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At the Tokyo Foreign Exchange Market on the 26th, the exchange rate of yen was 1 dollar = 143 yen 40 yen at one pointThe yen swayed a lot. Bank of Japan Governor Ueda Kazuo added on the 23rd of the previous weekendContinue to consider raising interest ratesWhile showing an attitude of doing so, Chairman Powell of the US Federal Reserve (Fed) was in SeptemberInterest rate cuts are almost clearThen,I was keenly aware of the prospect of a reduction in interest rate differences between Japan and the US. Bloomberg said, “In the phase of decline in the dollar/yen exchange rate that began in 22/10, the decline from the high price at that time reached about 16%, and assuming that the current depreciation of the dollar progresses on a similar scale,Developments that fall far below 140 yen in the next few weeksIt is expected,” he pointed out. From an exchange strategist”There is a high possibility that they will test the high price of 141 yen 70 yen added to the 5thWhile voices were heard saying”, bank officials felt that the dollar index was undervalued“There is a possibility that it will fluctuate back to around 145 yen” The point of view was also shown. We checked the main yen appreciation merit stocks that rose drastically due to the progress of the yen appreciation on the 26th. (Total market value of 50 billion yen or more)
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What rose on the 26th when the pressure to buy yen intensified?
◆ $Hokuetsu (3865.JP)$
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◆ $Hokuetsu (3865.JP)$
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Columns Taiwan TSMC's top 10 customer list! The high price since listing was updated due to AI tailwind
Taiwan Semiconductor Manufacturing (TSMC) $NVIDIA (NVDA.US)$、 $Advanced Micro Devices (AMD.US)$、 $Qualcomm (QCOM.US)$、 $Broadcom (AVGO.US)$It has received orders from major chip design companies such as, and has the largest market share in the industry as a foundry that manufactures the world's most advanced chips. Since it not only has a large supply capacity, but also has a high level of chip manufacturing technology, major manufacturers around the world are forced to rely on the company.
As you can see from the graph, $Apple (AAPL.US)$is TSMC's largest customer and contributes 25% of annual sales. In fact, over the years, Apple was the first to adopt the new process and has acquired a monopoly position. According to reports, TSMC is expected to mass-produce 2 nano chips from 2025, and the iPhone 17 Pro will be the first product to adopt this new process, and TSMC's annual production capacity...
As you can see from the graph, $Apple (AAPL.US)$is TSMC's largest customer and contributes 25% of annual sales. In fact, over the years, Apple was the first to adopt the new process and has acquired a monopoly position. According to reports, TSMC is expected to mass-produce 2 nano chips from 2025, and the iPhone 17 Pro will be the first product to adopt this new process, and TSMC's annual production capacity...
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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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Wage increases are just one necessary condition for the domestic economic recovery, and the Bank of Japan's interest rate hikes should be carried out in a timely and appropriate manner to control inflation after confirming the domestic economic growth. Conversely, if the interest rate is raised first, I think the Japanese economy will fall into stagflation, with rising prices, economic stagnation, and low stock prices. I pray and believe that the Bank of Japan will never make a wrong decision.
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