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.
Es Corp, Japan Foods, etc.
<2471> Espool Light Communications Corporation Shareholding Ratio 14.80% -> 15.12% Reporting Obligation Start Date 2024/09/04 <2599> Japan Foods Corporation Itochu Corporation Shareholding Ratio 83.79% -> 49.38% Reporting Obligation Start Date 2024/09/04 <3306> Nippon Seima Corporation Halk Corporation Shareholding Ratio 16.36% -> 0.00% Reporting Obligation Start Date 2024
List of Cloud Breakout Stocks (Part 5) [Ichimoku Kinko Hyo Cloud Breakout Stock List]
List of breakthrough stocks in the cloud market Code Company Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Prime <8097> Sanai Ouburi 2016 1950.25 1951.5 <8098> Inahata 3285 3202.75 3271.5 <8125> Wakita 1614 1549.5 1574 <8130> Sangen ...
Daikokuten Bussan, JB Eleven, etc.
<2411> Gendai Agency Co., Ltd. Yamamoto Masataka Shareholding Ratio 40.78% → 38.65% Reporting Obligation Date 2024/09/02 <2791> Daikokuten Bussan Co., Ltd. Artisan Investments GP LLC Shareholding Ratio 8.92% → 7.81% Reporting Obligation Date 2024/08/15 <3066> JB ILove Co., Ltd.
List of stocks with cleared clouds (Part 2) [Ichimoku Kinko Hyo: List of Stocks with Cleared Clouds]
Underperforming stocks list in the market Code Company name Closing price Leading Span A Leading Span B Tokyo Stock Exchange Prime <1961> Sanshiki Kogyo 2188 2225.25 2212 <2168> Pasona 2207 2222 2222 <3048> Bic Camera 1567 1660 1624.5 <3076>
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.
The Nikkei average fell for the 5th consecutive day. After a round of selling, there was a temporary strengthening of the yen and a rebound in buying.
In the US market on the weekend of the 6th, the Dow Jones Industrial Average closed at 40,345.41, down 410.34 points (-1.01%), the Nasdaq closed at 16,690.83, down 436.83 points (-2.55%), and the S&P 500 closed at 5,408.42, down 94.99 points (-1.73%). The market opened slightly higher due to mixed results from the August employment statistics, but turned downward due to downward revisions in the number of employees over the past two months, raising concerns about the labor market and economic slowdown. Semiconductor trade
A&D Holon Holdings, Asahi Intec, etc. (Part 3)
<7745> A&D Holon Holdings Capital Research and Management Company (Capital Research and Management Company) shareholding ratio 5.36% → 6.41% Reporting obligation start date August 30, 2024 <7747> Asahi Intec Co., Ltd. Capital Research and Management Company
List of Conversion Stocks (Part 4) [List of Parabolic Signal Conversion Stocks]
○List of stocks for selling turnover market Code Name Closing price SAR East Stock main board <7201> Nissan Motor 414 454<7203> Toyota Motor 2674 2822<7239> Tachi-E 1931 1992<7259> Aisin 4874 5144<7267> Honda
"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.
Nitto Textile, Daikyonishikawa, etc.
<1451> KHC Co., Ltd. SOLABLE Shareholding Ratio 53.23% → 53.23% Reporting Obligation Date 2024/08/26 <3110> Nisshin Spinning Co., Ltd. Sumitomo Mitsui Trust Bank, Limited Shareholding Ratio 11.34% → 10.67% Reporting Obligation Date 2024/08/22 <3299> Mugen Estate Co., Ltd. Shinsuke Fujita Shareholding Ratio 33.44% → 32.86% Reporting Obligation Date
Prince HD, JTEKT, etc.
Prince HD <3861> increases production of film for electric car capacitors, new equipment to start operation in November.
Daiwa House, Nichias, etc. (additional) Rating
Promotion - Bullish code | Stock Name | Securities Company | Before | After | ------|-----------------|----------|--------------|--------------| <2371>| Kakaku.com | Mizuho | "Hold" | "Buy" | <2897>| Nisshin Foods HD | Morgan Stanley | "Equal Weight" | "Overweight" | <
Sumitomo Bakelite, Shibuya Kogyo, etc. [List of stock materials from the newspaper]
*Sumitomo Bake <4203> Next-generation granular encapsulation material for semiconductor back-end process, crack and warp suppression (Nikkan Kogyo 1st page) - ○* Tokai Rika <6995> Expanding semiconductor sales, introducing new facilities compatible with 0.35 micrometers (Nikkan Kogyo 1st page) - ○* Isuzu <7202> Collaborating with US startup on self-driving truck, aiming for on-road driving (Nikkan Kogyo 3rd page) - ○* Shibuya Kogyo <6340> New midterm plan, expected revenue of 150 billion yen for the fiscal year ending June 2027, anticipating domestic renovation demand (Nikkan Kogyo 3rd page) - ○* Hitachi <6501>
Unfazed by the possibility of a repeat of "Black Monday," the Governor of the Bank of Japan is resolutely hawkish, still planning to raise interest rates.
Although the Japanese stock market just experienced a "Black Monday" crash earlier this month, the Bank of Japan's determination to raise interest rates does not seem to be shaken. On Friday, Bank of Japan Governor Kuroda Haruhiko stated during a parliamentary questioning session that if Japan's inflation and economic data continue to meet the central bank's expectations, the Bank of Japan will continue to raise interest rates.
JGC Holdings, Kawasaki Heavy Industries, etc. [List of stock materials from the newspaper]
*日揮HD <1963> and the Ministry of Economy, Trade and Industry, etc. establish a council for common specifications for CO2 transportation (Nikkan Kogyo front page) - ○ * Toho Gas <9533> and Toho Gas, detailed discussions on synthetic methane production and export with Australian company (Nikkan Kogyo page 3) - ○ * Nippon Yusen <9101> agrees with Kyuden and others to transport green ammonia by sea from India (Nikkan Kogyo page 3) - ○ * Obic <4733> cooperates with PayPay in digital wage payments (Nikkan Kogyo page 3) - ○ * Kawasaki Heavy Industries <7012> inspection irregularities, marine engines
Sumitomo Riko, Japan Light Metal Holdings, etc. (Part 2)
<5191> Sumitomo Riko Co., Ltd., Maruyasu Industries Co., Ltd., shareholding ratio 11.59% -> 10.38%, obligation to report date 2008/10/31 <5703> Nippon Light Metal Holdings Co., Ltd., Sumitomo Mitsui Trust Bank, Ltd., shareholding ratio 6.92% -> 5.71%, obligation to report date 2024/08/15 <5801> Furukawa Electric Co., Ltd., Nomura Securities Co., Ltd., shareholding ratio 7.04% -> 8.18%, obligation to report date
List of cloud breakout stocks (Part 3) [Ichimoku Kinko Hyo and Cloud Breakout stocks]
List of stocks that broke through the clouds: Market Code Company Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Prime <7911> TOPPAN 4143 4469.25 4145 <7970> Shin-Etsu Polymer 1517 1526.25 1521 <8060> Canon MJ 4358 4515.5 4461 <813>
The Nikkei average fell back on the 6th day, accelerating the yen's appreciation against the US dollar and plummeting in the afternoon session.
On the 16th, the US stock market continued to rise. The Dow Jones rose 96.70 points (+0.24%) to 40,659.76, the Nasdaq rose 37.22 points (+0.21%) to 17,631.72, and the S&P 500 rose 11.03 points (+0.20%) to 5,554.25 at the close of trading. Charles Evans, president of the Chicago Federal Reserve, expressed concerns about the economy and labor market, and due to cautiousness regarding lower-than-expected housing starts, the market was sold off after the opening and fell. The Michigan survey, which was released later, was more optimistic about consumer sentiment and supported the market.
Active and newly listed stocks during the morning session.
INPEX <1605> 2204 -37.5. The price of crude oil fell due to expectations of easing tensions in the Middle East. Pan Pacific HD <7532> 3519 -203. Predicted to have only 7% operating profit this year compared to a 33% increase in the previous period. Sumitomo Pharma <4506> 588 +34. Domestic securities raised the target stock price. Joukan Electric Industry <7711> 1560 +63. Revision of the national strategy for fusion power generation is the key. Asmark <4197> 2366 +400. Established a shareholder benefits system as part of the new global strategy.