On Monday, the 5th day.Black Monday in the Japanese stock market.The Nikkei average stock price fell by 12.4% (4451 yen 28 sen).The largest decline ever.andThe rate of decline is the largest since the day after the US Black Monday in 1978.It reached the largest decline.The rate of decline is the largest since the day after the US Black Monday in 1978.The largest one-day decline during the Lehman Shock.11.41%The rapid strengthening of the yen, the Bank of Japan's tightening, and concerns about a US recession have combined to keep selling pressure unabated, completely wiping out the year-to-date gains and turning them negative.
ドル円をめぐっては、市場関係者からはThere are also expectations of the dollar rising to 140 yen.According to Bloomberg, there are multiple expectations of the dollar rising to 140 yen. Leverage investors have only reduced their short yen positions by about 30% from the peak on July 9, and the unwinding of the yen buy positions is expected to continue.There is an expectation that the unwinding of the yen buy positions will continue.On the other hand, Japanese stocks are experiencing overselling.being sold too muchSome analysts believe that there will be buying on dips this week, when there are few announcements of US economic indicators.Buying opportunity has arrived.TowardsCheck the "accumulative high dividend stocks" that have continued to increase dividends or maintain dividends without cutting them.Done.
Accumulative high dividend stocks that experienced a significant decline this time (5-day change rate in descending order).
◆ $SBI Holdings (8473.JP)$
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Points for this week
This week's outlook for Japanese stocks is slightly negative. While there is lingering caution about being in the zone of record highs after the rapid recent rise, expectations for strong performance of domestic companies and bullish sentiment are persistent, creating a tug of war. However, amid the rapid appreciation of the yen...Expectations for an upward revision of this term's performance may also be diminishing.According to the Bank of Japan's short-term economic observation survey (Tankan, June survey), the assumed exchange rate for this term by companies is 144.77 yen. If the yen continues to appreciate, the expectation of improved performance is likely to shrink, and if the Bank of Japan's interest rate hike expectations fade, low yen interest rates could have a negative impact on financial stocks.This week, the economic indicators of the United States and the earnings reports of major semiconductor-related companies are expected to be the focus of attention.seems to be.
In semiconductor-related stocks, the Dutch equipment manufacturer $ASML Holding (ASML.US)$On the 17th, and on the 18th, the largest contract chip manufacturer $Taiwan Semiconductor (TSM.US)$(TSMC) and $Disco (6146.JP)$ are scheduled to announce. qitabankuai...

Good morning to all moomoo users!Here are the key points of the early morning news today.
●【Tokyo Stock Market Forecast Range】The domestic market is closed for Showa Day.
● U.S. activist investor Elliott invests hundreds of billions of yen in Sumitomo Corporation.
There is a risk of Federal Reserve Chairman Powell's determination wavering, but the price statistics reinforce the theory of prolonged high interest rates.
The sudden market developments challenging even Wall Street professionals, serving as a lesson on the importance of humility.
Tesla to invest ¥1.5 trillion in strengthening AI development, focusing on self-driving technology.
- moomoo news Evelyn
Market Overview
In the U.S. stock market on the 26th, the Dow Jones Industrial Average rebounded for the first time in three days, closing at $153.86 higher than the previous trading day at $0.03 million8239. The Nasdaq Composite Index was up 316.14 points at 0.01 million5927.90. The Tokyo stock market will be closed on the 29th for Showa Day.
Top news of individual stocks
The rapid development of the market that confuses even Wall Street professionals emphasizes the need for humility as a lesson.
As US economic indicators show rising inflation and slowing growth, with the yield on US 2-year bonds rising towards 5%, the market's optimism...

Handle gold, copper, and aluminumNon-ferrous metal-related stocks roseDoing it. Focusing on industrial metals in response to economic indicators showing an improvement in China's business confidenceExpectations for a recovery in demandFactors include the fact that it is growing. London Metal Exchange (LME) on the 4thCopper futures prices are high for the first time in 1 year and 2 monthsI attached it. From deep-seated inflation and heightened geopolitical risksThe gold exchange rate that continues to update its highest priceIt will also boost earnings from related stocks. $Mitsubishi Materials (5711.JP)$、 $Sumitomo Metal Mining (5713.JP)$Approximately from the beginning of the year20% increase. Has JX Metals under its umbrella $ENEOS Holdings (5020.JP)$IsRise in crude oil pricesIt also had an impact, and from the beginning of the year about30%It's rising.
Which non-ferrous metal-related stocks are expected to grow with a sense of lag?
[Screening conditions]
・Total market value of 100 billion yen or more
・Year-to-date rate of increase of 15% or less
・The divergence from the 5-day closing price to the analysts' average target stock price is positive
・Operating profit growth rate forecasts for the current fiscal year and the next fiscal year are both positive values
◆ $Mitsui Mining and Smelting (5706.JP)$
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