181098620
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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 39189.22 yen, 50.30 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) was 0.39 points higher at 2678.85.
Top news
Bank of Japan policy is “time to normalize,” and there is no need to disregard finance - Professor Emeritus Yoshikawa, University of Tokyo
Professor Emeritus Yoshikawa Hiroshi of the University of Tokyo expressed the view that while the Japanese economy is in a state of inflation, the Bank of Japan is in a phase where monetary policy should be normalized, and that the impact of rising interest rates on Japan's finances should not be measured (so much). In an interview on the 27th, Bank of Japan participant Yoshikawa pointed out in an interview on the 27th that the current situation where consumer prices exceed the Bank of Japan's 2% target for almost 2 years is inflation according to the definition, and “it is not a situation where” monetary easing, which is called a different dimension, continues. After saying, “Of course, it's time to normalize,” he said “it's not strange if we reach an exit” in March or April unless there is a major change in the economic/price situation.
Strong and weak rivalries such as Mitsubishi UFJ also have strong price movements, and positive speculation on interest rate trends between Japan and the US
...
Market Overview
Today's Nikkei Stock Average began at 39189.22 yen, 50.30 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) was 0.39 points higher at 2678.85.
Top news
Bank of Japan policy is “time to normalize,” and there is no need to disregard finance - Professor Emeritus Yoshikawa, University of Tokyo
Professor Emeritus Yoshikawa Hiroshi of the University of Tokyo expressed the view that while the Japanese economy is in a state of inflation, the Bank of Japan is in a phase where monetary policy should be normalized, and that the impact of rising interest rates on Japan's finances should not be measured (so much). In an interview on the 27th, Bank of Japan participant Yoshikawa pointed out in an interview on the 27th that the current situation where consumer prices exceed the Bank of Japan's 2% target for almost 2 years is inflation according to the definition, and “it is not a situation where” monetary easing, which is called a different dimension, continues. After saying, “Of course, it's time to normalize,” he said “it's not strange if we reach an exit” in March or April unless there is a major change in the economic/price situation.
Strong and weak rivalries such as Mitsubishi UFJ also have strong price movements, and positive speculation on interest rate trends between Japan and the US
...
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$Shin-Etsu Chemical (4063.JP)$ buying advantage?
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181098620
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After the US Federal Open Market Committee (FOMC) on the 20th, the dollar rose due to prolonged observations of US financial tightening, and the yen fell to the middle of the 148 yen range at 1 time. Ahead of the Bank of Japan decision meeting on the 22nd and President Kazuo Ueda's press conference, in addition to the prospect of canceling the negative interest rate policy suggested in an interview with the Yomiuri Shimbun, there is growing interest in the presence or absence of exchange intervention.
Since the 19th, statements affirming exchange intervention have been made one after another from US Treasury Secretary Yellen and Treasurer Kanda of the Ministry of Finance, etc., which reminds me of last year's intervention drama. At the press conference after the Bank of Japan meeting on 9/22 last year, Governor Kuroda Haruhiko (then) expressed a negative opinion on the immediate interest rate hike while emphasizing mitigation, and the exchange rate rose to 1 dollar = 145 yen 90 yen during the press conference. On the evening of the same day, a yen buy/dollar sale intervention was carried out for the first time in 24 years. The amount of intervention amounted to 2,838.2 billion yen. Nevertheless, the depreciation of the yen progressed to 151 yen 94 yen on 10/21 of the same year.
At the press conference on the 22nd, if Governor Ueda's statement shows a reluctant attitude towards policy revisions and exchange rate intervention, it would not be strange if the depreciation of the yen accelerates further. “The market is factoring in policy revisions too far ahead, and if the Bank of Japan doesn't move, the yen will depreciate...
Since the 19th, statements affirming exchange intervention have been made one after another from US Treasury Secretary Yellen and Treasurer Kanda of the Ministry of Finance, etc., which reminds me of last year's intervention drama. At the press conference after the Bank of Japan meeting on 9/22 last year, Governor Kuroda Haruhiko (then) expressed a negative opinion on the immediate interest rate hike while emphasizing mitigation, and the exchange rate rose to 1 dollar = 145 yen 90 yen during the press conference. On the evening of the same day, a yen buy/dollar sale intervention was carried out for the first time in 24 years. The amount of intervention amounted to 2,838.2 billion yen. Nevertheless, the depreciation of the yen progressed to 151 yen 94 yen on 10/21 of the same year.
At the press conference on the 22nd, if Governor Ueda's statement shows a reluctant attitude towards policy revisions and exchange rate intervention, it would not be strange if the depreciation of the yen accelerates further. “The market is factoring in policy revisions too far ahead, and if the Bank of Japan doesn't move, the yen will depreciate...
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181098620
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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 Average ended at 33172.22 yen, 412.99 yen higher than the previous business day
● Exchange rate forecast revised to yen depreciation, 1 dollar = 131.96 yen 60 companies including Nissan
● Bank of Japan announces temporary government bond purchase operation of 300 billion yen in 5-10 years
● Daiichi Sankyo - buy and sell intersecting full-year forecasts remain unchanged even with a 28% increase in 1Q operating profit
● MOL - negative reversal of full-year final profit on the back market was revised upward, but material was exhausted
● Mitsubishi UFJ has gone back and forth, and is cautious about chasing higher prices of bank stocks due to the Bank of Japan temporary operation notice ◇
● Notable stocks: $Daiichi Sankyo (4568.JP)$、 $Mitsui O.S.K. Lines (9104.JP)$、 $Ono Pharmaceutical (4528.JP)$、 $KDDI (9433.JP)$、 $Toyota Motor (7203.JP)$etc
ー Moo Moo News Japanese stock Evelyn
Market Overview
The Nikkei Stock Average is 33172, 412.99 yen higher than the previous business day in the Tokyo stock market today...
●The Nikkei Average ended at 33172.22 yen, 412.99 yen higher than the previous business day
● Exchange rate forecast revised to yen depreciation, 1 dollar = 131.96 yen 60 companies including Nissan
● Bank of Japan announces temporary government bond purchase operation of 300 billion yen in 5-10 years
● Daiichi Sankyo - buy and sell intersecting full-year forecasts remain unchanged even with a 28% increase in 1Q operating profit
● MOL - negative reversal of full-year final profit on the back market was revised upward, but material was exhausted
● Mitsubishi UFJ has gone back and forth, and is cautious about chasing higher prices of bank stocks due to the Bank of Japan temporary operation notice ◇
● Notable stocks: $Daiichi Sankyo (4568.JP)$、 $Mitsui O.S.K. Lines (9104.JP)$、 $Ono Pharmaceutical (4528.JP)$、 $KDDI (9433.JP)$、 $Toyota Motor (7203.JP)$etc
ー Moo Moo News Japanese stock Evelyn
Market Overview
The Nikkei Stock Average is 33172, 412.99 yen higher than the previous business day in the Tokyo stock market today...
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181098620
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Good morning to all Moomoo users!Here are the key points of this morning's first report:
● [Tokyo Stock Exchange Rate Forecast Range] 32,400 yen - 32,900 yen
● FOMC members, clash between hawks and pigeons deepens - interest rate outlook uncertain
●Bank of Japan prepares to begin tightening = inflationary pressure will increase - IMF
● Wall Street has already entered a “post-interest rate hike” - convinced that the tightening is close to the end
● Bank of California confines negotiations to acquire PackWest
● Shareholder surveillance intensifies at the top of large enterprises, and support for reappointment also plummets due to stricter exercise of voting rights
● US company financial results: $Alphabet-A (GOOGL.US)$ $Microsoft (MSFT.US)$ $Snap Inc (SNAP.US)$ $Visa (V.US)$
ー Moo Moo News Citron
Market Overview
In the US stock market on the 25th, the NY Dow Jones Industrial Average continued to rise 12 days to 0.03 million 5438 dollars 07 cents, 26 dollars 83 cents higher than the previous business day. The Nasdaq Composite Stock Price Index is 0.01 million4144.555, which is 85.689 points higher...
● [Tokyo Stock Exchange Rate Forecast Range] 32,400 yen - 32,900 yen
● FOMC members, clash between hawks and pigeons deepens - interest rate outlook uncertain
●Bank of Japan prepares to begin tightening = inflationary pressure will increase - IMF
● Wall Street has already entered a “post-interest rate hike” - convinced that the tightening is close to the end
● Bank of California confines negotiations to acquire PackWest
● Shareholder surveillance intensifies at the top of large enterprises, and support for reappointment also plummets due to stricter exercise of voting rights
● US company financial results: $Alphabet-A (GOOGL.US)$ $Microsoft (MSFT.US)$ $Snap Inc (SNAP.US)$ $Visa (V.US)$
ー Moo Moo News Citron
Market Overview
In the US stock market on the 25th, the NY Dow Jones Industrial Average continued to rise 12 days to 0.03 million 5438 dollars 07 cents, 26 dollars 83 cents higher than the previous business day. The Nasdaq Composite Stock Price Index is 0.01 million4144.555, which is 85.689 points higher...
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181098620
commented on
Good morning to all Moomoo users!Here are the key points of today's morning report:
● [Tokyo stock market forecast range] 33,000 yen to 33,400 yen
● The Fed approves the soundness of 23 US banks, can loans be made even during a recession
● Bank of Japan Governor Ueda says policy changes are possible if “convinced” of price increases in 24
● The yen fell at one point in the second half of the 144 yen range to a low for the first time in seven and a half months
● Mention that Micron rose or hit bottom outside of settlement reception hours
● Mr. Biden emphasizes the results of “Bidenomics”
● Nissan-Renault EV company investment negotiations progress, alliance meeting tomorrow - stakeholders
● Chairman Powell does not rule out continuous interest rate hikes - suggests possibility of movement in July and September
Market Overview
In the US stock market on the 28th, the NY Dow Jones Industrial Average fell 74 dollars 08 cents from the previous business day to 33,852 dollars 66 cents. The Nasdaq Composite Stock Price Index was 13,591.750, up 36.077 points from the same period. The Tokyo stock market on the 29th had a strong development despite the confrontation between strength and weakness, and it seems that the Nikkei Stock Average will move strong in the first half of the 33,000 yen range.
Top news
Fed stress tests, all banks maintain soundness even in economic recession and falling real estate prices
...
● [Tokyo stock market forecast range] 33,000 yen to 33,400 yen
● The Fed approves the soundness of 23 US banks, can loans be made even during a recession
● Bank of Japan Governor Ueda says policy changes are possible if “convinced” of price increases in 24
● The yen fell at one point in the second half of the 144 yen range to a low for the first time in seven and a half months
● Mention that Micron rose or hit bottom outside of settlement reception hours
● Mr. Biden emphasizes the results of “Bidenomics”
● Nissan-Renault EV company investment negotiations progress, alliance meeting tomorrow - stakeholders
● Chairman Powell does not rule out continuous interest rate hikes - suggests possibility of movement in July and September
Market Overview
In the US stock market on the 28th, the NY Dow Jones Industrial Average fell 74 dollars 08 cents from the previous business day to 33,852 dollars 66 cents. The Nasdaq Composite Stock Price Index was 13,591.750, up 36.077 points from the same period. The Tokyo stock market on the 29th had a strong development despite the confrontation between strength and weakness, and it seems that the Nikkei Stock Average will move strong in the first half of the 33,000 yen range.
Top news
Fed stress tests, all banks maintain soundness even in economic recession and falling real estate prices
...
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181098620
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Looking back at Toyota stock over the past week, it can be said without a doubt that it is the biggest "uptrend" in the past three years, and the reason behind it is the company's active disclosure of the electric vehicle (EV) strategy. The recent personnel changes at the shareholders' meeting held on the 14th are also one of the reasons for the fluctuations.
Toyota's stock price has risen 13% this week, pushing up its market capitalization by 4.4 trillion yen. Toyota has provided detailed explanations about its plans to ride the global EV shift.
However, the reappointment of Chairman Akio Toyoda at the shareholders' meeting has decreased to 85% from last year's 96%, the lowest since at least 2013.
While Toyota has been selling gasoline and hybrid cars and developing EVs, hydrogen, and alternative fuels to provide customers with various choices, this approach does not give them a competitive advantage against other companies.
Major US pension funds and European investors have expressed their opposition to the appointment of Mr. Toyoda.
And Mr. Toyoda handed over the presidency to Mr. Koji Sato in April.
The biggest challenge for Toyota now is transitioning to EVs. The transition is expected to take longer than anticipated and there is a risk of resource shortage.
Toyota's stock price has risen 13% this week, pushing up its market capitalization by 4.4 trillion yen. Toyota has provided detailed explanations about its plans to ride the global EV shift.
However, the reappointment of Chairman Akio Toyoda at the shareholders' meeting has decreased to 85% from last year's 96%, the lowest since at least 2013.
While Toyota has been selling gasoline and hybrid cars and developing EVs, hydrogen, and alternative fuels to provide customers with various choices, this approach does not give them a competitive advantage against other companies.
Major US pension funds and European investors have expressed their opposition to the appointment of Mr. Toyoda.
And Mr. Toyoda handed over the presidency to Mr. Koji Sato in April.
The biggest challenge for Toyota now is transitioning to EVs. The transition is expected to take longer than anticipated and there is a risk of resource shortage.
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Hello to all Moomoo users!Good evening at the close. The summary of today's stock market is as follows. Thank you.
● The Nikkei Average closed at 33,706.08 yen, up 220.59 yen from the previous trading day.
● The Bank of Japan decides to continue large-scale easing, with the extent of price increases expected to shrink by mid-year of this fiscal year.
●Even with selling pressure equivalent to 21 trillion yen in global stocks, institutions rebalancing
●Toyota EV battery receives subsidies up to 117.8 billion yen, strengthening domestic production
●Mega banks like Mitsubishi UFJ softening, taking profits advantage following the announcement to maintain the current situation at the decision meeting
●Ensuring a tax-free income of 4.6 trillion yen, the Defense Revenue Securement Act has been enacted
●Hot Stocks: $Hitachi (6501.JP)$、 $Toyota Motor (7203.JP)$、 $Mitsubishi UFJ Financial Group (8306.JP)$、 $Sumitomo Mitsui Financial Group (8316.JP)$、 $Yakult Honsha (2267.JP)$
● The Nikkei Average closed at 33,706.08 yen, up 220.59 yen from the previous trading day.
● The Bank of Japan decides to continue large-scale easing, with the extent of price increases expected to shrink by mid-year of this fiscal year.
●Even with selling pressure equivalent to 21 trillion yen in global stocks, institutions rebalancing
●Toyota EV battery receives subsidies up to 117.8 billion yen, strengthening domestic production
●Mega banks like Mitsubishi UFJ softening, taking profits advantage following the announcement to maintain the current situation at the decision meeting
●Ensuring a tax-free income of 4.6 trillion yen, the Defense Revenue Securement Act has been enacted
●Hot Stocks: $Hitachi (6501.JP)$、 $Toyota Motor (7203.JP)$、 $Mitsubishi UFJ Financial Group (8306.JP)$、 $Sumitomo Mitsui Financial Group (8316.JP)$、 $Yakult Honsha (2267.JP)$
181098620 : Yoshikawa, or who is responsible for the state of the Japanese economy over the past 30 years? Do you know that you guys are big economists too?
GDP continues to be negative, so why is it normalized? that's stupid