Issuance of new banknotes will begin on 7/3. Since 2004,Special demand to respond to the design renewal of major banknotes for the first time in 20 years is on the scale of 1 trillion yenIt is expected that attention will be drawn to related stocks. On the other hand, since there are businesses that want to avoid expenses for response,Cashless will accelerate with the issuance of new banknotesThere is also a view that.
Among them, the one that is attracting attentionDigital currency “stablecoin” linked to fiat currencythat's it. Last year'sWith the revision of the Funds Settlement Act, it is possible to issue stablecoins in some industries such as banksThen, 2024 is also called the “first year of stablecoins.”
We will pick up companies whose impetus will be the issuance of new banknotes and companies entering the stablecoin business, which is expected to expand as electronic payment methods in the future, and check their room for growth.
Special demand compatible with [New Banknotes] is on the scale of 1 trillion yen!?
At the House of Representatives Finance and Finance Committee in 2019/4, as a trial calculation of the Japan Vending System Machinery Industry Association,Demand is approximately 770 billion yen due to support for new banknotes such as vending machine and ATM refurbishmentIt has been reported that they are expecting...

This WeekThe point of
This week's Japanese stocks ahead of Japan-US monetary policy eventsAn eventful developmentis expected. Investors are interested in the future of monetary policy and interest rate trends in the market. Since the US FOMC, Bank of Japan meetings, and major SQ are successive, it is pointed out that “wait-and-see attitudes tend to strengthen, and it is difficult to get a clear sense of direction in the first half of the week.” Meanwhile, even if there are discussions on government bond purchase amounts at the Bank of Japan meeting or references to interest rate hikes at the Ueda Governor's press conference, Japanese stocks have been factored in to some extent, and there is a possibility that they will rise one level after passing the meeting. This week's dollar to yenThere are also voices wary of rapid changes. There are plenty of important events that continue with the US CPI, the US FOMC, and the Bank of Japan meeting. Depending on the results, there is a risk that the participants' speculations will fluctuate greatly. If the Bank of Japan shows a hawkish stance, there is a possibility that the trend of depreciation of the dollar and yen will intensify.
In the US market,The point is whether the downward trend in long-term interest rates continuesIt becomes. There were many weak economic indicators in the first half of last week, and the yield on 10-year US bonds entered the 4.2% range, but the number of people employed in the non-farm sector in May unexpectedly increased drastically...

This is the usual “annual” pattern, but the stock market tends to be rough every quarter from the end of the month to the beginning of the month. Company shares cannot be bought on the last 5 business days of the month due to exchange rules. Institutional investors prioritize profit. In particular, March to April is the end of the March fiscal period, and the wait-and-see attitude becomes even stronger.
Foreigners (oil money is the main source of purchases from January to March this year) are slow because Americans are due for tax returns (4/15) and Middle Eastern Americans have Ramadan (3/10 to 4/8). It will probably be after mid-April that they are ready and will be active in earnest. Of course, the upward trend has not changed at all in both the Japanese and US markets.
Therefore, thorough push buying tactics continue to be effective. You won't be afraid. There is a long way to go, like saying “the market price is tomorrow too.” The author advocates the rise in market prices since last year as a “furious rebellion drama.”
After all, it has endured for 30 years. The Nikkei Stock Average recaptured its all-time high at the end of 1989 for the first time in 34 years, but the NY Dow (2,753 dollars at the end of 1989) has increased 14 times during this time.
1982/8/12...

“Diamond semiconductors” expected as next-generation power semiconductorsThe movement towards practical application is attracting attention. Compared to conventional semiconductor materials such as silicon, silicon carbide, gallium nitride, etc., diamond can operate at high temperatures and high voltagesExtremely superior propertiesFrom having”The ultimate semiconductor materialIt is also called”.Energy efficiency and radiation resistanceis also expensive,EV (electric vehicle), quantum computer, aerospace fieldsIt is expected to be used in
Japan is leading the development!
The development of diamond semiconductors in Japan is ahead of the world due to industry-academia collaboration.Saga UniversityIs 23/4/23,The world's first electronic circuit incorporating a semiconductor device using diamondsIt was developed. At the end of the same year, a startup from Waseda UniversityPower Diamond Systemssucceeded in passing a large current (6.8 amps) to the diamond semiconductor. Also, startups by Hokkaido University, etc.Okuma Diamond Deviceis developing diamond semiconductors for equipment used in decommissioning nuclear power plants.
What brands are related to artificial diamonds used as materials?
Practical application is costly...