SoftBank G Goto CFO starts with an increase of 119 yen on the Nikkei average “Stock prices are not in an AI bubble”

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Expectations that bank shareholding reductions will accelerate, and the non-life insurance issue triggered a strong relationship
Expectations are growing that the elimination of policy holdings (holdings) by major banks such as the 3 megabanks in Japan will accelerate further. Strong trading relationships through stock ownership, which have been regarded as one of the factors supporting the growth of Japanese companies after the war, have received criticism due to heightened awareness of corporate governance (corporate governance) in recent years.

SoftBank G Goto CFO “Stock Prices Aren't in an AI Bubble”
Money is flowing into semiconductor-related brands against the backdrop of the global artificial intelligence (AI) boom. What is the rise in the stock price of British Semiconductor Design Arm, which is under the umbrella of the umbrella $SoftBank Group(9984.JP)$The stock price of (SBG) was also boosted. We asked Goto Yoshimitsu, Chief Financial Officer (CFO), who joined SBG in 2000 during the internet bubble period and has managed the finances of huge investment companies, about his views on market prices over the years.

Public land prices also grew 2.3% nationwide in the wave of de-deflation, an increase since the bubble
The Ministry of Land, Infrastructure, Transport and Tourism announced land prices for 2024 on the 26th. The national average for all uses rose 2.3% from the previous year, and the growth rate was the highest in 33 years since the bubble period. Following stock prices and wages, an upward wave spread to land, and Japan reached a turning point in overcoming deflation. There are also signs of modulation in foreign money due to concerns about future interest rate hikes.

Kobayashi Pharmaceutical - Selling Signs: 1 New Death Due to Ingestion of “Red Malt” Ministry of Health, Labor, and Welfare Reveals = Various Papers
$Kobayashi Pharmaceutical(4967.JP)$There is a sales trend. Various newspapers reported that the Ministry of Health, Labor, and Welfare revealed that 1 new person died and 106 people were hospitalized due to a problem where health hazards have been reported one after another due to the company's supplements using red yeast.

Dai Nippon Printing - Buying Signs to Mass Production of Advanced Semiconductor Components for Lapidas = Nikkei
$Dai Nippon Printing(7912.JP)$It's a buying trend. The morning edition of the Nihon Keizai Shimbun dated 27th reported that the company will mass-produce the original “photomask” used for circuit formation for Lapidus, which aims to domestically produce cutting-edge semiconductors, domestically in 2027.

Astellas Pharma - Zekshin Gastric Cancer Treatment Drug Obtains Manufacturing and Sales Approval in Japan
$Astellas Pharma(4503.JP)$Continued growth. The company announced on the 26th that it has obtained manufacturing and sales approval in Japan for 100 mg (generic name: zolbetuximab (genetic recombination)) for viroi intravenous infusion, using CLDN 18.2 positive treatment/recurrent gastric cancer that cannot be cured or resected.