$USD/JPY (USDJPY.FX)$
Don't worry, Ueda will mess up.
Inducing an unwanted level of yen appreciation.
Declaration of additional rate hikes disregarding the domestic situation.
Forecasts of consecutive rate hikes in the future.
Turn the dollar into shredded paper!

Good morning, moomoo users! We will bring you the hot stocks of the morning session and the latest rating information.
Today's strong and weak materials.
9/17 [Strength and Weakness Materials]
Three points to watch in the morning session.
Evaluate the firmness around 36,500 yen.
● $H.I.S. (9603.JP)$Operating profit turned positive in 3Q 24/10, at 5.503 billion yen.
In the company's overseas travel business, the impact of the weak yen, high local prices, and soaring fuel costs has affected the performance. Hawaii and Micronesia are still sluggish, but along with South Korea, Taiwan, Europe, Oceania, and the sports-watching demand on the west coast of the United States, it has been performing well and driving sales volume.
Highlights of the morning session: $Bridgestone (5108.JP)$Increased production of high-value-added tires in China, focusing on new energy vehicles.
Active stocks, hot stocks
Domestic demand-related stocks such as land transportation, construction, electricity and gas stocks are strong, while electrical machinery and automobile stocks are weak.
$Disco (6146.JP)$, $Advantest (6857.JP)$Softness in various fields, with the decline in US semiconductor stocks and the exchange rate trend ahead of the FOMC...

The Nikkei Stock Average showed a rapid recovery from the major crash on August 5, but after reaching a return high on September 2The market has been sluggish.It continues. In particular, the progress of yen appreciation is weighing on the overall market. Following Bank of Japan (BOJ) board member Junko Nakagawa's positive stance on policy normalization on September 11, the yen sharply appreciated to the mid-140 yen level against the US dollar.On the 13th, it temporarily rose to the upper 140 yen level and updated its year-to-date high.It was done.Narrowing of the interest rate differential between Japan and the United StatesIt is once again recognized that there are characteristics such as "defensive", "yen strength benefits and yen strength resistance" in sectors such as retail, transportation, information communications, pharmaceuticals, and electricity and gas, which are attention-grabbing."Defensive" and "yen strength benefits and yen strength resistance" are characteristics of sectors such as retail, transportation, information communications, pharmaceuticals, and electricity and gas, which are attention-grabbing.」「Sectors such as retail, transportation, information communications, pharmaceuticals, and electricity and gas have characteristics such as "defensive" and "yen strength benefits and yen strength resistance", which are attention-grabbing.Attention is focused on domestic demand stocks in sectors such as retail, transportation, information communications, pharmaceuticals, and electricity and gas, which have characteristics such as "defensive" and "yen strength benefits and yen strength resistance".Domestic demand stocks in sectors such as retail, transportation, information communications, pharmaceuticals, and electricity and gas are attracting attention.From September to November, attention is focused on events such as the monetary policy meetings of Japan and the US, the election of the leader of the Liberal Democratic Party, and the US presidential election.From September to November, there will be events such as the monetary policy meetings of Japan and the US, the election of the leader of the Liberal Democratic Party, and the US presidential election.Due to the continuation of large events, there is a possibility that the preference for defensive domestic stocks with few variables will continue for a while. Check domestic stocks with high domestic sales ratio (over 85%) that have significantly increased.
Seibu Holdings, which is currently experiencing a buying frenzy, is a core internal demand stock. Seibu Railway and Prince Hotel are the core businesses. Real estate is also expanding. Singaporean activist investor 3D Investment holds over 5% of the company's shares. There are plans to transfer the complex building "Tokyo Garden Terrace Kioicho" built on the former site of Akasaka Prince Hotel within the fiscal year 2024, and there is a possibility that this will result in an increase in net profit for the current fiscal year due to the capital gain from the sale.
◆ $Seibu Holdings (9024.JP)$
Seibu Railway and Prince Hotel are the core. Real estate is also expanding...

$Rakuten Group (4755.JP)$ $Rakuten Group (4755.JP)$
Stock prices are rising beautifully!
Let's maintain this 🚀

$Seven & i Holdings (3382.JP)$SharesHigh stop on the 19th, fall over 10% on the 20th, rise 6% on the 21stIt's fluctuating. On the 19thA major Canadian convenience store $Alimentation Couche-Tard Inc (ATD.CA)$An acquisition proposal was received from (Alimantacion Couchtal)The reason is that it became clear.
The largest distribution group in Japan that has completely changed from the “buying side” until now to the “buying side”Proposals can trigger corporate reforms to accelerate and lead to stock price increasesThere is. It seems fair to say that it has become a stock that investors cannot take their eyes off.
An “innovative company” whose growth is showing signs of decline
Seven & i established a business model called a convenience store, and even after that, 7-Eleven brought numerous innovations to the distribution industry, such as POS systems, joint delivery, and entry into the banking business.
While domestic competitors are unrivaled in the convenience store business, issues have also come to light in recent years. One is...

$OSE Nikkei 225 Futures(DEC4) (NK225main.JP)$ Even if it goes up tomorrow, there is a possibility that it will explode the day after tomorrow, so it's probably until it calms down a little more