FLJP Franklin FTSE Japan ETF
- 29.910
- +0.150+0.50%
The rise in long-term domestic interest rates is burdensome
The Nikkei Average continues to fall. The transaction closed at 38556.87 yen (estimated turnover 1.79 billion shares), which depreciated 298.50 yen. Against the backdrop of high-tech stocks being bought in the US market the day before, semiconductor-related prices etc. were bought mainly by high-tech stocks, and the Nikkei Average rose to 39141.99 yen after trading began. After that, in addition to profit-taking sales due to a sense of accomplishment associated with reaching the milestone, the fact that domestic long-term interest rates followed an upward trend from the Bank of Japan's monetary policy normalization observations also became a burden, and the Nikkei Average was in the foreground
Mitsubishi UFJ --- continued growth and updated high prices, long-term interest rates reached a high level for the first time in 12 years and 5 months
High prices updated with continued growth. The yield on new 10-year government bonds temporarily rose to 1.065%, rose 0.03% from the day before, and is at a high level for the first time in about 12 years and 5 months since 2011/12. Long-term US interest rates have risen from a retreat in early interest rate cut observations, and the impact has spread to Japanese government bonds. Also, it seems that speculation that the Bank of Japan will cut government bond purchases or increase additional interest rates in the near future has also been viewed as material. An increase in long-term interest rates will lead to buying materials for bank stocks.
Front market [stocks that have moved, stocks that have been created]
*Reso Education ＜4714＞ 271 +22 announced the completion of payment of new shares through third-party allotment. *KOKUSAI ＜6525＞ 4360 +285 Nomura Securities upgraded investment decisions. *Miura Kogyo ＜6005＞ 3020 +176.5 is it a strong buying advantage from the current favorable financial results evaluation? *Kyushu FG＜7180＞ 1046 +60.5 The regional bank is high due to rising long-term interest rates. *Evaluation of the SOMPO ＜8630＞ 3346 +173 medium-term plan will increase further. *Iyogi
INPEX, petroleum resources, etc. (additional) Rating
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|--------------|--------------|--------------|<4911＞|Shiseido | Yamato | “4” | “3” |＜6525＞|KOKUSAI | Nomura | “Neutral”
Asahi Kasei, Mitsubishi Heavy, etc. [List of brand materials from newspapers]
*NTT ＜9432＞Cable development that can be installed in road surface grooves without the need for utility poles in optical communication networks (Nikkan Kogyo 1 side) - ○*Toyota's ＜7203＞ new engine announced, 4-cylinder 1500cc/2000cc (Nikkan Kogyo 1 side) - ○*SOMPO ＜8630＞ new mid-term plan, ROE raised to 15%, and expanded overseas insurance (Nikkan Kogyo 3 sides) - ○*Asahi Kasei ＜3407＞ acquires Swedish Pharma and expands kidney disease area (Nikkan Kogyo 3 sides) -○*living in the kidney disease area Tomo Corporation ＜8053＞ Entry of offshore wind support ships,
High-tech-led development that received a significant boost from NVIDIA
[Stock Opening Comment] The Japanese stock market on the 29th is likely to have solid market developments even though it continues to be at a stalemate. In the US market on the 28th, the NY Dow depreciated by 216 dollars and the NASDAQ was 99 points higher. Sales that were wary of hawkish statements by senior US Federal Reserve (Fed) officials intersected with purchases in the semiconductor sector. In addition to the US consumer confidence index rising for the first time in 4 months in May, interest rate increases were frowned upon due to poor bid results for 2-year bonds and 5-year bonds, and the NY Dow was flexible all day
Convertible Stock List (Part 1) [Parabolic Signal Convertible Stock List]
○Purchase conversion stock list market code stock name closing price SAR Tokyo Stock Exchange Prime ＜1930＞ Hokuriku Denko 1120 1055 ＜1941＞ Chudenko 3210 3040 ＜1959＞ Kyudenko 6681 5922 ＜2395＞ Nippon Kagaku 1405 1286 ＜2737＞ Tomen Deva 748
Microsoft to subscribe to game “CoD”
[Game] It has been reported that Microsoft in the US plans to provide new titles of the popular game “Call of Duty (CoD)” by Activision Blizzard, which is under its umbrella, on a subscription (continuous billing) system in the future. It is reported that the software sell-out model with a high profit margin, which has been adopted for many years, will be reviewed, and the game sales strategy will be boldly switched. ＜6758＞Sony Group ＜7832＞Bangnam HD ＜9684＞Squeni HD ＜9697＞
Attention is once again on “space-related”, and I have a feeling that theme stocks will be dynamic due to the approach of Astro S listing ＜Stock Search Top Feature＞
Interest in space is growing in the market. This is because movements surrounding space development have become active in countries around the world, and opportunities for it to become a topic of conversation are increasing. Japan is also making efforts involving the public and private sectors to catch up with the world, and there are also situations where groups of brands positioned as space development-related move around this trend. The fact that space ventures have been IPOs one after another since last year has also played a role in the spread of space stocks. A new space venture is about to be listed next month. It seems that the situation where we cannot take our eyes off related stocks will continue in the future.
Reported Earlier, Roche And Hitachi High-Tech Extend 46-Year Partnership For Diagnostic Testing Advances
Renewed partnership combines best in class engineering capabilities with cutting edge science to accelerate the availability of new solutions for customers and patients worldwideUpcoming launches of t
While there are few clues, the rise in domestic long-term interest rates has become a burden
The Nikkei Average fell slightly. The transaction was closed at 38855.37 yen (estimated turnover of 1.5 billion shares), which depreciated by 44.65 yen. While the US and UK markets were closed at the beginning of the week and market participants were limited, the Nikkei Average began to fall. After that, there was a situation where it turned positive at 38981.97 yen, but the rise in domestic long-term interest rates became a burden, and semiconductor-related stocks, etc. that are sensitive to interest rate trends remained weak, and the Nikkei Average widened the range of decline until the end of the front market, and the level reached 38756.13 yen
Sojitz, Kakaku.com, etc. (additional) Rating
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|------------|------------|------------|＜6845＞|Azbil |SMBC Nikko | “2” | “1” |＜9506＞|Tohoku Electric Power | Mizuho | “Neutral” | “Buy” | Downgrade-Bearish Code |
5/28 [Today's Investment Strategy]
[FISCO Specially Selected Brand] [Material Brand] Tokai ＜9729＞ 2076 yen (5/27) We rent hospital linen supplies and nursing care products. It was announced that a stock buyback will be carried out with 1.56 million shares, which is 4.4% of the number of issued shares, with an upper limit of 3.3 billion yen in value. Purchases will be outsourced in the Tokyo Stock Exchange off-site share purchase transaction (ToSTNet-3) on 5/28. 1. Flexible capital policies and shareholder return measures that aim to improve capital efficiency and respond to changes in the business environment
Aiming to push for high-value high-tech stocks
[Stock Opening Comment] The Japanese stock market on the 28th is likely to have a solid market development even though it is at a stalemate. The US market on the 27th was closed for the Memorial Day holiday. The UK market is closed due to the Spring Bank holiday, and it seems that aggressive trading will be refrained today as market participants are limited. Chicago Nikkei 225 futures are 38950 yen (overtime), 20 yen higher than Osaka. The yen exchange rate has been hovering in the 156 yen 90 yen range per dollar. Nikkei 225 futures
FANUC, Mitsui & Co., etc. [List of brand materials from newspapers]
*FANUC ＜6954＞ large wire EDM machine added, compatible with 500 mm thick work (Nikkan Kogyo 1 side) - ○*Mitsubishi Heavy ＜7011＞ 4 companies such as Toyota will cooperate to spread decarbonized fuels and aim to introduce the market around 30 (Nikkan Kogyo 3 sides) - ○*Teijin ＜3401＞ Fukui Keiji Kogyo etc. and others will release vascular repair patches for heart disease next month (Nikkan Kogyo 3 sides) - ○*Mitsui & Co. ＜8031＞ Volta and others will re-invest lithium battery resources Establishing a company (Nikkan Kogyo 4) (Face) -○*Sumitomo Corp. ＜
Towards tomorrow's stock market = “data center” with full stock price throttle
The Tokyo stock market rebounded to 38,900 yen, 253 yen higher than the previous business day in the Tokyo stock market on the 27th of the week. If the NASDAQ Composite Stock Price Index and the Philadelphia Semiconductor Stock Index (SOX Index) all hit new highs in the US stock market the previous weekend, and the Nikkei Average cannot keep up with the upper price in today's Tokyo market, it is clear that it is due to domestic factors.
The Nikkei Average ends at today's high despite poor sales
The Nikkei Average rebounded. The transaction closed at 38900.02 yen (estimated turnover of 1.37 billion shares), which rose 253.91 yen. Since high-tech stocks were bought in the US market the weekend before, buying began ahead of high-value high-tech stocks. After that, although growth was sluggish due to sales awaiting return, etc., purchases into semiconductor-related stocks etc. continued, and the Nikkei Average ended at today's high price. However, since the US market on the 27th is closed on Memorial Day (Day of Remembrance of the War Dead), the movement of overseas investors is slow, and commerce is slow
Nichibatalyst, Recruit HD, etc. (added) Rating
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|--------------|--------------|--------------|<7550＞|Zensho HD | Morgan S | “Equal W” | “Over W” | “Over W” | Downgrade-Bearish Code | Stock Name | Securities Company | Conventional | After the Change |----
Sodick, Mitsubishi Electric, etc. [List of brand materials from newspapers]
*Sodick ＜6143＞ enters “plant meat” and develops special heating equipment (Nikkan Kogyo side 1) - ○*TOPPAN ＜7911＞Africa Offensive, 4 businesses (Nikkan Kogyo 1 page) - ○*Mitsubishi Electric ＜6503＞ Aisin and new company to strengthen EV parts supply, to in-vehicle restructuring (Nikkan Kogyo, page 3) - ○*Kandenko ＜1942＞YKK AP and solar power generation in the building window (Nikkan Kogyo 3 pages) - *○Seito <89＞Nagoya Railroad Capital and business alliances with real estate Synergistic effects (Nikkan Kogyo, page 3)
Aiming to boost high-tech stocks [stock opening comments/strong and weak materials/support resistance]
[Stock Opening Comment] The Japanese stock market on the 27th is likely to develop in a market where it is easy for this feeling to intensify after a round of buying. In the US market on the 24th, the NY Dow was 4 dollars higher and the NASDAQ was 184 points higher. Buying in the high-tech sector against the backdrop of the artificial intelligence (AI) boom was strong, and it looked like it was driving the market price. Ahead of the 3 consecutive holidays, the NY Dow reduced the increase while participants were limited, but the NASDAQ was a strong price movement led by NVIDIA. Chicago day