SORA IZUM
reacted to
Ninety percent of the S&P 500 index constituent stocks have finished announcing financial results.Earnings improvement rate and stock price gain/fall rate after financial results were announcedWhen I checked,Industries that are doing better than tech stockshas surfaced.
SpecificallyNet profit surprise(rate of increase compared to market expectations) andStock price gain/fall rate for 5 days after financial results were announcedIf you look at the matrix,Plus area (top right of the graph)The one that got intoPublic welfare、financial、Real estate、industry、energy、technologyThere were 6 industries. Of these, the ratio of each of the 5 industries other than technology surpassed technology. This is because in addition to the fact that the performance of most tech stocks was within the range of market expectations, stock prices were weak due to poor performance of some tech stocks.
If you check the top 3 industries by stock price gain/fall rate for 5 days after financial results were announced in the graph above,Public welfare、Real estate、financialIt was. These 3 industries are also in the top 3 in terms of gain/fall rates for the second half of the year so far (8/19) (right side of the graph below).
Compared to the first half of the year (left side of the graph above),First halfIstechnologywithcommunicativeis overwhelmingly puff...
Translated
![3 sectors that are doing better than tech stocks! Top 3 ETFs with improved performance and plenty of room for review [US stock financial results summary, industry edition]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240820/1724140754740-6a5a34e674.png/thumb?area=105&is_public=true)
![3 sectors that are doing better than tech stocks! Top 3 ETFs with improved performance and plenty of room for review [US stock financial results summary, industry edition]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240820/1724140754759-187fa0a2ed.png/thumb?area=105&is_public=true)
![3 sectors that are doing better than tech stocks! Top 3 ETFs with improved performance and plenty of room for review [US stock financial results summary, industry edition]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240820/1724140754706-92586d447f.jpeg/thumb?area=105&is_public=true)
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SORA IZUM
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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 began at 37653.34 yen, 409.58 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 28.70 points at 2641.84.
Top news
The Bank of Japan will raise interest rates by the end of the year, and the yen is expected to rise by 135 yen due to reduced interest rate differences - Meiji Yasuda Life
Kitamura Kenichiro, manager of the management planning department of Meiji Yasuda Life, believes that there is a possibility that the Bank of Japan will raise additional interest rates later this year, and the exchange rate of yen against the dollar will move towards 1 dollar = 135 yen due to a reduction in internal and external interest rate differences. In an interview on the 20th, Mr. Kitamura stated that interest rate hikes will be one more time within the 2024 fiscal year, and “I feel like they will happen in December.”
Jupiter, which expects the Bank of Japan to raise interest rates to 1%, buys yen with a view of 1 dollar = 130 yen
Jupiter Asset Management is increasing its bullish position in yen from the view that there is a high possibility that the Bank of Japan will continue to raise interest rates until 2025. Fund manager Mark Nash (working in London) said, “Currently...
Market Overview
Today's Nikkei Stock Average began at 37653.34 yen, 409.58 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 28.70 points at 2641.84.
Top news
The Bank of Japan will raise interest rates by the end of the year, and the yen is expected to rise by 135 yen due to reduced interest rate differences - Meiji Yasuda Life
Kitamura Kenichiro, manager of the management planning department of Meiji Yasuda Life, believes that there is a possibility that the Bank of Japan will raise additional interest rates later this year, and the exchange rate of yen against the dollar will move towards 1 dollar = 135 yen due to a reduction in internal and external interest rate differences. In an interview on the 20th, Mr. Kitamura stated that interest rate hikes will be one more time within the 2024 fiscal year, and “I feel like they will happen in December.”
Jupiter, which expects the Bank of Japan to raise interest rates to 1%, buys yen with a view of 1 dollar = 130 yen
Jupiter Asset Management is increasing its bullish position in yen from the view that there is a high possibility that the Bank of Japan will continue to raise interest rates until 2025. Fund manager Mark Nash (working in London) said, “Currently...
Translated
![The Nikkei Average starts at 409 yen depreciation and Jupiter, which expects the Bank of Japan to raise interest rates to 1%, buys yen with a view of 1 dollar = 130 yen](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240821/2ce8f12cea394b2b85f6852656bd4a78.png?area=105&is_public=true)
![The Nikkei Average starts at 409 yen depreciation and Jupiter, which expects the Bank of Japan to raise interest rates to 1%, buys yen with a view of 1 dollar = 130 yen](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240821/4994601d79f7471a89d9496390590545.png/thumb?area=105&is_public=true)
![The Nikkei Average starts at 409 yen depreciation and Jupiter, which expects the Bank of Japan to raise interest rates to 1%, buys yen with a view of 1 dollar = 130 yen](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240513/ce0a4b76f27541b083cf71a59461123c.png?area=105&is_public=true/thumb)
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SORA IZUM
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The yen is in the first half of the 147 yen range against the dollar, supported by geopolitical concerns - overseas at one point in the 148 yen range
2024/8/13 8:01 JST (some excerpts)
The yen exchange rate of the Tokyo Foreign Exchange Market on the morning of the 13th was 1 dollar = the first half of the 147 yen range, and has remained flat since the evening of the previous weekend. In overseas markets, after temporarily falling to the 148 yen level as the Bank of Japan's additional interest rate hike observations receded, a risk-averse yen buyback came in due to concerns about the situation in the Middle East. The situation where it is difficult to move continues in the Tokyo market ahead of the announcement of important US economic indicators.
As of 7:31 a.m., the yen exchange rate is 147 yen 15 sen against the dollar (147 yen 21 sen as of 5:00 p.m. on the 9th)
In overseas markets, it fell to 148 yen to 22 yen
2024/8/13 8:01 JST (some excerpts)
The yen exchange rate of the Tokyo Foreign Exchange Market on the morning of the 13th was 1 dollar = the first half of the 147 yen range, and has remained flat since the evening of the previous weekend. In overseas markets, after temporarily falling to the 148 yen level as the Bank of Japan's additional interest rate hike observations receded, a risk-averse yen buyback came in due to concerns about the situation in the Middle East. The situation where it is difficult to move continues in the Tokyo market ahead of the announcement of important US economic indicators.
As of 7:31 a.m., the yen exchange rate is 147 yen 15 sen against the dollar (147 yen 21 sen as of 5:00 p.m. on the 9th)
In overseas markets, it fell to 148 yen to 22 yen
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SORA IZUM
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Will Warren Buffett increase his holdings of the five largest trading companies again after February this year?
According to media data, Berkshire is currently one of Japan's “five largest trading companies” ( $Mitsui (8031.JP)$ 、 $Mitsubishi (8058.JP)$ 、 $ITOCHU (8001.JP)$、 $Sumitomo (8053.JP)$ 、 $Marubeni (8002.JP)$It holds an average of 8.2% of the shares of). As these five companies are engaged in various types of trade operations due to the more intense impact of the appreciation of the yen, the sharp fall in the stock market on Monday evaporated about 6.7 billion dollars in market value, and the average rate of decline for the wider market as a whole.
As of Wednesday, the expected price-earnings ratios for Marubeni and Mitsui Corp. have dropped 7.5 times and 9.1 times, respectively, and are close to the level of last year when Warren Buffett increased his holdings. Also, Berkshire in the second quarter $Apple (AAPL.US)$After drastically reducing the number of shares held by, its cash on hand increased to a record high of 276.9 billion dollars.
that was...
According to media data, Berkshire is currently one of Japan's “five largest trading companies” ( $Mitsui (8031.JP)$ 、 $Mitsubishi (8058.JP)$ 、 $ITOCHU (8001.JP)$、 $Sumitomo (8053.JP)$ 、 $Marubeni (8002.JP)$It holds an average of 8.2% of the shares of). As these five companies are engaged in various types of trade operations due to the more intense impact of the appreciation of the yen, the sharp fall in the stock market on Monday evaporated about 6.7 billion dollars in market value, and the average rate of decline for the wider market as a whole.
As of Wednesday, the expected price-earnings ratios for Marubeni and Mitsui Corp. have dropped 7.5 times and 9.1 times, respectively, and are close to the level of last year when Warren Buffett increased his holdings. Also, Berkshire in the second quarter $Apple (AAPL.US)$After drastically reducing the number of shares held by, its cash on hand increased to a record high of 276.9 billion dollars.
that was...
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SORA IZUM
liked
$OSE Nikkei 225 Futures(SEP4) (NK225main.JP)$
$USD/JPY (USDJPY.FX)$
The market price is too rough if you don't watch the flow.
$USD/JPY (USDJPY.FX)$
The market price is too rough if you don't watch the flow.
Translated
![I wonder if the rest depends on passing SQ tomorrow](https://sgsnsimg.moomoo.com/sns_client_feed/183127349/20240808/fcd6a446d4da707efb9b87a0b4c411ed.jpg/thumb?area=105&is_public=true)
![I wonder if the rest depends on passing SQ tomorrow](https://sgsnsimg.moomoo.com/sns_client_feed/183127349/20240808/7bdbf91f5ab8249901ec2bc5c43d4f4b.jpg/thumb?area=105&is_public=true)
![I wonder if the rest depends on passing SQ tomorrow](https://sgsnsimg.moomoo.com/sns_client_feed/183127349/20240808/13caeb88f4c6a4e8ad90f3659a17ed62.jpg/thumb?area=105&is_public=true)
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SORA IZUM
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$Honda Motor (7267.JP)$ On Wednesday, it was announced that operating profit for the first quarter of the fiscal year ending June had reached a record high.
According to the company's announcement, operating profit for the first quarter was 484.7 billion yen, up 23% from the same period last year, exceeding analysts' expectations of 442 billion yen. The company alsoHe stated that the depreciation of the yen was also one of the reasons for the strong performance.
However, Honda left its operating profit forecast unchanged at 1 trillion420 billion yen for the current fiscal year.
Despite strong demand for hybrid vehicles in the US market, Honda is being forced to struggle in the Chinese market. This is because there are no competitive electric vehicles that compete with local companies such as BYD, which leads the market. Honda's sales volume in China fell 40% in June this year, leading to a decision to close the joint venture plant in November last year.
Honda also decided to cut production of gasoline cars in China by 19% starting in October.
In order to increase competitiveness in China, Honda last week $Nissan Motor (7201.JP)$ We decided to cooperate and develop software, batteries, and other technologies related to electric vehicles...
According to the company's announcement, operating profit for the first quarter was 484.7 billion yen, up 23% from the same period last year, exceeding analysts' expectations of 442 billion yen. The company alsoHe stated that the depreciation of the yen was also one of the reasons for the strong performance.
However, Honda left its operating profit forecast unchanged at 1 trillion420 billion yen for the current fiscal year.
Despite strong demand for hybrid vehicles in the US market, Honda is being forced to struggle in the Chinese market. This is because there are no competitive electric vehicles that compete with local companies such as BYD, which leads the market. Honda's sales volume in China fell 40% in June this year, leading to a decision to close the joint venture plant in November last year.
Honda also decided to cut production of gasoline cars in China by 19% starting in October.
In order to increase competitiveness in China, Honda last week $Nissan Motor (7201.JP)$ We decided to cooperate and develop software, batteries, and other technologies related to electric vehicles...
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I agree.
Translated
@鳥貴族:施策は悪いと思わないが、市場対話が下手くそだなぁという印象の上田総裁。日経の記者でも使って、市場のサウンディング効果を確認して見ないかなぁ。
パウ爺に教えて貰ったらどうかな?
パウ爺に教えて貰ったらどうかな?
![](https://pubimg-10000538.picsh.myqcloud.com/20220509000003078b786907749.jpg)
SORA IZUM
liked
What is Monday the 5th“Black Monday” for Japanese stocksIt became. What is the Nikkei Stock Average12.4% (4451 yen 28 sen) weakwithThe biggest decline everI attached it.The magnitude of the rate of decline since the day after US Black Monday in 1978So, the maximum daily rate of decline during the Lehman shock (11.41%It exceeded). Sales did not stop due to the rapid appreciation of the yen, the tightening of the Bank of Japan, and concerns about the US recession, and all year-to-date increases were erased and turned negative.
When it comes to dollars and yen, from market participantsThere is also an increase of up to 140 yen per dollarThere were also multiple predictions. According to Bloomberg, leveraged investors' yen short positions have only decreased by about 30% from their peak as of 7/9,The rewind of yen purchases is expected to continueThat's it. Meanwhile, Japanese stockssold too muchSo, there is also a view that high-profile purchases will be made by the end of this week, when there are few announcements of US economic indicators.The shopping place has arrivedTowards,Check out “progressive high dividend stocks” that have not reduced dividends and continue to increase or maintain dividendsI did it.
Progressive high dividend stocks that have fallen drastically this time (5-day change rate in order of increase and fall)
◆ $SBI Holdings (8473.JP)$
...
When it comes to dollars and yen, from market participantsThere is also an increase of up to 140 yen per dollarThere were also multiple predictions. According to Bloomberg, leveraged investors' yen short positions have only decreased by about 30% from their peak as of 7/9,The rewind of yen purchases is expected to continueThat's it. Meanwhile, Japanese stockssold too muchSo, there is also a view that high-profile purchases will be made by the end of this week, when there are few announcements of US economic indicators.The shopping place has arrivedTowards,Check out “progressive high dividend stocks” that have not reduced dividends and continue to increase or maintain dividendsI did it.
◆ $SBI Holdings (8473.JP)$
...
Translated
![Black Monday for Japanese stocks? When is the place to shop? Check out “progressive high dividend” stocks without worrying about dividend cuts!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240805/0d0be7f79df319f216fa54f24ab03d46.png/thumb?area=105&is_public=true)
![Black Monday for Japanese stocks? When is the place to shop? Check out “progressive high dividend” stocks without worrying about dividend cuts!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240805/393f8522e14504af8a3d6c3b9bdbc1e8.jpg/thumb?area=105&is_public=true)
![Black Monday for Japanese stocks? When is the place to shop? Check out “progressive high dividend” stocks without worrying about dividend cuts!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240805/51485a455b711e567b6d873ed6763f99.jpg/thumb?area=105&is_public=true)
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$Nikkei 225 (.N225.JP)$
There is no consistency between the Bank of Japan's April press conference, the press conference the other day, and remarks, and there is no consistency in his remarks due to pressure from the Prime Minister and Ministry of Finance.
Since the FOMC has properly dialogues with the market beforehand, the Bank of Japan is surprised every time, while the press conference basically announces policies that have already been incorporated. There's no respect for the market, and I don't think the impact has been taken into account.
I think they've disrupted the market up to this point, and interest rates can't be raised as expected. It's like a suicide attack.
There is no consistency between the Bank of Japan's April press conference, the press conference the other day, and remarks, and there is no consistency in his remarks due to pressure from the Prime Minister and Ministry of Finance.
Since the FOMC has properly dialogues with the market beforehand, the Bank of Japan is surprised every time, while the press conference basically announces policies that have already been incorporated. There's no respect for the market, and I don't think the impact has been taken into account.
I think they've disrupted the market up to this point, and interest rates can't be raised as expected. It's like a suicide attack.
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