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Good morning, moomoo users! We will bring you the hot stocks of the morning session and the latest rating information.
Today's strong and weak materials.
9/18 [Strength and Weakness Materials]
Three points to watch in the morning session.
- A stance of aiming for pullbacks while keeping an eye on the trends in futures and foreign exchange markets
● $Park24 (4666.JP)$For the 11-7 month period (3Q cumulative), ordinary profit increased by 14%, while net profit decreased by 4.2%. The impact of the adjustment amount for corporate taxes and other items from the previous period is felt.
The number of members and usage has been steadily increasing due to the implementation of campaigns such as improving convenience and promoting usage. The number of additional vehicles increased by 7,603, and the number of additional rental locations increased to 3,101, resulting in an increase in usage fees per vehicle despite the increase in vehicles, in line with demand and regional characteristics.
Highlights of the morning session: $Koito Manufacturing (7276.JP)$Increase in production of car lamps, with a 33 billion yen investment in Mexico and Brazil over 5 years.
Active stocks, hot stocks
Following the increase in retail sales in the U.S. in August, long-term interest rates in the U.S. rose. The yen weakened in response, leading to buying in export stocks such as automobiles and semiconductor-related stocks. This expanded the Nikkei average's gain to over 400 yen...
Today's strong and weak materials.
9/18 [Strength and Weakness Materials]
Three points to watch in the morning session.
- A stance of aiming for pullbacks while keeping an eye on the trends in futures and foreign exchange markets
● $Park24 (4666.JP)$For the 11-7 month period (3Q cumulative), ordinary profit increased by 14%, while net profit decreased by 4.2%. The impact of the adjustment amount for corporate taxes and other items from the previous period is felt.
The number of members and usage has been steadily increasing due to the implementation of campaigns such as improving convenience and promoting usage. The number of additional vehicles increased by 7,603, and the number of additional rental locations increased to 3,101, resulting in an increase in usage fees per vehicle despite the increase in vehicles, in line with demand and regional characteristics.
Highlights of the morning session: $Koito Manufacturing (7276.JP)$Increase in production of car lamps, with a 33 billion yen investment in Mexico and Brazil over 5 years.
Active stocks, hot stocks
Following the increase in retail sales in the U.S. in August, long-term interest rates in the U.S. rose. The yen weakened in response, leading to buying in export stocks such as automobiles and semiconductor-related stocks. This expanded the Nikkei average's gain to over 400 yen...
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This article uses auto-translation in part.
The Federal Reserve Board (FRB) will hold the Federal Open Market Committee (FOMC) meeting on September 17th-18th.At 03:00 on Thursday of this week, Japan time.The FRB is scheduled to announce economic outlook, FOMC statement, policy interest rates, etc.Press conference scheduled for 03:30.It is scheduled to take place.
On August 23, Chairman Powell stated at the Jackson Hole Conference that "it is time for policy adjustments", and it is almost certain that a rate cut will be implemented at the September FOMC meeting.The focus is whether the rate cut will be 25 basis points or 50 basis points.It is.
According to CME's FedWatch, the Federal Reserve Board (FRB) is in the interest rate futures market on the 17th.67% believe that the rate cut amount will be 50 basis points.which is 33% higher than the 25 basis points.
25 basis points or 50 basis points?
The FRB normally cuts rates by 25 basis points. The market consensus is that if the authorities determine that there is a risk of a sharp economic slowdown, they may proactively cut rates by 50 basis points as a precautionary measure.
According to Nick Timiraos, a Fed watcher, they will start with a 25 basis point interest rate cut...
The Federal Reserve Board (FRB) will hold the Federal Open Market Committee (FOMC) meeting on September 17th-18th.At 03:00 on Thursday of this week, Japan time.The FRB is scheduled to announce economic outlook, FOMC statement, policy interest rates, etc.Press conference scheduled for 03:30.It is scheduled to take place.
On August 23, Chairman Powell stated at the Jackson Hole Conference that "it is time for policy adjustments", and it is almost certain that a rate cut will be implemented at the September FOMC meeting.The focus is whether the rate cut will be 25 basis points or 50 basis points.It is.
According to CME's FedWatch, the Federal Reserve Board (FRB) is in the interest rate futures market on the 17th.67% believe that the rate cut amount will be 50 basis points.which is 33% higher than the 25 basis points.
25 basis points or 50 basis points?
The FRB normally cuts rates by 25 basis points. The market consensus is that if the authorities determine that there is a risk of a sharp economic slowdown, they may proactively cut rates by 50 basis points as a precautionary measure.
According to Nick Timiraos, a Fed watcher, they will start with a 25 basis point interest rate cut...
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Since 7/11, there has been a movement seen as intervention by the government,The appreciation of the yen progresses rapidlyDoing it. The yen is 1:00 against the dollar on the 18th155 yen rangeIt skyrocketed to Has an advantage in the US presidential electionTrump candidate criticizes the appreciation of the dollar and the depreciation of the yen, which are disadvantageous to the US export industryThey do, and if they winObservation that a policy of weakening the dollar will be adoptedSelling yen fromRewind positionshas occurred. According to some market analysts, the real interest rate difference between Japan and the US has shrunk markedly due to the US economic slowdown,”The depreciation of the yen is overThere was also a voice saying”. In response to Bloomberg's early morning coverage on the 18th, an exchange strategist for a major domestic securities company said, “The lower limit of clouds (of the Ichimoku equilibrium table, which is one of the technical analyses) (155 yen 49 sen) seems to finally accelerate when it falls below, and the 6/4 low (154 yen 55 senIt comes into view until),” he pointed out. The steadiness of demand for dollar purchases is being closely watched.
$USD/JPY (USDJPY.FX)$
Focusing on the food/beverage/paper sector, where purchasing costs due to imports affect business results,Merit stocks that are growing in performance even in an environment where yen depreciation leads to high costsChe...
$USD/JPY (USDJPY.FX)$
Focusing on the food/beverage/paper sector, where purchasing costs due to imports affect business results,Merit stocks that are growing in performance even in an environment where yen depreciation leads to high costsChe...
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Yesterday, amidst the lack of any signs, the USA's PMI exceeded expectations, raising concerns about inflation and causing a decrease in expectations for interest rate cuts, resulting in a significant decline in stock prices. Both gold and bitcoin have also declined. Since there is a sense of incongruity in this movement due to a single factor, it is wise not to do anything until it is clear which direction it will go. That is what a skilled person does.
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Ethereum has surged 18% The probability of approval for spot ETFs is increasing Next to Bitcoin is Ethereum! Withdrawal from fiat currency is progressing little by little, isn't it an age where people think about risks they don't have
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This week's points
Are Japanese stocks doing well this week? Rice that is getting a lot of attention in the market $NVIDIA (NVDA.US)$Ahead of the announcement of financial results on the 22nd, the wait-and-see mood is likely to expand in the first half of the week. Triggered by financial statements, etc. showing the expansion of demand for artificial intelligence (AI), etc.There is a possibility that the impact will spread to related stocks around the worldThere is. Meanwhile, as observations of lower US interest rates increase, interest is also being drawn to trends in long-term US interest rates.
Currently, while the Dow Average and Nasdaq Index hit their highest values, the Nikkei Average has been in an adjustment phase for close to 2 months. Depending on NVIDIA's financial results, it is possible that the upward trend will intensify all at once. Since demand for generative AI is strong, market expectations for NVIDIA financial results are high. If financial results are good, semiconductor-related stocks will be bought, and the Nikkei Average is expected to test the 39,000 yen range. Conversely, it is possible that the trend will fall again. That positive content was evaluated in NVIDIA's financial results for February, and amid strong semiconductor stocks, the Nikkei AverageThe highest value was updated for the first time in 34 yearsI ran up to.
Multiple agencies have announced NVIDIA's first quarter financial results and second quarter guidance...
Are Japanese stocks doing well this week? Rice that is getting a lot of attention in the market $NVIDIA (NVDA.US)$Ahead of the announcement of financial results on the 22nd, the wait-and-see mood is likely to expand in the first half of the week. Triggered by financial statements, etc. showing the expansion of demand for artificial intelligence (AI), etc.There is a possibility that the impact will spread to related stocks around the worldThere is. Meanwhile, as observations of lower US interest rates increase, interest is also being drawn to trends in long-term US interest rates.
Currently, while the Dow Average and Nasdaq Index hit their highest values, the Nikkei Average has been in an adjustment phase for close to 2 months. Depending on NVIDIA's financial results, it is possible that the upward trend will intensify all at once. Since demand for generative AI is strong, market expectations for NVIDIA financial results are high. If financial results are good, semiconductor-related stocks will be bought, and the Nikkei Average is expected to test the 39,000 yen range. Conversely, it is possible that the trend will fall again. That positive content was evaluated in NVIDIA's financial results for February, and amid strong semiconductor stocks, the Nikkei AverageThe highest value was updated for the first time in 34 yearsI ran up to.
Multiple agencies have announced NVIDIA's first quarter financial results and second quarter guidance...
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Good morning to all moomoo users!Here is an overview of the opening this morning. Thank you in advance.
Market Overview
In today's Tokyo stock market, the Nikkei average stock price started at a decrease of 359.22 yen from the previous business day, at 38,561.04 yen, and the Tokyo Stock Exchange Price Index (TOPIX) started at 13.86 points lower at 2,723.68.
Top news
If conditions permit, the Bank of Japan may raise interest rates as early as June and currently believes that the current situation is 'overly accommodative' - Former Director Sekine
Based on the extent of Japan's monetary easing, former head of the Japan Bank's Research and Statistics Bureau and current professor at the Graduate School of International and Public Policy at Hitotsubashi University, Toshitaka Sekine, stated that it is natural for the Bank of Japan to proceed with policy adjustments, and it is possible to consider an additional rate hike at the monetary policy decision meeting in June if the situation allows.
70% of the companies listed on the Tokyo Stock Exchange's Prime Board, approximately 1,100 companies, have indicated plans to reduce cross-held shares by the end of March, facing pressure on their management - Nikkei Asian Review
It has been revealed that approximately 70% of the companies listed on the Tokyo Stock Exchange Prime Board, totaling around 1,100 companies, have indicated their plan to reduce cross-held shares by the end of March. Selling cross-held shares with little investment return to enhance capital efficiency. The background includes a request from the Tokyo Stock Exchange to hold exchanges and shares, a unique practice in Japan...
Market Overview
In today's Tokyo stock market, the Nikkei average stock price started at a decrease of 359.22 yen from the previous business day, at 38,561.04 yen, and the Tokyo Stock Exchange Price Index (TOPIX) started at 13.86 points lower at 2,723.68.
Top news
If conditions permit, the Bank of Japan may raise interest rates as early as June and currently believes that the current situation is 'overly accommodative' - Former Director Sekine
Based on the extent of Japan's monetary easing, former head of the Japan Bank's Research and Statistics Bureau and current professor at the Graduate School of International and Public Policy at Hitotsubashi University, Toshitaka Sekine, stated that it is natural for the Bank of Japan to proceed with policy adjustments, and it is possible to consider an additional rate hike at the monetary policy decision meeting in June if the situation allows.
70% of the companies listed on the Tokyo Stock Exchange's Prime Board, approximately 1,100 companies, have indicated plans to reduce cross-held shares by the end of March, facing pressure on their management - Nikkei Asian Review
It has been revealed that approximately 70% of the companies listed on the Tokyo Stock Exchange Prime Board, totaling around 1,100 companies, have indicated their plan to reduce cross-held shares by the end of March. Selling cross-held shares with little investment return to enhance capital efficiency. The background includes a request from the Tokyo Stock Exchange to hold exchanges and shares, a unique practice in Japan...
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The Nikkei Average is still the same, isn't it? The situation is in perfect dispute since they have returned. The low price has been cut down, so all that's left is the ingredients. I've been saying this week's final results for Japanese stocks and over a month now, thinking that the CPI will be determined by PPI. It also means that it is possible to make such assumptions to a certain extent.
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