Starting with the Nikkei Average depreciation of 50 yen Bank of Japan policy is “time to normalize,” and there is no need to pay attention to finances - Professor Emeritus Yoshikawa, University of Tokyo
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Market Overview
Today's Nikkei Stock Average began at 39189.22 yen, 50.30 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) was 0.39 points higher at 2678.85.
Today's Nikkei Stock Average began at 39189.22 yen, 50.30 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) was 0.39 points higher at 2678.85.
Top news
Bank of Japan policy is “time to normalize,” and there is no need to disregard finance - Professor Emeritus Yoshikawa, University of Tokyo
Professor Emeritus Yoshikawa Hiroshi of the University of Tokyo expressed the view that while the Japanese economy is in a state of inflation, the Bank of Japan is in a phase where monetary policy should be normalized, and that the impact of rising interest rates on Japan's finances should not be measured (so much). In an interview on the 27th, Bank of Japan participant Yoshikawa pointed out in an interview on the 27th that the current situation where consumer prices exceed the Bank of Japan's 2% target for almost 2 years is inflation according to the definition, and “it is not a situation where” monetary easing, which is called a different dimension, continues. After saying, “Of course, it's time to normalize,” he said “it's not strange if we reach an exit” in March or April unless there is a major change in the economic/price situation.
Strong and weak rivalries such as Mitsubishi UFJ also have strong price movements, and positive speculation on interest rate trends between Japan and the US
$Mitsubishi UFJ Financial Group (8306.JP)$、 $Sumitomo Mitsui Financial Group (8316.JP)$Megabanks are developing where buying spirit prevails even in the midst of strong and weak views. In response to the fact that the January National Consumer Price Index (CPI) announced the day before surged from advance predictions, speculation that it will support the Bank of Japan's movement toward monetary policy normalization (negative interest rate cancellation) is stimulating stock prices. Also, the US PCE price index for January is scheduled to be announced on the night of the 29th Japan time, and depending on this content, an increase in long-term US interest rates is expected, so it seems that speculation about improving the operating environment is leading to high expectations.
SoftBank G-fall arm stocks fall 5.6%, analysts express a cautious view
$SoftBank Group (9984.JP)$has declined. The decline in stock prices of Arm Holdings, which is under the umbrella of the company, is disgusting. As for arm stocks, it was reported that analysts who were bullish showed a cautious view, and the transaction was closed at 5.6% depreciation. In response to this, sales of the company's stock, which is the parent company, have also become dominant.
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Bank of Japan policy is “time to normalize,” and there is no need to disregard finance - Professor Emeritus Yoshikawa, University of Tokyo
Professor Emeritus Yoshikawa Hiroshi of the University of Tokyo expressed the view that while the Japanese economy is in a state of inflation, the Bank of Japan is in a phase where monetary policy should be normalized, and that the impact of rising interest rates on Japan's finances should not be measured (so much). In an interview on the 27th, Bank of Japan participant Yoshikawa pointed out in an interview on the 27th that the current situation where consumer prices exceed the Bank of Japan's 2% target for almost 2 years is inflation according to the definition, and “it is not a situation where” monetary easing, which is called a different dimension, continues. After saying, “Of course, it's time to normalize,” he said “it's not strange if we reach an exit” in March or April unless there is a major change in the economic/price situation.
Strong and weak rivalries such as Mitsubishi UFJ also have strong price movements, and positive speculation on interest rate trends between Japan and the US
$Mitsubishi UFJ Financial Group (8306.JP)$、 $Sumitomo Mitsui Financial Group (8316.JP)$Megabanks are developing where buying spirit prevails even in the midst of strong and weak views. In response to the fact that the January National Consumer Price Index (CPI) announced the day before surged from advance predictions, speculation that it will support the Bank of Japan's movement toward monetary policy normalization (negative interest rate cancellation) is stimulating stock prices. Also, the US PCE price index for January is scheduled to be announced on the night of the 29th Japan time, and depending on this content, an increase in long-term US interest rates is expected, so it seems that speculation about improving the operating environment is leading to high expectations.
SoftBank G-fall arm stocks fall 5.6%, analysts express a cautious view
$SoftBank Group (9984.JP)$has declined. The decline in stock prices of Arm Holdings, which is under the umbrella of the company, is disgusting. As for arm stocks, it was reported that analysts who were bullish showed a cautious view, and the transaction was closed at 5.6% depreciation. In response to this, sales of the company's stock, which is the parent company, have also become dominant.
RELATED ARTICLES
It is reported that Khurana's US listing plan for deferred payment settlement with SoftBank G-fall investment
Sales volume of SoftBank G investment coupe is the most significant increase since '21
Nintendo - New Pokémon released on Switch in '25
$Nintendo (7974.JP)$Continued decline. Pokémon distributed “Pokemon Presents 2024.2.27” on the official YouTube channel at 23:00 on the 27th. In the program, it was announced that new information on the smartphone game “Pokémon GO”, that the smartphone Pokémon card game is scheduled to be distributed in 2024, and that the software “Pokemon LEGENDS Z-A (ZA)” for Nintendo Switch will be released in 2025.
$Nintendo (7974.JP)$Continued decline. Pokémon distributed “Pokemon Presents 2024.2.27” on the official YouTube channel at 23:00 on the 27th. In the program, it was announced that new information on the smartphone game “Pokémon GO”, that the smartphone Pokémon card game is scheduled to be distributed in 2024, and that the software “Pokemon LEGENDS Z-A (ZA)” for Nintendo Switch will be released in 2025.
Renesas buys 900 billion yen under headwinds, refines seriousness and earning power
$Renesas Electronics (6723.JP)$invested approximately 900 billion yen and decided to acquire the software manufacturer Altium in the US. The semiconductor industry is booming with demand for artificial intelligence (AI), but market conditions are sluggish for automotive and industrial equipment, where Renesas is the main battleground. The reason behind being able to decide on a huge acquisition even under headwinds is skillful inventory management ability born from a relationship of trust with customers.
Rakuten G first raises up to 100 billion yen to issue corporate bond-type shares
$Rakuten Group (4755.JP)$It was announced on the 27th that it will issue corporate bond-type shares without voting rights or conversion rights to common stock. It is planned to raise a maximum of 100 billion yen through a public offering as the initial portion, and they will also apply for listing on the Tokyo Stock Exchange Prime Market. The funds raised will be used to redeem corporate bonds that have grown due to entry into the mobile phone business.
S&P raises TEPCO HD's rating outlook to “stable”
The US rating agency S&P Global Ratings is on the 27th $Tokyo Electric Power (9501.JP)$It was announced that the rating outlook was raised from “negative” to “stable.” We evaluated the fact that business performance is improving due to an increase in electricity prices and a fall in fuel prices in 2023. The government has not changed its attitude of continuing to support the company's reconstruction, and it was determined that creditworthiness could be maintained even if treatment costs for the Fukushima accident increased.
Distribution source: Bloomberg, Nihon Keizai Shimbun, Traders Web, MINKABU
ー MooMoo News Japanese stock Sherry
$Renesas Electronics (6723.JP)$invested approximately 900 billion yen and decided to acquire the software manufacturer Altium in the US. The semiconductor industry is booming with demand for artificial intelligence (AI), but market conditions are sluggish for automotive and industrial equipment, where Renesas is the main battleground. The reason behind being able to decide on a huge acquisition even under headwinds is skillful inventory management ability born from a relationship of trust with customers.
Rakuten G first raises up to 100 billion yen to issue corporate bond-type shares
$Rakuten Group (4755.JP)$It was announced on the 27th that it will issue corporate bond-type shares without voting rights or conversion rights to common stock. It is planned to raise a maximum of 100 billion yen through a public offering as the initial portion, and they will also apply for listing on the Tokyo Stock Exchange Prime Market. The funds raised will be used to redeem corporate bonds that have grown due to entry into the mobile phone business.
S&P raises TEPCO HD's rating outlook to “stable”
The US rating agency S&P Global Ratings is on the 27th $Tokyo Electric Power (9501.JP)$It was announced that the rating outlook was raised from “negative” to “stable.” We evaluated the fact that business performance is improving due to an increase in electricity prices and a fall in fuel prices in 2023. The government has not changed its attitude of continuing to support the company's reconstruction, and it was determined that creditworthiness could be maintained even if treatment costs for the Fukushima accident increased.
Distribution source: Bloomberg, Nihon Keizai Shimbun, Traders Web, MINKABU
ー MooMoo News Japanese stock Sherry
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181098620 : Yoshikawa, or who is responsible for the state of the Japanese economy over the past 30 years? Do you know that you guys are big economists too?
GDP continues to be negative, so why is it normalized? that's stupid
配当金太 : It really is. I think they're correcting the yield curve here and taking a cold bath, and making another start for a new recession.
Roxi_117 : I thought “the current situation where consumer prices have exceeded the Bank of Japan's 2% target for almost 2 years is inflation according to the definition” was “lacking in essence.”