With Fumio Kishida's unexpected resignation, how do market strategists view the Japanese yen, Japanese stocks, and Bank of Japan policies?
Market strategists pointed out that Fumio Kishida's decision not to seek re-election as prime minister may pave the way for new leaders to support the normalization of Bank of Japan policies in Japan.
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
Buy conversion stocks list: Market Code Stock name Closing price SAR Tokyo Prime 6269 Mitsui O.S.K. Lines 2798 <6272> Leone Industries 1341 <6298> Yaskawa Electric 1806 <6301> Komatsu 3867 <6309> Tomoe Engineering 1456
Japanese stocks plunged, "squeezing the bubble", is it time to buy low?
The market is betting on a rebound in Japanese stocks, with the growth rate of call options contracts for the Nikkei 225 index exceeding that of put options. The current expected PE ratio of the TOPIX index is 13 times, far lower than that of the US stock market. However, Japanese stocks still face the risk of a strengthening yen and further interest rate hikes by the Bank of Japan.
The battery inventory is a tale of two extremes under high pressure, with a stable leading position and shuffling at the tail end. | Jianzhi Research
Battery inventory reaches a new high for the year.
JPMorgan Asset Management: Japan's central bank will have to look at the U.S. economy's "face" again for another interest rate hike.
JPMorgan Asset Management has stated that the Bank of Japan will avoid raising interest rates again in the short term, and further tightening of policy may depend on the fate of the US economy.
Agriculture is also a focus in the US presidential election [Today's theme for consideration]
With Vice President Harris, who has been nominated as the Democratic presidential candidate, selecting Governor Waltz of Minnesota, a major agricultural state, as her running mate, it has been reported that the previously little-discussed issue of agriculture may become one of the focal points of the election. <6310> Inukai Farm, <6326> Kubota, <6501> Hitachi, <6634> NEXG, <6701> NEC, <6702> Fujitsu.
Three points to watch in the morning session: Expectations for laser tech breakthroughs.
In the morning of the 8th trading day, we want to pay attention to the following three points: ■ Expectation for Laser Tech's activation ■ Honda's Q1 operating profit increased by 22.9% to 484.7 billion yen. ■ Key materials of the morning session, Toyota, keeping parts prices unchanged in the second half of this fiscal year, also applicable to large enterprises ■ Expecting activation of Laser Tech After a round of selling, the Japanese stock market on the 8th is likely to move towards a stance of aiming for dips while determining the firmness of the downside. On the US market on the 7th, the NY Dow was down 234 points and the Nasdaq was down 171 points.
Today's flows: 08/06 Mitsubishi Heavy Industries saw an inflow of JPY¥ 16.05 billion, Sony Group saw an outflow of JPY¥ 8.03 billion
On August 6th, the TSE Main Market saw an inflow of JPY¥ 775.9 billion and an outflow of JPY¥ 745.54 billion.$Mitsubishi Heavy Industries(7011.JP)$, $Keyence(6861.JP)$ and $Toyota Motor(7203.JP)$
3 points to focus on in the morning session - individual response based on earnings clues.
In the morning trading five days ago, there are three points worth noting: 1. Individual response based on earnings 2. Nintendo, 1Q operating profit decreased by 70.6% to 54.5 billion yen 3. Focus of morning trading: DMG Mori Seiki, ball screw five processes are integrated into one machine, productivity increased by more than 20%. With earnings as a clue, the Japanese stock market on the 5th seems to be searching for a short-term bottom amid a strong bias towards the downside. On the 2nd, in the U.S. market, the Dow Jones Industrial Average fell 610 points and the NASDAQ fell 417 points.
DMG Mori Seiki, Sony Group Corp, etc.
*DMG Mori Seiki <6141> consolidated five ball screw processes into one composite machine, increasing productivity by more than 20% (Nikkan Kogyo 1st page) - ○ * Sony Group Corp <6758> semiconductor laser shipments are doing well, contributing to the increase in memory capacity of data centers (Nikkan Kogyo 1st page) - ○ * Japan Airlines <9201> collaborates with Narita Airport, Itochu, and 7 other companies to demonstrate environmental value trading, reducing greenhouse gas emissions with SAF (Nikkan Kogyo 3rd page) - ○ * Mitsubishi UFJ <8306> MUFG Bank invests 63.3 billion yen in a Philippine company, expanding fintech (Nikkan Kogyo 3rd page)
The Bank of Japan's hawkish stance and escalating economic recession concerns resulted in the Japanese stock market falling for the second consecutive day.
Due to market expectations that Japan's central bank will further tighten monetary policy, the Japanese stock market has plummeted for the second consecutive day.
Panasonic's Attributable Profit Plummets 65% in Fiscal Q1
Stocks that moved the previous day, part 1: Emples, Advantest, Azum, etc.
Stock Name<Code> Day 1 closing price compared to the previous day: Taiyo HD<4626> 3555 -45. Operating profit in the first quarter increased by 83.2%, and the full-year performance forecast was upwardly revised. In the afternoon, the stock remained steady. Itoham Yonekyu<2296> 4050 -395. Operating profit in the first quarter decreased by 26.0%. AGC<5201> 5203 -196. Operating profit in the previous period decreased by 11.9%. Panasonic HD<6752> 1151.5 -94.5. Operating profit in the first quarter decreased by 7.3%. Azum<3496> 5200 -100.
Jefferies Adjusts Panasonic's Price Target to 1,340 Yen From 1,360 Yen, Keeps at Hold
Nikkei average contribution ranking (before closing) ~ Nikkei average fell significantly after 4 days, where the First Retail stock pushed down about 122 yen.
At the end of the day before yesterday, there were 15 stocks that went up, 210 stocks that went down, and 0 stocks that remained unchanged for the Nikkei average component stocks. The Nikkei average fell significantly, and finished the morning trading at 38,094.24 yen (volume approximately 1.42 billion shares), down 1,007.58 yen (-2.58%) from the previous day. On July 31, the US stock market rose. The Dow Inc rose 99.46 points (+0.24%) to 40,842.79, and the NASDAQ rose 451.98 points (+2.64%) to 175.
The Nikkei average fell sharply due to the accelerated yen appreciation, with a sudden decline of more than 1,300 yen at one point.
The Nikkei Average fell sharply, closing morning trading at 38,094.24 yen (approx. 1.42 billion shares traded), down 1,007.58 yen (-2.58%) from the previous day. The US stock market on July 31st rose, with the Dow Jones up 99.46 points (+0.24%) to 40,842.79 dollars, the Nasdaq up 451.98 points (+2.64%) to 17,599.40, and the S&P 500 up 85.86 points (+1.58%) to 5,522.30. Federal Reserve Board
The Nikkei average started 320 yen lower, with declines in companies such as Panasonic Holdings and Electrical Utilities Tokyo.
[Nikkei Average / TOPIX (Table)] Nikkei Average; 38,781.56; -320.26 TOPIX; 2767.44; -26.82 [Opening summary] On the first day, the Nikkei average fell by 320.26 yen to 38,781.56 yen, declining for the first time in four days. The US stock market rose on the previous day, July 31. The Dow Jones Industrial Average ended trading at 40,842.79 dollars, up 99.46 dollars, and the Nasdaq finished trading at 17,599.40, up 451.98 points. The Federal Open Market Committee (
August 1st [Today's Investment Strategy]
[FISCO selected stocks][Material stock] Hitachi Ltd. Sponsored ADR <6501> 3288 yen (7/31) announced its first-quarter results. Adjusted operating profit increased by 51.4% compared to the same period last year to 197.6 billion yen, with Front Business, IT services, Service & Platform and Hitachi Energy driving growth under the tailwind of DX/GX. In addition, core FCF has improved due to the proliferation of cash flow management. The progress is on track towards achieving the full-year forecast. The adjusted operating profit for the 25 March period is 8.
Three points to watch in the morning session ~ Targeting semiconductor stocks at a pullback ~
In the morning session of August 1st trading, the following three points should be noted:■ Focus on buying opportunities for semiconductor stocks■ Panasonic, 1Q operating profit down 7.3% to 83.7 billion yen■ Focus material in the morning session: YUASA Trading, investment in Alpha TKG, exclusive sales domestically and overseas■ Buying opportunities for semiconductor stocks are likely to be led by semiconductor stocks after the round of selling on the Japanese stock market on August 1st. On July 31st, the NY Dow was up 99 dollars and the NASDAQ was up 451 points in the US market. Federal Reserve Board of Governors
Focus on Advantest and Cyber, while Tokyo Electric Power Holdings and Panasonic Holdings are sluggish.
On the US stock market yesterday (31st), the Dow Jones Industrial Average rose 99.46 points to 40,842.79, the NASDAQ Composite Index rose 451.98 points to 17,599.40, and the Chicago Nikkei 225 futures fell 575 yen to 38,655 yen compared with the Osaka-Nichi during the day. The exchange rate was 1 dollar = 149.90-150.00 yen. In today's Tokyo market, TOTO <5332> had a 2.4 times increase in operating profit for the first quarter compared to the same period last year, Nippon Toki <5334> also had an increase of 37.6%, and the operating profit for the first quarter increased by 1.5%.
No Data