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Why, the one did not ride the wave of "Nikkei average 16 Rento"?

Why, the one did not ride the wave of "Nikkei average 16 Rento"?

26 October 2017 | 9:20 am

The Nikkei Stock Average of October 24 is closed at 21,805 yen of 108 yen, were recorded 16 days Rento. The next 17 days is turned down, Rento record has been broken, 16-game winning streak is a past longest. The Nikkei average at high levels of 21 years since 1996, has been updated return high after the collapse of the bubble economy. I am sure, I think that what individual investors are profitable, but it seems there are many people who do not Norikire one more as far as the SNS such as Twitter. Why it will not go up only their own stock? The truth of the Nikkei average soared [Risk on the world economy is strong] In the September 10, International Monetary Fund , was revised upward to 17 years and 18 years global economic growth rate of. 17 years from 3.5% to 3.6%, there is a slight upward revision of the 18 years from 3.6% to 3.7% but not Kageri in business confidence in the world. Institutional investors usually shift funds in stocks from bonds in the expansion phase of the economy, taking a high risk tolerance position. This is often a risk on a good world high stock phenomenon. [Foreigner buying that focuses on undervalued Japanese stocks] Japan is no exception. 4 – real GDP in June significantly higher than the 2.5% annual rate of 4 percent increase market expectations, was the rise of 6 consecutive quarters for the first time in 11 years. Nominal GDP finally unplug the bubble period, I was impressed that came from was long deflation. Even in corporations statistics, 4 of Japanese companies – ordinary income rate of the June quarter was a record high beyond the bubble period. 7 – September financial results announced, but has been in full swing, technology, are conspicuous significant upward revision in the center and capital investment. Already the United States, Germany, the major markets such as the UK is to update the past maximum value. Japan’s PER still about 15 times. US market as compared with the past maximum value at 18 times undervalued Japanese stocks began to stand out. Foreign assets shift to Japanese stocks which low interest rates there is undervalued is focused on the subsequent Japanese market began. Foreigners had come to sell Japanese stocks in nine consecutive July 4 weeks after weeks, it turned to net buyers with 201.8 billion yen in September 5 weeks, one week is 657.5 billion yen in October, October 2 weeks 459400000000 It is significantly net buying and yen. [Recession of geopolitical risk, political stability] Of the fundamentals spite strong Japanese stock had been left, because there was a support rate of decline in geopolitical risk and the Abe administration. North Korea since the resolution of the North Korea sanctions of the United Nations has hid a will, Abe administration has become rather strong through the general election, concern was reduced. [Progress of the weaker yen] The 107 yen level of September 8, dollar yen to lows was converted to the weak yen trend. US economic indicators is many things better than expected, the United States has a December rate hike has been Kakujitsushi. If the United States in the future will continue to raise interest rates, the depreciation of the yen and becomes October 25, from the perspective of the US interest rate differentials day to expand wearing a mid-114 yen. Weak yen is likely to further expand the business performance of Japanese companies. Why does not increase the holding? Background of this time of rising stock prices are said to be buying Japanese institutional investors started buying in the second half-filled of foreign investors and October. When the Japanese stocks increase in the buying of foreign and institutional investors, the Nikkei buy 225 stocks and large stocks of market capitalization is concentrated. In particular, a large fund of funds power, such as pension funds are large-cap If Japan buy stock is in the center. For asset size of the fund is large, small stocks of market capitalization, such as small-cap stocks and emerging markets is because hard to buy. Upright buy and easy to futures of allowance previously, then it is a method that also do well to buy the portfolio of cash and futures. Tracking down prior Anyway becomes significant contributions stocks Nikkei and TOPIX. We want you to compare the Nikkei rate of increase in the average of 16 Rento period of the main index. Nikkei average rate of increase is outstanding. Has raised about large-cap stocks even on a scale Indices of the Tokyo Stock Exchange, the rate of increase in small-cap stocks are low. Individual weight is not the most moving is led to the high Mothers index. Individuals look at the investor by buying and selling trends are net selling significantly to continue, except part of the semi-professional investors such as day traders, it’s clear that you do not ride in the market. There is a high possibility that they’ve to discount the rose stocks wonder. [Nikkei rate of increase in the main index of the average of 16 Rento period ] – Nikkei Stock Average: 7.1% – Tokyo Stock Price Index: 4.9% – TSE II index: 2.4% – Mothers Index: 0.4% – Nikkei JASDAQ Average: 5.3% – Tokyo Stock Exchange Large Cap Index: 5.3% – Tokyo Stock Exchange mid-cap index: 4.9% – TSE Small Cap Index: 2.8% Note) The Nikkei than average is not necessarily 16 Rento Why “Nikkei average only” is to go up? Nikkei is composed of 225 stocks, for calculating the basic average stock price of 225 stocks, the contribution is high relative index of high price stocks. Configuration ratio is high stocks best 3, 6.3% of Fast Retailing , 5.2% of Softbank , but 4.4% of FANUC . The Nikkei average of 16 rate of rise of Fast Retailing in Rento is 11.7%, Softbank 12.7%, Fanuc was 11.4%. Clearly say when the benefits of and do not have the brand group market rise is small. Targeting case of TOPIX TSE all issues, it is calculated by market capitalization. Thus a high degree of contribution of the large stocks of market capitalization. Market capitalization top three Toyota , Softbank , but NTT . The three stocks Toyota 4.7% high over the same period, Softbank 12.7% high, was NTT2.8% high. Nikkei is up than but still Mothers market and small-cap index is not remarkable than the average. Do not go up their own holding up only index on the stock price soared life is not unique to now. Large-cap stocks and the Nikkei not only because do not have an average of Negasakabu. Even the professional fund managers, it is difficult to their portfolios’ll exceeds the index to surge phase of the Nikkei average. But this is always came road. Usually from calm the index, it is often ransacked the individual stocks. Good financial strains that are late compared to the large-cap stocks, might still be in time if pick up the theme stock. Kazuo Hirata Keio University after graduation, small-cap analyst of Japanese stocks in the international part of the securities company, worked as a derivatives trader. After London resident, Transferred to foreign securities. As Japanese stocks top sales trader, sharp market analysis, domestic and foreign institutional investors in the investment advice, such as stocks recommended to give a high evaluation from the hedge fund. It is currently advising asset management primarily to individuals. 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