Masaki Iso
Masaki Iso
expect fiscal good next year
We've had a good year and I expect another good one in the next fiscal year.
concern earnings investors momentum shifting
There is some concern that banks' earnings momentum will slow, so some investors have been shifting out of their shares.
companies cooling economy panic people realized selling
Much of the panic selling is over. People are cooling off and realized that the fundamentals of the economy and companies are still solid.
economy optimism shares
Much of the optimism about the economy has already been discounted into the shares and they're not cheap.
company putting
Nissan isn't the only company putting out conservative estimates.
concerned interest investors low rates rise supported
Low rates have supported equities globally, so investors are concerned interest rates will rise further.
bet companies earnings economic increasing investors japanese report solid supported
Yesterday's earnings reassured investors they can bet on Japanese companies increasing profits. Many companies will report solid earnings, supported by the country's economic growth.
gained growth investors price purchase saw yesterday
Yesterday I think Softbank gained as investors saw this as part of its new growth strategy. But I think the price of the purchase is very much at a premium.
among business cast doubt impact investors model true whether
The allegations, whether they are true or not, cast doubt among investors on the quick-growth business model of net-related companies, which will have a big impact on their shares.
begun company expect impossible improve period short structural time
It is impossible to expect that things will improve in a short period of time at Sony, ... The company has only just begun a begun a real structural reform.
asset economic growth highlight plus policy prices recovery shift strength
The policy shift will highlight the strength of Japan's economic growth. A recovery in asset prices will be a big long-term plus for shares, especially for banks.
high moving results
Investors' high sensitivity to quarterly results is moving the market.
bank banking becoming bullish business japan
I'm bullish on bank shares. The banking business in Japan is becoming better and better.
bank banking becoming bullish business japan
I'm bullish on bank shares, ... The banking business in Japan is becoming better and better.