Top Quant-rated Shipping and Marine Logistics Stocks as Port Strikes Reach Third Day
Berkshire Hathaway plans to issue yen bonds for the second time this year. Analysts believe Buffett may be targeting financial and shipping stocks.
Berkshire Hathaway's fundraising plan is closely watched by stock market investors, as earlier this year the company's move to purchase shares of Japan's five largest trading companies helped drive the nikkei 225 index to a record high.
Prime Minister Shizo Koshiro held his first press conference since taking office, expressing hope to maintain loose monetary policy.
Shigeru Ishiba stated that he will implement economic support measures, with the highest priority of his government's economic policy being to "pull japan out of deflation", including raising real wages and promoting corporate capital expenditure.
Air Freight Stocks Down Today Amid Port Strikes
Scorpio Tankers Announces Vessel Sale Agreement
After nearly half a century, there is a large-scale strike at the USA docks again. How will the freight rates on the USA routes develop?
①On the early morning of October 1st local time in the usa, ILA officially announced a strike; ②The industry believes that changes in freight rates may be reflected after the holiday, but there are many uncertain factors, and it is still necessary to pay attention to the subsequent negotiations between labor and management and the situation of the supply chain.
A general strike is imminent, with port employers in the USA proposing a 50% pay raise.
The United States Maritime Alliance (USMX) has announced a nearly 50% increase in dock workers' wages in an effort to resume negotiations with the International Longshoremen's Association (ILA).
Nikkei average sharply fell, yen surged due to 'Ishiba shock', index plunged in afternoon session.
Last weekend, on the 27th, the Dow Jones Industrial Average in the USA market closed at 42,313.00, up 137.89 points (+0.33%), the Nasdaq closed at 18,119.59, down 70.70 points (-0.39%), and the S&P500 closed at 5,738.17, down 7.20 points (-0.13%). It was supported by expectations of a significant interest rate cut following the confirmation of a continued trend of inflation slowdown in the August PCE price index. The University of Michigan Consumer Sentiment Index also exceeded expectations.
Shigeru Ishiba unexpectedly elected, causing earthquake in the Japanese stock market! The nikkei 225 index plunges by over 4%, Japanese bond market in turmoil.
Market analysts predict that before Shiba Shigeru's policy position becomes clearer, short-term market volatility may intensify.
Scorpio Tankers Announces Purchase of Call Options by President Robert Bugbee
usa's supply chain crisis strikes again! A major port strike is imminent, and the autos industry will be impacted.
① There is a high probability that tens of thousands of union members at ports along the East Coast of the USA and the Gulf of Mexico will go on strike starting from October 1st, affecting around 60% of the total shipping volume in the USA; ② According to experts' analysis, in terms of exports in the USA, the most affected commodity is plastics resin, while in terms of imports, the industry most affected is the automotive industry, especially considering that auto parts are important import products for the USA.
Is the East Coast port strike about to explode? Shipping companies are adding fees to cope, causing a sharp increase in Maersk's stock price.
①Maersk B-shares traded in Denmark rose nearly 4.9% at one point, reaching the highest level since August 2, with a cumulative increase of nearly 20% in the past two weeks; ②Maersk stated that even if the trade unions in the usa only lasted one week, it could still have a huge impact on the supply chain, causing four to six weeks of interruption.
The Nikkei Average rises for the fourth consecutive day, with scenes of temporarily breaking through the 75MA due to the rise in US stocks.
On the 23rd, the US stock market rose. The Dow Jones Industrial Average closed at 42,124.65, up 61.29 points (+0.15%), the Nasdaq closed at 17,974.27, up 25.95 points (+0.14%), and the S&P 500 closed at 5,718.57, up 16.02 points (+0.28%). It was bought on expectations of further interest rate cuts by the end of the year, and rose after the opening. Following the higher-than-expected September service industry PMI, the market briefly faltered due to the rise in long-term interest rates. However, Softlande
Is the supply chain tension coming back? A major strike by port workers in the USA is imminent, accounting for 41% of total throughput in the country.
The upcoming port strike may close all ports along the East Coast and Gulf of Mexico for 36 days before the election, resulting in a more severe paralysis of the supply chain than during the COVID-19 shutdown.
The Bank of Japan remains unchanged, providing assistance to the booming global stock market.
The Bank of Japan remains unchanged, indicating that it will not rush to continue tightening monetary policy after the unexpected rate hike in July.
Japan's inflation has risen for four consecutive months in August. The market expects the central bank to hold steady and the suspense of interest rate hikes will be revealed in December.
Hours before the Bank of Japan is about to announce its latest policy decision meeting, Japan's key inflation indicators in August accelerated for the fourth consecutive month.
The Nikkei average continued to rise significantly, recovering to the 37,000 yen range for the first time since September 4th, supported by the depreciation of the yen.
On the 18th, the USA market declined. The Dow Jones Industrial Average closed at 41,503.10, down 103.08 points (-0.25%), Nasdaq closed at 17,573.30, down 54.76 points (-0.31%), and S&P 500 closed at 5,618.26, down 16.32 points (-0.29%). Following the Federal Open Market Committee (FOMC) results, the market was mixed. After the Federal Reserve Board (FRB) announced a 0.5% interest rate cut at the FOMC meeting for the first time in 4 years, there was a temporary significant increase.
UBE, Disco, etc. (additional) Rating
Downgrade - bearish code | Stock Name | Securities Company | Previous | Revised | ------|---------------|----------|---------|---------|<7730>|Mani | SMBC Nikko | "1" | "2" |<6758>|Sony Group Corp | Daiwa | "1" | "2" |<8273>|Izumi | Daiwa | "1" |
List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
List of buy converted stocks in the market: Code Stock Name Closing Price SAR Tokyo Prime <1375> Yukiguni Maitake 1014 987<1820> Nishimatsu Construction 5270 5065<2267> Yakult 3114 3060<2305> Studio Alice 2084 2003<2326> Digarts 4
Nomura Real Estate Holdings, First Brothers, etc.
<3231> Nomura Real Estate Holdings Co., Ltd. BlackRock Japan Co., Ltd. Shareholding ratio 5.02% → 5.67% Obligation to report date 09/13/2024 <3454> First Brothers Co., Ltd. Gordian Capital Singapore Private Limited Shareholding ratio 6.95% → 7.06