Tokyo Market Summary: Nikkei Average falls for the third consecutive day, dollar at 156 yen level for the first time in 4 months due to the triple red of the US Republican Party. Will the Bank of Japan raise interest rates in December again with a weak yen?
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● The Nikkei average closed at 38,535.70 yen, down 185.96 yen from the previous trading day
● Dollar strengthens across the board, risk aversion with Chinese stocks falling due to accelerating US inflation concerns, Dollar-Yen in the 156 yen range
● Will the Bank of Japan raise interest rates in December again due to yen depreciation?
● Panasonic stock hits year-to-date high, positive reaction to Tesla stock rally after US presidential election
DISCO aims to secure the top trading value, but is exploring lower prices, with caution to buy ahead of the upcoming earnings report from Applied Materials in the USA.
Hot Stocks: $Disco (6146.JP)$、 $Kansai Electric Power (9503.JP)$、 $Dai-ichi Life Holdings (8750.JP)$、 $Panasonic Holdings (6752.JP)$etc
- moomoo news of individual stocks Japan Stocks Sherry
● The Nikkei average closed at 38,535.70 yen, down 185.96 yen from the previous trading day
● Dollar strengthens across the board, risk aversion with Chinese stocks falling due to accelerating US inflation concerns, Dollar-Yen in the 156 yen range
● Will the Bank of Japan raise interest rates in December again due to yen depreciation?
● Panasonic stock hits year-to-date high, positive reaction to Tesla stock rally after US presidential election
DISCO aims to secure the top trading value, but is exploring lower prices, with caution to buy ahead of the upcoming earnings report from Applied Materials in the USA.
Hot Stocks: $Disco (6146.JP)$、 $Kansai Electric Power (9503.JP)$、 $Dai-ichi Life Holdings (8750.JP)$、 $Panasonic Holdings (6752.JP)$etc
- moomoo news of individual stocks Japan Stocks Sherry
Market Overview
On the Tokyo stock market today, the Nikkei average stock price closed at 38,535.70 yen, down 185.96 yen from the previous business day, and the TOPIX closed at 2,701.22, down 7.20 points. The yen exchange rate on the 14th fell to the 156 yen range against the dollar for the first time in about 4 months. With the Republicans securing control of both houses in the United States, there is a dominant trend of buying dollars in anticipation of the inflationary policies of the upcoming Trump administration.
On the Tokyo stock market today, the Nikkei average stock price closed at 38,535.70 yen, down 185.96 yen from the previous business day, and the TOPIX closed at 2,701.22, down 7.20 points. The yen exchange rate on the 14th fell to the 156 yen range against the dollar for the first time in about 4 months. With the Republicans securing control of both houses in the United States, there is a dominant trend of buying dollars in anticipation of the inflationary policies of the upcoming Trump administration.
Top News
Dollar strengthens across the board, yen weakens on concerns of accelerated US inflation, China stocks drop for risk aversion, Dollar/Yen at 156 yen range.
Dollar strengthens across the board. Alongside concerns of accelerated US inflation, dollar is being bought for risk aversion as Chinese and Hong Kong stocks plummet in the afternoon session. The US 10-year bond yield is at its highest level since July 1 after hours, and the dollar index is at a one-year high. Dollar/Yen hits the 156 yen range for the first time since July 23, Euro/Dollar at a one-year low, and the Yuan hits its lowest point since August. With the Republicans controlling both houses in the "Triple Red" achievement, it is feared that accelerated US inflation is imminent. If inflation accelerates, there is a possibility of not just stopping rate cuts but also considering rate hikes.
Dollar strengthens across the board, yen weakens on concerns of accelerated US inflation, China stocks drop for risk aversion, Dollar/Yen at 156 yen range.
Dollar strengthens across the board. Alongside concerns of accelerated US inflation, dollar is being bought for risk aversion as Chinese and Hong Kong stocks plummet in the afternoon session. The US 10-year bond yield is at its highest level since July 1 after hours, and the dollar index is at a one-year high. Dollar/Yen hits the 156 yen range for the first time since July 23, Euro/Dollar at a one-year low, and the Yuan hits its lowest point since August. With the Republicans controlling both houses in the "Triple Red" achievement, it is feared that accelerated US inflation is imminent. If inflation accelerates, there is a possibility of not just stopping rate cuts but also considering rate hikes.
Will there be another "BOJ rate hike in December" due to the weak yen?
Speculation surrounding the policies of the upcoming US President Trump has led to a weak yen and a strong dollar in the foreign exchange market, intensifying the risk of higher import prices, leading to speculation in the domestic bond market that the Bank of Japan will decide on an additional rate hike in December. In the bond market, the yield on the newly issued 30-year bonds rose by 3 basis points compared to the previous day to 2.305%, surpassing the year's highest level of 2.29% recorded in June and reaching levels not seen since 2010. The yield on the key 10-year government bonds rose by 0.015% compared to the previous day to 1.055% (bond prices fell), hitting a high level not seen since August 1.
Speculation surrounding the policies of the upcoming US President Trump has led to a weak yen and a strong dollar in the foreign exchange market, intensifying the risk of higher import prices, leading to speculation in the domestic bond market that the Bank of Japan will decide on an additional rate hike in December. In the bond market, the yield on the newly issued 30-year bonds rose by 3 basis points compared to the previous day to 2.305%, surpassing the year's highest level of 2.29% recorded in June and reaching levels not seen since 2010. The yield on the key 10-year government bonds rose by 0.015% compared to the previous day to 1.055% (bond prices fell), hitting a high level not seen since August 1.
Hot stocks
Disco is exploring the downside while maintaining the top trading volume, but refrains from buying ahead of the earnings announcement of US Applied Materials.
$Disco (6146.JP)$は３日続落。今月７日のザラ場には４万７８３０円の戻り高値をつけたものの、その後は再び下値模索の展開が鮮明となっている。米政府による先端半導体の対中輸出規制に対する警戒感が改めて強まっており、関連主力銘柄への向かい風は強い。そうしたなか、きょうは半導体製造装置世界トップの $Applied Materials (AMAT.US)$の決算発表を控えており、東京市場でもこの決算内容を見極めたいとの思惑が、ディスコをはじめ半導体製造装置関連株への買いを手控えさせているもようだ。
Disco is exploring the downside while maintaining the top trading volume, but refrains from buying ahead of the earnings announcement of US Applied Materials.
$Disco (6146.JP)$は３日続落。今月７日のザラ場には４万７８３０円の戻り高値をつけたものの、その後は再び下値模索の展開が鮮明となっている。米政府による先端半導体の対中輸出規制に対する警戒感が改めて強まっており、関連主力銘柄への向かい風は強い。そうしたなか、きょうは半導体製造装置世界トップの $Applied Materials (AMAT.US)$の決算発表を控えており、東京市場でもこの決算内容を見極めたいとの思惑が、ディスコをはじめ半導体製造装置関連株への買いを手控えさせているもようだ。
パナＨＤ株が年初来高値 米大統領選後のテスラ株高好感
$Panasonic Holdings (6752.JP)$が一時年初来高値を約８カ月ぶりに更新している。2024年4〜9月期の連結営業利益が前年同期を上回ったことに加え、米ＥＶの $Tesla (TSLA.US)$のマスク最高経営責任者（ＣＥＯ）がトランプ次期大統領の政権入りが発表され、今後の事業環境の好転期待から買いが波及しているようだ。パナＨＤはテスラ向けに車載用電池を供給している。
$Panasonic Holdings (6752.JP)$が一時年初来高値を約８カ月ぶりに更新している。2024年4〜9月期の連結営業利益が前年同期を上回ったことに加え、米ＥＶの $Tesla (TSLA.US)$のマスク最高経営責任者（ＣＥＯ）がトランプ次期大統領の政権入りが発表され、今後の事業環境の好転期待から買いが波及しているようだ。パナＨＤはテスラ向けに車載用電池を供給している。
関西電力---大幅続落、公募増資など発表による希薄化懸念で
$Kansai Electric Power (9503.JP)$Has significantly declined. It announced the implementation of a public offering of 1.04828 million shares, 45.7 million shares of treasury stock disposal, and an over-allotment of up to 29.0979 million 7900 shares.
$Kansai Electric Power (9503.JP)$Has significantly declined. It announced the implementation of a public offering of 1.04828 million shares, 45.7 million shares of treasury stock disposal, and an over-allotment of up to 29.0979 million 7900 shares.
Dai-ichi Life Holdings, operating profit for the last period increased by 41% to land, also a 10% increase in the July-September period.
$Dai-ichi Life Holdings (8750.JP)$Announced earnings reports in the afternoon of November 14 (14:30). Consolidated ordinary profit for the second quarter of the fiscal year ending March 2025 (April-September) increased by 40.7% compared to the same period last year, expanding to 372 billion yen. The progress rate towards the annual plan of 562 billion yen reached 66.2%, exceeding the 5-year average of 55.3%.
$Dai-ichi Life Holdings (8750.JP)$Announced earnings reports in the afternoon of November 14 (14:30). Consolidated ordinary profit for the second quarter of the fiscal year ending March 2025 (April-September) increased by 40.7% compared to the same period last year, expanding to 372 billion yen. The progress rate towards the annual plan of 562 billion yen reached 66.2%, exceeding the 5-year average of 55.3%.
Source: Various company press releases, MINKABU, FISCO
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有頂天 : Selling on the 11th was the right decision, I think. I placed an early sell based on the moving average and stock price relationship~^^