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Thank you for your hard work until the closing bell. Here is today's stock market overview. Thank you.
The Nikkei average closed at 39,081.25 yen, down 196.14 yen from the previous trading day.
The Bank of Japan maintained its policy interest rate at 0.25%.
The yen strengthens across the board, while the dollar-yen falls to the 152.80 yen level. The Bank of Japan's fundamental stance remains unchanged, viewing the risk of inflation overshooting in 2025.
Mitsui O.S.K. Lines rises sharply in the afternoon session, announcing an upward revision of the current fiscal year's final profit and year-end dividend estimates, as well as a share buyback of up to 8.28%.
Renesas falls after 4 days, with decreased revenue and profit for the January to September period.
Toyota and NTT agree to a joint venture in AI and communications, with a 500 billion yen investment.
Automobile stocks such as Toyota showed a soft tone in the afternoon, slightly swinging to a stronger yen after the Bank of Japan's policy was announced to be maintained.
Hot stocks: $Denso (6902.JP)$、 $Renesas Electronics (6723.JP)$、 $Sumitomo (8053.JP)$、 $Toyota Motor (7203.JP)$etc
ーmoomoo...
The Nikkei average closed at 39,081.25 yen, down 196.14 yen from the previous trading day.
The Bank of Japan maintained its policy interest rate at 0.25%.
The yen strengthens across the board, while the dollar-yen falls to the 152.80 yen level. The Bank of Japan's fundamental stance remains unchanged, viewing the risk of inflation overshooting in 2025.
Mitsui O.S.K. Lines rises sharply in the afternoon session, announcing an upward revision of the current fiscal year's final profit and year-end dividend estimates, as well as a share buyback of up to 8.28%.
Renesas falls after 4 days, with decreased revenue and profit for the January to September period.
Toyota and NTT agree to a joint venture in AI and communications, with a 500 billion yen investment.
Automobile stocks such as Toyota showed a soft tone in the afternoon, slightly swinging to a stronger yen after the Bank of Japan's policy was announced to be maintained.
Hot stocks: $Denso (6902.JP)$、 $Renesas Electronics (6723.JP)$、 $Sumitomo (8053.JP)$、 $Toyota Motor (7203.JP)$etc
ー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 'Black Monday' coming again?On Monday, August 5th, the dollar-yen surged to the 141 yen level, causing a sharp decline in Japanese stocks.日経平均株価の下げ幅はブラックマンデーを超えた（下落率は12.4％）。米リセッション懸念が強まっているなか、想定より急速に進んだ円高がリスクオフにつながった。円キャリートレードの巻き戻しに伴う株式の強制売買やリバランスも下げ幅を助長したと指摘されている。5日はアジアや米国の主要株価指数がそろって急落し、Global Stock Market SelloffIt happened.
On the following day, the USD/JPY saw a reversal and was sold back to the 145 yen level. The improvement in the US ISM non-manufacturing index exceeded expectations, leading to dollar buying and yen selling. In response, the Nikkei Stock Average rose by 10.2% on the 6th.10.2% increase. Major stock market indices in Asia and US stock market index futures also rebounded.
Temporary relief from the recovery on the 6th spread, but the bearish camp remains cautious.The 5th day's selling was seen as an overreaction, providing an opportunity for bargain hunting. There are also views that uncertainty remains around concerns about a US recession. Emergency rate cuts by the Federal Reserve Board are being watched. In this way,Bearish...
On the following day, the USD/JPY saw a reversal and was sold back to the 145 yen level. The improvement in the US ISM non-manufacturing index exceeded expectations, leading to dollar buying and yen selling. In response, the Nikkei Stock Average rose by 10.2% on the 6th.10.2% increase. Major stock market indices in Asia and US stock market index futures also rebounded.
Temporary relief from the recovery on the 6th spread, but the bearish camp remains cautious.The 5th day's selling was seen as an overreaction, providing an opportunity for bargain hunting. There are also views that uncertainty remains around concerns about a US recession. Emergency rate cuts by the Federal Reserve Board are being watched. In this way,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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