This calls for an interest rate cut.
Translated
Breaking news: The number of non-agricultural employees in the United States increased by 0.142 million, below the financial estimates, while the unemployment rate remained at the expected 4.2%.
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I think the current interest rate hike is the right decision. There was quite a bit of pain, but if interest rates were not raised, the depreciation of the yen progressed to 170 yen, making prices even higher. However, the timing is delicate. I think it would have been nice if we had let them smell interest rate hikes in advance around June since it was before August, when stock prices tend to drop.
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モルガンの手先
liked and commented on
On the 6th, the Japanese stock market, following the historic decline on the 5th, rebounded significantly, with the Nikkei average up 10.23% and TOPIX up 9.30%.The Nikkei average, turning around from the previous day's record decline of 4,451.28 yen, recorded the largest increase of 3,217.04 yen.In addition to the rebound from the decline on the 5th, the reversal of the exchange rate to a weaker yen, and the market's relief as the US July ISM non-manufacturing PMI exceeded market expectations at 51.4, easing concerns of an economic slowdown.
Some investors see it as a "bargain sale".
Regarding the volatile movement of the Japanese stock market, domestic fund managers believe that "overseas long-term investors see it as a bargain sale and are moving to buy".There is a possibility that "overseas long-term investors see it as a bargain sale and are moving to buy" (Nikkei newspaper dated 6th).Furthermore, Bloomberg dated 6th states that "as the exchange rate stabilizes, buying back of Japanese stocks is occurring according to Risona Asset Management's Chief Strategist Shimode Shuuichi".If there is no change in performance, it is clear that Japanese stocks are undervalued.It introduces comments that some investors consider it a great buying opportunity.
Will there be unstable movements for a while?
On the other hand, as mentioned above, Shimode, Chief Strategist...
Some investors see it as a "bargain sale".
Regarding the volatile movement of the Japanese stock market, domestic fund managers believe that "overseas long-term investors see it as a bargain sale and are moving to buy".There is a possibility that "overseas long-term investors see it as a bargain sale and are moving to buy" (Nikkei newspaper dated 6th).Furthermore, Bloomberg dated 6th states that "as the exchange rate stabilizes, buying back of Japanese stocks is occurring according to Risona Asset Management's Chief Strategist Shimode Shuuichi".If there is no change in performance, it is clear that Japanese stocks are undervalued.It introduces comments that some investors consider it a great buying opportunity.
Will there be unstable movements for a while?
On the other hand, as mentioned above, Shimode, Chief Strategist...
Translated
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Please make that statement yesterday or the day before yesterday.
If that had been done, there wouldn't have been such a crash.
It was good in the sense that it was a great buying opportunity, but many people reduced their assets significantly.
If that had been done, there wouldn't have been such a crash.
It was good in the sense that it was a great buying opportunity, but many people reduced their assets significantly.
Translated
モルガンの手先
reacted to
Considering the unexpected reversal during the Corona shock and the market's rise beyond expectations, it's not advisable to panic sell. With the anticipated interest rate cut in America, the market should recover after the Bon Festival.
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モルガンの手先
liked
This article utilizes automatic translation in some parts.
$NVIDIA (NVDA.US)$ Stock price of reached a new all-time high,while it is down, the company's earnings are growing at a pace that exceeds the stock price, valuation is decreasingis doing.
エヌビディアのダイナミック・フォワード株価収益率は約32倍、ライバルである $Advanced Micro Devices (AMD.US)$が約45倍。 $Amazon (AMZN.US)$ And $Microsoft (MSFT.US)$ のバリュエーションも同社より高く、 $NASDAQ 100 Index (.NDX.US)$The price-earnings ratio of the company is 25 times.to be.
The market has not yet shifted from a bullish stance. According to moomoo, out of 40 analysts who disclose their investment decisions on the company's stock, 38 analysts have a "buy" rating, 2 have a "hold" rating, and there are no "sell" recommendations. Loop Capital Markets analyst has a target stock price of $1200to...
$NVIDIA (NVDA.US)$ Stock price of reached a new all-time high,while it is down, the company's earnings are growing at a pace that exceeds the stock price, valuation is decreasingis doing.
エヌビディアのダイナミック・フォワード株価収益率は約32倍、ライバルである $Advanced Micro Devices (AMD.US)$が約45倍。 $Amazon (AMZN.US)$ And $Microsoft (MSFT.US)$ のバリュエーションも同社より高く、 $NASDAQ 100 Index (.NDX.US)$The price-earnings ratio of the company is 25 times.to be.
The market has not yet shifted from a bullish stance. According to moomoo, out of 40 analysts who disclose their investment decisions on the company's stock, 38 analysts have a "buy" rating, 2 have a "hold" rating, and there are no "sell" recommendations. Loop Capital Markets analyst has a target stock price of $1200to...
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