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The stock market has experienced heavy rain, then clear skies, and then cloudy with occasional rain. In early August, the stock market was hit by a fierce "summer storm" (Bank of Japan and Ueda shock). It is called the "Reiwa Black Monday," but that's not accurate.
However, it has since rebounded strongly. The Nikkei Average (on market basis) hit a low of 0.03 million 1156 yen on August 5. The decline from the all-time high of 0.04 million 2426 yen on July 11 was 0.01 million 1270 yen, a decrease of 26.6%. It's quite a drop.
In terms of the charts, it completely collapsed. A large lower shadow formed. Surprisingly, it rose to 0.03 million 8408 yen on August 22. The increase was 7252 yen, a rise of 23.5%. It has recovered 64.3% of the decline. The rebound is fast. Some market participants are even saying that the next step is a full recovery.
A fierce rebound. Firstly, this is due to the unwinding of the yen carry trade caused by the interest rate hike and the systematic trading strategy... etc.
However, it has since rebounded strongly. The Nikkei Average (on market basis) hit a low of 0.03 million 1156 yen on August 5. The decline from the all-time high of 0.04 million 2426 yen on July 11 was 0.01 million 1270 yen, a decrease of 26.6%. It's quite a drop.
In terms of the charts, it completely collapsed. A large lower shadow formed. Surprisingly, it rose to 0.03 million 8408 yen on August 22. The increase was 7252 yen, a rise of 23.5%. It has recovered 64.3% of the decline. The rebound is fast. Some market participants are even saying that the next step is a full recovery.
A fierce rebound. Firstly, this is due to the unwinding of the yen carry trade caused by the interest rate hike and the systematic trading strategy... etc.
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February new issuance of 121 billion dollars ➡️ Liberal repo decline accelerates
Commercial real estate loan refinancing peak in March
End of March ➡️ Liberal Repo Depletion March FOMC ➡️ QT Reduction Announcement
April Counter Lending & SRF Operation Begins
May US Government Buyback Program Begins
FOMC ➡️ interest rate cuts begin in June
⭐️ Interest rate and stock price forecasts associated with the above factors
Interest rates/stock prices
February ↔️ ↔️
March ⤴️ ⤵️
April ⤵️ ⤴️
May ⤵️ ⤴️
June ⤴️ ⤵️
*Since excess money will play a decline in interest rates and stock appreciation due to various mitigations and interest rate cuts until 6/12 FOMC, the 6/12 interest rate cut will cause a profit rush and stock prices will be adjusted
Commercial real estate loan refinancing peak in March
End of March ➡️ Liberal Repo Depletion March FOMC ➡️ QT Reduction Announcement
April Counter Lending & SRF Operation Begins
May US Government Buyback Program Begins
FOMC ➡️ interest rate cuts begin in June
⭐️ Interest rate and stock price forecasts associated with the above factors
Interest rates/stock prices
February ↔️ ↔️
March ⤴️ ⤵️
April ⤵️ ⤴️
May ⤵️ ⤴️
June ⤴️ ⤵️
*Since excess money will play a decline in interest rates and stock appreciation due to various mitigations and interest rate cuts until 6/12 FOMC, the 6/12 interest rate cut will cause a profit rush and stock prices will be adjusted
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In the semiconductor industry, Japanese companies have a high global market share not only in manufacturing equipment but also in materials.The world market share of materials is also very high.For the basic material, silicon, which is in the form of thin sheets called "wafers",... $Shin-Etsu Chemical (4063.JP)$and $SUMCO (3436.JP)$The two companies account for about 60% of the world market share. For the chemical agent "photoresist" used to form circuit patterns on wafers, $Tokyo Ohka Kogyo (4186.JP)$etc., the share of Japanese companies amounts to 90%.There is also an increasing inflow of funds into these stocks due to the expected reversal of the semiconductor market.
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Among semiconductor material-related stocks, there are three stocks with significant upside potential to the average target stock price set by analysts (deviation of 10% or more).
※ $Shinko Electric Industries (6967.JP)$and $JSR (4185.JP)$Excluded from stocks with significant upside potential due to the planned delisting after a TOB (tender offer) by the Japan Investment Corporation (JIC).
◆ $Mitsui High-tec (6966.JP)$Headquarters: Kitakyushu City
Leading manufacturer of thin metal "lead frames" used for internal wiring of semiconductor packages...
※ $Shinko Electric Industries (6967.JP)$and $JSR (4185.JP)$Excluded from stocks with significant upside potential due to the planned delisting after a TOB (tender offer) by the Japan Investment Corporation (JIC).
◆ $Mitsui High-tec (6966.JP)$Headquarters: Kitakyushu City
Leading manufacturer of thin metal "lead frames" used for internal wiring of semiconductor packages...
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Columns Tokyo Market Summary: Nikkei Average falls for the first time in 5 days and is pushed by profit
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 Stock Average ended at 40414.12 yen, 474.31 yen lower than the previous business day
● “The current depreciation of the yen clearly has speculation in the background” -151 yen range, Kanda Treasurer
● Sumitomo Life President maintains purchase policy for ultra-long-term government bonds - after negative interest rates are lifted
● Japan's growing presence as an international financial city, with a view to overcoming deflation - Financial Services Agency executives
● Attention to the handle: $Kobayashi Pharmaceutical (4967.JP)$、 $Odakyu Electric Railway (9007.JP)$etc
-MooMoo News Japan Stock Zeber
Market Overview
Today's Nikkei Stock Average ended at 40414.12 yen, 474.31 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2777.64, 35.58 points lower than the previous business day.
Top news
“The current depreciation of the yen clearly has speculation in the background” -151 yen range, Kanda Treasurer
On the morning of the 25th, Treasurer Kanda Masato expressed the view that the depreciation of the yen is progressing in the exchange market that it is not in line with economic fundamentals and is “clearly speculative”...
●The Nikkei Stock Average ended at 40414.12 yen, 474.31 yen lower than the previous business day
● “The current depreciation of the yen clearly has speculation in the background” -151 yen range, Kanda Treasurer
● Sumitomo Life President maintains purchase policy for ultra-long-term government bonds - after negative interest rates are lifted
● Japan's growing presence as an international financial city, with a view to overcoming deflation - Financial Services Agency executives
● Attention to the handle: $Kobayashi Pharmaceutical (4967.JP)$、 $Odakyu Electric Railway (9007.JP)$etc
-MooMoo News Japan Stock Zeber
Market Overview
Today's Nikkei Stock Average ended at 40414.12 yen, 474.31 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2777.64, 35.58 points lower than the previous business day.
Top news
“The current depreciation of the yen clearly has speculation in the background” -151 yen range, Kanda Treasurer
On the morning of the 25th, Treasurer Kanda Masato expressed the view that the depreciation of the yen is progressing in the exchange market that it is not in line with economic fundamentals and is “clearly speculative”...
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