聖地
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Thank you for your hard work until the closing bell. Here is today's stock market overview. Thank you in advance.
The Nikkei average closed at 39,081.25 yen, down 196.14 yen from the previous business day.
The Bank of Japan maintained the policy interest rate at 0.25%.
Yen rises across the board, with the USD/JPY falling to the 152.80 yen level. The Bank of Japan's view remains unchanged, seeing a risk of overshooting inflation in 2025.
Mitsui O.S.K. Lines rises sharply in the afternoon session, announcing an increase in the forecast for final profit and year-end dividends for this term, as well as a share buyback of up to 8.28%.
Renesas falls for the first time in 4 days, with a decrease in revenue and profit from January to September.
Toyota and NTT agree on a joint initiative in AI and communications, with an investment of 500 billion yen.
Automobile stocks such as Toyota were weak in the afternoon session, slightly depreciating after the Bank of Japan announced its unchanged policy.
Hot stocks: $Denso (6902.JP)$、 $Renesas Electronics (6723.JP)$、 $Sumitomo (8053.JP)$、 $Toyota Motor (7203.JP)$etc
- moomoo...
The Nikkei average closed at 39,081.25 yen, down 196.14 yen from the previous business day.
The Bank of Japan maintained the policy interest rate at 0.25%.
Yen rises across the board, with the USD/JPY falling to the 152.80 yen level. The Bank of Japan's view remains unchanged, seeing a risk of overshooting inflation in 2025.
Mitsui O.S.K. Lines rises sharply in the afternoon session, announcing an increase in the forecast for final profit and year-end dividends for this term, as well as a share buyback of up to 8.28%.
Renesas falls for the first time in 4 days, with a decrease in revenue and profit from January to September.
Toyota and NTT agree on a joint initiative in AI and communications, with an investment of 500 billion yen.
Automobile stocks such as Toyota were weak in the afternoon session, slightly depreciating after the Bank of Japan announced its unchanged policy.
Hot stocks: $Denso (6902.JP)$、 $Renesas Electronics (6723.JP)$、 $Sumitomo (8053.JP)$、 $Toyota Motor (7203.JP)$etc
- moomoo...
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聖地
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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...
【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...
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, next week the focus is likely to be on the expected magnitude of interest rate hikes.
聖地
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This article uses auto-translation in part.
The Federal Open Market Committee (FOMC) announced a 50bp rate cut on the 18th, signaling the start of a rate cut cycle. Furthermore, the FRB hinted at further rate cuts, raising expectations that the U.S. can avoid an economic downturn, boosting investor risk appetite once again. On September 19, the Dow Jones Average and S&P 500 hit record highs, with M7 also skyrocketing across the board.
According to data compiled by moomoo, if no post-rate cut recession occurs, the S&P 500 tends to perform well.
Solita Marcelli of UBS noted, "Historically, when the FRB started cutting rates and the U.S. economy did not fall into a recession, the stock market usually performed well. It is highly likely to follow a similar path this time, with the S&P 500 expected to rise to 5,900 points by the end of the year and 6,200 points by June 2025."
Additionally, Fawad Razaqzada of City Index and Forex.com mentioned that the S&P 500 experienced temporary fluctuations after the FRB announced a rate cut...
The Federal Open Market Committee (FOMC) announced a 50bp rate cut on the 18th, signaling the start of a rate cut cycle. Furthermore, the FRB hinted at further rate cuts, raising expectations that the U.S. can avoid an economic downturn, boosting investor risk appetite once again. On September 19, the Dow Jones Average and S&P 500 hit record highs, with M7 also skyrocketing across the board.
According to data compiled by moomoo, if no post-rate cut recession occurs, the S&P 500 tends to perform well.
Solita Marcelli of UBS noted, "Historically, when the FRB started cutting rates and the U.S. economy did not fall into a recession, the stock market usually performed well. It is highly likely to follow a similar path this time, with the S&P 500 expected to rise to 5,900 points by the end of the year and 6,200 points by June 2025."
Additionally, Fawad Razaqzada of City Index and Forex.com mentioned that the S&P 500 experienced temporary fluctuations after the FRB announced a rate cut...
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$Nikkei 225 (.N225.JP)$ When everyone starts to decline, they always have a lot of after-the-fact comments, right? I wonder what they will say if tomorrow's employment statistics are good? Let's keep an eye on it.
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Is a "Black Monday" coming again?On Monday, August 5th, the dollar-yen rate surged to the 141 yen range and Japanese stocks plummeted.The decline in the Nikkei Stock Average exceeded that of Black Monday.(The decline rate was 12.4%.).Concerns about a US recession are growing.Naka,The rapid appreciation of the yen, which progressed more quickly than expected, led to risk-off sentiment. It is pointed out that the unwinding of the yen carry trades resulted in forced selling and rebalancing of stocks, exacerbating the decline. On the 5th, major stock indexes in Asia and the USA all sharply fell, leading to a simultaneous global stock market downturn.The following day, on the 6th, the USD/JPY exchange rate made a sudden reversal, selling back to the 145 yen per dollar level. The US ISM Non-Manufacturing Index improved more than expected, leading to dollar buying and yen selling. In response, the Nikkei average stock price surged by 10.2% on the 6th.Worldwide stock market slump.
The worldwide stock market slump was fueled by the severe flu outbreak.10.2% increase on the 6th.Asian major stock index and US stock index futures also rebounded.
Relief for the recovery on the 6th, for now.The uncertainty surrounding concerns about a US recession continues to weigh, although optimism has spread, but bears remain cautious. Some view the selling on the 5th as an overreaction, providing an opportunity for dip-buying. There is speculation about an emergency rate cut by the Federal Reserve regarding monetary policy.Bearish...
The worldwide stock market slump was fueled by the severe flu outbreak.10.2% increase on the 6th.Asian major stock index and US stock index futures also rebounded.
Relief for the recovery on the 6th, for now.The uncertainty surrounding concerns about a US recession continues to weigh, although optimism has spread, but bears remain cautious. Some view the selling on the 5th as an overreaction, providing an opportunity for dip-buying. There is speculation about an emergency rate cut by the Federal Reserve regarding monetary policy.Bearish...
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September is before the presidential election, and there is a possibility of postponement depending on the content of the August employment statistics. Also, since September is already factored into the market, it may be volatile up and down.
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$Bitcoin (BTC.CC)$
Stocks, bonds, futures, and commodity trades all have leaders, but is the virtual currency led by the founder?
Stocks, bonds, futures, and commodity trades all have leaders, but is the virtual currency led by the founder?
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$NVIDIA (NVDA.US)$
Until the quarterly financial results, it's uncertain whether it will be within the box range.
Until the quarterly financial results, it's uncertain whether it will be within the box range.
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