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Domestic and foreign economic indicators of interest: ECB policy interest rates are expected to remain unchanged.
The expected economic indicators that will be announced from July 15th to 19th are as follows: ● Scheduled to be announced at 11:00 am on July 15th - Domestic Gross Domestic Product for April-June, expected to increase by +5.0% compared to the same period last year. The growth rate for the reference period of January-March was +5.3% compared to the same period last year, and production and investment were robust. However, the real estate market has been slumping and personal consumption and investment are not expected to grow, so there is a high possibility of growth rate slowing down. ● Scheduled to be announced at 9:30 pm on July 16th - US consumer price index for June and retail sales for June.
Domestic and international attention to economic indicators: The US core inflation rate in June is similar to the previous one.
The predicted financial estimates for economic indicators to be announced from July 8th to 12th are as follows: ○ On July 8th (Monday) at 8:50 am, the following is expected for the current account balance as of May: +2 trillion 393.5 billion yen. The reference figure for actual results in April is +2 trillion 50.5 billion yen, which is the largest surplus amount ever recorded for April. The reason is due to the primary income balance increasing by 808 billion yen compared to the same month of the previous year. Even though May continues to have a trade deficit similar to April, the current account surplus is expected to exceed April's actual results due to a high level of surplus in primary income.
Whether it is a nervous development or assessing the political situation at home and abroad, etc., we must carefully distinguish and analyze.
Outlook for this week, from July 1st to July 5th, the Nikkei Average may have a nervous development due to domestic and foreign political movements, etc. It is expected that this week will be a market development with a directionless feeling as investors want to evaluate domestic and foreign political movements and financial policy. In the French lower house elections, it is highly likely that the far-right party National Union will take power, and the degree of concern is the rise in French government bond yields due to fiscal expansion. On the other hand, in the US presidential election, the market outlook is expected to focus on the comeback of President Trump for the time being.
Yubi AI Research Memo (5): Expanding the software technology and services that customers need domestically and internationally (2).
In the SP business overview, many Ubiquitous AI<3858> products such as automotive devices require 3 to 4 years to adopt and develop/produce customer products, and the upfront investment is a challenge until royalties are generated. However, by adding the SD, SS, and DA businesses, a balanced business portfolio has been formed that can secure profits relatively quickly, and it requires upfront investment. 3. Business segment overview.
Shibasawa Warehouse Research Memo (5): Develop logistics business such as internal and external logistics and a-reit etf businesses (3).
■Business Overview (3) When operating complex logistics operations with a large amount of information systems, advanced information systems become a significant differentiation factor. Shibasawa Warehouse <9304> has a highly integrated comprehensive logistics system that integrates four systems: warehouse management system (WMS), export/import and air cargo system, land transportation vehicle system, and beverage-specific WMS, and can provide comprehensive logistics services with one-stop service for land, sea and air transportation. It is able to provide logistics services that suit customers' various logistics characteristics and needs.
Operation Polaris HD --- The fiscal year ending March 2024 saw a significant increase in revenue and profit due to the good performance of domestic and international operated hotels.
Polaris Holdings <3010> holds the domestic expansion rights for the world brand 'Best Western(R) Hotels & Resorts' and operates 47 hotels with a total of 8,205 rooms (as of the end of March 2024), including their own brands such as 'KOKO HOTELS' and 'Value The Hotel' as well as the Philippine hotel chain 'Red Planet Hotels', which was made into a subsidiary in October 2023, both domestically and overseas.
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