182251542
commented on
Listed companies are selling policy-held shares for the purpose of owning stocks jointly. According to the Nihon Keizai Shimbun dated the 28th, the total sales amount for the fiscal year ending in March 2024 by over 2,000 companies excluding financial institutions amounted to 3.69 trillion yen, an 86% increase compared to the previous period.
The increase in sales is explained later, but selling policy-held shares is expected to have a positive impact on the stock price of the respective companies.If the sales proceeds are recorded as extraordinary profits, it will lead to an improvement in performance and can be utilized for investment for growth or share buybacks, resulting in improved growth and capital efficiency.。If used as the source of shareholder dividends through increased payouts, it will directly contribute to the increase in stock price.Said.
Therefore, we will pick up the 5 stocks that have a high percentage of policy shareholding in the consolidated net assets and for which the company has indicated specific sales plans.
◆ $MS&AD Insurance Group Holdings (8725.JP)$：The proceeds from the sale will be used for a shareholder return of 800 billion yen over the next 5 years.
Of the policy shareholdings, excluding those for business investments,The policy stocks, which amount to about 3.6 trillion yen (as of the end of March 2024), are planned to be completely sold by the end of fiscal year 2029.
The increase in sales is explained later, but selling policy-held shares is expected to have a positive impact on the stock price of the respective companies.If the sales proceeds are recorded as extraordinary profits, it will lead to an improvement in performance and can be utilized for investment for growth or share buybacks, resulting in improved growth and capital efficiency.。If used as the source of shareholder dividends through increased payouts, it will directly contribute to the increase in stock price.Said.
Therefore, we will pick up the 5 stocks that have a high percentage of policy shareholding in the consolidated net assets and for which the company has indicated specific sales plans.
◆ $MS&AD Insurance Group Holdings (8725.JP)$：The proceeds from the sale will be used for a shareholder return of 800 billion yen over the next 5 years.
Of the policy shareholdings, excluding those for business investments,The policy stocks, which amount to about 3.6 trillion yen (as of the end of March 2024), are planned to be completely sold by the end of fiscal year 2029.
Translated
+1
43
2
182251542
commented on
The United States announced at 22:30 on January 5, 2024unemployment rateIs3.7%That was it. This is the unemployment rate for 2023/12 last year. It is the lowest value in 20233.4%Compared to, there is an upward trend, but in the last 5 months
Unemployment rate announced in September3.8%
October unemployment rate announced3.8%
Unemployment rate announced in November3.9%
Unemployment rate announced in December3.7%
Unemployment rate announced in January3.7%(this time)
If you take it from a more microscopic perspectiveunemployment rateIt's going down. The unemployment rate is not higher than market predictions, and the labor market is too strongInterest rate cuts won't happenIsn't it? Suddenly from speculation that policy interest rates would remain high,Stock depreciationThere is also a possibility that you will touch it, so be careful not to be too optimistic in the future. I wrote in last year's postunemployment rateThey said they would be reluctant to raise it, so the development is as expected. From a longer-term perspectiveunemployment rateIf you look at it after 19604% or less for 25 consecutive monthsSince it never remained at a low level, it is certain that US employment is strong. It was announced at the same timing as the unemployment rateNFP(number of people employed in the non-farm sector)216,000 peopleThat was it. In the last 3 months
November NFP announced150,000 people
NFP announced in December173,000 people
NFP announced in January216,000 people(this time)
This one is also unemployed...
Unemployment rate announced in September3.8%
October unemployment rate announced3.8%
Unemployment rate announced in November3.9%
Unemployment rate announced in December3.7%
Unemployment rate announced in January3.7%(this time)
If you take it from a more microscopic perspectiveunemployment rateIt's going down. The unemployment rate is not higher than market predictions, and the labor market is too strongInterest rate cuts won't happenIsn't it? Suddenly from speculation that policy interest rates would remain high,Stock depreciationThere is also a possibility that you will touch it, so be careful not to be too optimistic in the future. I wrote in last year's postunemployment rateThey said they would be reluctant to raise it, so the development is as expected. From a longer-term perspectiveunemployment rateIf you look at it after 19604% or less for 25 consecutive monthsSince it never remained at a low level, it is certain that US employment is strong. It was announced at the same timing as the unemployment rateNFP(number of people employed in the non-farm sector)216,000 peopleThat was it. In the last 3 months
November NFP announced150,000 people
NFP announced in December173,000 people
NFP announced in January216,000 people(this time)
This one is also unemployed...
Translated
6
2
182251542
commented on
As part of the government's economic measures,A supplementary budget proposal for the fiscal year 2023 that includes support of about 2 trillion yen for strengthening semiconductor production capacity was approved by the Cabinet on the 10th. This represents a 50% increase from the 1.3 trillion yen in the previous fiscal year. It seems that there will be an expansion in the search for related stocks that may benefit.Reported specifics of the support include aiming for the manufacturing of advanced semiconductors
as well as the prototype line of Rapyuta.Rapyuta's prototype lineand $Intel (INTC.US)$Approximately 650 billion yen allocated for the development of research bases and advanced semiconductor design. $Taiwan Semiconductor (TSM.US)$Around 770 billion yen will be allocated for the construction costs of the second factory in Kumamoto. Additionally, about 460 billion yen will be added for the construction costs of Powerchip Technology's Miyagi factory in Taiwan, semiconductor manufacturing equipment, and electric vehicles (EV).Power semiconductorsAround 460 billion yen will be added for the construction costs of Powerchip Technology's Miyagi factory in Taiwan, semiconductor manufacturing equipment, and electric vehicles (EV).
Companies investing in Rapidas include Kioxia. $Toyota Motor (7203.JP)$、 ...
as well as the prototype line of Rapyuta.Rapyuta's prototype lineand $Intel (INTC.US)$Approximately 650 billion yen allocated for the development of research bases and advanced semiconductor design. $Taiwan Semiconductor (TSM.US)$Around 770 billion yen will be allocated for the construction costs of the second factory in Kumamoto. Additionally, about 460 billion yen will be added for the construction costs of Powerchip Technology's Miyagi factory in Taiwan, semiconductor manufacturing equipment, and electric vehicles (EV).Power semiconductorsAround 460 billion yen will be added for the construction costs of Powerchip Technology's Miyagi factory in Taiwan, semiconductor manufacturing equipment, and electric vehicles (EV).
Companies investing in Rapidas include Kioxia. $Toyota Motor (7203.JP)$、 ...
Translated
82
4
182251542
commented on
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)
182251542 : The more policy-held shares are sold, the less money flows back into Japan, and tax revenue, salaries, and corporate internal reserves are reduced. Headed straight for a poverty society, not satisfied with just stocks traded on the market, but forcing the disposal of policy-held shares to weaken Japanese companies. What is the Japanese government trying to achieve!