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How do you view the recent "hawkish" stance of the Bank of Japan executives? Goldman Sachs: The next interest rate hike may still have to wait until January next year.
Goldman Sachs believes that when evaluating the timing of interest rate hikes, it is important to consider financial market stability and inflation trends. The bank predicts that January next year will be the best time to determine whether Japan's inflation will rebound, and based on this, determine that Japan will raise interest rates in January. However, if there is significant turmoil in the financial markets, the timing of the rate hike may become uncertain.
We have signed a business partnership agreement with Broad Enter - HomeTact.
Broad Enterprise <4415> announced on the 9th that they have signed a business partnership agreement with Mitsubishi Estate <8802> and will start selling the package of 'HOMETACT' and 'BRO-ROOM' from June 2024. Both companies signed a basic agreement for collaboration in September 2022 and have been working on building a sales package for IoT renovations centered around 'BRO-ROOM' and smart home service 'HOMETACT'.
Sodick, Mercari, etc. [List of stock materials from newspapers]
*Sodick <6143> and other companies in the machinery industry are accelerating their efforts in India, with the localization of manufacturing, sales, and services (Nikkan Kogyo front page). *Mitsubishi HC Capital <8593> raises 0.64 billion yen through Rex Plus, a conveyor robot subscription (Nikkan Kogyo front page). *Sumitomo Chemical <4005> reduces acrylic resin production in Singapore, with plans to stop facilities at the end of the month (Nikkan Kogyo page 3). *Mercari <4385> partners with Panasonic and Mitsubishi Corporation to expand nationwide shipping of Mercari products from delivery boxes (Nikkan Kogyo page 5). *Sysmex
Rating [security companies rating]
Upgrade - Bullish Code | Stock Name | Securities Company | Before | After | ------ | --------- | ------------- | -------------- | -------------- | <8802> | Hishijo | CLSA | "Hold" | "OutP" | <4208> | UBE | Morgan S | "EqualW" | "OverW" | <7013> | IHI | Daiwa
Active and newly listed stocks during the morning session.
*Beauty Garage <3180> 1605 +158, positive view on share buyback and ID collaboration with Recruit, etc. *Altona <2163> 1882 +130 turns to increased operating profit in the first half. *Pilot Corporation <7846> 4526 +304 newly recommended buy by Nomura Securities. *Miura Kogyo <6005> 3430 +193 SMBC Nikko Securities raised the target stock price. 6005 *Kinden <1944> 3423 +166 Kanden
Confidence spreads with a rebound in US stocks, but upside is limited.
[Emerging Markets Individual Stock Strategy] Today's emerging markets are expected to show a strong performance. In the U.S. stock market on the 9th, the Dow Jones Industrial Average rebounded significantly for the first time in three days, closing at 40,829.59, up 484.18 points (+1.20%). After last week's sharp decline, there is a stronger buying interest on dips. Additionally, the results of the August employment statistics released last week did not deteriorate as much as feared, and buying supported by expectations of a soft landing also helped. Artificial intelligence (AI) related stocks like semiconductor company Nvidia (NVDA) have also rebounded.