The Nikkei average is 169 yen higher, and Mr. Start Buffett's endorsement is a double-edged sword, and trading companies expand their shareholders in case of an “emergency”
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Market Overview
Today's Nikkei Stock Average started at 36196.64 yen, 169.70 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) was 4.29 points higher than the previous business day at 2533.77.
Market Overview
Today's Nikkei Stock Average started at 36196.64 yen, 169.70 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) was 4.29 points higher than the previous business day at 2533.77.
Top news
Job offer ratio 1.31 times in 23, rising for 2 consecutive years, unemployment rate 2.6%
The ratio of effective job offers for 2023 announced by the Ministry of Health, Labor, and Welfare on the 30th was 1.31 times, up 0.03 points from the previous year. It has been rising for the second year in a row. The employment environment has recovered from the novel coronavirus disaster, but the growth rate has slowed from the previous year. The 23-year average complete unemployment rate announced by the Ministry of Internal Affairs and Communications on the same day remained flat at 2.6%.
Stock repurchases of up to 9.6 trillion yen in 23 years, active return of surplus funds
Listed companies are expanding share buybacks. The acquisition quota in 2023 was approximately 9.6 trillion yen, a record high for the second year in a row. Surplus funds are actively returned to shareholders. The fact that the Tokyo Stock Exchange requested companies to improve capital efficiency is also in the background, which is a factor in the current stock appreciation.
Mr. Buffett's endorsement is a double-edged sword, and trading companies expand their shareholders in case of an “emergency”
Trading companies whose stock prices have been pushed to record high levels due to investments by famous American investor Warren Buffett are trying to diversify investors in preparation for sales by major shareholders. The Tokyo Stock Price Index (TOPIX) wholesale trade index, where the five major trading companies account for 70% or more, approximately doubled from 2020/8 to the end of 23, when investments were revealed, and surpassed TOPIX, which rose by about 50% during the same period.
Job offer ratio 1.31 times in 23, rising for 2 consecutive years, unemployment rate 2.6%
The ratio of effective job offers for 2023 announced by the Ministry of Health, Labor, and Welfare on the 30th was 1.31 times, up 0.03 points from the previous year. It has been rising for the second year in a row. The employment environment has recovered from the novel coronavirus disaster, but the growth rate has slowed from the previous year. The 23-year average complete unemployment rate announced by the Ministry of Internal Affairs and Communications on the same day remained flat at 2.6%.
Stock repurchases of up to 9.6 trillion yen in 23 years, active return of surplus funds
Listed companies are expanding share buybacks. The acquisition quota in 2023 was approximately 9.6 trillion yen, a record high for the second year in a row. Surplus funds are actively returned to shareholders. The fact that the Tokyo Stock Exchange requested companies to improve capital efficiency is also in the background, which is a factor in the current stock appreciation.
Mr. Buffett's endorsement is a double-edged sword, and trading companies expand their shareholders in case of an “emergency”
Trading companies whose stock prices have been pushed to record high levels due to investments by famous American investor Warren Buffett are trying to diversify investors in preparation for sales by major shareholders. The Tokyo Stock Price Index (TOPIX) wholesale trade index, where the five major trading companies account for 70% or more, approximately doubled from 2020/8 to the end of 23, when investments were revealed, and surpassed TOPIX, which rose by about 50% during the same period.
Toyota Industries fraud, abandons consultation due to “do something” atmosphere
$Toyota Industries (6201.JP)$The special investigation committee, which was investigating the quality fraud issue discovered in, released a report on the cause etc. on the 29th. Even when concerns about development delays were discussed with superiors, voices saying “there was an atmosphere where people were told to 'do something about it'” were described, and a corporate structure that did not try to solve problems on their own was pointed out as the root cause of fraud.
NTT - Zoku Shinko Semiconductor supports the spread of IOWN with Japan-US-Korea coalition Intel SK = Nikkei
$Nippon Telegraph & Telephone (9432.JP)$Continued growth. The morning edition of the Nihon Keizai Shimbun dated 30th reported that the company will develop optical semiconductors leading to drastic power consumption reductions with the core technology of the next-generation communication platform “IOWN (AION).”
$Toyota Industries (6201.JP)$The special investigation committee, which was investigating the quality fraud issue discovered in, released a report on the cause etc. on the 29th. Even when concerns about development delays were discussed with superiors, voices saying “there was an atmosphere where people were told to 'do something about it'” were described, and a corporate structure that did not try to solve problems on their own was pointed out as the root cause of fraud.
NTT - Zoku Shinko Semiconductor supports the spread of IOWN with Japan-US-Korea coalition Intel SK = Nikkei
$Nippon Telegraph & Telephone (9432.JP)$Continued growth. The morning edition of the Nihon Keizai Shimbun dated 30th reported that the company will develop optical semiconductors leading to drastic power consumption reductions with the core technology of the next-generation communication platform “IOWN (AION).”
Drugstore restructuring, Tsuruha focuses on entering an era of 2 trillion yen sales
The era of “2 trillion yen” sales has come into view in the drugstore industry. $AEON (8267.JP)$Will form a capital and business alliance on the 29th $Tsuruha Holdings (3391.JP)$It was announced that negotiations will begin to additionally acquire (HD) shares from Hong Kong investment funds. The top $Welcia Holdings (3141.JP)$Following that, if Tsuruha HD, which is in second place, enters the Aeon Group, the total market share of the two companies will exceed 25%.
Stock price less than 3 times after listing, market development in JET - Japan and the US for semiconductor cleaning equipment
Semiconductor cleaning equipment's $JET (6228.JP)$(J.E.T.) stock prices are strong. It was less than three times the closing price on the listing date in about 4 months. The company has grown through transactions with South Korea's Samsung Electronics and China's Mid-Core International Integrated Circuit Manufacturing (SMIC), but it is currently focusing on acquiring customers in Japan and the United States. The stock market also seems to be looking forward to this strategy.
Distribution source: Nihon Keizai Shimbun, Bloomberg, Traders Web
ー Moo Moo News Japanese stock Evelyn
The era of “2 trillion yen” sales has come into view in the drugstore industry. $AEON (8267.JP)$Will form a capital and business alliance on the 29th $Tsuruha Holdings (3391.JP)$It was announced that negotiations will begin to additionally acquire (HD) shares from Hong Kong investment funds. The top $Welcia Holdings (3141.JP)$Following that, if Tsuruha HD, which is in second place, enters the Aeon Group, the total market share of the two companies will exceed 25%.
Stock price less than 3 times after listing, market development in JET - Japan and the US for semiconductor cleaning equipment
Semiconductor cleaning equipment's $JET (6228.JP)$(J.E.T.) stock prices are strong. It was less than three times the closing price on the listing date in about 4 months. The company has grown through transactions with South Korea's Samsung Electronics and China's Mid-Core International Integrated Circuit Manufacturing (SMIC), but it is currently focusing on acquiring customers in Japan and the United States. The stock market also seems to be looking forward to this strategy.
Distribution source: Nihon Keizai Shimbun, Bloomberg, Traders Web
ー Moo Moo News Japanese stock Evelyn
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