TSLA
Tesla
-- 355.840 INTC
Intel
-- 23.600 NVDA
NVIDIA
-- 138.850 SOFI
SoFi Technologies
-- 16.210 BABA
Alibaba
-- 124.730 
The overall market is anticipating a short-term bottom, with signs of the yen's appreciation coming to an end!
Well, the stock market from mid-July to late-July was turbulent worldwide. The Nikkei Stock Average (Zaraba Base) reached a high of 0.042426 million yen on July 11th, but fell to a low of 0.037611 million yen on the 26th. It was a panic-like downfall. The drop was 4815 yen, and the drop rate was 11.3%. Frankly, this is too much of a decline.
In the market, it is explained that a "yen carry trade rollback" has occurred. In the recent example of the "yen carry trade," it happened in 2007. In this situation, the yen rose by 10%. This time, if we assume a 10% appreciation of the yen, we must prepare for a level of 1 dollar = 145 yen.
However, we do not expect the yen to appreciate to that extent in the short term. The reason is that the trade balance, services balance, and amount of outward foreign investment are extremely different compared to 2007.
Currently, there is significant pressure for the yen to depreciate by 37 trillion yen. The recent appreciation of 10 yen can be attributed to the statement by American presidential candidate Trump to weaken the yen, as well as the interest rate cut by the Federal Reserve in July and the interest rate hike by the Bank of Japan.
The current situation of "KakuTora" is becoming suspicious, and in the BOJ monetary policy decision meeting on July 30th and 31st, in addition to an additional interest rate hike of 0.25%, a policy of quantitative tightening was announced. However, it is likely that the FOMC interest rate cut from July 31st to August 1st will be postponed. As a result, it is considered that the yen's high point here is around 150 yen.
Moreover, it is often said that a 1 yen appreciation of the yen pushes up the Nikkei 400 yen. In other words, a 10 yen appreciation would be 4,000 yen. However, this time the sharp decline was 4,815 yen. Well, it depends on the exchange rate, but if the yen appreciation seems to be peaking, the general market can be considered to have reached a short-term bottom. However, the immediate rebound is likely to be slow.
Attacking vigorous stocks and domestic-demand related stocks!
In the American market, $Apple (AAPL.US)$, $NVIDIA (NVDA.US)$, $Microsoft (MSFT.US)$Magnificent Seven (huge IT companies) represented by are entering an adjustment phase. The Nikkei average is strongly affected by this. In other words, $Tokyo Electron (8035.JP)$, $Lasertec (6920.JP)$, $Disco (6146.JP)$However, the upside is becoming heavy.
Nevertheless, there is strong individual stock picking momentum. However, it is in a summer slump, and in this situation, it is effective to focus on specific stocks and employ an investment strategy based on each case (stock).
Specifically, it is a contrarian rise. $Kewpie (2809.JP)$, $Saizeriya (7581.JP)$, $Kyushu Railway (9142.JP)$, $Sanrio (8136.JP)$, $Brother Industries (6448.JP)$How about etc.? You can determine the potential of the chart as well as the good performance.
In addition, the top enterprise of iodine, which is the raw material for the new type of solar panel called perovskite, and the second place company are becoming even more interesting. Furthermore, the movement of the XXXX seems to be unstoppable. $Ise Chemicals (4107.JP)$is an interesting stock with potential. $K&O Energy Group (1663.JP)$is becoming even more interesting. $Kyudenko (1959.JP)$The movement of XXXX is in a situation where it cannot be stopped. $Doshisha (7483.JP)$, $Takamisawa Cybernetics (6424.JP)$is a stock with material potential.
$Will Smart (175A.JP)$is $Zenrin (9474.JP)$It is a subsidiary (Zenrin holds 63.8% of the issued shares). We are engaged in transportation-specific SI consulting. We are in charge of the operation display of the Osaka Expo Bus Terminal.
The fiscal year ending in December 2024 is expected to be in deficit (9-month closing), but the outlook for the fiscal year ending in December 2025 is a sudden recovery (profit per share is related to 120 yen). The stock price is around 1200 yen. The disadvantage is that the business is thin, but isn't it possible to aim carefully?
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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