35 ordspråk av Masaki Iso
Masaki Iso
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Public business-related sectors such as utilities are the most negatively influenced by interest rates because their borrowing is very high.
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The negative business outlooks by Texas Instruments and Intel will definitely hurt sentiment for technology shares in the short term.
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Low rates have supported equities globally, so investors are concerned interest rates will rise further.
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We've had a good year and I expect another good one in the next fiscal year.
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The comments show that Japan's economy is growing rapidly and deflationary pressure near an end.
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The negative business outlooks by Texas Instruments and Intel will definitely hurt sentiment for technology shares in the short term. I'm a bit cautious on Softbank's bid for Vodafone. The buyout price seems pretty high and pricing pressure will increase.
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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.
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The development will help boost their profitability.
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Nissan isn't the only company putting out conservative estimates.
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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.
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Bank stocks have become a core holding for foreigners because Japan's economic recovery is looking increasingly sustainable.
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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.
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Profits at steel makers will continue to increase because demand is rising, while supplies remain tight.
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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.
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I don't think this is an extreme fall.
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