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· Hamas argues that Israeli Prime Minister Benjamin Netanyahu is responsible for “interfering with the efforts of mediators,” delaying the agreement, and subjecting Israeli prisoners of war in Gaza to the same attacks Palestinians are facing.
・Israel says it “wants to stay in the Philadelphia Corridor.” The Philadelphia Corridor*1 is part of a larger demilitarized zone on both sides of the border between Israel and Egypt. This has become a point of contention in cease-fire negotiations.
・US Secretary of State Anthony Blinken visited Tel Aviv to increase political pressure for a cease-fire and prisoner exchange agreement.
· Kamal Adwan Hospital in northern Gaza said it would stop operating the facility within 24 hours due to a shortage of fuel and medical supplies, and Rafah's Kuwait Hospital was forced to cancel the operation.
• The Palestinian Civil Defense Force in the Gaza Strip also reported that at least 0.01 million people were buried under the rubble, and the bodies “collapsed” due to the use of high-intensity weapons, and about 1,760 people are estimated to have died.
*1: This corridor, also known as the Philadelphia Route, occupies the entire border area between Gaza and Egypt...
・Israel says it “wants to stay in the Philadelphia Corridor.” The Philadelphia Corridor*1 is part of a larger demilitarized zone on both sides of the border between Israel and Egypt. This has become a point of contention in cease-fire negotiations.
・US Secretary of State Anthony Blinken visited Tel Aviv to increase political pressure for a cease-fire and prisoner exchange agreement.
· Kamal Adwan Hospital in northern Gaza said it would stop operating the facility within 24 hours due to a shortage of fuel and medical supplies, and Rafah's Kuwait Hospital was forced to cancel the operation.
• The Palestinian Civil Defense Force in the Gaza Strip also reported that at least 0.01 million people were buried under the rubble, and the bodies “collapsed” due to the use of high-intensity weapons, and about 1,760 people are estimated to have died.
*1: This corridor, also known as the Philadelphia Route, occupies the entire border area between Gaza and Egypt...
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$NEXT FUNDS Nikkei 225 ETF (1321.JP)$
This is the market's response to the government's interference with the Bank of Japan and therefore Mr. Ueda's actions.
Mr. Ueda, compared to Mr. Powell's response, will go down in history.
Where is the dementia that raises interest rates in the midst of negative GDP and negative real wages, and even claims that it will continue to raise them?
This is the market's response to the government's interference with the Bank of Japan and therefore Mr. Ueda's actions.
Mr. Ueda, compared to Mr. Powell's response, will go down in history.
Where is the dementia that raises interest rates in the midst of negative GDP and negative real wages, and even claims that it will continue to raise them?
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Good evening, Moomoo users!
Here are tonight's market rumors on NY stocks.![]()
Market overview
Starting in the USA market, the Dow Jones Industrial Average, consisting of high-quality stocks, started at 37,949.67, up 150.70 points, while the technology-heavy Nasdaq Composite Index started at 15,942.29, up 77.04 points. The S&P 500 Index, consisting of 500 of the largest USA stocks, increased by 17.56 points to 5,068.97.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
IMF sounds the alarm on fiscal expansion in election year, warns of further price increases.
In the "Fiscal Monitor" released by the International Monetary Fund (IMF) on the 17th, it warned that in 2024, with a series of major elections, there is a risk of popular fiscal expansion. In election years, the fiscal deficit is expected to be 0.4 percentage points larger than the Gross Domestic Product (GDP). There are concerns that it will become difficult to control prices or have a negative impact on long-term economic growth...
Market overview
Starting in the USA market, the Dow Jones Industrial Average, consisting of high-quality stocks, started at 37,949.67, up 150.70 points, while the technology-heavy Nasdaq Composite Index started at 15,942.29, up 77.04 points. The S&P 500 Index, consisting of 500 of the largest USA stocks, increased by 17.56 points to 5,068.97.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
IMF sounds the alarm on fiscal expansion in election year, warns of further price increases.
In the "Fiscal Monitor" released by the International Monetary Fund (IMF) on the 17th, it warned that in 2024, with a series of major elections, there is a risk of popular fiscal expansion. In election years, the fiscal deficit is expected to be 0.4 percentage points larger than the Gross Domestic Product (GDP). There are concerns that it will become difficult to control prices or have a negative impact on long-term economic growth...
Translated
![Outlook for the US market: Continued decline in rate cut expectations and escalating tensions in the Middle East remain major factors. The Dow Jones Industrial Average started 150 points higher.](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240402/f6ce1ee13f7de4cabddf71fe94d00f7f.png/thumb?area=105&is_public=true)
![Outlook for the US market: Continued decline in rate cut expectations and escalating tensions in the Middle East remain major factors. The Dow Jones Industrial Average started 150 points higher.](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240417/395f3fcb9029ee5832c360273ba037c4.png/thumb?area=105&is_public=true)
![Outlook for the US market: Continued decline in rate cut expectations and escalating tensions in the Middle East remain major factors. The Dow Jones Industrial Average started 150 points higher.](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240402/1712013733110-cb72a3c00e.png/thumb?area=105&is_public=true)
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There are also requests for improvements from the Tokyo Stock Exchange, and whether the PBR (stock price-net asset ratio) has exceeded 1 times is also viewed as a watershed in whether the listed companies are the “winners.”
There is also an indication that in order to exceed PBR by 1 times, we should first aim for an ROE (return on equity) of 8% or more,Companies that have a PBR of less than 1 times even though their ROE is over 8%There are also not a few. Among these companies are:After 3rd place in Japan in the industryThis position has also become a bottleneck, and it is a case where stock prices seem to be sluggish due to concerns about future growth potentialThere is also one.
So,The 3 “3rd and higher” stocks have an ROE of 8% or more in the previous fiscal year while PBR is less than 1 times, and have received high praise from analystsSummarize the “growth potential” of and shareholder return policies.
[Stock Pickup Requirements]
・PBR less than 1 times
・ROE for the previous fiscal year is 8% or more
・The average target stock price according to analysts is higher than the current stock price
・Prime listed companies
・The total market value is 500 billion yen or more
・The sales scale within the industry is 3rd or higher
◆ $Mazda Motor (7261.JP)$:EV shift...
There is also an indication that in order to exceed PBR by 1 times, we should first aim for an ROE (return on equity) of 8% or more,Companies that have a PBR of less than 1 times even though their ROE is over 8%There are also not a few. Among these companies are:After 3rd place in Japan in the industryThis position has also become a bottleneck, and it is a case where stock prices seem to be sluggish due to concerns about future growth potentialThere is also one.
So,The 3 “3rd and higher” stocks have an ROE of 8% or more in the previous fiscal year while PBR is less than 1 times, and have received high praise from analystsSummarize the “growth potential” of and shareholder return policies.
[Stock Pickup Requirements]
・PBR less than 1 times
・ROE for the previous fiscal year is 8% or more
・The average target stock price according to analysts is higher than the current stock price
・Prime listed companies
・The total market value is 500 billion yen or more
・The sales scale within the industry is 3rd or higher
◆ $Mazda Motor (7261.JP)$:EV shift...
Translated
![There are 3 stocks that analysts highly evaluate even after 3rd place in the industry, and “growth potential” is expected with an ROE of 8% or more even if PBR is divided by 1 times](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240411/d0634f372a4036fb58a20c392d5f5467.jpg/thumb?area=105&is_public=true)
![There are 3 stocks that analysts highly evaluate even after 3rd place in the industry, and “growth potential” is expected with an ROE of 8% or more even if PBR is divided by 1 times](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240411/3988334f0e3715d862cc4fd7a66059f3.jpg/thumb?area=105&is_public=true)
![There are 3 stocks that analysts highly evaluate even after 3rd place in the industry, and “growth potential” is expected with an ROE of 8% or more even if PBR is divided by 1 times](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240411/7acd04a57653ac62a9f8c1f67770705b.jpg/thumb?area=105&is_public=true)
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Good morning to all moomoo users!
Here's an overview of this morning's turnaround. Thank you in advance.![]()
Market Overview
Today's Nikkei Stock Average began at 38750.67 yen, 482.13 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 23.63 points at 2729.57.
Top news
The yen falls further 10%, but the Bank of Japan is reluctant to raise interest rates drastically - T. Lowe
Quentin Fitzsimmons, global bond portfolio manager at T. Lowe Price, pointed out that the yen exchange rate will continue to fall, and there is a possibility that it will fall further 10% and sink to the level it has been since the 1980s. It is said that this is because the Bank of Japan is reluctant to raise interest rates drastically.
RELATED ARTICLES
Dollar to yen exchange rate of 154 yen, high dollar led by price concerns and “emergency purchases” - Nihon Keizai Shimbun
The yen is in the 154 yen range for the first time in about 34 years, and the dollar is high due to rising US interest rates and risk aversion - intervention alert
Bank of Japan does not focus only on inflation, in policy decisions - report
The Bank of Japan does not place that much emphasis on inflation in monetary policy decisions and has shifted to a more discretionary approach...
Market Overview
Today's Nikkei Stock Average began at 38750.67 yen, 482.13 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 23.63 points at 2729.57.
Top news
The yen falls further 10%, but the Bank of Japan is reluctant to raise interest rates drastically - T. Lowe
Quentin Fitzsimmons, global bond portfolio manager at T. Lowe Price, pointed out that the yen exchange rate will continue to fall, and there is a possibility that it will fall further 10% and sink to the level it has been since the 1980s. It is said that this is because the Bank of Japan is reluctant to raise interest rates drastically.
RELATED ARTICLES
Dollar to yen exchange rate of 154 yen, high dollar led by price concerns and “emergency purchases” - Nihon Keizai Shimbun
The yen is in the 154 yen range for the first time in about 34 years, and the dollar is high due to rising US interest rates and risk aversion - intervention alert
Bank of Japan does not focus only on inflation, in policy decisions - report
The Bank of Japan does not place that much emphasis on inflation in monetary policy decisions and has shifted to a more discretionary approach...
Translated
![Starting with the depreciation of 482 yen on the Nikkei average, the yen fell further 10%, but the Bank of Japan was reluctant to raise interest rates drastically - T. Low](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240416/19ca5225a1254308a67b33150e36df2e.png/thumb?area=105&is_public=true)
![Starting with the depreciation of 482 yen on the Nikkei average, the yen fell further 10%, but the Bank of Japan was reluctant to raise interest rates drastically - T. Low](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240416/5ec5a886e6894045b0851271420e5fc8.png/thumb?area=105&is_public=true)
![Starting with the depreciation of 482 yen on the Nikkei average, the yen fell further 10%, but the Bank of Japan was reluctant to raise interest rates drastically - T. Low](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240416/d52b3971dff647fe8525b44fcd101d8e.png/thumb?area=105&is_public=true)
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