Tokyo market summary: Nikkei average continues to grow for 4 days, SoftBank G breaks down partnership talks with Intel over AI semiconductors = FT
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●The Nikkei Average ended at 36726.64 yen, 284.21 yen higher than the previous business day
● Digital Minister Kono and Minister of Economy, Trade and Industry Saito are motivated to run for the presidential election and “don't hesitate” to run for the prime minister
● Sudden decline in credit buybacks, frequent further evidence due to stock crashes - “There are many damaged individuals”
● Partnership talks with Intel break down with SoftBank G and AI semiconductors = FT
● Megabanks such as Mitsubishi UFJ are drastically high, GDP market predictions are rising, and interest rate hike scenario awareness ◇
● The rise in shipping stocks is conspicuous, and repurchases of high-dividend stocks and rising container ship freight market conditions are tailwind ◇
● Attention to the handle: $SoftBank Group (9984.JP)$、 $Mitsubishi UFJ Financial Group (8306.JP)$、 $Mitsubishi Heavy Industries (7011.JP)$、 $Mizuho Financial Group (8411.JP)$、 $Nippon Yusen Kabushiki Kaisha (9101.JP)$、 $Dentsu Group (4324.JP)$etc
ー MooMoo News Japanese stock Sherry
●The Nikkei Average ended at 36726.64 yen, 284.21 yen higher than the previous business day
● Digital Minister Kono and Minister of Economy, Trade and Industry Saito are motivated to run for the presidential election and “don't hesitate” to run for the prime minister
● Sudden decline in credit buybacks, frequent further evidence due to stock crashes - “There are many damaged individuals”
● Partnership talks with Intel break down with SoftBank G and AI semiconductors = FT
● Megabanks such as Mitsubishi UFJ are drastically high, GDP market predictions are rising, and interest rate hike scenario awareness ◇
● The rise in shipping stocks is conspicuous, and repurchases of high-dividend stocks and rising container ship freight market conditions are tailwind ◇
● Attention to the handle: $SoftBank Group (9984.JP)$、 $Mitsubishi UFJ Financial Group (8306.JP)$、 $Mitsubishi Heavy Industries (7011.JP)$、 $Mizuho Financial Group (8411.JP)$、 $Nippon Yusen Kabushiki Kaisha (9101.JP)$、 $Dentsu Group (4324.JP)$etc
ー MooMoo News Japanese stock Sherry
Market Overview
Today's Nikkei Stock Average ended at 36726.64 yen, 284.21 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2600.75, 18.85 points higher than the previous business day.
Today's Nikkei Stock Average ended at 36726.64 yen, 284.21 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2600.75, 18.85 points higher than the previous business day.
Top news
Digital Minister Kono and Minister of Economy, Trade and Industry Saito are motivated to run for the presidential election, and the prime minister “don't hesitate” to run
In response to Prime Minister Fumio Kishida's announcement that he would not run for the Liberal Democratic Party presidential election in September, movements surrounding the presidential election are in full swing. At the post-cabinet meeting on the 15th, Minister of Digital Affairs Taro Kono and Minister of Economy, Trade and Industry Saito Ken showed their willingness to become president.
Digital Minister Kono and Minister of Economy, Trade and Industry Saito are motivated to run for the presidential election, and the prime minister “don't hesitate” to run
In response to Prime Minister Fumio Kishida's announcement that he would not run for the Liberal Democratic Party presidential election in September, movements surrounding the presidential election are in full swing. At the post-cabinet meeting on the 15th, Minister of Digital Affairs Taro Kono and Minister of Economy, Trade and Industry Saito Ken showed their willingness to become president.
Credit backlogs declined sharply, and stock crashes led to frequent further evidence - “There are many damaged individuals”
Due to the historic decline in the Japanese stock exchange rate, individual investors were forced to manipulate positions that had losses due to margin trading, and they were greatly hurt. The remaining margin of margin trading as of the 9th announced by the Tokyo Stock Exchange on the 14th (total for 2 markets on the Tokyo Stock Exchange and China Securities) is 3,963.5 billion yen, down 908.6 billion yen from the previous week. The decline is the largest since 2005, which can be traced back to Bloomberg data.
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Partnership discussions with Intel over SoftBank G and AI semiconductors also broke down = FT
The English Financial Times (FT) opens on the 15th $SoftBank Group (9984.JP)$In order to compete with US NVIDIA, the United States uses artificial intelligence (AI) semiconductor manufacturing $Intel (INTC.US)$Although the partnership was discussed, it was reported that the plan was canceled. It is said that Intel did not meet the requirements of SoftBank G, and it was not realized. According to FT, the reason for the breakdown of discussions was that the Intel side was unable to meet requirements regarding quantity and speed in SoftBank G, and currently $Taiwan Semiconductor (TSM.US)$We are focusing on negotiations with
Due to the historic decline in the Japanese stock exchange rate, individual investors were forced to manipulate positions that had losses due to margin trading, and they were greatly hurt. The remaining margin of margin trading as of the 9th announced by the Tokyo Stock Exchange on the 14th (total for 2 markets on the Tokyo Stock Exchange and China Securities) is 3,963.5 billion yen, down 908.6 billion yen from the previous week. The decline is the largest since 2005, which can be traced back to Bloomberg data.
Featured stocks
Partnership discussions with Intel over SoftBank G and AI semiconductors also broke down = FT
The English Financial Times (FT) opens on the 15th $SoftBank Group (9984.JP)$In order to compete with US NVIDIA, the United States uses artificial intelligence (AI) semiconductor manufacturing $Intel (INTC.US)$Although the partnership was discussed, it was reported that the plan was canceled. It is said that Intel did not meet the requirements of SoftBank G, and it was not realized. According to FT, the reason for the breakdown of discussions was that the Intel side was unable to meet requirements regarding quantity and speed in SoftBank G, and currently $Taiwan Semiconductor (TSM.US)$We are focusing on negotiations with
Mitsubishi Heavy has returned clearly, showing GC on the 5th and 25th day line one step higher after the mud filling was completed
$Mitsubishi Heavy Industries (7011.JP)$It returned to the 1900 yen level with an increase of over 5% at one point, and the strength of the increase stands out in the overall return market. It completely filled the mud that opened on August 2 and 5, and the market price exceeded the 25-day moving average, and there was momentum in buying due to the Golden Cross demonstration on the 5th and 25th line. The trend of defense spending expansion has not changed even when the Kishida administration shifts to the next administration, and it seems that overseas investors, etc. with heightened risk tolerance are actively buying back the company's stock, which stands out from the group in terms of transaction value with the Ministry of Defense.
$Mitsubishi Heavy Industries (7011.JP)$It returned to the 1900 yen level with an increase of over 5% at one point, and the strength of the increase stands out in the overall return market. It completely filled the mud that opened on August 2 and 5, and the market price exceeded the 25-day moving average, and there was momentum in buying due to the Golden Cross demonstration on the 5th and 25th line. The trend of defense spending expansion has not changed even when the Kishida administration shifts to the next administration, and it seems that overseas investors, etc. with heightened risk tolerance are actively buying back the company's stock, which stands out from the group in terms of transaction value with the Ministry of Defense.
Megabanks such as Mitsubishi UFJ are drastically high, GDP market expectations are rising above expectations, and awareness of interest rate hike scenarios ◇
$Mitsubishi UFJ Financial Group (8306.JP)$Ya $Sumitomo Mitsui Financial Group (8316.JP)$、 $Mizuho Financial Group (8411.JP)$All of them are significantly higher. The preliminary value of real gross domestic product for the April-June period announced by the Cabinet Office on the 15th was 3.1% higher than the previous fiscal year in terms of an annualized rate, which was positive growth for the first time in two quarters. Private consumption is showing steady growth, with a 1.0% increase from the previous fiscal year. While the stock market is regaining calm, the accuracy of achieving a virtuous cycle of wages and prices has increased, and there are views that the Bank of Japan has made it even easier to break through interest rate hikes, there is an attitude of buying bank stocks where the sense of undervaluation has intensified due to the sharp drop in overall market prices since the beginning of August.
$Mitsubishi UFJ Financial Group (8306.JP)$Ya $Sumitomo Mitsui Financial Group (8316.JP)$、 $Mizuho Financial Group (8411.JP)$All of them are significantly higher. The preliminary value of real gross domestic product for the April-June period announced by the Cabinet Office on the 15th was 3.1% higher than the previous fiscal year in terms of an annualized rate, which was positive growth for the first time in two quarters. Private consumption is showing steady growth, with a 1.0% increase from the previous fiscal year. While the stock market is regaining calm, the accuracy of achieving a virtuous cycle of wages and prices has increased, and there are views that the Bank of Japan has made it even easier to break through interest rate hikes, there is an attitude of buying bank stocks where the sense of undervaluation has intensified due to the sharp drop in overall market prices since the beginning of August.
The rise in shipping stocks is conspicuous, and repurchases of high-dividend stocks and rising container ship freight market conditions are tailwind ◇
$Nippon Yusen Kabushiki Kaisha (9101.JP)$、 $Mitsui O.S.K. Lines (9104.JP)$、 $Kawasaki Kisen Kaisha (9107.JP)$The inflow of investment funds into shipping stocks, starting with major companies such as, is conspicuous. Even with the rise and fall by industry, the shipping sector has penetrated the top price increase rate. As the overall market price turns back, there is an active movement to pick up companies that are active in shareholder returns, such as dividends. Meanwhile, Yusen and MOL have dividend yields above 5%, making it easy to buy for income gains, and there is a strong sense of undervaluation even in major stock price indicators such as PBR and PER, and stock prices have also rebounded and strengthened their color.
$Nippon Yusen Kabushiki Kaisha (9101.JP)$、 $Mitsui O.S.K. Lines (9104.JP)$、 $Kawasaki Kisen Kaisha (9107.JP)$The inflow of investment funds into shipping stocks, starting with major companies such as, is conspicuous. Even with the rise and fall by industry, the shipping sector has penetrated the top price increase rate. As the overall market price turns back, there is an active movement to pick up companies that are active in shareholder returns, such as dividends. Meanwhile, Yusen and MOL have dividend yields above 5%, making it easy to buy for income gains, and there is a strong sense of undervaluation even in major stock price indicators such as PBR and PER, and stock prices have also rebounded and strengthened their color.
The Dentsu Group stock price rose 8% and the downward revision also assessed an increase in profit for the April-6 fiscal year
$Dentsu Group (4324.JP)$There was a big backlash. It rose to 4198 yen, which was 8.47% higher at one point. On the 14th, it was announced that consolidated final profit and loss (international accounting standards) for the fiscal year ending 2024/12 (current fiscal year) would be in surplus of 36.7 billion yen (deficit of 10.7 billion yen in the previous fiscal year). It was revised downward from the previous forecast (surplus of 61.7 billion yen) due to poor overseas business, but at the moment the buying momentum is rather strong. While investment sentiment tends to be bullish, it seems that the atmosphere that accepts the downward revisions as running out of bad material for the time being has been tailwind.
Distribution source: Reuters, Nihon Keizai Shimbun, MINKABU, Bloomberg
$Dentsu Group (4324.JP)$There was a big backlash. It rose to 4198 yen, which was 8.47% higher at one point. On the 14th, it was announced that consolidated final profit and loss (international accounting standards) for the fiscal year ending 2024/12 (current fiscal year) would be in surplus of 36.7 billion yen (deficit of 10.7 billion yen in the previous fiscal year). It was revised downward from the previous forecast (surplus of 61.7 billion yen) due to poor overseas business, but at the moment the buying momentum is rather strong. While investment sentiment tends to be bullish, it seems that the atmosphere that accepts the downward revisions as running out of bad material for the time being has been tailwind.
Distribution source: Reuters, Nihon Keizai Shimbun, MINKABU, Bloomberg
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カレー党 : The postcard is stiff
大負けネコ : Is that “Kono Digitaro” motivated to run in the Liberal Democratic Party presidential election?
️ Don't say anything stupid 
️ First of all, “Gaffe 
️ Black Monday” was triggered by an “act of transcendence of authority,” which answered questions from the “American Press Agency = Bloomberg” reporter about “hope for an appreciation of the yen = depreciation of the Bank of Japan = long-term interest rate hike” outside of its jurisdiction, with no concerns about being taken as a “minister's statement = intention of the Japanese government”? Secretary General Mogi Ba was also “guilty of the same crime.” It's because it's a “Class A war criminal” who caused the total stock value drop in the 3 Tokyo Stock Exchange markets in 1 day = “losing close to about 104 trillion yen.” As for Digitaro, he doesn't even do “duties in charge = digitalization & collaboration of various public systems” properly 
️ I tried it because it says “tax returns are now possible with a smartphone 
️” from this year, and since the existing “National Tax Service tax return system” and the “Individual Number Card Mina Portal” are forcibly connected, it makes them “read Individual Number Card” every time the system is switched, and some internet securities systems such as Moomoo Securities cannot be linked, Each time the details of the declaration are corrected, it is returned to the original screen and the input content is lost, after all, when you notice an “error in the refund tax amount” and try to open the file, is the file format new? Or, it's a format that can't be opened on a smartphone, and even on a computer, it can't be opened with an existing “Office sofa.” Where is “digitalization” 
️ If you entrust the government to such a hereditary member of parliament, they “stand behind in negotiations with China or America during their term of office,” “make mistakes in monetary policy,” and “the Japanese economy will decline without a doubt” a few years later. Only “idiots” stop by people who have a bad attitude. At least “the reality of the Japanese economy = leading the economy by export-related companies (= wage increases are driven by automobiles, electrical equipment, industrial equipment, steel, etc.),” it is troublesome if you are not someone who can understand the “influence of the exchange rate,” where “excessive appreciation of the yen and depreciation of the dollar” “becomes a factor of decline in earnings.” Personally, I think someone with experience as “Minister of Economy, Trade and Industry” is the right person. ◯ A person who properly understands Japan's industrial structure and is familiar with the business community, such as Minister of Economy, Trade and Industry Muramoto. At least that's impossible for “Class A war criminals.” that's because my head is bad.