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.
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.
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.
asset banking comments economy growing impact increase loan near positive pressure prices rapidly rebound sector stimulate
The comments show that Japan's economy is growing rapidly and deflationary pressure is near an end. A rebound in asset prices will have the most positive impact on the banking sector because it will stimulate an increase in loan demand.
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.
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.