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Japanese stocks are expected to continue growing this week. In the market, a sense of security has spread due to the passing of the Japan-US central bank meeting, and there are no conspicuous bad materials. While interest rates were raised for the first time in 17 years, the trend continued where the market price was strong due to purchases evaluating the transition to an inflationary economy. The fact that the exchange rate is currently swinging in the direction of yen depreciation is also likely to be positive. Also, this weekEnd of fiscal year in MarchSince the 27th is the last day with rights, it is expected that purchases made with the intention of taking dividend rights will underpin the market price. It's a situation where it's easy to get into shopping while looking ahead to the new fiscal year.
While it is easy for funds to go to value stocks such as banks and high dividends,Focus on whether TOPIX can update its all-time highIt looks like it's going to happen. Research manager Kazuhiro Sasaki of Philip Securities said, “While bank stocks etc. are easily bought due to the cancellation of negative interest rates by the Bank of Japan, expectations for stock price-net asset ratio (PBR) improvement are also strong from the viewpoint of economic normalization. The view was expressed that “the environment with TOPIX superiority is likely to continue in the future.” The Nikkei Stock Average is one step behind the high price update, but the significance of TOPIX, which has a high weight for domestic demand stocks, is not small.
As for economic indicators...
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The Bank of Japan's negative interest rate policy cancellation observations were already announced in advance last week.
Both the actual interest rate increase statement and Governor Ueda's statement at yesterday's press conference made it clear that the background of short-term large-scale monetary easing has not changed, and there will be no drastic interest rate hikes.
Overall, it was a dovish statement rather than market expectations, so interest rates on Japanese government bonds jumped in a straight line yesterday, and the value of the US dollar/yen also skipped.
Market expectations for tonight's hawkish FOMC announcement by Bao Senior are gradually rising, and in the dot plot to be announced tonight, there is a high possibility that interest rate cuts by the end of the year will not be the 3 times that the market had anticipated, but 2 times. The interest rate difference between Japan and the US will not shrink significantly for the time being, and the continued appreciation of the dollar and depreciation of the yen is also being supported.
Of course, there are other factors, such as short-term bargaining in the exchange market and the exhaustion of shorts![]()
The logic at the core of feeling is, after all, the above two.
[Bank of Japan Decision Meeting Preview]It seems that Moomoo news was predicted ahead of time. That's amazing![]()
$USD/JPY (USDJPY.FX)$
Both the actual interest rate increase statement and Governor Ueda's statement at yesterday's press conference made it clear that the background of short-term large-scale monetary easing has not changed, and there will be no drastic interest rate hikes.
Overall, it was a dovish statement rather than market expectations, so interest rates on Japanese government bonds jumped in a straight line yesterday, and the value of the US dollar/yen also skipped.
Market expectations for tonight's hawkish FOMC announcement by Bao Senior are gradually rising, and in the dot plot to be announced tonight, there is a high possibility that interest rate cuts by the end of the year will not be the 3 times that the market had anticipated, but 2 times. The interest rate difference between Japan and the US will not shrink significantly for the time being, and the continued appreciation of the dollar and depreciation of the yen is also being supported.
Of course, there are other factors, such as short-term bargaining in the exchange market and the exhaustion of shorts
[Bank of Japan Decision Meeting Preview]It seems that Moomoo news was predicted ahead of time. That's amazing
$USD/JPY (USDJPY.FX)$
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Japanese TV news often reports on Japanese players who are active in famous Western professional teams. Recently, American pro basketball player Yuki HachimuraMadison Square GardenThere were TV reports that they participated in the game at
This Madison Square Garden is located close to buildings such as Times Square and the Empire State Building in New York, and it can be said that it is a building that symbolizes New York.
Now, in addition to Madison Square Garden, companies that own and operate theaters and stadiums in Chicago, Boston, Englewood, California, etc. will be taken up this time $Madison Square Garden Entertainment (MSGE.US)$That's it. The company produces and hosts live events such as concerts, sporting events, art events, and family shows.
Image 1 below is a seat map for a basketball game.
Official home page...
This Madison Square Garden is located close to buildings such as Times Square and the Empire State Building in New York, and it can be said that it is a building that symbolizes New York.
Now, in addition to Madison Square Garden, companies that own and operate theaters and stadiums in Chicago, Boston, Englewood, California, etc. will be taken up this time $Madison Square Garden Entertainment (MSGE.US)$That's it. The company produces and hosts live events such as concerts, sporting events, art events, and family shows.
Image 1 below is a seat map for a basketball game.
Official home page...
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The fact that the Tokyo Stock Exchange requested management that is conscious of capital costs and stock prices from listed companies is attracting attention, but those that focus on specific companies and make similar “shareholder proposals” are funds called “activist (talking shareholders).” There are also an increasing number of cases where stock prices rise due to activist activities, and individual investors cannot ignore it.
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Drastic increase in activist and shareholder proposals
$IR Japan Holdings (6035.JP)$According to financial results briefing materials, there are 70 activist funds that have entered Japan as of 2023/9, which has increased 7 times in 8 years from 10 to '15. The number of shareholder proposals made by activists also increased dramatically from 2 in '15 to 58 in '22 and 69 in '23.
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Do activists have the same interests as individual investors?
The purpose of an activist is generally to make a profit by raising the stock prices of the stocks they hold. Therefore, many proposals by activists aim to improve corporate value, and basically...
$IR Japan Holdings (6035.JP)$According to financial results briefing materials, there are 70 activist funds that have entered Japan as of 2023/9, which has increased 7 times in 8 years from 10 to '15. The number of shareholder proposals made by activists also increased dramatically from 2 in '15 to 58 in '22 and 69 in '23.
The purpose of an activist is generally to make a profit by raising the stock prices of the stocks they hold. Therefore, many proposals by activists aim to improve corporate value, and basically...
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On October 23rd, Ackman posted that he had covered bond shorts that he took in August 2023.
This marked the EXACT PEAK in the 10-year note yield, at 5.00%.
Yesterday, Ackman placed a bet that the Fed would cut rates in Q1 2024.
This is well ahead of market expectations which show rate cuts beginning in June 2024.
Today, the 10-year note yield hit a 2-month low and is now down 70 basis points since Ackman covered his bond shorts.
Is this setting up to ...
This marked the EXACT PEAK in the 10-year note yield, at 5.00%.
Yesterday, Ackman placed a bet that the Fed would cut rates in Q1 2024.
This is well ahead of market expectations which show rate cuts beginning in June 2024.
Today, the 10-year note yield hit a 2-month low and is now down 70 basis points since Ackman covered his bond shorts.
Is this setting up to ...
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Good morning to all Moomoo users!![]()
Here are today's key points in the US stock market:
● The Dow Jones Industrial Average ended at $32246.55, a rise of $371.98
● 11 major US banks deposit $30 billion in First Republic
● The amount of emergency loans from the Federal Reserve surged to about 300 billion dollars in the week until the 15th
● Goldman raises recession forecast to 35%
● Bank of America First Republic support measures, JPMorgan, etc. discussed
●US Treasury Secretary Yellen “The Banking System Is Sound”
● Forecast of a reduction in US interest rates by the end of the year, a retreat in the interest rate futures market
● ECB raises interest rate by 0.5 points to 3%
● Notable stocks: $Alphabet-A (GOOGL.US)$、 $Pfizer (PFE.US)$、 $Microsoft (MSFT.US)$、 $FedEx (FDX.US)$
●Foreign exchange
-Moomoo News US Stocks
Market Overview
The Dow Jones Industrial Average on the 16th rose by 371.98 dollars to 32246.55 dollars...
● The Dow Jones Industrial Average ended at $32246.55, a rise of $371.98
● 11 major US banks deposit $30 billion in First Republic
● The amount of emergency loans from the Federal Reserve surged to about 300 billion dollars in the week until the 15th
● Goldman raises recession forecast to 35%
● Bank of America First Republic support measures, JPMorgan, etc. discussed
●US Treasury Secretary Yellen “The Banking System Is Sound”
● Forecast of a reduction in US interest rates by the end of the year, a retreat in the interest rate futures market
● ECB raises interest rate by 0.5 points to 3%
● Notable stocks: $Alphabet-A (GOOGL.US)$、 $Pfizer (PFE.US)$、 $Microsoft (MSFT.US)$、 $FedEx (FDX.US)$
●Foreign exchange
-Moomoo News US Stocks
Market Overview
The Dow Jones Industrial Average on the 16th rose by 371.98 dollars to 32246.55 dollars...
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