10/2 [Strengths and Weaknesses Materials]

-

Fisco Japan20:13 ET

Three points to focus on in the morning session: In addition to defense-related stocks, exploring movements related to policies with the inauguration of the Ishiba administration.

On the morning of October 2nd, in the trading session, we want to focus on the following three points: ■ Movement to explore defense-related stocks and policy-related movements with the establishment of the Ishiba administration ■ Daiseki, 2Q operating profit decreased by 5.4% to 7.327 billion yen ■ Points of interest in the morning session: DMG Mori Seiki, doubling the number of engineers launched and repaired in the United States in 2028, 1.5 times more, 400 people In addition to defense-related stocks, with the establishment of the Ishiba administration, we are likely to see a focus on policy-related movements. In the Japanese stock market on the 2nd, amid concerns about geopolitical risks, it is expected that selling will take the lead. In the US market on the 1st day

Fisco Japan20:12 ET

10/1 [Strength-Weakness Materials]

[Bullish and Bearish Factors] Bullish Factors: Dow Jones Industrial Average is rising (42,330.15, +17.15), Nasdaq Composite Index is rising (18,189.17, +69.58), 1 Dollar = 143.60-70 Yen, Chicago Nikkei Futures are rising (38,115, +185 compared to Osaka), VIX Index is decreasing (16.73, -0.23), Expectations of inflation stabilization in the USA, active share buybacks, request for improvement of corporate value by the Tokyo Stock Exchange. Bearish Factors: Nikkei Average is falling (37,919.55, -1910.01).

Fisco JapanSep 30 19:46 ET

"Black Swan" strikes! Japanese stocks plummeted by 4%, is japan bidding farewell to "Abenomics"?

The market is concerned about the central bank continuing to raise interest rates.

Gelonghui FinanceSep 29 22:08 ET

Chinese stocks are plunging again? This time it's because of this man!

① Japan will appoint a new prime minister on October 1, but investors are concerned that this new prime minister will push for an increase in interest rates, which is unfavorable for the market; ② On Monday, Japanese stocks fell first as a sign of respect. Analysts say that Japanese stocks are expected to continue to fluctuate in the short term until Fumio Kishida clearly states his policy position. They recommend that investors focus on domestic demand-oriented, banking, and defense stocks.

cls.cnSep 29 22:07 ET

Three points to focus on in the morning session ~ Seeking opportunities to buy on dips in the midst of turbulent developments ~

In the morning session of the 30th, there are three points to focus on: - Look for buying opportunities in the midst of turmoil. - DCM, 2Q operating profit increased by 18.3%, reaching 21 billion yen. - Focus of the morning session: Kubota, lead time halved, and reaction tubes for petrochemical plants. In the midst of turmoil, it seems that the focus will be on finding buying opportunities. On the 30th, the Japanese stock market is expected to see turbulent developments, but it seems that the focus will be on finding buying opportunities after a sharp decline. In the US market on the 27th, the Dow Jones Industrial Average rose by 137 points.

Fisco JapanSep 29 20:40 ET