2016年1月29日金曜日

2016-01-29 Nikkei225->17,518.30(+476.85) JPX400->12,917.43(+370.21) J-VIX->31.72


The Nikkei average 476 yen and the significant rebound, 17,500 yen recovery, volatility in the interest rate minus the introduction of the Bank of Japan

The Nikkei Stock Average significantly rebound and 17,518 yen 30 sen compared with the day before 476 yen 85 sen high 29th afternoon session. 17,500 yen stand in the closing price is substantially higher level of the half-moon the first time since January 13 (17,715 yen 63 sen). Medium-width is 871 yen 84 sen and December 18 (886 yen 83 sen) since the size of the day.

Afternoon session was volatile. He received a negative interest introduced coverage of the Bank of Japan, afternoon approaching suddenly emerged in positive territory again. After that, the Bank of Japan decided to introduce negative interest rates, along with the weaker yen progress, contains large buying in stock index futures, surged to 17,638 yen 93 sen to 46 minutes midnight pm (the day before ratio 597 yen 48 sen net). After the round of buying, rapidly downward Partly circle Sageshiburi, to 13:20 there was a scene that put the 16,767 yen 09 sen (same 274 yen 36 SenYasu). The effect of negative interest rates had come out also view that limiting. After that, the re-buy, was picking up big.

Volume of the First Section of the Tokyo Stock Exchange 4.1 billion 25.05 million shares, buying and selling price is 4 trillion 431.7 billion yen any and high level of nearly 5-month since August 25 last year. Losers number of stocks rose 1721 stocks, drops 186 stocks, 28 stocks unchanged.


日経平均は476円高と大幅反発、1万7500円回復、日銀のマイナス金利導入で乱高下

29日後場の日経平均株価は前日比476円85銭高の1万7518円30銭と大幅反発。終値での1万7500円台は1月13日(1万7715円63銭)以来ほぼ半月ぶりの高値水準となる。日中値幅は871円84銭と昨年12月18日(886円83銭)以来の大きさ。

 後場は乱高下した。日銀のマイナス金利導入報道を受け、後場寄り付きは再びプラス圏に急浮上。その後、日銀がマイナス金利導入を決定し、円安進行とともに、株価指数先物に大口買いが入り、午後零時46分に1万7638円93銭(前日比597円48銭高)まで急上昇した。買い一巡後は、円下げ渋りもあって急速に下押し、午後1時20分には1万6767円09銭(同274円36銭安)を付ける場面があった。マイナス金利の効果は限定的との見方も出ていた。その後は、買い直され、大きく持ち直した。

 東証1部の出来高は41億2505万株、売買代金は4兆4317億円といずれも昨年8月25日以来ほぼ5カ月ぶりの高水準。騰落銘柄数は値上がり1721銘柄、値下がり186銘柄、変わらず28銘柄。

引用:モーニングスター

Bank of Japan introduces negative interest rate

To determine the current account  negative interest ratethe Bank of Japan a new monetary easing measures

Bank of Japan monetary policy decision meeting open until 29, decided to go ahead with interest rates that are attached to the part of the current account deposits that are entrusted from financial institutions in a new monetary easing to reduce the negative. This, and directed to lending huge amounts of money in the financial institutions that have built up in the Bank of Japan of the account, you can see that there is a steadily advance the aim of deflation.
Bank of Japan two days up to 29 days to open the monetary policy meeting, announced a statement.
And depends on it, for the interest rate that the Bank of Japan has been put on the amount that exceeds a certain level of the current account deposits that are entrusted from financial institutions, that the go ahead to a new monetary easing to reduce from the current 0.1% to 0.1% minus I decided. Minus interest rates has to be introduced from next month on the 16th.
This, from the fact that the benefits of financial institutions keep deposit need more funds to the Bank of Japan fades, as the Bank of Japan, the capital of financial institutions that have built up in the Bank of Japan's account, more aggressively to divert such as lending It is seen that there is a aim to encourage.


Bank of Japan, maintaining purchases frame 80 trillion yen of negative interest rates introduced long-term government bonds with additional mitigation measures

Bank of Japan ends the Monetary Policy Meeting of the 29th private bank has decided to introduce a "negative interest" to impose a 0 - 1% of the fee to the part of the funds that are deposited in the Bank of Japan. Bank of Japan is easing, purchases frame 80 trillion yen of long-term government bonds is maintained.

In addition, it was postponed to achieve time of 2% of the inflation target in the "2017 first half of fiscal around". Until now it had been the "around 28 the second half of fiscal". Of achievement time postponement is the third time.

Minus interest rate decision of the Bank of Japan, in favor of the five out of nine of the policy committee, 4 people were opposed.

■ negative interest

Private banks deposit in the Bank of Japan for the "current account", rather than the Bank of Japan pay interest, how the bank side for a fee. One of the additional monetary easing measures. Bank is to reduce the current account, increase the investment and lending increased, it is to be effective to stimulate the real economy.


日銀 新たな金融緩和策決定 当座預金金利マイナスに

日銀は29日まで開いた金融政策決定会合で、金融機関から預かっている当座預金の一部につけている金利をマイナスに引き下げる新たな金融緩和に踏み切ることを決めました。これによって、日銀の口座に積み上がっている金融機関の巨額の資金を貸し出しに振り向けて、デフレ脱却を着実に進めるねらいがあると見られます。
日銀は29日までの2日間、金融政策決定会合を開き、声明を発表しました。
それによりますと、日銀が金融機関から預かっている当座預金のうち一定の水準を超える金額につけている金利について、現在の0.1%からマイナス0.1%に引き下げる新たな金融緩和に踏み切ることを決めました。マイナス金利は来月16日から導入するとしています。
これによって、金融機関が必要以上の資金を日銀に預けておくメリットが薄れることから、日銀としては、日銀の口座に積み上がっている金融機関の資金を、より積極的に貸し出しなどに振り向けるよう促すねらいがあるとみられます。

引用:NHK

日銀、追加緩和策でマイナス金利導入 長期国債の買い入れ枠80兆円維持

日銀は29日の金融政策決定会合を終了し、民間銀行が日銀に預けている一部の資金に0・1%の手数料を課す「マイナス金利」を導入することを決めた。日銀は追加緩和で、長期国債の買い入れ枠80兆円は維持する。

 また、2%の物価上昇目標の達成時期を「平成29年度前半ごろ」に先送りした。これまでは「28年度後半ごろ」としていた。達成時期の先送りは3回目。

 日銀のマイナス金利決定は、9人の政策委員のうち5人が賛成し、4人が反対した。

 ■マイナス金利

 民間銀行が日銀に預ける「当座預金」について、日銀が利息を支払うのではなく、銀行側が手数料を支払う仕組み。追加の金融緩和策の一つ。銀行が当座預金を減らすことで、投資や貸し出し増などを増やし、実体経済を刺激する効果があるとされる。

引用:産経新聞


Forbes Japan Says Japan market withdrawal of Ford "deserved either"

Japan market withdrawal of Ford "deserved either"


Ford Motor Co. on January 25, announced that it would withdraw from Japan and Indonesia market by the end of this year. This that is given at the same time become clear, the company consistently until the end, was that you're going to maintain an attitude of criticizing the "closed Japanese market."

The company's spokesman, Neil McCarthy for the AP after the announcement of the withdrawal, "Japan is the most automobile market has been closed country in the developed countries. Among the new cars of annual sales, the proportion of the imported cars It said even less than "6%. The previous stage of the part, but received opinion of the automobile trade policy Council of the US (AAPC). There is no evidence to prove to be a correct claim. In addition, the subsequent stage is rich in originality - seen as borrowed from the "law lie in the statistics statistics Introduction that do not use the formula (How to lie with statistics)."

Among the Japanese car sales, it's true that the proportion of the imported cars is around 10% (about 6.5% if you include a light car). But, the Ford do not want noticed anyone is the fact that this figure is clearly that there is a vibrant imported car market of Japan. This proportion in Europe is about 4%, and in China the same 5% (by China Automobile Manufacturers Association of data), much lower than Japan. However, there is no thing Ford is to complain about the European and Chinese automobile market is heard. Share the company will hold in these countries would be the reason.

The other one, Ford does not want to be known to you, our own is in competition in the Japanese market, a fact that was lost to Europeans. Japan is of the 30 million units more than foreign-made cars imported during the last year, was more than 80% of the European brand of car. US-made is, it has remained in only 4%. Japan, home to auto manufacturers more than 10 companies in Japan, it is a competitive market. US manufacturers, including Ford, there are also aspects be led to think that it would have no motivation. Part of Ford vehicles to be imported, it leaves the handle is attached to the opposite side. Even sales of Ford vehicles in conjunction with GM, fall short than half of the Jeep is popular FCA in US manufacturer. Under these circumstances, the Ford has been allowed without withdrawal from the Japanese market up to now, would say a miracle.

Indonesia market "gave up"?

Withdrawal from the Indonesian market, but complete "surrender". One analyst, said, "It is a new step towards the worldwide defeat of the US auto industry."

Japanese market is already saturated. And by population decline and aging, it has gotten a downward curve. However, Indonesia's the opposite of it. Approximately twice the population of Japan. Automobile market has just started to grow. Population 1,000 capita car ownership whereas about a 600 units in Japan, Indonesia is about 50 cars. The country's automotive market, which has grown rapidly from about 10 years ago 2014, annual sales were a record high. This is, Indonesia is for the automaker that has the patience of a little bit with the foresight, should not deny the fact that a country that promises a long-term interests.

But, for the problem of Ford, Indonesia is more than Japan, but it is that it is a strong market Japanese manufacturers. Japanese manufacturers of share 2015, reached 96.5%. Sales of Ford cars in Indonesia up to the year 1 to 11 months, was not less than 5,000. On the other hand sales of Japanese cars in, it has recorded 100 million units nearby.

フォードの日本市場撤退は「自業自得か」

米自動車大手フォード・モーターは1月25日、今年末までに日本とインドネシア市場から撤退すると発表した。これと同時に明らかになったのは、同社が最後まで一貫して、「閉ざされた日本市場」を批判する態度を維持するつもりだということだった。

同社の広報担当、ニール・マッカーシーは撤退の発表後にAP通信に対し、「日本は先進国の中で最も自動車市場が閉ざされた国だ。新車の年間販売台数のうち、輸入車が占める割合は6%にも満たない」と語った。前段の部分は、米自動車貿易政策評議会(AAPC)の受け売りだ。正しい主張であると証明する根拠はない。さらに、後段は独創性に富んだ「統計でウソをつく法―数式を使わない統計学入門(How to lie with statistics)」からの借用とみられる。

日本の自動車販売台数のうち、輸入車が占める割合が10%前後 (軽自動車を含めれば約6.5%)であることは確かだ。だが、フォードが誰にも気づいてほしくないのは、この数字は日本の輸入車市場に活気があることを明示しているという事実だ。この割合は欧州では約4%、中国では同5%(中国自動車工業会のデータによる)であり、日本よりずっと低い。しかし、フォードが欧州や中国の自動車市場について不平を言うのは聞いたことがない。これら各国で自社が握るシェアがその理由だろう。

もう一つ、フォードがあなたに知られたくないのは、自社が日本市場での競争において、欧州勢に負けたという事実だ。日本が昨年中に輸入した30万台超の外国製の自動車のうち、80%以上は欧州ブランドの車だった。米国製は、わずか4%にとどまっている。国内に10社を超える自動車メーカーを擁する日本は、競争の激しい市場だ。フォードをはじめとする米国メーカーには、やる気がないのだろうと思わされる側面もある。輸入されるフォード車の一部は、ハンドルが逆側に付いたままだ。フォード車の販売台数はGMと合わせても、米国メーカーの中で人気があるFCAのジープの半分にも及ばない。こうした状況下で、フォードが今まで日本市場から撤退せずにいられたのは、奇跡といえるだろう。

インドネシア市場は「あきらめた」?

インドネシア市場からの撤退は、完全な「降伏」だ。あるアナリストは、「米自動車産業の世界的な敗北に向けての新たな一歩だ」と述べている。

日本市場はすでに飽和状態だ。そして人口減少と高齢化により、下降線をたどっている。だが、インドネシアはそれとは正反対だ。人口は日本のおよそ2倍。自動車市場は成長し始めたばかりだ。人口1,000人当たりの自動車保有台数が日本で約600台なのに対し、インドネシアは約50台。10年ほど前から急成長を遂げてきた同国の自動車市場は2014年、年間販売台数が過去最高を記録した。このことは、インドネシアが先見の明と少しばかりの忍耐力を持った自動車メーカーに対し、長期的な利益を約束する国だという事実を否定しないはずだ。

だが、フォードにとっての問題は、インドネシアは日本以上に、日本メーカーが強い市場だということだ。日本メーカーのシェアは2015年、96.5%にまで達した。同年1~11月までのインドネシアでのフォード車の販売台数は、5,000にも満たなかった。一方で日本車の販売台数は、100万台近くを記録している。

引用:ForbesJapan

2016年1月28日木曜日

2016-01-28 Nikkei225->17,041.45(-122.47) JPX400->12,547.22(-81.98) J-VIX->38.07


Nikkei average closing | Pullback in the sense of caution into US stock prices and the Bank of Japan decision meeting

Nikkei stock average in Tokyo stock market 28 days was pullback. It finished at ¥ 17,041 45 sen of the day before ratio 122 yen 47 sen (0.71%) weaker. It is determined status quo of the day before the US monetary policy will lead to the US stock prices, investor sentiment has deteriorated in Tokyo stock market. Wait-and-see attitude ahead of the announcement of tomorrow of the Bank of Japan Monetary Policy Meeting was also spread. On the other hand, the yen review buying has propped up an incoming market to export-related by proceeding slightly weaker yen direction.

Attention is the US Federal Reserve Board, which has (FRB) has determined the status quo of the US Federal Open Market Committee (FOMC) in policy that opens gathered. Although the wording was added to the "carefully to watch the progress of the world economy and financial environment", US stocks of the day before and seen that it is not the content of about retracting the interest rate hike in March is was predominant selling It was. Investor sentiment is worsening of the Tokyo stock market in the morning in the US stock prices, the Nikkei average had a scene where lowered to 200 yen more than the day before a temporary ratio.

US Apple announced that it would fall below 10% near in comparison to the same period last year the outlook for the January-March 2016 period sales on the 26th, growth slowed Apple stock is anaerobic fell about 6 percent on the 27th. In response to this associative selling in stocks that are Apple-related, such as TDK and Taiyo Yuden has become the burden of the market to spread.

JPX Nikkei index 400 was also fell back. Closing price was 10 000 2547.22 of the previous day 81.98 points (0.65%) weaker. Tokyo Stock Price Index (TOPIX) also fell back, I finished at 1392.10 of depreciation 8.60 points (0.61 percent).

Trading value of the First Section of the Tokyo Stock Exchange was 2 trillion 377.2 billion yen in rough figures. Trading volume was 2.1 billion 45.39 million shares. Gainers of the First Section of the Tokyo Stock Exchange accounted for 56.5% of the total and 1095. Rise is 753, unchanged was the 87 stocks.


日経平均 大引け|米株安・日銀決定会合への警戒感で反落

28日の東京株式市場で日経平均株価は反落した。前日比122円47銭(0.71%)安の1万7041円45銭で終えた。前日に米金融政策の現状維持が決定され米株安につながり、東京株式市場でも投資家心理が悪化した。あすの日銀の金融政策決定会合の発表を控えて様子見姿勢も広がった。一方で、円相場はやや円安方向に進行して輸出関連に見直し買いが入り相場を下支えした。

 注目が集まっていた米連邦準備理事会(FRB)が開いた米連邦公開市場委員会(FOMC)では政策の現状維持を決定した。「世界景気や金融環境の進展を念入りに注視する」との文言は加えられたものの、3月での利上げ観測を後退させるほどの内容ではないと見られて前日の米株は売りが優勢だった。朝方には米株安で東京株式市場の投資家心理が悪化、日経平均は一時前日比200円超まで下げる場面があった。

 米アップルは26日に2016年1~3月期の売上高の見通しを前年同期と比較して1割近く下回ると発表、成長鈍化が嫌気されてアップル株は27日に約6%下落した。これを受けてTDKや太陽誘電などアップル関連とされる銘柄にも連想売りが波及して相場の重荷となった。

 JPX日経インデックス400も反落した。終値は前日比81.98ポイント(0.65%)安の1万2547.22だった。東証株価指数(TOPIX)も反落し、8.60ポイント(0.61%)安の1392.10で終えた。

 東証1部の売買代金は概算で2兆3772億円だった。売買高は21億4539万株だった。東証1部の値下がり銘柄数は1095と全体の56.5%を占めた。値上がりは753、変わらずは87銘柄だった。


2016年1月27日水曜日

Japan closed market? You know what Ford in Japan were sold at much the Fiesta?

When calculated at $ 1=116 yen
FIESTA 1.0 is $20,344 Sale in Japan
In addition, it is $ 517 additional fee that's metallic black

In addition, In addition, the tax is 8% addition
Who, $ 22,000 is also out, you buy Fiesta?

At $ 12,000 if SUZUKI and Renault Nissan, you can buy a car of the same category.

Whether the iPhone is sold at such a premium price in Japan?

Japanese archipelago is long in the vertical, also different cars that are required

Wise Ford was from when turned to fool?

Carlos Ghosn, is doing well.
Micron Technology also is doing well to buy Elpida.

It carries the F150 via Seattle, and create a sales base in Hokkaido, the Russian Far East and Mongolia, and should I sell to Eastern Europe in the Trans-Siberian Railway.

In Hokkaido, it can also collaborate because there is a major plant of Bridgestone.

Sales network in Hokkaido, it is good if you use a large aftermarket parts shop.

Major aftermarket parts shop YellowHat 


BridgeStone's aftermarket parts shop

Why Ford.What withdrawal without selling F150 in Hokkaido Japan? sales in the Amazon. Will there is a variety of sales methods.

US auto giant Ford is found to be a policy to withdraw from Japan as far as this year.

According to the such as the American NBC television, Ford the 25th, by e-mail sent, such as employees, "in Japan closed market, imported cars is only 6% of the total new cars sold" as, of Japan It revealed to withdraw as far year from the market. In which the aging, is "car away" of the younger generation advance, and is listed in the reason that "you do not see a reasonable way to make a profit."

Ford but the nation's second-largest automaker, according to the Japan Automobile Importers Association, 65 162 units of annual new car registrations in 2015 in Japan Mercedes-Benz, to the 46 229 units of BMW, Ford 4968 if you are given a big difference with the platform, the past few years performance was also sluggish.

"Closed market," the US Ford is to Japan withdrawal
Nippon Television (NNN) January 26 (Tuesday) 9:25 delivery

アメリカの自動車大手・フォードが今年限りで日本から撤退する方針であることが分かった。

 アメリカのNBCテレビなどによると、フォードは25日、社員などに送った電子メールで、「日本は閉鎖的な市場で、輸入車は販売された新車全体の6パーセントでしかない」として、日本の市場から今年限りで撤退することを明らかにした。高齢化と、若い世代の“自動車離れ”が進む中で、「利益を上げる合理的な道筋が見えない」ことも理由に挙げている。

 フォードは全米第2位の自動車メーカーだが、日本自動車輸入組合によれば、日本での2015年の年間新車登録台数はメルセデスベンツの6万5162台、BMWの4万6229台に対し、フォードは4968台と大きく差をつけられていて、ここ数年業績も低迷していた。


2016-01-27 Nikkei225->17,163.92(+455.02) JPX400->12,629.20(+355.41) J-VIX->38.11


Tokyo Stock Exchange closing, 90% increase in risk appetite the First Section of the Tokyo Stock Exchange at a much rebound psychological improvement

Nikkei stock average in Tokyo stock market on the 27th to significantly rebound, finishing the trading at ¥ 17 163 92 sen of the day before ratio 455 yen 02 sen (2.72%) high. Investor sentiment has improved in the recovery of the previous day's Western high stock and oil prices. that the yen exchange rate fell also become a tailwind, it became the dominant order to buy immediately after trading started. Bought a wide range of issues around the flagship large-cap stocks, 90% or more of the First Section of the Tokyo Stock Exchange rose.

Among the market is strong, investors I strengthened the attitude to take to actively operational risk. In the scene where main lines were strengthened Tosei, the Nikkei average of the increase rate has exceeded a temporary 500 yen. All 36 industries has increased in industry Nikkei average.

Shanghai, China stock market is a weak deployment continued, below the ¥ 2,700 temporary milestone. Investor wariness of China stock prices Jiwarito spread between, Nikkei influence had also mean sluggish growth scene limiting, it was expanded again increase rate over the transaction near the end.

In the US Apple on the 26th evening earnings announcement relates to future prospects of the sale of smartphone "iPhone (iPhone)", it showed a cautious view. Although started in the prior to buying such as Murata made and the Alps "Apple-related" strain, the pressure was increased to sell gradually.

JPX Nikkei index 400 significantly rebound. Closing price was 10 000 2629.20 of the previous day 355.41 points (2.90 percent) high. Tokyo Stock Price Index (TOPIX) also rebound, I finished in 1400.70 of 40.47 points (2.98 percent) high.

Trading value of the First Section of the Tokyo Stock Exchange is 2 trillion 451.4 billion yen in rough figures. Trading volume was 2.2 billion 57.57 million shares. Rise number of stocks of the First Section of the Tokyo Stock Exchange 1831, drops 78, unchanged was 24.


東証大引け、大幅反発 心理改善でリスク選好 東証1部の9割上昇

27日の東京株式市場で日経平均株価は大幅反発し、前日比455円02銭(2.72%)高の1万7163円92銭で取引を終えた。前日の欧米株高や原油相場の持ち直しで投資家心理が改善した。円相場が下落したことも追い風となり、取引開始直後から買い注文が優勢となった。主力大型株を中心に幅広い銘柄が買われ、東証1部の9割以上が上昇した。

 相場が堅調に推移するなか、投資家が運用リスクを積極的に取る姿勢を強めた。主力株が騰勢を強めた場面では、日経平均の上げ幅が一時500円を超えた。業種別日経平均で36業種全てが上昇した。

 中国・上海株式相場は軟調な展開が続き、一時節目の2700円を下回った。投資家の間で中国株安への警戒感がじわりと広がり、日経平均が伸び悩む場面もあったが影響は限定的で、取引終了間際にかけて再び上げ幅が拡大した。

 米アップルは26日夕の決算発表で、スマートフォン「iPhone(アイフォーン)」の販売の先行き見通しに関し、慎重な見方を示した。村田製やアルプスなど「アップル関連」株は買い先行で始まったが、次第に売り圧力が増した。

 JPX日経インデックス400は大幅反発。終値は前日比355.41ポイント(2.90%)高の1万2629.20だった。東証株価指数(TOPIX)も反発し、40.47ポイント(2.98%)高の1400.70で終えた。

 東証1部の売買代金は概算で2兆4514億円。売買高は22億5757万株だった。東証1部の値上がり銘柄数は1831、値下がりは78、変わらずは24だった。

引用:日本経済新聞