Institutions: After the Fed interest rate cut, how much room does the Hong Kong stock rebound have?
Due to its greater sensitivity to external liquidity and the linked exchange rate system, Hong Kong has greater short-term flexibility, following interest rate cuts and other factors.
The Nikkei Average continued to sharply decline, with the decline in financial stocks due to the strengthening of the yen and the decrease in interest rates.
On the 16th, the U.S. stock market was mixed. The Dow Jones Industrial Average closed at 41,622.08, up 228.30 points (+0.55%), the Nasdaq closed at 17,592.13, down 91.85 points (-0.52%), and the S&P 500 closed at 5,633.09, up 7.07 points (+0.13%). Ahead of the upcoming Federal Open Market Committee (FOMC) meeting this week, there was a cautious stance and the market was mixed after the opening. The September New York Fed Manufacturing Business Index recovered to expansion territory for the first time in about a year, indicating a positive manufacturing sector.
Companies such as Otsuka Holdings and Seiko House (additional) Rating
Upgrade - Bullish Code | Stock Name | Brokerage | Previous | After Change | ------|-- ------ |------------- |-------------- |-------------- | <2371> | Kakaku.com | SMBC Nikko | "3" | "2" | <4927> | Pola Orbis HD | Morgan S | "Under W" | "Equal"
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.
The Nikkei average rebounded for the first time in 8 days, with strong buying back driving a significant increase of over 1200 yen.
The U.S. stock market rose on the 11th. The Dow Inc. rose by 124.75 points (+0.31%) to 40,861.71, the Nasdaq rose by 369.65 points (+2.17%) to 17,395.53, and the S&P 500 rose by 58.61 points (+1.07%) to 5,554.13 at the end of the trading. The core index of the August Consumer Price Index (CPI) unexpectedly accelerated, causing a significant decline in buying expectations, and it declined after the opening, amid caution over the risk of a government shutdown at the end of September.
Denso, Itochu, etc. [List of stock materials from newspapers]
*KOKUSAI ELECTRIC<6525> establishes new research and development base in the United States to address the complexity of semiconductors (Nikkan Kogyo front page) - ○ *DENSO<6902> integrates new plant for unified ECU with Zemmingsho (Nikkan Kogyo page 3) - ○ *7&i HD<3382> proposes acquisition of major convenience store again (Nikkan Kogyo page 3) - ○ *Fujitsu<6702> demonstrates optimization of EV promotion and charging infrastructure installation in India (Nikkan Kogyo page 4) - ○ *ITOCHU<8001> invests in used aircraft components, enters the aftermarket (日
Former senior official of the Japan Financial Services Agency: There may be another rate hike before the end of the year!
Former senior official Tomoko Amaya of the Japan Ministry of Finance said that the central bank may raise interest rates again before the end of the year; she said that what matters is not the level or volatility of stock prices, but the level of confidence. The stable recovery of the market is enough to make interest rate hikes possible this year.
Tatsumo, NTN, etc. (part 2)
<6266> Tatsumo Corporation Mitsui Sumitomo Trust Asset Management Co., Ltd. Shareholding Ratio 5.02% -> 6.21% Reporting Obligation Start Date 2024/08/30 <6266> Tatsumo Corporation Nomura Securities Co., Ltd. Shareholding Ratio -% -> 6.68% Reporting Obligation Start Date 2024/08/30 <6472> NTN Corporation Nomura Securities Co., Ltd. Shareholding Ratio 8.95% -> 8.80% Reporting Obligation Start Date 202
The Nikkei Average fell sharply, as investors reacted negatively to factors such as the decline in US stocks and discussions on taxing financial income.
On the 3rd, the US stock market fell sharply. The Dow Jones Industrial Average ended trading at 40,936.93, down 626.15 points (-1.51%), while the Nasdaq dropped 577.33 points (-3.26%) to 17,136.30 and the S&P 500 fell 119.47 points (-2.12%) to 5,528.93. Concerns about a hard landing have increased as the August ISM Manufacturing Purchasing Managers' Index fell below expectations, leading to a decline after the opening. The Dow also accelerated profit-taking selling from its all-time high, leading to continuous selling throughout the day.
JB Eleven, SUMCO, etc.
<2445> Takamiya Takamiya Corporation owns a 6.81% → 7.06% shareholding ratio. Obligation to report begins on 2024/08/23 <2445> Takamiya Corporation Rise Eight owns a 7.51% → 9.51% shareholding ratio. Obligation to report begins on 2024/08/23 <2445> Takamiya Takamiya Corporation owns a 21.58% → 21.58% shareholding ratio. Obligation to report begins on 2024/08/23 <30
SANKO MARKETING FOODS, Ivy cosmetics, etc.
<2762> Sanko Marketing Foods Co., Ltd. Evo Fund (Evo Fund) Shareholding Ratio 15.97% → 15.35% Reporting Obligation Date 2024/08/22 <3538> Willplus Holdings Co., Ltd. Takumi Nasuse Shareholding Ratio 43.23% → 43.01% Reporting Obligation Date 2024/08/23 <3916> Digital Information Technology Co., Ltd.
List of conversion stocks [List of conversion stocks for parabolic signals]
○Buy conversion stock list Market Code Stock Name Close Price SAR Tokyo Prime <2269> Meiji HD 3640 3395<3925> D Standard 1600 1343<4206> Aika Kogyo 3312 3170<4331> T&G Needs 835 742<4973> High Purity 3260 2800<6240> Yamashin F 4
Active and newly established stocks in the afternoon session.
*SE H&I<9478> 259 +26 share buyback with a maximum limit of 2.26% of the issued shares.*KOKUSAI<6525> 3895 -90 Semiconductor-related stocks remain sluggish due to a fall in SOX index and after-hours decline of Nvidia.*Kimura Chemical<6378> 753 +27 has invented and applied for a patent for a new "Heat Pump Bioethanol Distillation Device".*Blue Innov<5597> 864 +33 selected as the implementation site for NEDO's research and development project (drone routes).*Acree
Express News | SenseTime's revenue in the first half of the year was 1.74 billion yuan, a year-on-year growth of 21.4%.
List of cloud-clearing stocks (weekly) (part 2)
○Cloud Undercut Stock List Market Code Stock Name Closing Price Advance Span A Advance Span B Tokyo Stock Exchange Prime <2060> Feed One 854 918.25 863.5 <2301> Academic Information 1748 1821.25 1779 <3148> Create SD 3270 3284 3395.5 <3183 > Win P
Fearless of a repeat of 'Black Monday'? The Bank of Japan's Governor takes a strong hawkish stance: still planning to raise interest rates.
Although Japan's stock market experienced a "Black Monday" crash at the beginning of this month, the Bank of Japan's determination to raise interest rates seems to remain unshaken. On Friday, Bank of Japan Governor Haruhiko Kuroda stated during questioning in parliament that if Japan's inflation and economic data continue to meet the central bank's expectations, the Bank of Japan will continue to raise interest rates.
Recruit Holdings, DMG Mori Seiki, etc. (Part 2)
<6098> Recruit Holdings Capital Research and Management Company (Capital Research and Management Company) stock holding ratio -% -> 5.21% Reporting obligation date 2024/08/15 <6141> DMG Mori Seiki Co., Ltd. Goldman Sachs Securities Co., Ltd. stock holding ratio 5.63% -> 4.49% Reporting obligation date
HK Stocks preview | China Res Power: Accumulated power sales of subsidiary power plants increased by 5.2% year-on-year in the first seven months; Emerging markets MMF index hit a new historical high.
Yancoal Australia's mid-term after-tax profit fell by more than 50%; Fed's 'hawkish' members relax stance on interest rate cuts in September.
Mid-Day Overview | The three major indices are all up, with the tech index rising nearly 3%; JD.com leads the rise in network technology stocks with a more than 6% increase, while auto and golden industrial concept stocks are also strong.
Network technology stocks rose collectively, with jd.com up more than 6%, bilibili and netease up about 4%, baidu up more than 3%, xiaomi up 3%, alibaba and kuaishou up more than 2%, with meituan, tencent and others following the trend.
Hong Kong stock market outlook: China Hongqiao's net income for the first half of the year increased by 273% to 9.155 billion yuan; Hang Seng Index announced the quarterly results, involving multiple companies including New Oriental.
S&P, NASDAQ have risen for 7 consecutive days, and the three major indexes have achieved the largest weekly increase this year; important adjustments to the information disclosure mechanism for Shanghai-Hong Kong Stock Connect trading will be made on August 19; the expectation of a rate cut by the Federal Reserve has pushed gold up to $2,500, setting a new record high.