If Mr. Trump hadn't said anything superfluous, it would have exploded by now...

Issuance of new banknotes will begin on 7/3. Since 2004,Special demand to respond to the design renewal of major banknotes for the first time in 20 years is on the scale of 1 trillion yenIt is expected that attention will be drawn to related stocks. On the other hand, since there are businesses that want to avoid expenses for response,Cashless will accelerate with the issuance of new banknotesThere is also a view that.
Among them, the one that is attracting attentionDigital currency “stablecoin” linked to fiat currencythat's it. Last year'sWith the revision of the Funds Settlement Act, it is possible to issue stablecoins in some industries such as banksThen, 2024 is also called the “first year of stablecoins.”
We will pick up companies whose impetus will be the issuance of new banknotes and companies entering the stablecoin business, which is expected to expand as electronic payment methods in the future, and check their room for growth.
Special demand compatible with [New Banknotes] is on the scale of 1 trillion yen!?
At the House of Representatives Finance and Finance Committee in 2019/4, as a trial calculation of the Japan Vending System Machinery Industry Association,Demand is approximately 770 billion yen due to support for new banknotes such as vending machine and ATM refurbishmentIt has been reported that they are expecting...

This week's points
Japanese stocks this week are expected to rise moderately and round up the range, and there seems to be a possibility that the milestone of the 40,000 yen range will be tested again. However, it is easy to sell back when the Nikkei Average is around the 40,000 yen milestone. Even if it exceeds 40,000 yen, I think it will be difficult for the upper price to grow from a sense of arrival. As a shopping trend, due to rising long-term interest rates in Japan,Financial stocks such as banks and insurance are likely to be bought. Towards the second half of the week, the wait-and-see mood is expected to increase ahead of US employment statistics. Meanwhile, the fact that the dollar and yen maintain a weak yen trend is likely to support mainly export stocks. However, it is easy for imported stocks to become heavy, and it seems that brands such as eating out and retail are aware of the weight of the increase.
Domestically, it will be announced on the 1st for the Bank of Japan meetingJune Bank of Japan TankanInterest in it is high. The business condition judgment index (DI) of the large enterprise manufacturing industry is 11, and it is expected to remain flat from March. If the content further supports the Bank of Japan's early interest rate hike observations, which are rising due to the depreciation of the yen, it is likely to be a development that encourages interest rate increases and boosts value (undervalued) stocks and financial stocks. 5 days in the USThe US June employment statistics are a major focusIt becomes. Last time...