Soichiro Monji
Soichiro Monji
attracting based buying companies earnings investor large outlook stable start
As the earnings start we may see more buying come in based on the figures. Large companies with stable earnings outlook are attracting investor attention.
betting boost companies investors japan potential profits strength
Companies in Japan still have potential to boost their profits and investors are betting on the strength of the economy.
foreigners investors japanese rid seems selling stocks worried
Foreigners are selling and it seems that Japanese investors are also getting rid of stocks because they are worried about selling by foreigners.
earnings gradually investors losers low parts positive tech view
In the past, I think there had been low expectations for Kyocera's electronics parts business, so I think investors had gradually started to view it as one of the losers in the tech sector. In that sense, these earnings are a positive surprise.
again investors locking oil recent rising selling stocks technology trigger
We've got oil rising again and the yen strengthening, and that will trigger some selling in technology stocks as they have been the recent winners. We're going to see some investors locking in their recent gains.
buy earnings gave investors opportunity positive revision technology tokyo toward turning waiting
Tokyo Electron's earnings revision gave the opportunity for investors who were waiting to buy technology shares. Investors are turning positive toward technology companies.
affects against concern direction dollar increasing minus monetary negatively policy stock stronger
Increasing concern about the direction of monetary policy is a minus for the stock market. A stronger yen against the dollar also negatively affects exporters.
bit gains recent
The recent gains were just a bit too much, too fast.
banks concern estate expansion higher loans
There's some concern expansion in real estate loans may be curtailed by higher rates. There's a high correlation between banks and real estate stocks.
bright commodity given material raw rising spot stocks
The bright spot right now is the commodity stocks given the rising raw material prices.
anytime declining negative oil prices signs
Oil prices show no signs of declining anytime soon, which will have negative implications for shares.
companies drops facing product tech time tough
Tech companies are still facing a tough time with drops in product prices.
data economic jobs likely market rate soon stronger taking view weigh
Right now the market is taking weaker-than-expected economic indicators as a positive, because of the view that there will soon be an end to rate rises. But I think the jobs data is likely to be stronger than expected, so it may weigh on U.S. stocks.
buying economic higher news positive send stocks technology
Positive economic news from the U.S. will send stocks higher at home. Technology stocks may become buying target.