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2024年も最終月に入り、迫り来る2025年に向けて、新たなチャンスをどう捉えるか。過去一年の日本株市場の動向を振り返り、2025年に向けた戦略の手がかりを探ってみよう。
日経平均は年初来約18％上昇している。 しかしよく見ると、実際には日経平均は第1四半期にすでに21%上昇し、その後の3四半期は大きなボラティリティに見舞われたが、トータル・リターンはマイナスだった。
Reports that Mr. Buffett has invested in five major trading companies have been circulating since 2023, and in early 2024 foreign investors followed suit.The influx of foreign capital became the main cause of the rapid rise in Japanese stocks in the first quarter.However, in March, the results of the 'Spring Labor Offensive' were announced, leading to wage increases reaching a high level not seen in about 30 years. The Bank of Japan also announced the end of negative interest rates in the same month. The decline in the Nikkei average was attributed to the adjustment of global semiconductor stocks in April, worsening Middle Eastern situations, among other factors. Despite the yen shedding its negative interest rate policy, the interest rate differential between Japan and the United States remained significant, leading to a continuing trend of yen depreciation.On July 3, it marked the lowest level in 38 years.The weakening yen pushed up Japanese stocks in the third quarter.During the day on July 11, the Nikkei average...
日経平均は年初来約18％上昇している。 しかしよく見ると、実際には日経平均は第1四半期にすでに21%上昇し、その後の3四半期は大きなボラティリティに見舞われたが、トータル・リターンはマイナスだった。
Reports that Mr. Buffett has invested in five major trading companies have been circulating since 2023, and in early 2024 foreign investors followed suit.The influx of foreign capital became the main cause of the rapid rise in Japanese stocks in the first quarter.However, in March, the results of the 'Spring Labor Offensive' were announced, leading to wage increases reaching a high level not seen in about 30 years. The Bank of Japan also announced the end of negative interest rates in the same month. The decline in the Nikkei average was attributed to the adjustment of global semiconductor stocks in April, worsening Middle Eastern situations, among other factors. Despite the yen shedding its negative interest rate policy, the interest rate differential between Japan and the United States remained significant, leading to a continuing trend of yen depreciation.On July 3, it marked the lowest level in 38 years.The weakening yen pushed up Japanese stocks in the third quarter.During the day on July 11, the Nikkei average...
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● $Nippon Telegraph & Telephone (9432.JP)$(NTT) is scheduled to announce consolidated financial results for the fiscal year ending 2025/3 (April-9) on November 7.
● Stock prices reversed after the announcement of financial results for the first quarter, but since then they have been on a downward trend again, and we are waiting for good news.
● Strong performance in the first quarter $NTT Data Group (9613.JP)$De ofPay attention to how far the volume of orders received for the Ta Center business will grow.
● The analysts' consensus on earnings forecasts is a numerical value obtained by roughly dividing the company's full-year forecast in half, and no surprises are anticipated.
● According to evaluations by 12 analysts, bullish is 25.00%, slightly bullish at 33.33%, and neutral at 41.67%. The overall evaluation is “slightly bullish.” The average target stock price is 175.75 yen, 19.2% above the daily closing price.
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Stock prices reversed due to the announcement of financial results for the first quarter, then fell
NTT's first quarter financial results were announced on 8/7, which is 2 days after “Reiwa Black Monday.” Although sales were higher than the same period last year, operating profit was 8...
● Stock prices reversed after the announcement of financial results for the first quarter, but since then they have been on a downward trend again, and we are waiting for good news.
● Strong performance in the first quarter $NTT Data Group (9613.JP)$De ofPay attention to how far the volume of orders received for the Ta Center business will grow.
● The analysts' consensus on earnings forecasts is a numerical value obtained by roughly dividing the company's full-year forecast in half, and no surprises are anticipated.
● According to evaluations by 12 analysts, bullish is 25.00%, slightly bullish at 33.33%, and neutral at 41.67%. The overall evaluation is “slightly bullish.” The average target stock price is 175.75 yen, 19.2% above the daily closing price.
NTT's first quarter financial results were announced on 8/7, which is 2 days after “Reiwa Black Monday.” Although sales were higher than the same period last year, operating profit was 8...
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![Is NTT's data center business a breakthrough in stock price reversal?! If good material comes out at DOCOMO, it will be a positive surprise! [Earnings Preview]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20241101/ac41ad71d7f3cd535216644303fb77cb.jpg/thumb?area=105&is_public=true)
![Is NTT's data center business a breakthrough in stock price reversal?! If good material comes out at DOCOMO, it will be a positive surprise! [Earnings Preview]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20241101/e0d4258146421ea3b19850a362049b60.jpg/thumb?area=105&is_public=true)
![Is NTT's data center business a breakthrough in stock price reversal?! If good material comes out at DOCOMO, it will be a positive surprise! [Earnings Preview]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20241101/ee47db08111144a37496f6624962cee1.jpg/thumb?area=105&is_public=true)
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After the usa Federal Reserve implemented a rate hike on September 18, the S&P500 index rose sharply, reaching a record high on September 24. Expectations for continued rate cuts and achieving a soft landing are the background. With the recovery of market sentiment,the information technology sub-index consisting of high-tech stocks also rose.Is doing.On September 19, the upper resistance line was broken, and the possibility of returning to an upward trend emerged again. This time,and the possibility of returning to an upward trend has emerged. This time, as a "fund special feature",we highlight 3 selected high-tech stock funds to watch.Done.
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年初来騰落率上位のハイテク株ファンド
投信ランキングでハイテク株ファンドの年初来騰落率（※）を確認してみると、1位は「iFreeNEXT FANG+インデックス」、2位は「＜購入・換金手数料なし＞ニッセイSOX指数インデックスファンド（米国半導体株）」、3位は「Nippon AI-related stock funds (no foreign exchange hedge)".
(Investment trusts belonging to the investment theme 'technology' in the moomoo Securities app, with the base date being September 24.)
After the FRB implemented an interest rate cut, all three funds mentioned above will have yields ranging from 4.5% to 5.5% until September 24th.
投信ランキングでハイテク株ファンドの年初来騰落率（※）を確認してみると、1位は「iFreeNEXT FANG+インデックス」、2位は「＜購入・換金手数料なし＞ニッセイSOX指数インデックスファンド（米国半導体株）」、3位は「Nippon AI-related stock funds (no foreign exchange hedge)".
(Investment trusts belonging to the investment theme 'technology' in the moomoo Securities app, with the base date being September 24.)
After the FRB implemented an interest rate cut, all three funds mentioned above will have yields ranging from 4.5% to 5.5% until September 24th.
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The Bank of Japan monetary policy meeting, which is the first since the July meeting that led to the "Black Monday of Reiwa," will be held on the 19th and 20th. The decision will be announced around noon on the 20th, followed by a press conference by Governor Kuroda in the afternoon.
The previous July meeting became an unforgettable event for stock investors.In addition to the second interest rate hike since March, Governor Kuroda mentioned the possibility of further rate hikes within the year in the press conference after the meeting.Giving a surprise to the marketprompting a sharp appreciation of the yen and contributing to the "Black Monday of Reiwa" on August 5th。
It is expected that there will be no policy changes at the September meeting, but利上げペースの加速に関する植田総裁らの発言次第ではドル円相場や株価に再び大きなインパクトを与え、二番底へと向かう可能性も否定できない。米国の利下げに関する思惑で足元の為替レートが円高に振れていることも前回の“悪夢”と重なる。株式投資家も固唾をのんで見守る緊迫の重要イベントになりそうだ。
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令和のブラックマンデー招いた前回の7月会合
At the previous July meeting, many market participants' expectations were that the June meeting would result...
The previous July meeting became an unforgettable event for stock investors.In addition to the second interest rate hike since March, Governor Kuroda mentioned the possibility of further rate hikes within the year in the press conference after the meeting.Giving a surprise to the marketprompting a sharp appreciation of the yen and contributing to the "Black Monday of Reiwa" on August 5th。
It is expected that there will be no policy changes at the September meeting, but利上げペースの加速に関する植田総裁らの発言次第ではドル円相場や株価に再び大きなインパクトを与え、二番底へと向かう可能性も否定できない。米国の利下げに関する思惑で足元の為替レートが円高に振れていることも前回の“悪夢”と重なる。株式投資家も固唾をのんで見守る緊迫の重要イベントになりそうだ。
At the previous July meeting, many market participants' expectations were that the June meeting would result...
Translated
!["Nightmare" coming back! Will there be a second bottom at the Bank of Japan meeting? If the hawkish sentiment strengthens towards an interest rate hike within the year, it will have a significant impact on the market. [Bank of Japan Meeting Preview]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240917/9cd8412d54f7e7add93d932c650a7d9c.jpg/thumb?area=105&is_public=true)
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From recent statements by Federal Reserve Chairman Powell,It seems that a new interest rate cut cycle is about to begin.That.The impact of interest rate cuts on the economy and the market.In order to explore, the United States looked back on the five interest rate cut cycles it experienced in the past 35 years. Each interest rate cut.Specific economic background and reasons.It can be seen that there were contrasting factors.
In contrast, the current rate cut by the FRB is closer to a precautionary rate cut, similar to the purpose of the starting stage in 1990-1992 and 1995-1998.① 1990-1992: A rate cut cycle to alleviate the savings and loan crisis and economic downturn pressures.。
The Federal Reserve Board (FRB) continuously lowered interest rates from July 1990 to September 1992. The federal funds rate was lowered from 8% to 3%.
In 1990, the FRB...
In 1990, the FRB...The economy is starting to slow down and the financial market is becoming unstable.The committee gradually transitioned to an accommodative policy, paying attention to the slowdown of the economy and the tightening of bank lending due to the rise in food and fuel prices. In July, the inflation rate increased, but the economy slowed down and the committee decided to implement a rate cut.
The crude oil price in June 1990 was 41.3...
In contrast, the current rate cut by the FRB is closer to a precautionary rate cut, similar to the purpose of the starting stage in 1990-1992 and 1995-1998.① 1990-1992: A rate cut cycle to alleviate the savings and loan crisis and economic downturn pressures.。
The Federal Reserve Board (FRB) continuously lowered interest rates from July 1990 to September 1992. The federal funds rate was lowered from 8% to 3%.
In 1990, the FRB...
In 1990, the FRB...The economy is starting to slow down and the financial market is becoming unstable.The committee gradually transitioned to an accommodative policy, paying attention to the slowdown of the economy and the tightening of bank lending due to the rise in food and fuel prices. In July, the inflation rate increased, but the economy slowed down and the committee decided to implement a rate cut.
The crude oil price in June 1990 was 41.3...
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Set a live reminder
$NVIDIA (NVDA.US)$ The earnings call for the second quarter of the fiscal year 2025 is scheduled to be held at 6:00 AM on Thursday, August 29, 2024 Japan time. This briefing It will be delivered in subtitle translation format.If you wish to watch it, "Reservation"button.
◆Precautions
The content of this live stream is provided with the subtitle translation service for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. No explicit or implicit guarantees are made regarding the accuracy, reliability, or precision of machine translation from English to Japanese. We are not responsible for any damages resulting from the translation content. Please keep this in mind when viewing.
◆Precautions
The content of this live stream is provided with the subtitle translation service for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. No explicit or implicit guarantees are made regarding the accuracy, reliability, or precision of machine translation from English to Japanese. We are not responsible for any damages resulting from the translation content. Please keep this in mind when viewing.
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Nvidia Q2 Earnings Call for Fiscal Year 2025 (subtitled translation)
Aug 29 05:00
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I don't understand. It's not that you don't understand me, it's probably that you don't understand the market either. There's a different way to take it between the short term and the long term. If it's 50 bp, I think stocks like “Oh, this is crazy” will be sold, but there doesn't seem to be 50 bp.
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It is said that there is a high possibility that interest rates will be cut, but it is safe to say that it is as predicted in advance without specifically touching on whether it is 25 bp or there is a possibility of 50 bp. We should take care of the employment environment, but we're not stuck, so I feel like there isn't 50 bp.
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