Masaki Iso
Masaki Iso
bank deflation finally land love near prices recovery seems stocks turning
Everyone seems to love bank stocks at the moment. Land prices are finally turning around, and with deflation near an end, Japan's recovery is well in place.
banking becoming bullish business japan shares
The banking business in Japan is becoming better and better. I'm bullish on bank shares for the long term.
business definitely hurt intel negative sentiment shares short technology texas
The negative business outlooks by Texas Instruments and Intel will definitely hurt sentiment for technology shares in the short term.
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.
expect fiscal good next year
We've had a good year and I expect another good one in the next fiscal year.
bank core economic foreigners holding looking recovery stocks
Bank stocks have become a core holding for foreigners because Japan's economic recovery is looking increasingly sustainable.
cost developed products selling ship sony time turn
Sony is like a supertanker and it will take some time for Stringer to turn the ship around. They haven't developed any new products that are selling well and they've only started cost reductions.
recovery
Right now, the large-cap recovery is very strong, while small-caps are vulnerable.
borrowing influenced interest negatively public rates
Public business-related sectors such as utilities are the most negatively influenced by interest rates because their borrowing is very high.
continue demand increase makers profits remain steel supplies
Profits at steel makers will continue to increase because demand is rising, while supplies remain tight.
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.
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.