the target of 2%.” “That is the reason why the Bank of Japan is adhering to the current monetary easing framework,” he said.
Ministry of Economy, Trade and Industry doubles installation target to 300,000 EV charging facilities by 2030
The Ministry of Economy, Trade, and Industry will discuss charging equipment for electric vehicles (EVs) and establish new guidelines to double the installation target, which had been 150,000 by 2030, and raise it to 300,000 units. The government plans to turn all new car sales into electric vehicles, including hybrid cars, by 35, and aims for popularization and expansion by hastening infrastructure development essential for charging.
Mercedes-Benz CEO “Long-term EV introduction in the Japanese market”
Overseas automobile manufacturers are introducing EVs = electric vehicles one after another in anticipation of market expansion in Japan. The CEO of Mercedes-Benz in Germany responded to an interview with NHK and clarified his idea of introducing EVs over the long term in the Japanese market.
Major global defense companies transfer Asian management functions to Japan to UK BAE, etc.
The world's leading defense companies will shift the focus of their Asian business to Japan. British BAE Systems transferred Asian management functions to Japan by the end of the year, and US Lockheed Martin recently completed similar support. Based on the deterioration of the security environment in East Asia, Japan, which drastically increases defense spending, will attract related companies.
Asahi Kasei - Rebound from CO2 and water, resin raw materials, decomposed with electricity, production started in '26 without using petroleum
$Asahi Kasei (3407.JP)$There was a backlash. The morning edition of the Nihon Keizai Shimbun dated 26th reported that the company will put into practical use manufacturing technology for resin raw materials made from carbon dioxide (CO2) and water.
Bank of Japan revised interest rates moving by 1 month, improving corporate bonds and moderating exchange rate fluctuations
It will be 28 days and 1 month since the Bank of Japan made long and short interest rate manipulation (yield curve control, YCC) management flexible. Fluctuations in exchange rates, which had been shaky until then due to the Bank of Japan forcibly suppressing interest rates, have moderated, and there has been a certain effect on improving the functioning of the bond market. However, the depreciation of the yen has not stopped, and it continues to remain as a factor boosting prices.
13 emerging companies consider tax refund lawsuits with trust-type stock options
It was discovered in an interview by Nikkei Inc. that 13 listed start-ups are considering lawsuits requesting the return of withholding income tax over tax processing of stock options (stock purchase rights) called trust types. In May, the National Tax Agency expressed the view that profits obtained by exercising trust-type rights would be taxed as salary. Dissatisfaction is spreading because additional tax burdens etc. occur on companies that have introduced it.
Jackson Hole Conference Closes “Price Alertness” Expert Views
The international economic symposium “Jackson Hole Meeting,” where top central banks from Japan, the US, and Europe gathered, came to an end on the 26th. Based on the statements made by central bank leaders, we asked experts how they view the future of the global economy and monetary policy.
Bank of Japan Governor Ueda says inflation below target for continued mitigation - debate
Bank of Japan Governor Ueda Kazuo stated that price growth is still slower than the Bank of Japan's target, and explained that this is the reason the current monetary policy continues. On the 26th, Governor Ueda said at the panel discussion session at the Jackson Hole meeting, “We think that underlying inflation is still slightly below the target of 2%.” “That is the reason why the Bank of Japan is adhering to the current monetary easing framework,” he said.
Ministry of Economy, Trade and Industry doubles installation target to 300,000 EV charging facilities by 2030
The Ministry of Economy, Trade, and Industry will discuss charging equipment for electric vehicles (EVs) and establish new guidelines to double the installation target, which had been 150,000 by 2030, and raise it to 300,000 units. The government plans to turn all new car sales into electric vehicles, including hybrid cars, by 35, and aims for popularization and expansion by hastening infrastructure development essential for charging.
Mercedes-Benz CEO “Long-term EV introduction in the Japanese market”
Overseas automobile manufacturers are introducing EVs = electric vehicles one after another in anticipation of market expansion in Japan. The CEO of Mercedes-Benz in Germany responded to an interview with NHK and clarified his idea of introducing EVs over the long term in the Japanese market.
Major global defense companies transfer Asian management functions to Japan to UK BAE, etc.
The world's leading defense companies will shift the focus of their Asian business to Japan. British BAE Systems transferred Asian management functions to Japan by the end of the year, and US Lockheed Martin recently completed similar support. Based on the deterioration of the security environment in East Asia, Japan, which drastically increases defense spending, will attract related companies.
Asahi Kasei - Rebound from CO2 and water, resin raw materials, decomposed with electricity, production started in '26 without using petroleum
$Asahi Kasei (3407.JP)$There was a backlash. The morning edition of the Nihon Keizai Shimbun dated 26th reported that the company will put into practical use manufacturing technology for resin raw materials made from carbon dioxide (CO2) and water.
The Sogo and Seibu Labor Union will notify a strike on the 28th, and if it breaks down, it will be carried out on the 31st - report
$Seven & i Holdings (3382.JP)$The morning edition of the Nihon Keizai Shimbun dated 26th reported that the Sogo and Seibu labor union, which is under its umbrella, has a policy of notifying management on the 28th regarding the implementation of the strike. If a strike were to be carried out, it would be unusual for the Japanese retail industry in recent years.
Panasonic has an inexpensive flexible system for turning EVs into emergency power sources for buildings
$Panasonic Holdings (6752.JP)$will enter the “vehicle to building (V2B)” business that transfers electricity from electric vehicles (EVs) to office buildings. The EV battery functions as an emergency power source to move office equipment during a power outage. Targets will be narrowed down to buildings and business sites, so that they can be introduced starting at 4 million yen, which is cheaper than similar services.
The boundary that melts with AI semiconductors NVIDIA enters CPUs and competes with Intel
Demand for high-performance semiconductors for data centers is growing rapidly due to the artificial intelligence (AI) boom. Rice, the largest CPU (central processing unit) company $Intel (INTC.US)$and rice, the largest GPU (image processing semiconductor) company $NVIDIA (NVDA.US)$They began to erode each other's areas of expertise in search of improved performance. The era where the top 2 semiconductors divided the market is coming to an end.
ー MooMoo News Sherry
Distribution source: Bloomberg, Nihon Keizai Shimbun, NHK, Traders Web
$Seven & i Holdings (3382.JP)$The morning edition of the Nihon Keizai Shimbun dated 26th reported that the Sogo and Seibu labor union, which is under its umbrella, has a policy of notifying management on the 28th regarding the implementation of the strike. If a strike were to be carried out, it would be unusual for the Japanese retail industry in recent years.
Panasonic has an inexpensive flexible system for turning EVs into emergency power sources for buildings
$Panasonic Holdings (6752.JP)$will enter the “vehicle to building (V2B)” business that transfers electricity from electric vehicles (EVs) to office buildings. The EV battery functions as an emergency power source to move office equipment during a power outage. Targets will be narrowed down to buildings and business sites, so that they can be introduced starting at 4 million yen, which is cheaper than similar services.
The boundary that melts with AI semiconductors NVIDIA enters CPUs and competes with Intel
Demand for high-performance semiconductors for data centers is growing rapidly due to the artificial intelligence (AI) boom. Rice, the largest CPU (central processing unit) company $Intel (INTC.US)$and rice, the largest GPU (image processing semiconductor) company $NVIDIA (NVDA.US)$They began to erode each other's areas of expertise in search of improved performance. The era where the top 2 semiconductors divided the market is coming to an end.
ー MooMoo News Sherry
Distribution source: Bloomberg, Nihon Keizai Shimbun, NHK, Traders Web
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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wwolfvct : Useless backlash or something
I don't need it