Good morning to all Moomoo users!Here's an overview of this morning's turnaround. Thank you in advance.
Market Overview
Today's Nikkei Stock Average started at 38508.07 yen, 245.91 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2640.23, 12.93 points higher.
Top news
Elimination of deflation, changes in indicators of emphasis? The judgment is emphasized as “comprehensively”
There are four economic indicators that the government has explained that it places importance on in deciding to overcome deflation. Even if everything is not necessarily positive, the government may regard it as a break away. In the mini white paper on the economy recently compiled by the Cabinet Office, there was an expression that could be accepted as such. Those four indicate ① consumer prices ② GDP deflator, which is the inflation rate as seen in gross domestic product (GDP) ③ supply-demand gap representing the difference between supply and demand in the Japanese economy ④ “unit labor cost,” which indicates wages necessary for a company to provide a fixed amount of goods or services.
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Economic judgment revised downward, private consumption cut for the first time in 2 years = February monthly economic report
Are individuals holding the key to higher Japanese stocks changing the purpose of “contrarian” - changes at the end of January...

In the financial results announcement rush from January to February, stock buybacks were announced every day along with good performance, which spurred stock appreciation. According to the Nihon Keizai Shimbun,The amount of stock buybacks announced year-to-date has exceeded 1.3 trillion yen, and is increasing at a pace higher than in 21-23It's called.
Based on the acquisition price (upper limit) of the stock buyback announced in February, $Mitsubishi (8058.JP)$of500 billion yen stood out. Most of the others were hundreds of millions of yen to tens of billion yen, and what exceeded 10 billion yen $ENEOS Holdings (5020.JP)$(50 billion yen) and $Trend Micro (4704.JP)$(40 billion yen), $Ricoh (7752.JP)$(30 billion yen), $Toyota Boshoku (3116.JP)$(20 billion yen), $Dentsu Group (4324.JP)$(20 billion yen), $NHK Spring (5991.JP)$(Nippon Patsu, 18 billion yen), etc. Based on the acquisition ratio to the total number of issued shares (excluding treasury stock), online shopping...

Points of this week
This week, Japanese stocks are expected to reach a short-term consolidation phase. With fewer important economic indicators released, both domestic and foreign companies have completed their earnings reports, leading to fewer individual stock-related developments.There is a lack of new clues.On the other hand, depending on the performance of the leading semiconductor companies in the United States, $NVIDIA (NVDA.US)$there is a possibility that stock index movements in Japan and the United States may become volatile. Additionally, the United States will be closed on the 19th, while Japan will be closed on the 23rd.
The biggest focus this week will be Nvidia's earnings announcement on the 21st.The market has high expectations for the company's stock, which rose to third place among U.S. companies by market capitalization on the 14th day after surpassing Alphabet.Whether the semiconductor stock market will get a further boost from the earnings announcement, or if it will temporarily run out of positive catalysts, its direction is likely to influence the overall market.The U.S. stock options market isIt is expected that the company's stock will move significantly after the earnings report.Investors who have missed the upward trend in Japanese stocks since the beginning of the year are likely to take this opportunity.

The real thrill of investing in stocks is dividend income in addition to gains from price increases. In order to hold high-dividend stocks for a long period of time and continue receiving dividends, it is becoming important to select stocks with stable performance. The top 10 stocks in the 2023 Japanese stock “Stock Ranking with High Dividend Yield” have been revealed!
Of shipping stocks $Mitsui O.S.K. Lines (9104.JP)$It is at the top of the ranking with a dividend yield of 11.88%. Of the same industry $Kawasaki Kisen Kaisha (9107.JP)$Ya $Nippon Yusen Kabushiki Kaisha (9101.JP)$is also in the top positions.
Also, the United States last week $United States Steel (X.US)$Of the steel stocks that were announced to be acquired for 2 trillion yen $Nippon Steel (5401.JP)$is in 5th place with a dividend yield of 5.16%.
Source: moomoo
Data time: 2023/12/22
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Warren Buffett, a famous American investor called the “god of investment,” raised the shareholding ratio of the five major trading companies to 7.4% on 4/11 this year. Other than US stocks, it was clarified that Japanese stocks became the biggest investment destination.
General Trading Company's consolidated financial results for the fiscal year ending 2023/3 were ready on the 9th. Of the five major companiesTotal net profit exceeded approximately 4.2 trillion yenFrom the fiscal year ending 21/3, when mass ownership by Mr. Buffett beganOver 4 timesIt increased to. Among them, the net profit of Mitsubishi Corporation increased 26% from the previous fiscal year to 1.1806 billion yen, breaking a record high, and along with Mitsui & Co., net profit broke through the 1 trillion yen mark for the first time in history for a general trading company.
Since 2020/8, when Mr. Buffett's holdings of major trading company stocks were announced, the stock prices of the five major trading companiesThe price increased by 80% to 3.3 times. Known for Mr. Buffett's massive holdings during the same period $Apple (AAPL.US)$with $Coca-Cola (KO.US)$Performance that greatly exceeds the rate of increaseI showed it.
Under such circumstances, with regard to earnings forecasts for the fiscal year ending 2024/3, it is believed that all five major trading companies will decrease profit compared to the previous year...