How do you view the recent "hawkish" stance of the Bank of Japan executives? Goldman Sachs: The next interest rate hike may still have to wait until January next year.
Goldman Sachs believes that when evaluating the timing of interest rate hikes, it is important to consider financial market stability and inflation trends. The bank predicts that January next year will be the best time to determine whether Japan's inflation will rebound, and based on this, determine that Japan will raise interest rates in January. However, if there is significant turmoil in the financial markets, the timing of the rate hike may become uncertain.
The Nikkei average started at a decrease of 129 yen, with Tokyo Electric Power Holdings and Nissan Motor Corporation among others falling.
[Nikkei Stock Average・TOPIX (Table)] Nikkei Stock Average; 36029.90; -129.26 TOPIX; 2563.27; -13.27 [Opening Summary] On the 11th, the Nikkei Stock Average opened with a decrease of 129.26 yen to 36029.90 yen, marking the 7th consecutive trading session of decline. The U.S. stock market on the previous day, the 10th, showed mixed results. The Dow Average closed at 40736.96 dollars, down 92.63 dollars, while the Nasdaq ended trading at 17025.88, up 141.28 points. Amid expectations of a soft landing.
Three key points to focus on before the morning session: Rebalancing movements ahead of the release of the US CPI.
In the morning trading on the 11th, the following three points deserve attention.
Makino Fracturing, JR East Japan, etc.
*Makino Frays <6135> machinery companies in the United States expand resistance, responding to customer needs immediately (Nikkan Kogyo page 1) - ○*Tokyo Electrical Utilities HD <9501> Start of debris test recovery at Fukushima nuclear power plant, assuming 3 grams for 2 weeks (Nikkan Kogyo page 3) - ○*To Elec <8035> Partnership with Tata Group, targeting India's semiconductors (Nikkan Kogyo page 4) - ○*Sumitomo Corporation <8053> Bankruptcy proceedings for the US subsidiary of cosmetic raw materials, difficult to continue due to increased litigation costs (Nikkan Kogyo page 4) - ○*Fujitec <6406> in Singapore, elevator
The Nikkei average started at 170 yen higher, with Canon Inc-spons adr and Resona Holdings, Inc. etc. rising.
[Nikkei Stock Average・TOPIX (Table)] Nikkei Average; 36386.12; +170.37 TOPIX; 2587.82; +8.09 [Opening Overview] The Nikkei average on the 10th started trading with a rebound of 170.37 yen to 36,386.12 yen, up 6 days. The U.S. stock market on the 9th rebounded. The Dow Inc. traded at 40829.59 dollars, up 484.18 dollars, and the NASDAQ traded at 16884.61, up 193.78 points. After a sharp decline in the market last week, it was a pullback.
Stocks that moved the previous day part 2 include Sakurajima Pier, Platto Home, Bic Camera, etc.
Stock Name <Code> 9-day closing price ⇒ decrease from the previous day Disco <6146> 33570 -1080, following the decline in semiconductor manufacturing equipment stocks. Bic Camera <3048> 1567, cautious of weakening inbound demand due to a higher yen. Rohm <6963> 1575.0 -58.5, pressured by the downward trend in semiconductor-related stocks. Toho Titanium <5727> 1070 -53, although it saw a significant increase last week due to expectations of price increase, it is now dominated by selling pressure. Sunwells <9229>
Former senior official of the Japan Financial Services Agency: There may be another rate hike before the end of the year!
Former senior official Tomoko Amaya of the Japan Ministry of Finance said that the central bank may raise interest rates again before the end of the year; she said that what matters is not the level or volatility of stock prices, but the level of confidence. The stable recovery of the market is enough to make interest rate hikes possible this year.
Active and newly listed stocks during the morning session.
*Migalo HD <5535> 2186 +129 also announced the receipt of orders from Nippon Steel Hitachi Systems Solutions last weekend. *Japan Parking Development <2353> 214 +11 is positive about plans for a significant increase in dividends. *Seren <3569> 2487 +107 Oasis Management emerges as a major shareholder. *Plus Alpha Consulting <4071> 2046 +79 Morgan Stanley MUFG Securities continued to recommend buying last weekend. *Fuji HD <4}
Japanese Banks' Outstanding Loans Up 3% in August
List of cloud-clearing stocks (weekly) (part 2)
Below is a list of breakout stocks in the market: Code Stock Name Closing Price Leading Span A Leading Span B 6390 Kato Sei 1218 1399.25 1241.5 6407 CKD 2606 2833.25 2722 6615 UMC Ele 378 386 480 6622
Stocks that moved the day before part 1: Karada Note, Pasco, Shiseido company,limited sponsored adr, etc.
Stock name <code>6-day closing price⇒Previous day comparison*Round One <4680> 931 +518. Same-store sales in Japan in September increased by 8.6%, expanding from a 1.5% increase in July. In August, same-store sales in the USA increased by 9.6% from a 6.6% decrease in July. *Unipos <6550> 178 +50 announced the start of the "Cultural Transformation for Successors". *Karada Note <4014> 730 +97 collaborated with Medley to promote the active participation of potential nurses and caregivers.
JP Movers | M3 Rose 6.57%, Leading Nikkei 225 Components, Lasertec Topped Turnover List
Market sentiment was stable today as Nikkei 225 components continued to trade sideways, with M3(2413.JP) being the top gainer today, rising 6.57% to close at 1412.0 yen. In addition, the top loser was Rakuten Group(4755.JP),falling 4.96% to end at 946.4 yen.
The afternoon Nikkei average started 60 yen lower, with Hitachi and Mitsubishi Heavy Industries among others declining.
[Nikkei Stock Average and TOPIX (Table)] Nikkei Stock Average; 36,596.10; -60.99 TOPIX; 2,607.35; -13.41 [Afternoon Opening Summary] The Nikkei Stock Average in the afternoon started slightly lower than the previous day's closing price (36,568.05 yen) at 36,596.10 yen, a decrease of 60.99 yen. During the lunchtime, the Nikkei 225 futures traded within a range of 36,580 yen to 36,680 yen. The USD/JPY exchange rate was around 143.10-20 yen per dollar since 9:00 am.
Three points to focus on in the morning session~ The Nikkei Stock Average shows conflicting strength and weakness around the 25-day moving average~
In the morning session of the 6th, the following three points should be noted: ■ Nikkei Stock Average shows conflicting strength and weakness around the 25-day moving average. ■ Mirai Al, 2Q upward revision operating profit 0.83 billion yen ← 0.645 billion yen. ■ Points of interest in the morning session: NTT Data G, towards financial infrastructure development, utilization of commercial flow information, support after loan determination. Nikkei Stock Average shows conflicting strength and weakness around the 25-day moving average. In the Japanese stock market on the 6th, although there is awareness of buying back movements, proactive trading seems to be holding back. In the U.S. market on the 5th, the Dow Jones Industrial Average was at 21
NTT Data G, Kansai Electric Power, etc.
NTT DATA G <9613> to develop infrastructure for the financial sector, leveraging commercial flow data to support financing decisions.
The call for rate hikes is growing louder! Director of the Bank of Japan: If the economic data is reasonable, the rate hikes will continue.
In a speech on Thursday, Takada Tsune stated that if the inflation trend is consistent with the forecast, it is necessary to adjust the 'degree of monetary easing' of the mmf policy.
List of converted stocks (part 5) [List of parabolic signal converted stocks]
List of sell conversion stocks: Market Code Stock Name Closing Price SAR Tokyo Prime <9424> 日本通信 174 186<9433> KDDI 4822 4980<9434> SoftBank 2014 2066<9438> MTI 1060 1130<9501> Tokyo Electric Power HD 66
The Nikkei Average fell sharply, as investors reacted negatively to factors such as the decline in US stocks and discussions on taxing financial income.
On the 3rd, the US stock market fell sharply. The Dow Jones Industrial Average ended trading at 40,936.93, down 626.15 points (-1.51%), while the Nasdaq dropped 577.33 points (-3.26%) to 17,136.30 and the S&P 500 fell 119.47 points (-2.12%) to 5,528.93. Concerns about a hard landing have increased as the August ISM Manufacturing Purchasing Managers' Index fell below expectations, leading to a decline after the opening. The Dow also accelerated profit-taking selling from its all-time high, leading to continuous selling throughout the day.
"Kishida Faction" officially announces dissolution! Understanding the insider of Japan's ruling party factions in one article.
① The ruling party in Japan, the Liberal Democratic Party, has six major factions, and factional struggles often determine the final composition of the party's top leadership. ② Since the political bribery scandal that shocked Japan, the five major factions of the Liberal Democratic Party have successively promised to dissolve their factions, and the Kishida faction, led by Fumio Kishida, is the latest one to dissolve. ③ Analysts pointed out that this is Kishida's gesture of abandoning the factional customs before the LDP presidential election.
Nikkei average contribution ranking (before the close) - The Nikkei average continued to decline significantly, with Tokyo Electron pushing down about 174 yen for one stock.
The number of rising stocks among the constituent stocks of the Nikkei Average at the closing 4 days ago was 15, the number of declining stocks was 208, and the number of unchanged stocks was 2. The Nikkei Average continued to decline significantly. It closed the morning session at 37,405.59 yen, down 1,280.72 yen (-3.31%) from the previous day, with a trade volume of approximately 950 million shares. The US stock market on the 3rd experienced a sharp fall. The Dow Average closed at 40,936.93 dollars, down 626.15 dollars (-1.51%), and the Nasdaq closed at 1,713.33 points, down 577.33 points (-3.26%).
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