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In this report, we will introduce market forecasts for the first half of 2024 and notable stocks (industries) of Japanese stocks. We do not show any recommendations or trading guidelines for the stock examples mentioned in this report. Based on the situation that may occur in Japan and the US in the 2024 market price, I would appreciate it if you could focus on industries that are likely to be affected and why.
■US Market Outlook
＜An eventful presidential election every 4 years＞
The trend in US stocks will continue to spread to Japanese stocks.
Of particular interest is the US presidential election to be held on November 5 this year.
Centering on the S&P 500, we have data that is likely to increase stock prices in the year of the US presidential election.
Even in recent years, when President Trump was elected in 2016 and when President Biden was elected in 2020, both stock prices have increased significantly since then.
However, turbulence also occurred along the way.
2016 was a shock caused by the unexpected withdrawal of the United Kingdom from the EU in June, and in 2020, the stock market crashed drastically due to the novel coronavirus pandemic in March.
Also, from September to October, which is just before the election, the stock market is likely to become unstable due to risk aversion movements.
2024 is 3 from the beginning of the year...
■US Market Outlook
＜An eventful presidential election every 4 years＞
The trend in US stocks will continue to spread to Japanese stocks.
Of particular interest is the US presidential election to be held on November 5 this year.
Centering on the S&P 500, we have data that is likely to increase stock prices in the year of the US presidential election.
Even in recent years, when President Trump was elected in 2016 and when President Biden was elected in 2020, both stock prices have increased significantly since then.
However, turbulence also occurred along the way.
2016 was a shock caused by the unexpected withdrawal of the United Kingdom from the EU in June, and in 2020, the stock market crashed drastically due to the novel coronavirus pandemic in March.
Also, from September to October, which is just before the election, the stock market is likely to become unstable due to risk aversion movements.
2024 is 3 from the beginning of the year...
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Good evening to all Moomoo users!![]()
This is the reading for tonight's NY stock.![]()
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 116.09 dollars to 38356.07 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, rose 74.24 points to 15525.55. The S&P 500 average, which consists of stocks of 500 major US companies, is 18.25 points higher at 5028.85.
$Dow Jones Industrial Average(.DJI.US$
$Nasdaq Composite Index(.IXIC.US$
$S&P 500 Index(.SPX.US$
Top news
The FRB's lag and the Bank of Japan's move ahead of schedule, and the specter of monetary policy that bothers investors = Kumano Hideo
There is severe adjustment pressure on Japanese and US stock prices. This is because the expected start of interest rate cuts by the US Federal Reserve (FRB) seems to be behind schedule from June, which was initially anticipated by the market.
The decline in US stocks is not over yet - Goldman Rubner
To prepare for a further decline in US stocks, a Goldman Sachs Group tactical specialist...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 116.09 dollars to 38356.07 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, rose 74.24 points to 15525.55. The S&P 500 average, which consists of stocks of 500 major US companies, is 18.25 points higher at 5028.85.
$Dow Jones Industrial Average(.DJI.US$
$Nasdaq Composite Index(.IXIC.US$
$S&P 500 Index(.SPX.US$
Top news
The FRB's lag and the Bank of Japan's move ahead of schedule, and the specter of monetary policy that bothers investors = Kumano Hideo
There is severe adjustment pressure on Japanese and US stock prices. This is because the expected start of interest rate cuts by the US Federal Reserve (FRB) seems to be behind schedule from June, which was initially anticipated by the market.
The decline in US stocks is not over yet - Goldman Rubner
To prepare for a further decline in US stocks, a Goldman Sachs Group tactical specialist...
Translated
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カロリーゼロ
voted
Good evening to all Moomoo users!![]()
This is the reading for tonight's NY stock.![]()
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 61.75 dollars to 38523.26 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, rose 65.84 points to 16236.20. The S&P 500 average, which consists of stocks of 500 large American stocks, is 5172.95, 12.31 points higher.
$Dow Jones Industrial Average(.DJI.US$
$Nasdaq Composite Index(.IXIC.US$
$S&P 500 Index(.SPX.US$
Top news
[Index Bulletin] The US March Producer Price Index (PPI) increased 0.2% from the previous month, and the core index, which falls short of market expectations, increased 0.2% from the same period
The U.S. Department of Labor will make an announcementProducer Price Index (PPI) for Marchis0.2% increase from previous month、Below market expectations for a 0.3% increase. It slowed from a 0.6% increase in the previous fiscal year and became the lowest since the beginning of the year.2.1% increase compared to the previous yearGrowth expanded from the previous 1.6%, and once again to the US Federal Reserve (Fed) target of 2% or more...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 61.75 dollars to 38523.26 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, rose 65.84 points to 16236.20. The S&P 500 average, which consists of stocks of 500 large American stocks, is 5172.95, 12.31 points higher.
$Dow Jones Industrial Average(.DJI.US$
$Nasdaq Composite Index(.IXIC.US$
$S&P 500 Index(.SPX.US$
Top news
[Index Bulletin] The US March Producer Price Index (PPI) increased 0.2% from the previous month, and the core index, which falls short of market expectations, increased 0.2% from the same period
The U.S. Department of Labor will make an announcementProducer Price Index (PPI) for Marchis0.2% increase from previous month、Below market expectations for a 0.3% increase. It slowed from a 0.6% increase in the previous fiscal year and became the lowest since the beginning of the year.2.1% increase compared to the previous yearGrowth expanded from the previous 1.6%, and once again to the US Federal Reserve (Fed) target of 2% or more...
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+2
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Hello Moomoo users! Thank you very much for your hard work.![]()
Today's stock price summary is as follows. Thank you in advance.![]()
●The Nikkei Stock Average ended at 40369.44 yen, 201.37 yen higher than the previous business day
● Japanese stocks rebounded, and I liked the strong US economic indicators - I bought resource-related stocks, etc.
●End of electricity and gas subsidies will push up prices in Japan - Bank of Japan policy is complicated
● Private sector survey on 2806 items of food price increases in April, sausages, etc.
●Kobayashi Pharmaceutical - rapid backstage press conference starts around 14:00
● Attention to the handle: $Kobayashi Pharmaceutical(4967.JP$、 $Rohm(6963.JP$etc
-MooMoo News Japan Stock Zeber
Market Overview
Today's Nikkei Stock Average ended at 40369.44 yen, 201.37 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2768.62, 17.81 points higher.
Top news
Japanese stocks rebounded, and they liked the strong US economic indicators - they bought resource-related stocks, etc.
The Tokyo stock exchange rate rebounded on the 29th. The confirmed value of US consumer sentiment has been raised to a high level since July 21, and the median market forecast...
●The Nikkei Stock Average ended at 40369.44 yen, 201.37 yen higher than the previous business day
● Japanese stocks rebounded, and I liked the strong US economic indicators - I bought resource-related stocks, etc.
●End of electricity and gas subsidies will push up prices in Japan - Bank of Japan policy is complicated
● Private sector survey on 2806 items of food price increases in April, sausages, etc.
●Kobayashi Pharmaceutical - rapid backstage press conference starts around 14:00
● Attention to the handle: $Kobayashi Pharmaceutical(4967.JP$、 $Rohm(6963.JP$etc
-MooMoo News Japan Stock Zeber
Market Overview
Today's Nikkei Stock Average ended at 40369.44 yen, 201.37 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2768.62, 17.81 points higher.
Top news
Japanese stocks rebounded, and they liked the strong US economic indicators - they bought resource-related stocks, etc.
The Tokyo stock exchange rate rebounded on the 29th. The confirmed value of US consumer sentiment has been raised to a high level since July 21, and the median market forecast...
Translated
35
カロリーゼロ
voted
The Bank of Japan's negative interest rate policy cancellation observations were already announced in advance last week.
Both the actual interest rate increase statement and Governor Ueda's statement at yesterday's press conference made it clear that the background of short-term large-scale monetary easing has not changed, and there will be no drastic interest rate hikes.
Overall, it was a dovish statement rather than market expectations, so interest rates on Japanese government bonds jumped in a straight line yesterday, and the value of the US dollar/yen also skipped.
Market expectations for tonight's hawkish FOMC announcement by Bao Senior are gradually rising, and in the dot plot to be announced tonight, there is a high possibility that interest rate cuts by the end of the year will not be the 3 times that the market had anticipated, but 2 times. The interest rate difference between Japan and the US will not shrink significantly for the time being, and the continued appreciation of the dollar and depreciation of the yen is also being supported.
Of course, there are other factors, such as short-term bargaining in the exchange market and the exhaustion of shorts![]()
The logic at the core of feeling is, after all, the above two.
[Bank of Japan Decision Meeting Preview]It seems that Moomoo news was predicted ahead of time. That's amazing![]()
$USD/JPY(USDJPY.FX$
Both the actual interest rate increase statement and Governor Ueda's statement at yesterday's press conference made it clear that the background of short-term large-scale monetary easing has not changed, and there will be no drastic interest rate hikes.
Overall, it was a dovish statement rather than market expectations, so interest rates on Japanese government bonds jumped in a straight line yesterday, and the value of the US dollar/yen also skipped.
Market expectations for tonight's hawkish FOMC announcement by Bao Senior are gradually rising, and in the dot plot to be announced tonight, there is a high possibility that interest rate cuts by the end of the year will not be the 3 times that the market had anticipated, but 2 times. The interest rate difference between Japan and the US will not shrink significantly for the time being, and the continued appreciation of the dollar and depreciation of the yen is also being supported.
Of course, there are other factors, such as short-term bargaining in the exchange market and the exhaustion of shorts
[Bank of Japan Decision Meeting Preview]It seems that Moomoo news was predicted ahead of time. That's amazing
$USD/JPY(USDJPY.FX$
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The depreciation of the yen progressed, and the dollar-yen exchange rate on the 29th hovered in the $1 = 146 yen range. The background is that the outlook that high interest rates in the US will continue for the time being spread based on Fed Chairman Powell's speech at the Jackson Hole meeting, and the interest rate difference between Japan and the US was once again aware.
According to Bloomberg, the Goldman Sachs Group predicts that “if the Bank of Japan maintains a dovish attitude, the yen will add 1 dollar = 155 yen in the next 6 months.” 1 dollar = 155 yen is equivalent to the depreciation level of the yen since 1990/6.
Export-related stocks will benefit from the depreciation of the yen progressing. Already in the first quarter financial results, the depreciation of the yen contributed to a rise in business performance for stocks with a high overseas sales ratio. It can also be seen from the financial results briefing materials of the 10 major companies with high overseas sales ratios that they have greatly benefited from exchange rates.
According to the Nihon Keizai Shimbun, out of 68 major companies that disclosed exchange rate effects of financial results for the fiscal year ending 2023/4/6, etc., 90% of companies benefited in the direction of profit increase, and the increase in profit due to exchange accounts for 50% of the overall operating profit increase.
The average exchange rate for financial results for the fiscal year ending 2023/4/6 is 1 dollar = 137 yen...
According to Bloomberg, the Goldman Sachs Group predicts that “if the Bank of Japan maintains a dovish attitude, the yen will add 1 dollar = 155 yen in the next 6 months.” 1 dollar = 155 yen is equivalent to the depreciation level of the yen since 1990/6.
Export-related stocks will benefit from the depreciation of the yen progressing. Already in the first quarter financial results, the depreciation of the yen contributed to a rise in business performance for stocks with a high overseas sales ratio. It can also be seen from the financial results briefing materials of the 10 major companies with high overseas sales ratios that they have greatly benefited from exchange rates.
According to the Nihon Keizai Shimbun, out of 68 major companies that disclosed exchange rate effects of financial results for the fiscal year ending 2023/4/6, etc., 90% of companies benefited in the direction of profit increase, and the increase in profit due to exchange accounts for 50% of the overall operating profit increase.
The average exchange rate for financial results for the fiscal year ending 2023/4/6 is 1 dollar = 137 yen...
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To all moomoo users
Thank you for always using the moomoo app.![]()
Are you having trouble gathering information on institutional investors' trading trends, analyst evaluations, etc.? This information is important data that determines investment strategies, and is essential for investors.
With this release, in addition to the overall evaluations of existing analyst evaluations and target stock price predictions,Institutional Investor/ Analyst Evaluation Datahas been added, and it is now possible to grasp it in more detail. Make the most of this powerful tool and explore investment opportunities.![]()
More detailed assessment data: check agencies/analysts' past evaluations at a glance
Newly added“Details”On the tab, Wall Street'sApproximately 250 financial institutionswithOver 4000 analystsEvaluation data contributed by is included. In addition, past evaluations can also be viewed, so you can check how accurate predictions have been made by specific institutional investors and analysts in the past.
Judge analysts' evaluations comprehensively based on hit rate and profit ratio
Of the analysts' pastThe median ratewithAverage rate of returnTo...
Thank you for always using the moomoo app.
Are you having trouble gathering information on institutional investors' trading trends, analyst evaluations, etc.? This information is important data that determines investment strategies, and is essential for investors.
With this release, in addition to the overall evaluations of existing analyst evaluations and target stock price predictions,Institutional Investor/ Analyst Evaluation Datahas been added, and it is now possible to grasp it in more detail. Make the most of this powerful tool and explore investment opportunities.
More detailed assessment data: check agencies/analysts' past evaluations at a glance
Newly added“Details”On the tab, Wall Street'sApproximately 250 financial institutionswithOver 4000 analystsEvaluation data contributed by is included. In addition, past evaluations can also be viewed, so you can check how accurate predictions have been made by specific institutional investors and analysts in the past.
Judge analysts' evaluations comprehensively based on hit rate and profit ratio
Of the analysts' pastThe median ratewithAverage rate of returnTo...
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$Astellas Pharma(4503.JP$
The stock price of Astellas Pharma has dropped nicely, so will it be time to buy? I'm watching closely 🌱
[Shopping Criteria]
Stock price: around 2000 yen
The reason for this decline is due to this NEWS from Daiichi Sankyo Pharmaceutical
The detailed reason is that Astellas Pharma was involved and called a decline!
So, I personally think of a time like this as an opportunity, and I want to determine when to prepare it!
The point of concern is the pharmaceutical industry, so they inevitably rely on new drugs, so it's about the risk of stock price fluctuations! Even so, it's also an industry with high value as a company, so I definitely want to include it in my portfolio 😆
↑ This happened at Daiichi Sankyo this time, but be careful as Astellas Pharma could also do it 📝
Please use it as a reference if you like 🌱
$Astellas Pharma(4503.JP$
$Daiichi Sankyo(4568.JP$
The stock price of Astellas Pharma has dropped nicely, so will it be time to buy? I'm watching closely 🌱
[Shopping Criteria]
Stock price: around 2000 yen
The reason for this decline is due to this NEWS from Daiichi Sankyo Pharmaceutical
The detailed reason is that Astellas Pharma was involved and called a decline!
So, I personally think of a time like this as an opportunity, and I want to determine when to prepare it!
The point of concern is the pharmaceutical industry, so they inevitably rely on new drugs, so it's about the risk of stock price fluctuations! Even so, it's also an industry with high value as a company, so I definitely want to include it in my portfolio 😆
↑ This happened at Daiichi Sankyo this time, but be careful as Astellas Pharma could also do it 📝
Please use it as a reference if you like 🌱
$Astellas Pharma(4503.JP$
$Daiichi Sankyo(4568.JP$
Translated
![[Astellas Pharma] Will it be time to buy?](https://sgsnsimg.moomoo.com/feed_image/181783192/8d4915378f7c37f6b70e6e7bd93baeec.jpg/thumb)
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