Pay attention to this week's financial results and economic calendar (1/22 to 1/26), the Bank of Japan meeting and the Japan-US financial results! Will overseas players support continued stock appreciation?
Japanese stocks are expected to continue growing this week. Of the exchangeThe depreciation of the yen rekindand against the backdrop of sluggish Chinese stocks,Continued inflow of funds from overseas investors. Attention was also drawn to the Bank of Japan's policy decisions and financial results of companies for the fiscal year ending March 31, which are gradually in full swing,Capital investment-related stocks, including machineryThere is also an aspect where it has been delayed, and it is attracting attention as a target for purchases on a cyclical basis.
22-23'sBank of Japan Monetary Policy Meetingis a notable event. Currently, there is a strong view that specific policy revisions, such as the cancellation of negative interest rates, will be postponed due to the accuracy of realizing a virtuous cycle of wages and prices and due to considerations for the Noto Peninsula Earthquake.If it passes without wind, it will have a positive impact on Japanese stocksIt is expected. After the end, the outlook (outlook report) on the economic and price situation once every three months will be announced, and President Kazuo Ueda will hold a press conference. In statements, outlook reports, etc. based on current stock appreciation, depreciation of the yen, wage increases, etc.The possibility of fighting against market incorporationBe careful.
This week, before the US FOMC is held on 30-31, Fed officials will refrain from making statements about monetary policyEntering the “blackout period”. Therefore, attention is drawn due to US GDP and preliminary figures for the 10-12 fiscal year and the US December PCE deflator. The dollar-yen exchange rate is likely to be influenced by the results of the Bank of Japan meeting and US economic indicators. From the speed of the current depreciation of the yenThe movement to buy back yen once profit is determinedis also expected. If early interest rate cuts are observed and the interest rate difference with the US widens, it could be a factor in the depreciation of the yen in the exchange market.
Also, financial results of notable domestic and international companies have been announced one after another this week. In Japan $Nidec(6594.JP$Ya $Disco(6146.JP$、 $Shin-Etsu Chemical(4063.JP$, in the US $Tesla(TSLA.US$Ya $Intel(INTC.US$、 $Netflix(NFLX.US$、 $ASML Holding(ASML.US$It is scheduled to be disclosed.
1. The Nikkei Average continued to rise for 2 weeks and hit the 36,000 yen mark at one point
2. Observations of early US interest rate cuts receded in response to strong US employment indicators and statements from senior Fed officials
3. Strength of rice consumption exceeds expectations December retail sales exceed expectations
4. Has Sekisui House acquired a US housing company, and the era of large-scale M&A has arrived
5. TSMC's sales have recovered to the previous year's level, and semiconductor stock buybacks are booming
6. The dollar to yen reached the 148 yen level
The Nikkei Average continued to rise for 2 weeks to 35,93.27 yen in the Tokyo stock market last week, 386.16 yen (1.09%) higher than the previous weekend. If you look at supply and demand, it can be said that it is a first-hand purchase by foreigners, and the amount is extremely outstanding, in trillions of yen. US stocks are also strong, but Japanese stocks are being bought more than that,Weakness of yen、Bank of Japan puts off zero interest rates、Promoting governance reforms of the Tokyo Stock ExchangeIt seems that it has become a unique purchasing material.
Director Waller of the US Federal Reserve said on the 16th that “correcting the trajectory of the policy is not urgent, and careful adjustments are necessary” regarding interest rate cuts expected in '24Remarks fighting back expectations of early interest rate cutsI did it. When was the Atlanta Fed President's first interest rate cut on the 18th3rd quarterIn addition to what was anticipated, the number of weekly unemployment insurance claims and the number of continuing beneficiaries fell below expectations, and the number of housing starts in December in the US exceeded expectations, etc.Strong economic indicatorsIn response, dollar purchases and yen sales began. Meanwhile, it was announced on the 17thUS retail sales exceeded expectationsRice consumption is showing strength that exceeds expectations. In response to these, the March interest rate cut observations receded along with the rise in US 10-year bond yields.
$Sekisui House(1928.JP$It was announced on the 18th that it will acquire an American housing company for approximately 4.9 billion dollars. According to investment bank banker Margaret Whelan, as an acquisition of a housing manufacturer in the US by a Japanese company,It will be the largest everThere is a high possibility. The wave of overseas investment by Japanese companies has spread greatly over the past few years, despite the depreciation of the yen, in the form of anxiety that growth prospects within Japan are limited, where population decline is accelerating. The movement for large-scale acquisitions has spread to various fields, from food and beverages to pharmaceuticals.
$Taiwan Semiconductor(TSM.US$Although profit declined in the financial results for the fiscal year ending 10-12 announced by (TSMC)Exceeded market expectations. To the level of the same period last year, which was a record high on a quarterly basisAlmost recoveredI did it. At the earnings conference, in addition to showing that the rate of increase in sales for the fiscal year ending 24/12 will be in the first half of the 20% range, they also showed strong confidence in acquiring AI-related demand. The strong outlook was a tailwind, and semiconductor stocks were also bought.
Source: MINKABU, Bloomberg, investors, Traders Web, Wells Advisor
ー MooMoo News Sherry
ー MooMoo News Sherry
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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