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Good morning to all moomoo users!Here's an overview of this morning's turnaround. Thank you in advance.
Market Overview
Today's Nikkei Stock Average started at 37871.92 yen, 319.76 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2678.83, 12.60 points higher.
Top news
Bank of Japan discusses impact of accelerated yen depreciation at decision meeting starting 25th - Nihon Keizai Shimbun
The Bank of Japan will hold a monetary policy meeting on the 25th to 26th. Negative interest rates have just been lifted at the March meeting, and there are few voices in the market expecting additional interest rate increases at this meeting. The Bank of Japan will discuss the effects of the depreciation of the yen on the inflation rate through boosting import prices, etc. The focus is also on when the Bank of Japan, which has completed cross-dimensional mitigation, will reduce government bond purchases.
Disadvantage warning due to changes in Japanese stocks that like the depreciation of the yen and becoming chronic - domestic demand hit by increasing costs
While the exchange rate is moving at a low range for the first time in 34 years, a sense of caution has begun to rise in the Japanese stock market against the disadvantages brought about by the chronic depreciation of the yen. Speaking of the depreciation of the yen, there are many major manufacturers with large market capitalization, such as automobiles and electronics, where there are many global companies...
Market Overview
Today's Nikkei Stock Average started at 37871.92 yen, 319.76 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2678.83, 12.60 points higher.
Top news
Bank of Japan discusses impact of accelerated yen depreciation at decision meeting starting 25th - Nihon Keizai Shimbun
The Bank of Japan will hold a monetary policy meeting on the 25th to 26th. Negative interest rates have just been lifted at the March meeting, and there are few voices in the market expecting additional interest rate increases at this meeting. The Bank of Japan will discuss the effects of the depreciation of the yen on the inflation rate through boosting import prices, etc. The focus is also on when the Bank of Japan, which has completed cross-dimensional mitigation, will reduce government bond purchases.
Disadvantage warning due to changes in Japanese stocks that like the depreciation of the yen and becoming chronic - domestic demand hit by increasing costs
While the exchange rate is moving at a low range for the first time in 34 years, a sense of caution has begun to rise in the Japanese stock market against the disadvantages brought about by the chronic depreciation of the yen. Speaking of the depreciation of the yen, there are many major manufacturers with large market capitalization, such as automobiles and electronics, where there are many global companies...
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那使子
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Looking back on last week
“Even though US stock prices provide support, conservative corporate financial results weigh on them”
Last week's $Nikkei 225(.N225.JP$It depreciated slightly by 6.96 yen (-0.02%) to 38229.11 yen. The rough price movements in exchange associated with yen buying intervention thought to be the government/Bank of Japan were disgusted, and the direction of the Nikkei Average became scarce. Also, as announcements of companies with financial results for the fiscal year ending March 31 were in full swing, market expectations were rising due to the depreciation of the yen and anti-deflation momentum, etc., so earnings forecasts for the current fiscal year did not reach market consensus $Screen Holdings(7735.JP$、 $Panasonic Holdings(6752.JP$、 $Nippon Steel(5401.JP$、 $Toyota Motor(7203.JP$、 $Mitsubishi Heavy Industries(7011.JP$etc., gained an advantage in sales. Since it is the beginning of the fiscal year, there are also voices saying that it is a conservative forecast, but since negative reactions have been slightly conspicuous in financial results announcements up to this point, investor sentiment has deteriorated...
“Even though US stock prices provide support, conservative corporate financial results weigh on them”
Last week's $Nikkei 225(.N225.JP$It depreciated slightly by 6.96 yen (-0.02%) to 38229.11 yen. The rough price movements in exchange associated with yen buying intervention thought to be the government/Bank of Japan were disgusted, and the direction of the Nikkei Average became scarce. Also, as announcements of companies with financial results for the fiscal year ending March 31 were in full swing, market expectations were rising due to the depreciation of the yen and anti-deflation momentum, etc., so earnings forecasts for the current fiscal year did not reach market consensus $Screen Holdings(7735.JP$、 $Panasonic Holdings(6752.JP$、 $Nippon Steel(5401.JP$、 $Toyota Motor(7203.JP$、 $Mitsubishi Heavy Industries(7011.JP$etc., gained an advantage in sales. Since it is the beginning of the fiscal year, there are also voices saying that it is a conservative forecast, but since negative reactions have been slightly conspicuous in financial results announcements up to this point, investor sentiment has deteriorated...
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The Bank of Japan at the monetary policy meeting held on the 26thMaintaining the current state of monetary policyI decided on it. The negative interest rate policy was lifted at the March meeting, and the view was expressed that the accommodative financial environment continues. As interest rates are maintained low, the interest rate difference with the United States remains open,Dollars to yen up to 156 yen at one timeThe low price has been updated.
In part of the market, there was a view that 1 dollar = 155 yen was the government's “line of defense,” but the depreciation of the yen progressed to the latter half of the 156 yen range without any sign of exchange intervention. Mr. Okada Yusuke of Mitsubishi UFJ Trust and Banking said, “I thought there would be an intervention for 155 yen. At this rate, it could go as high as 160 yen,” he said.
The rapid depreciation of the yen has boosted Japanese stocks and attracted the inflow of funds from overseas into Japanese stocks. The ongoing depreciation of the yen strengthens exports, particularlyBenefiting major exporters of automobiles, electrical equipment, precision instruments, machinery, etc.It is anticipated that there is a possibility that it will result.“Advantages of the depreciation of the yen”The stocks are as follows.
If you look at the 2023 net profit rankings of Japanese listed companies,The performance of Japan's top companies has a big relationship with overseas earningsI'm doing it. In particular, $Toyota Motor(TM.US$The automobile industry represented by...
In part of the market, there was a view that 1 dollar = 155 yen was the government's “line of defense,” but the depreciation of the yen progressed to the latter half of the 156 yen range without any sign of exchange intervention. Mr. Okada Yusuke of Mitsubishi UFJ Trust and Banking said, “I thought there would be an intervention for 155 yen. At this rate, it could go as high as 160 yen,” he said.
The rapid depreciation of the yen has boosted Japanese stocks and attracted the inflow of funds from overseas into Japanese stocks. The ongoing depreciation of the yen strengthens exports, particularlyBenefiting major exporters of automobiles, electrical equipment, precision instruments, machinery, etc.It is anticipated that there is a possibility that it will result.“Advantages of the depreciation of the yen”The stocks are as follows.
If you look at the 2023 net profit rankings of Japanese listed companies,The performance of Japan's top companies has a big relationship with overseas earningsI'm doing it. In particular, $Toyota Motor(TM.US$The automobile industry represented by...
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$Toyota Motor(7203.JP$ I bought an additional one but it won't rise 😠😠 I wonder until when will it fall ~??
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Why is Toyota being sold so much? The forecast for '25 was bad, so I bought an additional one 😅😅 and it fell 😠😠 until when will the decline continue??
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I would like to buy more when it drops again! $Mitsubishi(8058.JP$
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$Tanaka Chemical(4080.JP$ Yesterday's growth has settled down like a lie! There are probably a lot of margin sales for front-runners too! It became a big hidden line! It stretches from here! that's a lie!
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$Toyota Motor(7203.JP$ Full-year financial results for the fiscal year ending 2024/3, operating profit is the highest in history at 5,352.9 billion yen, and the operating profit forecast for the next fiscal year is 4.3 trillion yen with future investments of 2 trillion yen
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$Toyota Motor(7203.JP$ The fourth quarter financial results exceeded expectations and hit a record high for the full year. However, the company showed a weak profit outlook. Strong sales of hybrid cars overshadowed Toyota Motor Corporation, and production cuts were forced due to safety scandals.
Toyota's operating profit for the fourth quarter increased 78% to 1.11 trillion yen, which exceeded analysts' average forecast of 747.3 billion yen. Operating profit for the fiscal year ended 2024/3 reached a record high of 5.4 trillion yen, and sales reached 45.0 trillion yen. This is due to the fact that the depreciation of the yen boosted sales value overseas and market demand accelerated, and the biggest sales drivers were electric cars and hybrid vehicles, which increased to nearly 3.9 million units in 2024 from 2.8 million units the previous year.
Toyota also increased its sales volume in the North American market, which accounts for the largest share of total sales volume. The number of units sold in North America in 2024 will exceed 2.8 million units from 2.4 million units the previous year.
As a future outlook, Toyota's operating profit for the fiscal year ending 2025/3 will decrease 19.7% to 4.3 trillion yen, which is lower than the general market forecast of 5.3 trillion yen...
Toyota's operating profit for the fourth quarter increased 78% to 1.11 trillion yen, which exceeded analysts' average forecast of 747.3 billion yen. Operating profit for the fiscal year ended 2024/3 reached a record high of 5.4 trillion yen, and sales reached 45.0 trillion yen. This is due to the fact that the depreciation of the yen boosted sales value overseas and market demand accelerated, and the biggest sales drivers were electric cars and hybrid vehicles, which increased to nearly 3.9 million units in 2024 from 2.8 million units the previous year.
Toyota also increased its sales volume in the North American market, which accounts for the largest share of total sales volume. The number of units sold in North America in 2024 will exceed 2.8 million units from 2.4 million units the previous year.
As a future outlook, Toyota's operating profit for the fiscal year ending 2025/3 will decrease 19.7% to 4.3 trillion yen, which is lower than the general market forecast of 5.3 trillion yen...
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