Domestic bond yields have risen sharply and as a result utilities have lost their attractiveness. |
Economies in the region are growing at a good rate. |
Fed policy may be shifting slightly to a longer period of rising rates, and that will hurt sentiment for shares. |
It gives the impression Koizumi wanted someone who has political clout and who can support his structural reforms. Merging or privatizing government-affiliated banks will be positive for commercial lenders and brokerages because it will mean more business for them. |
It looks like demand for high-quality steel remains strong and supply remains limited. |
It's difficult for Japanese utilities to increase dividends as price competition lowers rates. |
It's positive news the government didn't come directly into the market to sell its stake. |
Material costs have gone up. Maybe in the second half the margin has deteriorated a bit. |
Sumitomo Mitsui owes more than the other banks, yet its profitability is very good. It's not surprising it wants to show it's eager to pay the debt as soon as possible. Owing the government gives a bad impression. |
The important thing is that global growth continues. Demand for technology goods remains strong. |
The TSE lacks awareness and alertness when the market is open. If something happens, there needs to be someone to make a decision. They should have halted that J-Com trade. |
There is long-term confidence for continuing growth in Japan's economy. Loans and fee income for banks should grow. |
There may be some parts of this company that may be worth buying, but the accounting isn't clear. You have to do the due diligence. |