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中村マネー Private ID: 181660632
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    The group that represents Tokyu announced that it was selected as the successful bidder on 11/8 in the comprehensive evaluation general competitive bidding related to the “Todoroki Ryokuchi Ryokuchi Reorganization Maintenance/Operation Project” publicly solicited by Kawasaki City in Kanagawa Prefecture.
    It is said that the project aims to “realize the future image that a new Todoroki Ryokuchi should aim for” as shown in the “Todoroki Ryokuchi Reorganization and Maintenance Implementation Plan” formulated and revised by Kawasaki City.
    Assuming that the group has been working towards a successful bid for the same business, centered on enterprises that operate businesses rooted in the community, companies that have a track record of operating public infrastructure, and companies that have design/construction records of large-scale sports facilities, it is planned to proceed with preparations for concluding a basic agreement with Kawasaki City in the future.
    Specific business details, etc. will be announced as appropriate based on discussions with Kawasaki City.
    ■Business Overview
    Business name:
    Todoroki Ryokuchi Reorganization Maintenance/Operation Project
    LOCATION:
    1 Todoroki, Nakahara-ku, Kawasaki-shi, Kanagawa-ken, etc.
    Site area:
    43.5 ha
    Business content:
    Maintenance, operation, and management of public and private facilities
    Business period:
    30 years from 2023/4 (planned)
    Main maintenance contents:
    ① Maintenance of public facilities
    ・Foundation work for parks and plantings
    ・And so on...
    Translated
    東京商工リサーチが9日発表した10月の全国企業倒産(負債額1千万円以上)は前年同月比13.5%増の596件と7カ月連続で増加した。新型コロナウイルス禍からの業績回復が進まず倒産するケースが増えた。ロシアのウクライナ侵攻を背景とした物価高も追い打ちをかけた。
     コロナ関連倒産は42.8%増の230件と2カ月連続で月間の最多を更新した。負債総額は11.6%減の869億9500万円だった。10億円以上の大型倒産が減少し、金額を押し下げた。
     業種別では、飲食料品製造業が約3.6倍の25件、飲食料品小売業が約2.4倍の31件と大きく増えた。
    作者:共同通信
    最終更新:11/9(水) 15:59
     コンビニ大手のローソン $Lawson(2651.JP)$ が電気の使用量を4割削減する店舗をオープンしました。
     ローソンの“節電モデル”店舗では店内の冷凍・冷蔵のショーケースのほとんどに扉を付けることで電気の使用量を抑える一方、屋根に設置した太陽光パネルで発電した電力を店での消費にあてています。
     ローソンではこうした工夫により電気の使用量を4割削減し、1店舗あたり年間100万円の電気料金削減を目指すとしています。
     大手コンビニ各社は二酸化炭素排出量の削減目標達成に向けて、照明をLEDにするなどの節電対策を進めています。
    作者:テレビ朝日系(ANN)
    最終更新:11/4(金) 14:12
     Food & Life Companies that operate the major kaiten-zushi company “Sushiro” $Food & Life Companies(3563.JP)$ In the consolidated financial results for the fiscal year ending 2022/9 announced on the 4th, net profit was 3.6 billion yen, down 72.6% from the previous fiscal year. In addition to rising food procurement costs due to the depreciation of the yen, scandals such as continuing advertisements without sushi ingredients in stock resounded.
     In June, the Consumer Affairs Agency issued a measures order requesting prevention of recurrence due to a violation of the Prize Labeling Act (decoy advertisement) against “Akindo Sushiro” (Suita City, Osaka Prefecture) under its umbrella. Even after that, there were a series of situations where campaign products were out of stock, etc., and customer traffic became far away, leading to a drastic decline in profit.
     Sales were 281.3 billion yen, up 16.8%. The recovery in customer traffic at overseas stores contributed to the increase in sales.
    Author: Kyodo News
    Last Updated: 11/4 (Fri) 13:50
    F&LC landed on an upward trend at the end of the previous fiscal year, and profit increased by 66% this fiscal year
     <3563>FOOD & LIFE COMPANIES [Tokyo Stock Exchange P] announced financial results (international accounting standards = IFRS) on 11/4 a.m. (10:15). Consolidated final profit for the fiscal year ending 22/9 was 3, down 72.6% from the previous fiscal year...
    Translated
    パウエル議長は昨日(日本時間今朝)の会見において、「よりジックリとしたペースで、且つ より一層強力な金融引き締めを行なう」旨語ったのであるが、これは昨今日銀総裁の不誠実な対応とは異なり実に頼もしい限りである。
    過去を振り返れば、世界各国は約四十有余年前の1980年頃にも強烈なインフレに見舞われたのであるが、当時のFRBボルカー議長がインフレファイターとしての指導力を発揮し西側世界経済における狂乱物価を押さえ込んだ経緯があるが、驚くべきことに1981年1月頃のFF実効金利は19.1%に及んだのである。
    世界経済は、数十年サイクルに及ぶ波動の変曲点に至っていると認識するのが適切であると考えている。日本政府は、誠に不適切なことではあるが インフレ対応に要する財政資源(差し当たって、補正予算 数十兆円←到底此れでは済まないが )を、従来と同様「未来の日本人の借金として、見えないところに跳ばす算段」なのであろうが。
    円はジャンクと化するから、当座必要とする他は ドル建て資産としての運用方法について 株式の他に社債、国債、MMFなどを考えた方が良いと思っている...
    Good morning!
    Last night
    U.S. Federal Reserve (Fed) Meeting
    There is the Federal Open Market Committee (FOMC)
    Aiming for further monetary tightening to curb inflation
    An interest rate increase of 0.75% was announced.
    US Fed raises policy interest rate by 0.75% and prioritizes controlling inflation | Mainichi Shimbun
    From the stagnation of the US economy
    It is said that interest rate hikes will slow down
    It is a form that overturned market predictions.
    However, at the FOMC in December
    It was suggested that the pace of interest rate hikes would be reduced.
    Influenced by this
    Yen purchases temporarily progressed to the 145 yen range last night,
    The depreciation of the yen progressed until the latter half of 147 yen.
    What is the future dollar yen
    Follow the widening interest rate gap between Japan and the US
    I wonder if it's going to exceed the 150 yen range
    Or do you factor in the deterioration of the rice market and the next tightening
    Is the box in the latter half of the 140 yen range?
    It seems necessary to keep a close eye on it.
    Translated
    国内106銀行「総資金利ざや」調査
     国内106銀行の2022年3月期決算の「総資金利ざや(中央値)」は、前年と同水準の0.16%だった。
     ただ、「資金運用利回り(中央値)」は0.86%(前年0.94%)で、前年から0.08ポイントダウンと低下に歯止めが掛からず、厳しい資金運用が続いている。
     2022年3月期の「資金運用利回り(中央値)」は0.86%で、3月期としては2年連続で1.00%を下回った。合併で前年同期と比較できない1行を除く105行では、資金運用利回りが前年を上回ったのは12行(構成比11.4%)にとどまった。一方、「資金調達原価(中央値)」は0.68%(前年0.77%)と縮小し、滋賀銀行を除く104行が前年を下回った。
     「総資金利ざや」は、資金の運用利回りと調達利回りの差を示す。「資金運用利回り」が資金調達原価を下回る「逆ざや」は6行で、前年の8行から2行減少した。「逆ざや」は、大手行(前年2行)、地方銀行(同4行)、第二地銀(同2行)の各2行だった。「逆ざや」が10行を下回るのは、3月期では2年連続で、2...
     The dollar exchange rate (indicative value) of the dollar against yen in the Tokyo Foreign Exchange Market on the afternoon of the 31st weakened to the latter half of the 1 dollar = 147 yen range due to a pause in the rise in long-term US interest rates for overtime trading, leading to dollar sales. As of 3:00 p.m., the dollar is 147 yen 91 to 91 yen, 83 yen higher and yen depreciation compared to the previous weekend (5 p.m., 147 yen 08 to 08 sen).
     After Tokyo time began at 147 yen 80 yen, actual demand and purchases involving the end of the month swelled, and the upper price was rounded up to the 148 yen 30 yen mark for the median price. The rise in long-term US interest rates outside of hours also supported dollar purchases. However, after the first round of purchases, the upper price became heavy, and by noon it was around 148 yen, which strengthened the impression. Entering the afternoon, the fact that long-term US interest rates outside of hours reduced the increase led to dollar sales, and softened to around 147 yen 80 yen. At lower prices, it is said that “movements to pick up low prices are scattered against the backdrop of rising US interest rates” (FX brokers), and there were scenes where they were bought back up to around 148 yen, but the return was slow, and after that, it was a soft development, such as being pushed back to the 147 yen 70 yen range at one point.
     The market is also aware of reports by the US paper Wall Street Journal (WSJ) the day before. The same paper is a new type...
    Translated
    ゴールドウイン $Goldwin(8111.JP)$ は、スウェーデンの電動バイクメーカーCAKE 0 emission AB(以下、CAKE)と日本国内における独占パートナー契約を締結した。2023年春に同社の電動バイクの予約受付を開始予定で、3年間で5000台の国内販売を目指す。CAKE創設者でCEOのステファン・イッターボーン(Stefan Ytterborn)は、「アジア進出において、ゴールドウインのようなハイクオリティかつモノづくりの造詣が深いパートナーと提携できることほどいいことはない。同社は長年にわたりよく知る会社であり、彼らの品質に対する責任、革新への情熱、顧客との関係構築力は業界をリードするもの。彼らと仕事ができることを光栄に思う」とコメントする。
    CAKEは、“エキサイティングなモビリティー体験と環境への責任の両立”を目指し、電力稼働ながらパワフルな走りを備えるバイクを提案するメーカーだ。2016年に設立し、現在ヨーロッパや北米を中心に20以上の国で販売している...
    ゴールドウインが電動バイクを販売 スウェーデン企業と契約
    (Bloomberg): For investors in emerging markets, the outlook that the situation is about to deteriorate significantly before improving can be read from stock valuation signals.
    The index of emerging market stocks, the actual price-earnings ratio (PER) based on corporate profits for the past 12 months of the MSCI Emerging Markets Index, fell below the predicted PER based on profit forecasts for the next 12 months. It can be seen how analysts anticipate that corporate profits will decline in the future at a faster pace than now.
    Simon Kihano-Evans, chief economist at Gemcorp Capital Management, said, “This is probably an indication that we are about to reach a turning point. It reflects a situation where yields rise rapidly at a timing where recession (recession) anxiety makes investors increasingly concerned. In order for corporate profit prospects in emerging markets to turn upward again, it is necessary for the hawkish stance of the US Federal Reserve System to ease and the dollar exchange rate to calm down.”
    Since an increase in corporate profit, which is the denominator of PER, is expected, in many cases, predicted PER falls below actual PER.
    Regarding PER, a phenomenon like this one occurred because of the global financial crisis...
    Translated