181240432
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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, Japan is not limited to manufacturing equipmentThe global share of materials is also very high.In thin silicon “wafers,” which are basic materials, $Shin-Etsu Chemical(4063.JP$with $SUMCO(3436.JP$The 2 companies account for about 60% of the global market share. In the chemical agent “photoresist” used to form circuit patterns on wafers, $Tokyo Ohka Kogyo(4186.JP$Japan's market share, etc., has risen to 90%.The inflow of funds into such stocks is also increasing due to the anticipated reversal of semiconductor market conditions.
Among semiconductor materials-related stocks, 3 stocks have a large margin of increase (10% or more variance) up to the average target stock price by analysts
※ $Shinko Electric Industries(6967.JP$with $JSR(4185.JP$Excluded because it is scheduled to be delisted after going through a TOB (public tender offer) by the Industrial Innovation and Investment Organization (JIC).
◆ $Mitsui High-tec(6966.JP$ Headquarters: Kitakyushu
A major manufacturer of thin metal “lead frames,” which are used as internal wiring for semiconductor packages...
※ $Shinko Electric Industries(6967.JP$with $JSR(4185.JP$Excluded because it is scheduled to be delisted after going through a TOB (public tender offer) by the Industrial Innovation and Investment Organization (JIC).
◆ $Mitsui High-tec(6966.JP$ Headquarters: Kitakyushu
A major manufacturer of thin metal “lead frames,” which are used as internal wiring for semiconductor packages...
Translated
![What are the 3 brands that have a lot of room for growth related to semiconductor “materials”? There are also 2 excellent stocks that are rising steadily!](https://sgsnsimg.moomoo.com/feed_image/181000001/33e366d26f5d378588e3d6326ebfe5cf.jpg/thumb)
![What are the 3 brands that have a lot of room for growth related to semiconductor “materials”? There are also 2 excellent stocks that are rising steadily!](https://sgsnsimg.moomoo.com/feed_image/181000001/10b9c15568b23da4a5c2f0c5fe6229a6.jpg/thumb)
![What are the 3 brands that have a lot of room for growth related to semiconductor “materials”? There are also 2 excellent stocks that are rising steadily!](https://sgsnsimg.moomoo.com/feed_image/181000001/d0877abea50a3b9bbc689c789651c78e.jpg/thumb)
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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”...
Translated
![Tokyo Market Summary: Nikkei Average falls for the first time in 5 days and is pushed by profit](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240325/32329a1b36bc054337467363de19381b.png/thumb?area=105&is_public=true)
![Tokyo Market Summary: Nikkei Average falls for the first time in 5 days and is pushed by profit](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240325/1711325457243-54e4e68b6e.png/thumb?area=105&is_public=true)
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