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$CleanSpark(CLSK.US$
OK, let's prepare well when it falls![]()
There is a very high possibility that it will grow in the future![]()
Do you know how much the coins that everyone made a fool of when they first came out with bitcoins are now?![]()
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Bitcoin was less than 0.05 million yen when it came out![]()
Mining will grow in the future![]()
Let's prepare well for the fall and look at it over the long term![]()
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OK, let's prepare well when it falls
Mining will grow in the future
Let's prepare well for the fall and look at it over the long term
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$Nasdaq Composite Index(.IXIC.US$ As a matter of fact, high-tech other than semiconductors is taking a break today. The Dow and Russell are rising, and I wonder if US stocks are healthy![]()
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ENEOS Holdings (ENEOS HD) announced on the 8th that it has agreed to transfer part of its shipping business to NYK Line.
According to ENEOS HD's announcement, the shipping business centered on liquefied petroleum gas (LPG) ships, chemical tankers, etc. other than the crude oil tanker business of ENEOS OCEAN, which is under its umbrella, will be taken over by a wholly owned subsidiary established by ENEOS OCEAN, and then 80% of the shares of the new company will be transferred to NYK Line.
Public relations personnel for both companies did not disclose the transfer amount, saying that there is an obligation of confidentiality. It will be implemented subject to approval by the Fair Trade Commission, etc., and is expected to be completed on April 1 next year.
In response to requests from the Tokyo Stock Exchange to improve capital efficiency, listed companies are accelerating efforts such as expanding shareholder returns. Mr. Tomohide Miyata, who took office as the new president of ENEOS HD in April, has set a policy to proceed “without sanctuary” with asset sales that can be the source of shareholder returns, and it seems that expectations for shareholder return expansion will increase as sales proceed.
While Yusen is also expanding shareholder returns, the medium-term management plan has established a 140 billion yen framework where management has discretion, including mergers and acquisitions (M&A), as a “management allocation”...
According to ENEOS HD's announcement, the shipping business centered on liquefied petroleum gas (LPG) ships, chemical tankers, etc. other than the crude oil tanker business of ENEOS OCEAN, which is under its umbrella, will be taken over by a wholly owned subsidiary established by ENEOS OCEAN, and then 80% of the shares of the new company will be transferred to NYK Line.
Public relations personnel for both companies did not disclose the transfer amount, saying that there is an obligation of confidentiality. It will be implemented subject to approval by the Fair Trade Commission, etc., and is expected to be completed on April 1 next year.
In response to requests from the Tokyo Stock Exchange to improve capital efficiency, listed companies are accelerating efforts such as expanding shareholder returns. Mr. Tomohide Miyata, who took office as the new president of ENEOS HD in April, has set a policy to proceed “without sanctuary” with asset sales that can be the source of shareholder returns, and it seems that expectations for shareholder return expansion will increase as sales proceed.
While Yusen is also expanding shareholder returns, the medium-term management plan has established a 140 billion yen framework where management has discretion, including mergers and acquisitions (M&A), as a “management allocation”...
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[Japan Market Conditions] Long-term interest rates rise, salaries grow and Bank of Japan interest rate hikes are expected - yen is bought
Updated 2024/7/8 15:28 JST (some excerpts)
Long-term interest rates rose in the Japanese market on the 8th. There was a growing view that the Bank of Japan would raise interest rates at the end of the month in response to monthly labor statistics. Observations of interest rate cuts in the US have been added, and yen is rising against the dollar.
The yield on new 10-year bonds rose to 1.085%, 2 basis points (bp) higher than the previous weekend. According to the May monthly labor statistics survey announced on the 8th, basic salary showed a high increase since 1993/1. It will be a tailwind in terms of policy for the Bank of Japan, which is searching for a period for additional interest rate hikes. There is a high possibility that the US will cut interest rates twice by the end of the year due to a slowdown in US employment statistics, and the yen will rise to the first half of the 160 yen range at 1 time. Japanese stocks continued to fall.
Updated 2024/7/8 15:28 JST (some excerpts)
Long-term interest rates rose in the Japanese market on the 8th. There was a growing view that the Bank of Japan would raise interest rates at the end of the month in response to monthly labor statistics. Observations of interest rate cuts in the US have been added, and yen is rising against the dollar.
The yield on new 10-year bonds rose to 1.085%, 2 basis points (bp) higher than the previous weekend. According to the May monthly labor statistics survey announced on the 8th, basic salary showed a high increase since 1993/1. It will be a tailwind in terms of policy for the Bank of Japan, which is searching for a period for additional interest rate hikes. There is a high possibility that the US will cut interest rates twice by the end of the year due to a slowdown in US employment statistics, and the yen will rise to the first half of the 160 yen range at 1 time. Japanese stocks continued to fall.
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$USD/JPY(USDJPY.FX$
Looking at the dollar and yen, investors probably want to ask about the state of the US economy. After all, there are even voices saying that the economy is about to fall into recession, or that it has already fallen into part.
The recession is also hot.
But please stop cutting 0.5% due to emergency interest rate cuts. Because it's going to crash.
Anyway, is this week Wednesday's CPI and TSMC's June sales? Pay attention.
This may be an opportunity for NVDA to go to $140 (on the contrary, it may push forward to the 50th).
I wonder what will happen if this causes the market to take a dark turn, or if the summer rally continues, or if it doesn't move as much as expected.
Looking at the dollar and yen, investors probably want to ask about the state of the US economy. After all, there are even voices saying that the economy is about to fall into recession, or that it has already fallen into part.
The recession is also hot.
But please stop cutting 0.5% due to emergency interest rate cuts. Because it's going to crash.
Anyway, is this week Wednesday's CPI and TSMC's June sales? Pay attention.
This may be an opportunity for NVDA to go to $140 (on the contrary, it may push forward to the 50th).
I wonder what will happen if this causes the market to take a dark turn, or if the summer rally continues, or if it doesn't move as much as expected.
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猛暑関連株が堅調、四国化成ＨＤは一時7％超高
2024年7月8日午前 10:51 GMT+9
８日の株式市場で猛暑関連銘柄が堅調に推移している。７日に静岡県静岡市で最高気温が今年全国初の４０度ちょうどに達するなど、猛暑が続いており、関連銘柄を物色する動きがみられる。
個別では、プール用殺菌・消毒剤などを手掛ける四国化成ホールディングス(4099.T)が一時７．３％高の２２０８円まで上昇したほか、帽子や洋傘商品の販売を行うムーンバット(8115.T)、アイスクリームなどの卸売事業を行うアイスコ(7698.T)などが買われている。
市場では「きょうは比較的値が動きやすい銘柄が買われている印象。今後、例えばエアコンなどの売れ行きが堅調などデータが出てくれば、家電量販店の銘柄などにも物色が広がりそうだ」（外資証券・アナリスト）との指摘が聞かれた。
2024年7月8日午前 10:51 GMT+9
８日の株式市場で猛暑関連銘柄が堅調に推移している。７日に静岡県静岡市で最高気温が今年全国初の４０度ちょうどに達するなど、猛暑が続いており、関連銘柄を物色する動きがみられる。
個別では、プール用殺菌・消毒剤などを手掛ける四国化成ホールディングス(4099.T)が一時７．３％高の２２０８円まで上昇したほか、帽子や洋傘商品の販売を行うムーンバット(8115.T)、アイスクリームなどの卸売事業を行うアイスコ(7698.T)などが買われている。
市場では「きょうは比較的値が動きやすい銘柄が買われている印象。今後、例えばエアコンなどの売れ行きが堅調などデータが出てくれば、家電量販店の銘柄などにも物色が広がりそうだ」（外資証券・アナリスト）との指摘が聞かれた。
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本日8日はやはりバンドウォークが終わるかどうかのチェックでしょう。
+2σが40810円。先週末の先物終値41010円から9:30現在で40880円。 上値が重くなってきました。
さらに8日、10日で1兆円のETF売り警戒ですが、既に日経新聞等で報じられているようにほぼ織り込んでいます。つまりこのネタで必要以上に下げを警戒する必要はありませんが、逆に上値が重くなって+2σを割る流れになれば、ETF売りとは別の理由で上値が重いと判断する方が良さそうです。
いずれにせよ今日は+2σの40880円より上で引けるかどうかですね。
+2σが40810円。先週末の先物終値41010円から9:30現在で40880円。 上値が重くなってきました。
さらに8日、10日で1兆円のETF売り警戒ですが、既に日経新聞等で報じられているようにほぼ織り込んでいます。つまりこのネタで必要以上に下げを警戒する必要はありませんが、逆に上値が重くなって+2σを割る流れになれば、ETF売りとは別の理由で上値が重いと判断する方が良さそうです。
いずれにせよ今日は+2σの40880円より上で引けるかどうかですね。
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Japanese stocks will continue to fall, and exports and materials are cheap due to a slowdown in rice employment - supporting pharmaceuticals, etc.
Updated 2024/7/8 9:17 JST (some excerpts)
The slowdown in US employment was frowned upon in the Tokyo stock market on the 8th, and sales are ahead of export related industries such as electronics, automobiles, machinery, etc., and overseas economy sensitive industries such as trading companies and shipping stocks. Meanwhile, defensive matters such as pharmaceuticals, food, and information/communication are strong. Major stock indices are close to closing prices last weekend and there is little sense of direction.
The TSE stock price index (TOPIX) is 0.1% lower than the previous business day at 2882.01 - as of 9:4 a.m.
The Nikkei Stock Average rose 0.1% to 40,932 yen 97 sen
Updated 2024/7/8 9:17 JST (some excerpts)
The slowdown in US employment was frowned upon in the Tokyo stock market on the 8th, and sales are ahead of export related industries such as electronics, automobiles, machinery, etc., and overseas economy sensitive industries such as trading companies and shipping stocks. Meanwhile, defensive matters such as pharmaceuticals, food, and information/communication are strong. Major stock indices are close to closing prices last weekend and there is little sense of direction.
The TSE stock price index (TOPIX) is 0.1% lower than the previous business day at 2882.01 - as of 9:4 a.m.
The Nikkei Stock Average rose 0.1% to 40,932 yen 97 sen
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I'm in with a 5% trail stop, so I'm sure they'll win, but I want them to grow as far as possible anyway.
$Alphabet-C(GOOG.US$
$Alphabet-C(GOOG.US$
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