$Mitsubishi UFJ Financial Group (8306.JP)$、 $Sumitomo Mitsui Financial Group (8316.JP)$、 $Mizuho Financial Group (8411.JP)$The interim results for the three major banking groups for the March 2025 period (April-September) saw unprecedented strong performance, driven by the rate hike effects by the Bank of Japan.All three companies have announced upward revisions to their full-year forecasts, dividend increases, and share buybacks.投資家は過度に楽観視することはできないachieved record high profits.Meta's CEO Zuckerberg stated that AI significantly boosts the advertising business, and the company plans to increase investment in AI, expecting a substantial growth in capital expenditures by 2025.
Against the backdrop of strong performance,The stock prices of the three companies have increased by an average of 26% from October to November 15th.It is expected that the Bank of Japan will continue to raise interest rates in the future,There is a high possibility that the mega bank stocks will play a leading role in the Japanese stock market..
The rate hike effects are also affecting regional banks, with many major banks revising upward in their interim earnings reports.Due to the strong sense of undervaluation compared to mega bank stocks, even high-quality regional bank stocks...