Masaki Iso
Masaki Iso
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.
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.
buying driven economic expecting figures growth investors later mainly opportunity recent strong
It's a buying opportunity, especially after the recent sell-off, which was driven mainly by individuals. In Japan, investors are expecting strong economic growth figures later this week.
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.
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.
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.
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.
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.
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.
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.