Australia's H2 2024 Investment Landscape: How to Seize Market Opportunities?
From macroeconomics to sector analysis, guiding your investment strategy for the second half of the year.
Mitsubishi UFJ, Pan Pacific HD, etc. (additional) rating.
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change | ------ | ----------------- | ---------- | -------------- | -------------- | <2809> | Kewpie | SMBC Nikko | "2" | "1" | <6806> | Hirose Electric | Morgan Stanley | "Equal Weight" | "Overweight"
Metals & Mining Monitor | Base and Precious Metals Prices Bounce Back; Freeport Cuts Q2 Outlook for Copper, Gold Sales
Base and precious metals prices bounce back; Freeport cuts Q2 outlook for copper, gold.
Australian coal stocks rally on Anglo American mine explosion
Although the number of participants is limited, the buying interest on dips is strong.
The Nikkei average fell slightly, ending the trade at 40,912.37 yen (with an estimated volume of 1.63 billion shares). On July 4th, the US market was closed for Independence Day, so the number of market participants was limited. The Nikkei average stock price reached a high of 41,100.13 yen just after opening, but then the market became stagnant. However, although it fell to 40,746.89 yen just after the opening in the afternoon, strong bargain-hunting buying by funds that were late to buy due to the rapid rise at the moment continued.
Nikkei Average hits new high, no sense of overheating despite alert.
The Nikkei average rose for the fifth consecutive business day, closing at a record high of 40,913.65 yen, up 332.89 yen (approx. 1.63 billion shares traded) since March 22. Following the trend of rising tech stocks in the US market the day before, semiconductor-related stocks were also bought in the Tokyo market, while value stocks continued to be bought due to speculation about the Bank of Japan's policy revision. The Nikkei average rose to 40,861.35 yen shortly after the opening, but then the upward momentum slowed down due to wariness about the rapid rise.
Lenovo's "full stack AI" strategy is first revealed in the Hyper racing track.
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Financial stocks are steady due to buybacks of high-tech stocks and rising interest rates.
The Nikkei average rebounded. It ended trading at 39,583.08 yen, up 241.54 yen (with a volume of approximately 1.71 billion shares). Major stock indices rose in the US market the previous day, and with the yen hitting the 161-yen level against the dollar for the first time in about 38 years, purchases focused on financial stocks amid expectations of intervention with the rise in long-term interest rates in side-export related stocks. The Nikkei average widened its gains during the morning session, rising to 39,783.70 yen. However, in the United States, personal consumption expenditure (P
2024 Half-Year Recap | Healthcare Stocks Take the Lead, Financial Stocks in Strong Position; Tech and Bitcoin ETFs Experience Remarkable Gains
In the first half of this year, the Australian stock market performed well, with the ASX index repeatedly hitting historic highs, led by healthcare and financial stocks, and remarkable gains in tech and Bitcoin ETFs.
List of Cloud Breakout Stocks [Ichimoku Balance Table, List of Cloud Breakout Stocks]
List of sky-high stocks: Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Prime <1952> Shin-Nikko Air Conditioning 3965 3960 3606 <2222> Kotobuki Spirits 1880 1721.25 1825.5 <2395> Shin-Nichi Kagaku 1463 1420.75 1460 <2801> Kikkoman
JPMorgan Diversified Return International Equity ETF Declares Quarterly Distribution of $0.7824
2024 Half-Year Recap | 10 Dividend-Monster Stocks in Australian Market
Within the Australian market, we have highlighted the top 10 companies with the best performance year-to-date, each with a market capitalization over AU$10 billion and a dividend yield high enough to place them among the top 35.
Acumo F, Toray Industries Inc, etc (added) Rating
Upgrade - Bullish Code | Stock name | Securities company | Previously | Changed after | ------ | -------------- | ------------ | ------------- | ------------- | <6005> | Miura Kogyo | SMBC Nikko | "2" | "1" | <7167> | Mebuki FG | Daiwa | "3" | "2"
Investment Strategy Today - June 26
[FISCO selected stock] [Material stock] Ray <4317> 421 yen (6/25) is involved in video production such as CM, event and promotion production, digital content creation, etc. It announced that it will conduct a share buyback of up to 500,000 shares, which is 3.6% of the issued shares, with a maximum amount of 250 million yen. The acquisition period will be from July 16, 24 to February 28, 25. They will be allocated to shares granted as restricted stock compensation with transfer restrictions, and will be used for flexible adaptation to changing management environments.
Bought widely focused on large cap stocks, and it has recovered to the 39,000 yen range.
The Nikkei Average continued to rise and ended the trading day with a recovery to the 39000 yen level for the first time in two weeks since 11 days ago, rising by 368.50 yen to 39173.15 yen (approximate volume of 1.54 billion shares). In the previous day's US market, tech stocks were sold, but stocks sensitive to the economy and defensive shares were mainly bought. Following this trend, financial stocks such as banks and insurance, as well as value stocks such as automobiles and trading companies, were purchased in the Tokyo market, and the Nikkei Average continued to rise at start. In the latter half of the morning session, the psychologically significant milestone of the 39000 yen level was reached.
The Nikkei Average continues to rise, with financial stocks leading the way to a recovery in the index to the 39,000 yen level.
The US stock market on the 24th was mixed. The Dow Jones Industrial Average closed at 39,411.21, up 260.88 points (+0.67%), the Nasdaq index closed at 17,496.82, down 192.54 points (-1.09%), and the S&P500 closed at 5,447.87, down 16.75 points (-0.31%). Trading was uneven in the absence of significant news. The Dow, supported by buying of cyclical and lagging stocks such as banks and energy, remained strong throughout the day. Meanwhile, following last week, Enu
Kumagai Gumi, Mandom, etc. (additional) Rating.
Upgrade - Bullish Code | Stock Name | Securities Company | Conventional | After Change | ------ | ----------------- | ---------- | --------- | --------- | <9793> | Dai Seki | SMBC Nikko | "2" | "1" | Downgrade - Bearish Code | Stock Name | Securities Company | Conventional | After Change | ------ | ----------------- |-
AU Morning Wrap: ASX Rises; Paladin Plummets
ASX rises; Paladin plummets. Stocks to watch: Paladin Energy, Healius, Synlait Milk, Coronado Global Resources.
List of cloud breakout stocks (Part 1) [Ichimoku Kinko Hyo Cloud Breakout Stock List]
List of Cloud-Breaking Stocks: Market, Code, Stock Name, Closing Price, Leading Span A, Leading Span B - Tokyo Stock Exchange Prime: <1379> Hokuto, 1875, 1821.75, 1861.5 <1873> Japan House HD, 337, 321.25, 334.5 <2281> Prima Ham, 2375, 2362.25, 2343.
Export-related stocks are being bought reflecting the weak yen.
The Nikkei Average rebounded, ending trading at 38,804.65 yen, up 208.18 yen, with an estimated volume of 1.38 billion shares. Following the downward trend of high-tech stocks in the U.S. market at the end of the previous week, selling of high-tech stocks led the Tokyo market down. The Nikkei Average started with a continued decline, falling to 38,416.07 yen immediately after the start of trading. However, as the exchange rate approaches 1 dollar = 160 yen, a level not seen in about two months, the yen is depreciating, leading to buying of export stocks in addition to the morning lows.