As the most important market event this week, the US presidential election vote counting is set to begin on the evening of November 5th US time (morning of November 6th Japan time). It is expected to take several days from that day until the results reach the winning line (270 people).
Yesterday, on November 4th, the final day of the election campaign, Kamala Harris, the Democratic Vice President, and Donald Trump, the former Republican President, held election rallies focusing on the swing state of Pennsylvania, which is considered the most important state. They appealed for support.
The backdrop to the US presidential electionthe "Electoral College system"is in place. Electoral votes are allocated to each state based on its population, and the candidate with the most votes in the state takes all of that state's electoral votes. Due to the large number of electoral votes allocated to Pennsylvania, the outcome in this state is considered to heavily influence the overall election results. Exactly"He who controls Pennsylvania controls the world."You could say.
By the way, no matter who becomes the president, there will be presidential election anomalies.Presidential Election AnomaliesSpecifically, please refer to the following link for information on the presidential election anomalies that affect stock prices:
Explaining the presidential election anomalies that impact stock prices.
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This weekThe key point is
In the Japanese stock market this week, cautious movements are expected as the impact of domestic and international corporate earnings and the weekend lower house election are carefully assessed. In particular, on the 23rd, $Nidec (6594.JP)$and Tokyo Metro are drawing attention for their upcoming listings. In addition, the movements of semiconductor-related companies may have a significant impact on the Nikkei average, drawing attention to semiconductor-related stocks. The earnings announcement for semiconductor equipment $Lam Research (LRCX.US)$to be released on the 23rd may determine whether the market will feel reassured. On the other hand, there are reports of the possibility of the ruling party, the Liberal Democratic Party, falling short of a majority in the Lower House election scheduled for the 27th, which could lead to political uncertainty depending on the election results and potentially suppress stock prices.
In corporate earnings, this week, Nidec Corporation Sponsored ADR and $Fanuc (6954.JP)$、 $Shin-Etsu Chemical (4063.JP)$Earnings reports from major companies, etc, are scheduled. Depending on the results of the earnings, there may be active trading in individual stocks...

Nuclear fusion
Recently, there have been many opportunities to mention 'nuclear fusion' in the news. The government has started revising the national strategy in August to advance the realization of nuclear fusion power as a next-generation energy source.
The Council of Experts on Fusion Strategy at the Cabinet Office will resume on August 20 and plans to compile a new strategy within this fiscal year. Plans for nuclear fusion power generation are also emerging overseas. The current strategy aims for the realization of nuclear fusion power around 2050, but with intense development competition among major countries, achieving demonstration by the 2030s is possible. Nuclear fusion is a technology that generates vast amounts of energy by fusing atomic nuclei to produce power. Therefore, let's focus on the upcoming companies to watch.
$Mitsubishi Heavy Industries (7011.JP)$ For the purpose of realizing a fusion reactor that uses nuclear fusion reactions for power generation, the construction of the International Thermonuclear Experimental Reactor (ITER) is underway in France by the seven major countries (Japan, European Union, Russia, USA, China, South Korea, India) for fusion experiments. Mitsubishi Heavy Industries is participating in this ITER project and is responsible for manufacturing the equipment that will make up the core of ITER. In July, they partnered with the National Institutes for Quantum and Radiological Science and Technology for the components used in ITER...

October marks the beginning of the second half, with timing for changes in selling prices and regulations. Some of these changes may potentially boost the performance of listed companies.Among the companies likely to benefit from price increases and system changes starting in October, there are 4 gainianbankuai and 6 individual stocks expected to rise sharply due to their current stock prices and strong performance.will be picked up.
【2 Individual Stocks Expected to Boost Performance with Price Increases】
◆ $Takara Holdings (2531.JP)$
Listed on the HP Inc., with its subsidiary Takara Shuzo being the largest producer of sake, shochu, and mirin. The strong overseas operation surpasses the domestic market. Takara Bio, engaged in the manufacturing and sales of reagents and equipment, is also part of the group.Starting from the shipments on October 1st, prices of alcoholic beverages will be raised by up to 23%, and processed / industrial condiments will be raised by up to 33%.Done.
For the first quarter of the fiscal year ending in March 25 (April-June), the financial results showed that revenue increased by 4.2% year-on-year to 84.956 billion yen, operating profit decreased by 42.8% to 4.064 billion yen, and net profit, which included special profits from the sale of investment securities and fixed assets totaling approximately 2.5 billion yen, increased by 4.1% to 5.17 billion yen. The full-year outlook includes revenue increasing by 6.7% year-on-year to 362 billion yen, operating profit increasing by 15.5% to 25.7 billion yen, net profit...

The U.S. Federal Reserve Board (FRB) implemented a 0.5-point rate cut last Wednesday, the first in 4 years. Following last week's significant rate cut, statements from the FRB have been coming one after another, providing clues to assess future monetary easing.
One week after the rate cut, the utilities industry, metals, energy, and consumer goods sectors are leading the rise in the US stock market.utilities industryIn the sector, $Utilities - Independent Power Producers (LIST2462.US)$が19.6％、 $Utilities - Renewable (LIST2461.US)$Surged by 11.5%.MetalIn the sector, $Copper (LIST22865.US)$が10.0%、 $Silver (LIST2093.US)$Rose by 9.5%.
EnergyIn the sector, $Uranium (LIST2430.US)$が19.7%超、 $Coking Coal (LIST2505.US)$Rose by over 9.2%. The semiconductor sector surged by 7.82%.Consumer goodsIn the sector, $Auto Manufacturers (LIST2468.US)$increased by 8.2%,

The Federal Reserve Board's monetary policy is shifting from tightening to easing.Central banks around the world are transitioning from tightening to easing.As central banks around the world cut interest rates and begin a new cycle of monetary easing, ...Which assets are becoming more attractive for investment?.
As mentioned in the previous article...Biotech stocks, utility stocks, consumer staples stocksIn addition, this time the other major sector that will benefit from the FRB rate cut cycle,telecom services (communication service sector)will be discussed.
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"U.S. rate cut trade" first act! Along with the FRB's decision, the counterattack of biotech stocks begins!?
"US rate cut trade" Part 2! Defensive nature + AI boom Is there also a chance for utility stocks?
Low interest rate environment promotes consumption and increases consumer disposable income. This means stable or growing demand for companies providing essential consumer goods such as food, beverages, and other basic necessities.
Ken Fisher, a well-known American investor, sees the "communications services" sector as a hot sector similar to tech.
In terms of sector performance this year, the communications services sector has been performing well. $The Communication Services Select Sector SPDR® Fund (XLC.US)$It is nearing 19% from the beginning of the year ...

Good morning to all moomoo users! We will deliver notable stocks and the latest rating information from the front market.
Today's strong and weak ingredients
8/13 [Strong and Weak Materials]
3 points to pay attention to in the front field
●Movement of reviews using performance as clues
● $Japan Post Holdings (6178.JP)$1Q ordinary profit increased 22.2% to 211.4 billion yen
The company's financial results for the first quarter of the fiscal year ending 2025/3 were ordinary income of 2 trillion735.888 billion yen, down 3.9% from the same period last year, and ordinary profit was 211.449 billion yen, up 22.2% from the same period last year.
●Featured materials from the front floor: $Mitsubishi Electric (6503.JP)$New FA plant in China, 4th building in Dalian, increased demand for decarbonization over the medium to long term
Stocks that have moved, notable stocks
$Rakuten Group (4755.JP)$The end of the first half of the fiscal year landed due to deficit reduction, and the April-6 fiscal year was also one step closer to a mobile phone surplus
$Sompo Holdings (8630.JP)$The overseas insurance business performed well, with a 12% increase in profit for the April-6 fiscal year (1Q)
$Odakyu Electric Railway (9007.JP)$, the April-6 fiscal year (1Q) regular income arrived with a 20% increase in profit...