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Market Insights

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  • Market Insights

    The Magic Involving Unsettled Sales Balance of Arbitrage Trading and Low PBR

    11th November, 2019

    The Nikkei Average surpassed 23,000 points on 5/11, and then exceeded 23,500 points on 8/11, against the backdrop of expectations of progress in US-China discussions involving a partial deal on the US-China trade war and phasing out of additional tariffs already in force. The Nikkei Average of 23,000 points is seen as a resistance price […]

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  • Market Insights

    What Will Be the Trend for Stock Prices in the Remaining 2 Months This Year?

    4th November, 2019

    In the Japanese stock market in the week of 28/10, with important events ahead such as the US FOMC and the Bank of Japan’s Monetary Policy Meeting, etc., as well as the Dollar showing a high price trend largely attributed to good financial results in major US companies and expectations towards progress in the US-China […]

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  • Market Insights

    The True Value Lurking in Bargain Stocks

    28th October, 2019

    For the Japanese stock market during the week of 21/10, the “unsettled sales balance of arbitrage trading” related to “forward buying / long sales” positions was 1.5388 trillion yen (down 59.1 billion yen compared to the previous week) based on the date of 18/10. This was a solid development, considering the selling pressure from the […]

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  • Market Insights

    Major Market Trends That Are Appearing

    21st October, 2019

    With the MC being decided for the Kohaku Uta Gassen that takes place on New Year’s Eve, it is now the period where there is a focus on the year-end and New Year holidays. With the implementation of the consumption tax hike from this month, although it should be the time where there is a […]

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  • Market Insights

    Renewed Awareness of Climate Change Risks

    14th October, 2019

    During the week of 7/10, the Japanese stock market changed from that of the previous week, during which US economic indicators deteriorated one after another, to perform solidly with expectations for an agreement during the US-China ministerial-level meetings on 10-11/10.  As a result of reports on the morning of 10/10 that the negotiations had broken […]

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  • Market Insights

    Watch out for Movements That Seek “Experiential Value”

    7th October, 2019

    The Japanese stock market in the week of 30/9 saw the Nikkei average fall under 22,000 points from the start of the week due to news of the US administration considering restricting security investments to China on 27/9, as well as the significant fall in US semiconductor-related stocks as a result of a worsening forecast […]

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  • Market Insights

    From Summer to Autumn – What Will Happen to Japanese Stocks During the Oct-Dec Period?

    30th September, 2019

    The Japanese stock market for the week of 24/9 was buoyed by reaction buying when the Nikkei Average dipped below 22,000 points on 25/9, in the midst of buying activities as the final day of dividend rights, 26/9, approached. However, on 27/9, the ex-rights date, the Nikkei Average dropped to the 21,700 points level, which […]

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  • Market Insights

    Value Stocks May Appear in the Gap Between Zero and Negative

    23rd September, 2019

    Right before the Bank of Japan’s Monetary Policy Meeting on 19/9, it was found that President Hashimoto of Sumitomo Mitsui Trust Bank had thoughts of introducing “account maintenance fees” if the Bank of Japan decides to go ahead with deeper “negative interest rates” as an additional monetary easing policy, which will charge a 0.1% annual […]

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  • Market Insights

    Expectations of a Level Adjustment from a Revision of Low PBR Stocks

    16th September, 2019

    Continuing with the steady pace from the latter half of last week onwards, the Japanese stock market in the week of 9/9 saw the Nikkei average with a 9-day winning streak compared to the previous day up to 13/9. Although on 13/9, the SQ value of the Nikkei average involving the final settlement of futures […]

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  • Market Insights

    September – a Month That Sees a Rise in Volatility

    9th September, 2019

    The Japanese stock market in the week of 2/9 saw an unprecedented low level of trading with the TSE Section 1’s trading value on 2-3/9 at the 1.3 trillion yen level and slightly under 1.6 trillion yen on 4/9. Just as how the stock market saying goes, “Don’t sell when the market is quiet”, despite […]

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  • Market Insights

    What the Trends Involving Cross-Shareholding Mean

    2nd September, 2019

    For the Japanese stock market in the week of 26/8, despite growing concerns of the Nikkei average falling below 20,000 points as a result of the “Trump Shock” on 23/8, after the opening on 26/8 and marking the low of 20,173 points, it showed stable movements in the slight fluctuations around 20,500 points. President Trump’s […]

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  • Market Insights

    An Era in Which the Fusion of Reality and the Internet Impacts Business Results

    26th August, 2019

    With overseas situations remaining unstable, Japanese stocks for the week of 19/8 continued to be sluggish, but Japan’s domestic situation had become more positive. Overseas, expectations on economic stimulus measures, such as German additional fiscal spending and China’s lending interest rate reform, had allayed concerns over the “yield inversion” when US 10-year bond yields fell […]

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  • Market Insights

    Are These Movements Indicating a Turning Point in the Market?

    19th August, 2019

    Japanese stocks in the week of 13/8 were toyed with concerns of an “inverted yield curve” in the US bond market with the 10-year bond yields falling below the 2-year bond yields. Although the US bond yields saw a rapid decline overall due to announcements on 14/8 such as China’s economic indicators for July (retail […]

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  • Market Insights

    Will We Be Seeing the Same Outcome? That Was Three Years Ago…

    13th August, 2019

    During the week of 5/8, Japanese stocks went through a very rough patch arising from the turbulent US-China dispute which escalated as a result of the declaration of the “fourth round of US customs tariff” by President Trump on 1/8.  When the RMB dropped to 7 RMB to 1 USD on 5/8, the US Treasury […]

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  • Market Insights

    Now Is the Time to Gauge the Potential of Japanese Companies

    6th August, 2019

    The Japanese stock market from 29/7 began with movements following the financial policies of the US and Japan central banks. On 25/7, the European Central Bank had already indicated a possibility of conducting policy interest rate cuts by the first half of 2020, which led to growing expectations of additional monetary easing at the Bank […]

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  • Market Insights

    “Information Banks”, the New Business in the Age of Data Capitalism

    29th July, 2019

    In the House of Councilors election on 21/7, the coalition ruling party comprising the LDP and Komeito won 71 seats, more than the required majority of 63 seats. With results as expected, the focus of the market shifted to monetary policies in each country and trade friction issues. After the elections on 22/7, and following […]

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  • Market Insights

    Raw Materials for 5G Communication; the Solar Minimum Period

    22nd July, 2019

    The Japanese stock market from 16/7 onwards contrasted with the steady US stock market with the Nikkei average falling below 21,500 points on 17/7, and then falling below the low of 21,000 points on 18/7, which saw a significant drop. With growing expectations of US interest rate cuts leading to an appreciation of the yen, […]

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  • Market Insights

    Japanese Stock Investment Strategy from the Viewpoint of a “Declining Population Society”

    17th July, 2019

    With the June US employment data announced being viewed as evidence of a strong US economy, and in response to a decline in expectations on an US interest rate cut as a result of that, the Japanese stock market experienced strong selling after 8/7. There have been many events happening concurrently.  Domestically, the House of […]

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  • Market Insights

    Time to Keep a Close Watch on Structural Changes Surrounding Japan

    17th July, 2019

    In the Japanese stock market from 1/7 onwards, the US-China summit talks on 29/6 saw a decision to call off the invocation of the 4th round of tariffs, along with the agreement to approve the supply of components to Huawei proved to be favourable as the Nikkei average began to exceed 21,500 points, which saw […]

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  • Market Insights

    A Japan Stock Market with Corporate Governance Reform Holding the Key

    17th July, 2019

    During the week of 24/6, the Japanese stock market adopted a wait-and-see attitude in view of the upcoming G20 Osaka Summit.  As a result, trading volume on TSE Section 1 until 26/6 had remained thin just short of two trillion yen.  We had been mentioning in this Weekly Report before that a Nikkei average of […]

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