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Good morning to all moomoo users!![]()
This is the morning market overview. Thank you in advance.
Market Overview
In the Tokyo stock market today, the Nikkei Stock Average started at 37,804.52 yen, down 300.34 yen from the previous trading day, while the Tokyo Stock Price Index (TOPIX) started at 2,614.63, down 22.33 points.
Top News
BOJ Governor Ueda suggests continuing rate hikes, considering the appropriate scale and timing of policy normalization.
- On the 24th, BOJ Governor Kazuo Ueda stated that determining the appropriate scale and timing of further normalization of monetary easing policies is the top priority, hinting at considering further rate hikes. He stated, "Our efforts towards financial normalization have only just begun."
- Governor Ueda mentioned, "I am thinking about the overall scale of future normalization and how to allocate the timing of rate hikes," adding, "That's why I'm always sleepless." He responded to questions at an event in Washington where the International Monetary Fund (IMF) and World Bank annual meetings are being held.
The Bank of Japan's interest rate hike in December...
Market Overview
In the Tokyo stock market today, the Nikkei Stock Average started at 37,804.52 yen, down 300.34 yen from the previous trading day, while the Tokyo Stock Price Index (TOPIX) started at 2,614.63, down 22.33 points.
Top News
BOJ Governor Ueda suggests continuing rate hikes, considering the appropriate scale and timing of policy normalization.
- On the 24th, BOJ Governor Kazuo Ueda stated that determining the appropriate scale and timing of further normalization of monetary easing policies is the top priority, hinting at considering further rate hikes. He stated, "Our efforts towards financial normalization have only just begun."
- Governor Ueda mentioned, "I am thinking about the overall scale of future normalization and how to allocate the timing of rate hikes," adding, "That's why I'm always sleepless." He responded to questions at an event in Washington where the International Monetary Fund (IMF) and World Bank annual meetings are being held.
The Bank of Japan's interest rate hike in December...
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$USD/JPY (USDJPY.FX)$
The downside isI thought it would be around 145 yen, but the yen has appreciated too much.aren't they?
The Japanese government is said to intervene in rapid depreciation of the yen, but is carefully monitoring rapid appreciation. Companies representing Japan like Toyota likely prefer a weaker yen, but I wonder if they are not concerned about the decrease in price competitiveness.
Well, it seems like it will be a wait-and-see situation for a while. I feel like it will return to around 148-150 yen normally, but since the Japan government seems to have no specific measures, who knows when it will happen.
The downside isI thought it would be around 145 yen, but the yen has appreciated too much.aren't they?
The Japanese government is said to intervene in rapid depreciation of the yen, but is carefully monitoring rapid appreciation. Companies representing Japan like Toyota likely prefer a weaker yen, but I wonder if they are not concerned about the decrease in price competitiveness.
Well, it seems like it will be a wait-and-see situation for a while. I feel like it will return to around 148-150 yen normally, but since the Japan government seems to have no specific measures, who knows when it will happen.
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I can't seem to recuperate the loss from April...![]()
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This article uses automatic translation for some of its parts
Energy-related stocksIn March $S&P 500 Index (.SPX.US)$ Within the 11 sectors ofTop performanceThus, it has surpassed the 9.1% increase in the S&P 500 index since the beginning of the year. Also, since the beginning of the year, the sector has performed second after communication services with many big tech companies.
Energy-related stocksProviding new strategies to bet on economic growthThen it is being seen. Even if the geopolitical crisis were to end, energy-related stocks are thought to provide protection for investors.
The sharp rise in energy stocks in 2024 is not only due to the rise in crude oil prices, which hit a high price since October. The rise in this sector is due to the fact that the outlook for the global economy is getting brighter,The sense of undervaluation when compared to expensive stocks in the S&P 500 stock indexIt is also being supported.
The analystsFree cash flow yield is high, EV/EBITDA ratio (enterprise value to EBITDA ratio)...
Energy-related stocksIn March $S&P 500 Index (.SPX.US)$ Within the 11 sectors ofTop performanceThus, it has surpassed the 9.1% increase in the S&P 500 index since the beginning of the year. Also, since the beginning of the year, the sector has performed second after communication services with many big tech companies.
Energy-related stocksProviding new strategies to bet on economic growthThen it is being seen. Even if the geopolitical crisis were to end, energy-related stocks are thought to provide protection for investors.
The sharp rise in energy stocks in 2024 is not only due to the rise in crude oil prices, which hit a high price since October. The rise in this sector is due to the fact that the outlook for the global economy is getting brighter,The sense of undervaluation when compared to expensive stocks in the S&P 500 stock indexIt is also being supported.
The analystsFree cash flow yield is high, EV/EBITDA ratio (enterprise value to EBITDA ratio)...
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Good morning to all moomoo users!![]()
Here's a summary of this morning's snuggle up. Thank you for your support. ![]()
Market Overview
Today's Nikkei Stock Average started at 38960.99 yen, 253.35 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2688.46, 17.66 points higher.
Top news
Bank of Japan meeting highlights: Interest rate hikes for the first time in 17 years, concrete measures, and normalization processes
At the monetary policy meeting where the Bank of Japan will announce the results on the 19th, policy normalization, starting with the cancellation of negative interest rates, and its concrete measures will be the biggest focus. If cancellation is decided, it seems that the process of normalization, such as the pace of future interest rate hikes, etc. will be explored from statements and President Ueda Kazuo's remarks.
Machine orders fell 1.7% in January, negative for the first time in 2 months, manufacturing sluggish
According to the January machine order statistics announced by the Cabinet Office on the 18th, civilian demand (excluding ships and electricity, seasonally adjusted), which is a leading indicator of capital investment, was 823.8 billion yen, down 1.7% from the previous month. Negative for the first time in 2 months. Orders declined, mainly in the manufacturing industry.
Will 4 trillion dollars of Japanese money go overseas even after the Bank of Japan's negative interest rate is lifted - MLIV survey
...
Market Overview
Today's Nikkei Stock Average started at 38960.99 yen, 253.35 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2688.46, 17.66 points higher.
Top news
Bank of Japan meeting highlights: Interest rate hikes for the first time in 17 years, concrete measures, and normalization processes
At the monetary policy meeting where the Bank of Japan will announce the results on the 19th, policy normalization, starting with the cancellation of negative interest rates, and its concrete measures will be the biggest focus. If cancellation is decided, it seems that the process of normalization, such as the pace of future interest rate hikes, etc. will be explored from statements and President Ueda Kazuo's remarks.
Machine orders fell 1.7% in January, negative for the first time in 2 months, manufacturing sluggish
According to the January machine order statistics announced by the Cabinet Office on the 18th, civilian demand (excluding ships and electricity, seasonally adjusted), which is a leading indicator of capital investment, was 823.8 billion yen, down 1.7% from the previous month. Negative for the first time in 2 months. Orders declined, mainly in the manufacturing industry.
Will 4 trillion dollars of Japanese money go overseas even after the Bank of Japan's negative interest rate is lifted - MLIV survey
...
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Interest in semiconductor-related and technology giants called “tech giants” is growing in both Japan and America.
It seems that opportunities to send and receive business data with e-commerce (electronic transactions), remote work, and remote conference systems such as Amazon will increase in familiar places. There has been such demand for a long time, but it is said that the exchange of data, including generated AI, will become even more active from now on via the internet. This time, we will support fields where demand is likely to expand more and more in the futureWith technologyYes, alreadyA big track recordI will introduce companies that have it.There is a high possibility that the stock prices of such companies will rise further in the futureIt is.
● $Snowflake (SNOW.US)$ This company is developing and operating a data cloud that was established in 2012 and publicly traded in 2020. The company provides a data lake to store customer data as it is, a data warehouse to organize and store data, and a data sharing system. The current number of customers is over 3,000.SnowflakeIs storage, calculation, cloud...
It seems that opportunities to send and receive business data with e-commerce (electronic transactions), remote work, and remote conference systems such as Amazon will increase in familiar places. There has been such demand for a long time, but it is said that the exchange of data, including generated AI, will become even more active from now on via the internet. This time, we will support fields where demand is likely to expand more and more in the futureWith technologyYes, alreadyA big track recordI will introduce companies that have it.There is a high possibility that the stock prices of such companies will rise further in the futureIt is.
● $Snowflake (SNOW.US)$ This company is developing and operating a data cloud that was established in 2012 and publicly traded in 2020. The company provides a data lake to store customer data as it is, a data warehouse to organize and store data, and a data sharing system. The current number of customers is over 3,000.SnowflakeIs storage, calculation, cloud...
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もい : Mr. Ueda, let's learn together.