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Well, the stock market from mid-July to late July was rough around the world. The Nikkei Stock Average (Zalaba basis) was sold to a high price of 0.04 million2426 yen on 7/11 and to a low of 0.03 million7611 yen on the 26th. It's a crash close to panic. The depreciation range is 4815 yen, and the rate of decline is 11.3%. Honestly, this is too low.
The market explains that “a reversal of the yen carry trade has occurred.” The most recent example of a “yen carry trade” is 2007. The yen depreciated 10% in this phase. If the yen appreciates 10% this time, we must be prepared for a level where 1 dollar = 145 yen.
However, we have determined that the yen will not appreciate that much in the near future. The reason for this is that compared to 2007, the balance of trade and services and foreign investment deficits are extremely different.
Currently, the yen depreciates by as much as 37 trillion yen. In addition to Trump candidate Trump's remarks to control the depreciation of the yen in the American presidential election, I think the Fed's interest rate cut in July and the Bank of Japan's interest rate hike were factored into the 10 yen appreciation here.
As for the current situation, the “secure tiger” has become suspicious, and the Bank of Japan Gold from 7/30 to 31...
The market explains that “a reversal of the yen carry trade has occurred.” The most recent example of a “yen carry trade” is 2007. The yen depreciated 10% in this phase. If the yen appreciates 10% this time, we must be prepared for a level where 1 dollar = 145 yen.
However, we have determined that the yen will not appreciate that much in the near future. The reason for this is that compared to 2007, the balance of trade and services and foreign investment deficits are extremely different.
Currently, the yen depreciates by as much as 37 trillion yen. In addition to Trump candidate Trump's remarks to control the depreciation of the yen in the American presidential election, I think the Fed's interest rate cut in July and the Bank of Japan's interest rate hike were factored into the 10 yen appreciation here.
As for the current situation, the “secure tiger” has become suspicious, and the Bank of Japan Gold from 7/30 to 31...
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At the Olympics being held from 7/26 to 8/11 in Paris, France, the Japanese team is excited about the success of the Japanese team, which continues to rush for gold medals. So,The target Olympics-related stocks are now that the stock price of Japanese stocks as a whole has plummetedI will pick it up. In response to a sharp drop in stock prices,Stocks whose stock price has dropped to about half of the analysts' target stock priceandEven if the stock price increased 1.7 times from the beginning of the year, there is still a 40% gap until the analysts' average target stock priceThere are also brands that are doing it.
Related stocks for new and trending categories
The only event that was first adopted at the Paris Olympics is also known as breakdance.”Breakin'It's”. At the opening ceremony, Blakin player Shigeyuki (Shigekix) was selected as the standard-bearer of the Japanese team, etc.Expecting to win a medalIt's been done. If it becomes an opportunity to attract attention even after the tournament by winning medals, there is a possibility that companies that own teams from the domestic production league “D.LEGUE” that started in '21 and have opened dance schools will also benefit.
Also, the previous one in '21Skateboarding and sport climbing adopted at the Tokyo GamesIt's also a popular event. particularlySkateboarding is...
Related stocks for new and trending categories
The only event that was first adopted at the Paris Olympics is also known as breakdance.”Breakin'It's”. At the opening ceremony, Blakin player Shigeyuki (Shigekix) was selected as the standard-bearer of the Japanese team, etc.Expecting to win a medalIt's been done. If it becomes an opportunity to attract attention even after the tournament by winning medals, there is a possibility that companies that own teams from the domestic production league “D.LEGUE” that started in '21 and have opened dance schools will also benefit.
Also, the previous one in '21Skateboarding and sport climbing adopted at the Tokyo GamesIt's also a popular event. particularlySkateboarding is...
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On the 1st, the trend of yen appreciation rapidly strengthened in the foreign exchange market, and yen$1 = rises to 148 yenI did it. In addition to the Bank of Japan's decision to raise additional interest rates, the fact that the Fed suggested the possibility of early interest rate cuts in the US accelerated yen buying, and on the dollar yen chartThe 200-day moving average also fell。
According to Bloomberg, exchange strategists from foreign-funded institutions such as Amundi and TD SecuritiesThere is a possibility that the appreciation of the yen will advance to 140 yen per dollarPoint it out. Who are the strategists of the McColley GroupProgress to 125 yen by 25/12It seems like they think it is there. According to Bloomberg data, by financial institutions in major countriesThe average dollar yen forecast for the end of this year is 149 yen per dollarSo,147 yen for the 25th quarterA further rise in yen is expected. The Tokyo stock exchange rate fell drastically on the 1st due to the appreciation of the yen, and TOPIX fell 3% or more at the closing price. Even in a rough marketMerit stocks with a retrograde appreciation of the yenI confirmed it.
▼Dollar to yen forecast for the end of '24(Bloomberg)
An appreciation yen merit stock bought on the 1st with 1 dollar in the 148 yen range
On the 1st, Tokyo Stock Exchange PrimeOver 90% fellWhile doing it, $Nisshin Seifun Group(2002.JP$Ya...
According to Bloomberg, exchange strategists from foreign-funded institutions such as Amundi and TD SecuritiesThere is a possibility that the appreciation of the yen will advance to 140 yen per dollarPoint it out. Who are the strategists of the McColley GroupProgress to 125 yen by 25/12It seems like they think it is there. According to Bloomberg data, by financial institutions in major countriesThe average dollar yen forecast for the end of this year is 149 yen per dollarSo,147 yen for the 25th quarterA further rise in yen is expected. The Tokyo stock exchange rate fell drastically on the 1st due to the appreciation of the yen, and TOPIX fell 3% or more at the closing price. Even in a rough marketMerit stocks with a retrograde appreciation of the yenI confirmed it.
▼Dollar to yen forecast for the end of '24(Bloomberg)
An appreciation yen merit stock bought on the 1st with 1 dollar in the 148 yen range
On the 1st, Tokyo Stock Exchange PrimeOver 90% fellWhile doing it, $Nisshin Seifun Group(2002.JP$Ya...
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Set a live reminder
I will explain market information before and after the Tokyo stock market close, individual stocks with conspicuous movements today, and market price forecasts for tomorrow and beyond.
Main Commentary: Kamata Shinichi (Radio NIKKEI Commentary Committee Member)
*This program does not solicit investment or other action.
Please use your own judgment when making the final investment decision.
Main Commentary: Kamata Shinichi (Radio NIKKEI Commentary Committee Member)
*This program does not solicit investment or other action.
Please use your own judgment when making the final investment decision.
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Aug 5 01:00
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Good morning to all moomoo users! We will deliver notable stocks and the latest rating information from the front market.
Today's strong and weak ingredients
8/1 [Strong and Weak Materials]
3 points to pay attention to in the front field
●Developments aimed at promotion led by semiconductor stocks
● $Panasonic Holdings(6752.JP$1Q operating profit decreased 7.3% to 83.7 billion yen
Earnings for the first quarter of the fiscal year ending 2025/3 were sales of 2 trillion121.689 billion yen, up 4.5% from the same period last year, and operating profit of 83.761 billion yen, down 7.3% from the same period last year. No consensus was reached (around 94.2 billion yen). Sales in the lifestyle business were 868 billion yen (up 4% from the same period last year), automotive sales were 363.6 billion yen (up 7% from the same period), and sales of Connect were 297.9 billion yen (up 13% from the same period).
●Featured materials from the front floor: $Yuasa Trading(8074.JP$, invested in Alpha TKG and sold exclusively domestically and internationally
Stocks that have moved, notable stocks
$Hitachi(6501.JP$At the end of the April-6 fiscal year (1Q), we landed with a 2.5 times increase in profit
$Fast Retailing(9983.JP$, the composition ratio of the Nikkei Average...
Today's strong and weak ingredients
8/1 [Strong and Weak Materials]
3 points to pay attention to in the front field
●Developments aimed at promotion led by semiconductor stocks
● $Panasonic Holdings(6752.JP$1Q operating profit decreased 7.3% to 83.7 billion yen
Earnings for the first quarter of the fiscal year ending 2025/3 were sales of 2 trillion121.689 billion yen, up 4.5% from the same period last year, and operating profit of 83.761 billion yen, down 7.3% from the same period last year. No consensus was reached (around 94.2 billion yen). Sales in the lifestyle business were 868 billion yen (up 4% from the same period last year), automotive sales were 363.6 billion yen (up 7% from the same period), and sales of Connect were 297.9 billion yen (up 13% from the same period).
●Featured materials from the front floor: $Yuasa Trading(8074.JP$, invested in Alpha TKG and sold exclusively domestically and internationally
Stocks that have moved, notable stocks
$Hitachi(6501.JP$At the end of the April-6 fiscal year (1Q), we landed with a 2.5 times increase in profit
$Fast Retailing(9983.JP$, the composition ratio of the Nikkei Average...
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Since the market anticipates that the US Federal Reserve (Fed) will suggest an imminent interest rate cut cycle at the FOMC meeting on the 31st, US bond prices have continued to rise recently. The data shows that the Bloomberg US Treasury Index, which is the main indicator of US bonds, rose 1.3% this month due to the recent surge, boosting returns from the end of April to about 3.9%.
As the Fed's interest rate cut approaches, the market is showing movements linked to interest rate cuts. In general, demand for financing is highSmall caps and biotech companiesIt is easily affected by interest rates, and it is easy to benefit from interest rate cuts. Also, in the early stages of interest rate cutsU.S. BondsThe probability that it will rise is very high, and the decline in real yieldgoldAlso forGood materialIt becomes. Which ETFs will benefit from interest rate cuts?
●US medium- and long-term bond ETF
In the early stages of interest rate cutsU.S. BondsIt is said that the probability that it will rise is extremely high. Also, long-term bonds are more sensitive to changes in interest rates than short-term bonds. This is because long-term bonds pay fixed interest over the future, so changes in interest rates have a larger impact on long-term cash flow. Long-term US bond ETF TLT is sensitive to changes in interest rates, and when interest rates rise, the TLT price falls...
As the Fed's interest rate cut approaches, the market is showing movements linked to interest rate cuts. In general, demand for financing is highSmall caps and biotech companiesIt is easily affected by interest rates, and it is easy to benefit from interest rate cuts. Also, in the early stages of interest rate cutsU.S. BondsThe probability that it will rise is very high, and the decline in real yieldgoldAlso forGood materialIt becomes. Which ETFs will benefit from interest rate cuts?
●US medium- and long-term bond ETF
In the early stages of interest rate cutsU.S. BondsIt is said that the probability that it will rise is extremely high. Also, long-term bonds are more sensitive to changes in interest rates than short-term bonds. This is because long-term bonds pay fixed interest over the future, so changes in interest rates have a larger impact on long-term cash flow. Long-term US bond ETF TLT is sensitive to changes in interest rates, and when interest rates rise, the TLT price falls...
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