Monday, December 30, 2024

Nikkei 225 Surges Near 20% Yearly, Logs Best Year Since 1989

 


PT Rifan Financindo Berjangka - The Nikkei 225 dipped 383 points or near 1% to end at 39,894 on the last trading day of 2024, snapping two-day gains amid some profit-taking after the index hit a five-month peak last week.

Investors seemed unsettled as they could not find clear reasons for the Nikkei to cross the 40,000 level. The biggest percentage loser on the index was Nissan Motor, slipping by 6.4%. Meanwhile, chip-testing equipment maker Advantest was down by 2.5%. Makino Milling Machine's shares were untraded after a surprise unsolicited takeover bid by Japanese manufacturing giant Nidec.

Nevertheless, markets jumped 4.4% for the month, bringing an almost 20% jump for the full 2024, the best year since 1989, buoyed by strong corporate earnings and a weaker yen boosting export-oriented sectors. Meanwhile, the broader index fell 0.6% but logged gains of 3.8% for the month and 17.6% for the year. The Japanese markets will resume activity on January 6 after closing for the New Year holidays from the next session. PT Rifan Financindo Berjangka.


Source : Trading Economics


Sunday, December 29, 2024

Japan Stocks Fluctuate as Banks Gain on Yields; Exporters Fall

 


PT Rifan Financindo Berjangka - Japanese stocks fluctuate between gains and losses on the last trading session of the year in Tokyo as higher US yields supported banks, while a slump on Wall Street weighed on exporters. 

Topix rose 0.1% to 2,803.91 as of 9:30 a.m. Tokyo time

Nikkei 225 declined 0.3% to 40,141.08

Mitsubishi UFJ Financial Group contributed the most to the Topix’s gain, increasing 1.4%. Out of 2,124 stocks in the benchmark index, 1,231 rose and 730 fell, while 163 were unchanged.

“US stocks are falling, led by technology stocks, due to profit-taking after the large annual gains and the impact of rising interest rates, and Japanese stocks in the morning are likely to follow this trend,” said Shoji Hirakawa, chief global strategist at Tokai Tokyo Intelligence Lab. 

“However, rising US interest rates indicate that the US economy is firming up, and this will be a tailwind for Japan’s economy-sensitive stocks,” he said.

Tokyo’s stock market will be closed from Tuesday for year-end holidays and reopen on Jan. 6. PT Rifan Financindo Berjangka.


Source : Bloomberg


Thursday, December 26, 2024

Japanese Shares Rise 0.5%

 


PT Rifan Financindo Berjangka - Japanese shares rose, led by gains in autos and electronics shares, as a weaker yen boosted earnings growth hopes.

Toyota Motor rose 1.0% and Renesas Electronics gained 2.0%. USD/JPY was at 157.85, compared with 157.36 at the close of trading on the Tokyo Stock Exchange on Thursday.

Investors were watching for any comments on the yen’s recent depreciation from Japanese government officials. The Nikkei Stock Average was up 0.5% at 39,753.32. PT Rifan Financindo Berjangka.


Source: Bloomberg


Wednesday, December 25, 2024

Japan Index Drops Amid Holiday Constraints


 

PT Rifan Financindo Berjangka - The Topix fell 0.5% to 2,714.12 as of 9:28 a.m. in Tokyo.

The Nikkei was little changed at 39,033.72.

Japan’s Topix fell as automakers and banks weighed on the benchmark index amid holiday constraints.

Toyota Motor contributed the most to the Topix decline, dropping 1.4%. Of the 2,125 stocks in the index, 689 rose and 1,247 fell, while 189 were unchanged.

“There are almost no market players, so it’s unlikely the market will show any direction,” said Mitsushige Akino, president of Ichiyoshi Asset Management. “There’s a reversal in the market, and industrial types that have performed well so far are being sold off.”

Investors will be watching a speech by the Bank of Japan governor later in the day for clues on the central bank’s next interest rate hike. PT Rifan Financindo Berjangka.


Source: Bloomberg


Monday, December 23, 2024

Japan Stocks End 6-Day Decline as Honda Gains on Nissan Merger

 


PT Rifan Financindo Berjangka - Japan’s stocks rose to end a six-day decline as carmakers and semiconductor-related names gained on a weaker yen. Banks also pushed the market higher as traders weighed the outlook for higher borrowing costs. 

The Topix rose 0.9% to 2,726.74 at market close.

The Nikkei advanced 1.2% to 39,161.34.

Toyota Motor contributed the most to the Topix’s gain, increasing 2.4%, while its peer Honda Motor also advanced. Honda and Nissan Motor are looking to finalize a merger agreement as soon as June after negotiations begin later Monday, and may combine in 2026, Japanese media reported, citing unidentified sources.

“Traders are looking for Japan-specific clues to trade stocks,” said Masahiro Yamaguchi, a senior market analyst at SMBC Trust Bank. Lenders are up but “the BOJ’s cautious stance toward a rate hike may weigh on the bank stocks.” 

Out of 2,125 stocks in the Topix, 1,409 rose and 620 fell, while 96 were unchanged. PT Rifan Financindo Berjangka.


Source: Bloomberg


Sunday, December 22, 2024

Japanese Shares Dip on Strong Inflation Data


 

PT Rifan Financindo Berjangka - The Nikkei 225 Index dropped 0.29% to close at 38,702, while the broader Topix Index fell 0.44% to 2,702 on Friday, marking the sixth consecutive session of losses as investors reacted to stronger-than-expected inflation data.

Japan's headline inflation rate rose to a three-month high of 2.9% in November, up from 2.3% in October, while the core inflation rate increased to 2.7%, surpassing market expectations of 2.6%. These figures support a hawkish outlook for Bank of Japan (BOJ) monetary policy. However, the BOJ chose to keep rates unchanged at its December meeting, citing the need to assess wage trends, global economic uncertainties, and the policies of the incoming US administration.

Technology, industrial, and consumer stocks led the decline. Over the week, the Nikkei and Topix indexes lost 1.95% and 1.62%, respectively. PT Rifan Financindo Berjangka.


Source : Trading Economics


Thursday, December 19, 2024

Japan’s Shares Gain Slightly as Weak Yen Post-BOJ Aids Exporters

 


PT Rifan Financindo Berjangka - Japanese shares are rising slightly on Friday as the yen’s weakening on dovish signals from the Bank of Japan supported export-related sectors such as automakers, steel producers and shippers.

The Topix Index rose 0.2% to 2,719.63 as of 9:30 a.m. Tokyo time

The Nikkei advanced 0.2% to 38,880.21

Toyota Motor Corp. contributed the most to the Topix Index’s gain, increasing 2.8%. Out of 2,126 stocks in the index, 1,195 rose and 775 fell, while 156 were unchanged.

With key domestic and overseas monetary policy events out of the way, domestic demand-linked sectors such as builders and pharmaceuticals were also firm.

Bank shares fell after the BOJ left interest rates unchanged Thursday and its Governor Kazuo Ueda cast doubt on whether the bank could hike rates in January. The yen is extending its losses, weakening 0.2% against the dollar after tumbling 1.7% on Thursday.

“Today’s Japanese stocks are likely to have a slightly positive tone due to the yen’s depreciation and the fact that the sharp decline in US stocks after the FOMC meeting has paused,” said Masahiro Ichikawa, chief market strategist at Sumitomo Mitsui DS Asset Management. “Although the yen’s depreciation isn’t likely to be sustained, exchange rates aren’t at levels that would pose concerns for Japanese corporate earnings.” PT Rifan Financindo Berjangka.


Source : Bloomberg


Wednesday, December 18, 2024

Japanese Shares Fall After Wall Street Selloff

 

PT Rifan Financindo Berjangka - The Nikkei 225 Index fell 1% to below 38,700, while the broader Topix Index fell 0.5% to 2,706 on Thursday, hitting a three-week low. The declines mirrored a sharp selloff on Wall Street after the U.S. Federal Reserve signaled fewer interest rate cuts in 2025 than previously expected. The Fed now expects just two rate cuts next year, down from the four projected in its September outlook. Investors also remained cautious ahead of the Bank of Japan’s monetary policy decision later in the day.

The central bank is likely to hold off on raising interest rates as policymakers assess the latest economic data. Technology stocks were the hardest hit, with significant losses for Advantest (-4.5%), SoftBank Group (-4.3%), and Tokyo Electron (-2.5%). Other major stocks also fell, including Honda Motor (-1.3%), Toyota Motor (-1.3%), and Sony Group (-0.9%). PT Rifan Financindo Berjangka.


Source: Trading Economics


Tuesday, December 17, 2024

Nikkei 225 Falls for Fourth Day Ahead of Fed; Nissan ADRs Gain

 


PT Rifan Financindo Berjangka - Japan’s Nikkei 225 fell for a fourth day as investors were cautious ahead of both Federal Reserve and Bank of Japan monetary policy decisions. A drop in US semiconductor stocks also dragged on the market. 

Nikkei declined 0.2% to 39,275.88 as of 9:07 a.m. Tokyo time

The Topix Index little changed at 2,726.90

Out of 2,126 stocks in the index, 819 rose and 1,132 fell, while 175 were unchanged

Should the market start to reduce expectations for Fed rate cuts into next year, it’s difficult to predict how US stocks will react, and this is weighing on Japanese equities, said Mitsushige Akino, president of Ichiyoshi Asset Management. 

Nissan Motor and Honda Motor ADRs rose on news they’re exploring a potential merger, according to people familiar with the matter, which would better position a combined company to face global competitive challenges. PT Rifan Financindo Berjangka.


Source : Bloomberg


Monday, December 16, 2024

Japan’s Shares Rise as US Tech Gains, Weak Yen Bolster Exporters

 


PT Rifan Financindo Berjangka - Japanese shares are rebounding Tuesday, as gains in US technology shares on expectations of a Federal Reserve interest rate cut and a weakening yen supported export-related stocks such as electronics firms and automakers.

The Topix Index rose 0.6% to 2,753.57 as of 9:35 a.m. Tokyo time.

The Nikkei advanced 0.6% to 39,709.40.

Hitachi Ltd. contributed the most to the Topix Index gain, increasing 2.4%. Out of 2,126 stocks in the index, 1,129 rose and 825 fell, while 172 were unchanged.

Real estate shares are also advancing on expectations Japan’s economy will expand next year. 

SoftBank Group shares climbed as much as 4%, their biggest gain since Nov. 25, after President-elect Donald Trump announced that the Japanese technology investor planned to invest $100 billion in the US over the next four years.

Overall trading in the Japanese market will likely be restrained though ahead of monetary policy decisions in Japan and the US later this week. PT Rifan Financindo Berjangka.


Source : Bloomberg


Sunday, December 15, 2024

Japan’s Shares Fluctuate; Financials Advance on Rising US Yields

 


PT Rifan Financindo Berjangka - Japan’s equities are narrowly mixed on Monday, with a weakening in the yen supporting export-related firms such as machinery and automakers. Rising US bond yields boosted banks, though trading was subdued before key central bank decisions this week in Japan and overseas.

The Topix Index fell 0.1% to 2,744.06 as of 9:36 a.m. Tokyo time.

The Nikkei advanced 0.2% to 39,544.74.

Tokio Marine Holdings Inc. contributed the most to the Topix Index decline, decreasing 2%. Out of 2,126 stocks in the index, 890 rose and 1,080 fell, while 156 were unchanged. PT Rifan Financindo Berjangka.


Source : Bloomberg


Thursday, December 12, 2024

Japanese Stocks Rise at Close, Up 1.27%

 

PT Rifan Financindo Berjangka - Japanese stocks rose after the close on Thursday (12/12), as gains in the Precision Instruments, Steel and Electrical/Machinery sectors helped stocks advance.

At the close in Tokyo, the Nikkei 225 rose 1.27% to hit a fresh 1-month high.

The best performers on the Nikkei 225 were Advantest Corp. (TYO:6857), which rose 5.10% or 430.00 points to trade at 8,865.00 at the close. Meanwhile, DeNA Co Ltd (TYO:2432) rose 5.04% or 123.50 points to close at 2,573.50 and Chubu Electric Power Co., Inc. (TYO:9502) gained 4.54% or 70.50 points to 1,624.00 in the last trading session.

The worst performers of the session were SUMCO Corp. (TYO:3436), which fell 2.56% or 31.00 points to close at 1,180.00. Nissan Motor Co., Ltd. (TYO:7201) fell 2.16% or 7.90 points to close at 357.00 and Taiyo Yuden Co., Ltd. (TYO:6976) dropped 1.93% or 42.50 points to 2,158.00

Gainers outnumbered decliners on the Tokyo Stock Exchange in 2010 to 1,557 and 311 ended unchanged.

DeNA Co Ltd (TYO:2432) shares rose to a 5-year high, up 5.04% or 123.50 to close at 2,573.50.

Nikkei Volatility, which measures the implied volatility of Nikkei 225 options, fell 6.50% to 21.43. PT Rifan Financindo Berjangka.


Source: Investing


Wednesday, December 11, 2024

Japanese Shares Rise as Wall Street Leads

 


PT Rifan Financindo Berjangka - The Nikkei 225 jumped 1.6% to surpass 40,000 while the broader Topix index jumped 1.2% to 2,782 on Thursday, with Japanese shares hitting their highest in months and tracking a rally on Wall Street overnight after U.S. inflation data appeared to pave the way for a Federal Reserve interest rate cut.

The market is now pricing in a near 100% chance that the Fed will deliver another 25 basis point cut next week. Meanwhile, the outlook for Bank of Japan monetary policy remains highly uncertain, with markets divided over whether the central bank will raise rates again in December or January. All sectors were in the mix, with big gains coming from index heavyweights Fujikura (+5.1%), Disco (2.3%), Advantest (5.2%), SoftBank Group (2.9%) and Sony Group (2.9%). PT Rifan Financindo Berjangka.


Source: Trading Economics


Tuesday, December 10, 2024

Japanese Stocks Rise on Optimism Following China Stimulus Announcement

 


PT Rifan Financindo Berjangka - The Nikkei 225 index rose 0.3% to above 39,200, while the broader Topix index gained 0.4% to 2,745 on Tuesday, extending gains from the previous session.

The rally was driven by optimism following China’s announcement of “more proactive” fiscal measures and “moderately” loose monetary policy, which boosted market sentiment across the region.

Japanese stocks also defied a selloff on Wall Street overnight, with major U.S. technology names facing pressure. At home, investors are eyeing business sentiment data later this week to gauge the health of the Japanese economy.

Market expectations remain divided over the timing of the Bank of Japan’s next interest rate hike, with forecasts ranging between December and January.

Among the big players, major index players Toyota Motor (+1.5%), Sony Group (+2.7%) and Kawasaki Heavy Industries (+2.3%) posted strong gains. PT Rifan Financindo Berjangka.


Source: Trading Economics


Monday, December 9, 2024

Japanese Stocks Rise on Optimism Following China Stimulus Announcement

 


PT Rifan Financindo Berjangka - The Nikkei 225 index rose 0.3% to above 39,200, while the broader Topix index gained 0.4% to 2,745 on Tuesday, extending gains from the previous session.

The rally was driven by optimism following China’s announcement of “more proactive” fiscal measures and “moderately” loose monetary policy, which boosted market sentiment across the region.

Japanese stocks also defied a selloff on Wall Street overnight, with major U.S. technology names facing pressure. At home, investors are eyeing business sentiment data later this week to gauge the health of the Japanese economy.

Market expectations remain divided over the timing of the Bank of Japan’s next interest rate hike, with forecasts ranging between December and January.

Among the big players, major index players Toyota Motor (+1.5%), Sony Group (+2.7%) and Kawasaki Heavy Industries (+2.3%) posted strong gains. PT Rifan Financindo Berjangka.


Source: Trading Economics


Sunday, December 8, 2024

Japanese Stocks Struggle Amid Global Uncertainty

 

PT Rifan Financindo Berjangka - The Nikkei 225 and Topix indexes showed limited movement on Monday (12/9), as global political instability weighed on financial markets. The ongoing political crises in South Korea and France, along with the collapse of Syrian President Bashar al-Assad's regime, contributed to the uncertainty. Domestically, Japan's third-quarter economic growth was revised up, indicating the country's second straight quarter of expansion.

Investors now await business sentiment data later this week to further gauge the health of the economy. Significant declines were seen in index heavyweights such as Mitsubishi Heavy Industries (-1.4%), Advantest (-4.3%), and Tokyo Electron (-1.3%). However, gains were posted by SoftBank Group (2.1%), Rakuten Group (4.4%), and Nintendo (0.8%). PT Rifan Financindo Berjangka.


Source: Trading Economics


Thursday, December 5, 2024

Hang Seng Index Falls 0.9% at Finish

 


PT Rifan Financindo Berjangka - The Hang Seng dipped 182 points or 0.9% to close at 19,560 on Thursday after a subdued session the day before, burdened by losses across sectors.

Investor unease mounted regarding China's policy outlook ahead of an upcoming central economic working forum and the Politburo gathering next week. A new round of US-China tech curbs and fears about additional trade disputes also unsettled markets.

Some economists warned that China's recovery momentum during Q4 could slow in H1 2025, partly due to the impact of a new US administration. Political turmoil in South Korea and France further contributed to market volatility, along with caution before Chinese trade data, set to be released over the weekend.

Capping further declines were Fed Chair Powell's latest comments on the US economy and a surge in US tech stocks Wednesday, ahead of Friday's NFP data. Among large-cap stocks that saw deep losses included Meituan (-4.0%), Alibaba Health Intl. (-3.8%), Trip.Com (-3.6%), and KE Holdings (-3.1%). PT Rifan Financindo Berjangka.


Source: Trading Economics


Wednesday, December 4, 2024

Japan’s Nikkei 225 Advances for Fourth Day on Powell’s Remarks

 


PT Rifan Financindo Berjangka - Japan’s Nikkei 225 index climbs for a fourth consecutive day after Federal Reserve Chair Jerome Powell’s bullish remarks on the US economy boosted risk appetite.

Topix Index rose 0.1% to 2,742.24 as of market close Tokyo time.

Nikkei advanced 0.3% to 39,395.60.

Recruit Holdings Co. contributed the most to the Topix Index gain, increasing 2.9%. Out of 2,128 stocks in the index, 1,218 rose and 796 fell, while 114 were unchanged.

While the ISM data was slightly disappointing, there’s still an optimistic view of the US economy, said Tetsuo Seshimo, a portfolio manager at Saison Asset Management. The fact that tighter monetary policy and interest-rate hikes are probably becoming unavoidable are weighing on the Topix index, he said.

Bank of Japan board member Toyoaki Nakamura said during a press conference on Thursday that he’s not objecting to a rate hike, but will look at data to decide on policy this month. Japanese government bond futures fall and the yen jumps against the dollar.(Cay) PT Rifan Financindo Berjangka.


Source: Bloomberg


Tuesday, December 3, 2024

The Nikkei 225 Index surged 1.3%

 


PT Rifan Financindo Berjangka - The Nikkei 225 Index surged 1.3% to surpass 39,000, while the broader Topix Index rose 0.9% to 2,740 on Tuesday, extending gains from the previous session, with technology stocks driving the rally. Local shares followed the positive momentum from Wall Street, where the S&P 500 and Nasdaq Composite reached new all-time highs, fueled by outperformance from major US tech companies. Investors also kept a close eye on currency movements as the yen continued to strengthen.


The technology sector saw strong gains, led by Disco (up 6.3%), Lasertec (up 5.4%), Tokyo Electron (up 4.1%), Advantest (up 2.7%), and SoftBank Group (up 1.8%). Other index heavyweights also posted notable gains, including Toyota Motor (up 0.8%), Fast Retailing (up 1%), and Nippon Yusen (up 3.9%).(Cay) PT Rifan Financindo Berjangka.


Source: Trading Economi


Monday, December 2, 2024

Japan stocks higher at close of trade,Nikkei 225 up 0.92%

 


PT Rifan Financindo Berjangka - Japan stocks were higher after the close on Monday, as gains in the Gas & Water, Banking and Retail sectors led shares higher.

At the close in Tokyo, the Nikkei 225 gained 0.92%.

The best performers of the session on the Nikkei 225 were Fujikura Ltd. (TYO:5803), which rose 6.39% or 340.00 points to trade at 5,662.00 at the close. Meanwhile, Dai-ichi Life Holdings Inc (TYO:8750) added 6.27% or 254.00 points to end at 4,305.00 and Hitachi Ltd (TYO:6501) was up 5.20% or 195.00 points to 3,946.00 in late trade.

The worst performers of the session were Shiseido Co., Ltd. (TYO:4911), which fell 6.62% or 189.00 points to trade at 2,666.50 at the close. Dai Nippon Printing Co., Ltd. (TYO:7912) declined 1.49% or 34.00 points to end at 2,251.00 and Oriental Land Co Ltd (TYO:4661) was down 1.41% or 50.00 points to 3,488.00.

Rising stocks outnumbered declining ones on the Tokyo Stock Exchange by 2026 to 1573 and 278 ended unchanged.

Shares in Shiseido Co., Ltd. (TYO:4911) fell to 5-year lows; down 6.62% or 189.00 to 2,666.50. Shares in Dai Nippon Printing Co., Ltd. (TYO:7912) fell to 3-years lows; losing 1.49% or 34.00 to 2,251.00.

The Nikkei Volatility, which measures the implied volatility of Nikkei 225 options, was down 7.31% to 22.31.(Cay) PT Rifan Financindo Berjangka.


Source: Trading Economi


Sunday, December 1, 2024

Japanese stocks down at close of trade; Nikkei 225 down 0.52%

 


PT Rifan Financindo Berjangka - Japanese stocks fell after the close on Friday (11/29), as losses in the Shipbuilding, Precision Instruments and Retail sectors led shares lower.

At the close in Tokyo, the Nikkei 225 was down 0.52%.

The best performers on the Nikkei 225 were Chiba Bank Ltd (TYO:8331), which rose 4.21% or 50.50 points to trade at 1,250.50 at the close. Meanwhile, Furukawa Electric Co., Ltd. (TYO:5801) gained 3.62% or 215.00 points to close at 6,155.00 and Dai-ichi Life Holdings Inc (TYO:8750) gained 3.53% or 138.00 points to 4,051.00 in late trade.

The worst performers on the session were Nissan Motor Co., Ltd. (TYO:7201), which fell 4.01% or 15.00 points to close at 358.90. SUMCO Corp. (TYO:3436) dropped 3.30% or 41.00 points to close at 1,203.00 and DeNA Co Ltd (TYO:2432) plunged 3.27% or 82.50 points to 2,437.50.

Declining stocks outnumbered advancing ones on the Tokyo Stock Exchange, 1,874 to 1,695, with 286 ending unchanged.

Nissan Motor Co., Ltd. (TYO:7201) shares plunged to a three-year low, down 4.01% or 15.00 to close at 358.90. SUMCO Corp. (TYO:3436) shares plunged to a 3-year low, down 3.30% or 41.00 to 1,203.00.

Nikkei Volatility, which measures the implied volatility of Nikkei 225 options, rose 10.50% to 22.95. PT Rifan Financindo Berjangka.


Source: Investing.com


Thursday, November 28, 2024

Japanese Stocks Drop as Traders Assess Data

 


PT Rifan Financindo Berjangka - The Nikkei 225 Index fell 0.7% to below 38,100, while the broader Topix Index fell 0.4% to 2,677 on Friday, reversing some of the previous session’s gains.

Investors were reacting to data showing that Tokyo inflation rose above 2% in November, fueling speculation that the Bank of Japan will raise interest rates next month. Markets now price in a 60% chance of a 25 basis point rate hike in December, up from about 50% a week ago.

Meanwhile, the latest data on industrial production, retail sales and employment showed signs of slowing economic activity. Technology stocks led the decline, with significant losses for Disco (-1.6%), Lasertec (-1.2%), Tokyo Electron (-2.6%), Advantest (-0.9%) and SoftBank Group (-0.7%). For the week, the Nikkei and Topix are expected to end lower, down 0.7% and 0.8%, respectively. PT Rifan Financindo Berjangka.


Source: Trading Economics


Wednesday, November 27, 2024

Nikkei Down 0.4%, Dragged Down by Electronics Shares

PT Rifan Financindo Berjangka - Japanese stocks fell, dragged down by a decline in electronics shares, as concerns about U.S. trade policy persisted. Lasertec dropped 3.4% and Terumo dropped 1.7%. USD/JPY was at 151.46, down from 152.15 at the close of the Tokyo Stock Exchange on Wednesday. Investors were watching the yen and any developments related to the Russia-Ukraine war. The Nikkei Stock Average was down 0.4% at 37,994.69. PT Rifan Financindo Berjangka.


Source: Bloomberg


 


Tuesday, November 26, 2024

Japanese Shares Fall as Yen Strengthens

 

PT Rifan Financindo Berjangka - The Nikkei 225 Index dropped 0.5% to below 38,300, while the broader Topix Index lost 0.4% to 2,678 on Wednesday, extending losses from the previous session as the yen continued to strengthen amid speculation that the Bank of Japan may raise interest rates again next month. A stronger yen dampens the profit outlook for Japan’s export-driven industries and makes Japanese assets more expensive for foreign investors.

Traders are also awaiting the latest Tokyo inflation data, which is seen as a leading indicator for nationwide price trends. Export-heavy auto and consumer stocks led the decline, with notable losses from Toyota Motor (-3.1%), Honda Motor (-2.4%), Nissan Motor (-4.9%), and Fast Retailing (-0.9%). Major technology stocks also came under pressure, including Advantest (-1.3%) and Tokyo Electron (-1.7%). PT Rifan Financindo Berjangka.


Ssource: Trading Economics

Monday, November 25, 2024

The Nikkei 225 Index Closes 1.75% Higher

 

PT Rifan Financindo Berjangka - The Nikkei 225 Index jumped 1.3% to close at 38,780 while the broader Topix Index gained 0.71% to 2,716 on Monday, with Japanese shares rising for the second straight session after coming under pressure over the past two weeks.

Local shares also mirrored gains in US futures, as President-elect Donald Trump nominated hedge fund manager Scott Bessent for Treasury Secretary, removing a source of uncertainty for markets.

Looking ahead, investors are focused on Tokyo’s inflation figures, due for release this week, as they are seen as a leading indicator of nationwide price trends.

Technology stocks led the rally, with notable gains from Lasertec (+2.3%), Tokyo Electron (+4%), SoftBank Group (+3.4%), Recruit Holdings (+4.4%) and Keyence (1.5%). Strong performances were also seen from Mitsubishi Heavy Industries (+1.2%), Toyota Motor (+1.1%), and Fast Retailing (+3.5%). PT Rifan Financindo Berjangka.


Source: Trading Economics


Sunday, November 24, 2024

Japanese Shares Rise for Second Session

 


PT Rifan Financindo Berjangka - The Nikkei 225 jumped 1.5% to above 38,800 while the broader Topix index gained 0.9% to 2,720 on Monday, with Japanese shares rising for a second straight session after suffering losses over the past two weeks. Local shares also mirrored Wall Street’s gains, as strong U.S. economic data and optimism over the election outcome continued to support equities.

Looking ahead, investors are focused on Tokyo’s inflation figures, due later this week, as they are seen as a leading indicator of national price trends. Technology stocks led the rally, with significant gains from Lasertec (+3.2%), Tokyo Electron (+3.4%), SoftBank Group (+3%), Sakura Internet (+1%), and Recruit Holdings (+1.4%). Strong performances were also seen from Mitsubishi Heavy Industries (+1.4%), Toyota Motor (+2%), and Fast Retailing (+1.9%). PT Rifan Financindo Berjangka.

Source: Trading Economic

Thursday, November 21, 2024

The Nikkei 225 Index Closes 0.74% Lower



PT Rifan Financindo Berjangka -  The Nikkei 225 Index declined by 0.85% to close at 38,026, while the broader Topix Index lost 0.57% to 2,683 on Thursday, as Japanese shares hit multi-week lows, largely driven by losses in the technology sector.

The drop followed a sharp decline in Nvidia’s stock after-hours, despite the company reporting better-than-expected quarterly results and providing strong forward guidance.

Nvidia's struggles weighed heavily on the broader tech sector, with notable losses from Advantest (-1.6%), Lasertec (-0.8%), SoftBank Group (-1.1%), Tokyo Electron (-0.4%), and Hitachi (-1.7%).

Other key index components also saw declines, including Mitsubishi Heavy Industries (-3.1%), IHI Corp (-3.9%), and Fast Retailing (-2.4%). On the economic front, investors are awaiting Japan's latest inflation data, set to be released on Friday, to assess the outlook for the country’s economy and monetary policy. PT Rifan Financindo Berjangka.


Source: Trading Economics


Wednesday, November 20, 2024

Japanese Stocks Down 0.08% at Close

 


PT Rifan Financindo Berjangka - Japanese stocks were lower after the close on Wednesday, as losses in the Paper & Pulp, Gas & Water and Transportation sectors led shares lower.


At the close in Tokyo, the Nikkei 225 was down 0.08%.


The best performers of the session on the Nikkei 225 were Tokyo Gas Co., Ltd., which rose 12.96% or 495.00 points to trade at 4,315.00 at the close. Meanwhile, Sompo Holdings Inc. gained 11.42% or 407.00 points to close at 3,971.00 and Seven & i Holdings Co., Ltd. gained 6.52% or 159.00 points to 2,597.00 in late trade.


The worst performers on the session were Tokio Marine Holdings, Inc., which plunged 6.99%, or 423.00 points, to close at 5,631.00. MS&AD Insurance Group Holdings plunged 4.92%, or 182.00 points, to close at 3,518.00 and Keisei Electric Railway Co., Ltd. dropped 3.66%, or 148.00 points, to 3,899.00.


Declining stocks outnumbered gaining stocks on the Tokyo Stock Exchange in 2019 to 1,560, with 257 ending unchanged.


Tokyo Gas Co., Ltd. rose to a five-year high, up 12.96%, or 495.00, to close at 4,315.00. Sompo Holdings Inc. rose to a 52-week high, up 12.96%, or 495.00, to close at 4,315.00. rose 11.42% or 407.00 to 3,971.00. Shares of Seven & i Holdings Co., Ltd. rose to an all-time high; up 6.52% or 159.00 to 2,597.00.


Nikkei Volatility, which measures the implied volatility of Nikkei 225 options, rose 12.49% to 26.12.


Crude oil for January delivery rose 0.22% or 0.15 to $69.39 a barrel. Elsewhere in commodities trading, Brent oil for January delivery rose 0.14% or 0.10 to hit $73.41 a barrel, while the December Gold Futures contract rose 0.01% or 0.30 to trade at $2,631.30 a troy ounce. PT Rifan Financindo Berjangka.


Source: Investing.com


Tuesday, November 19, 2024

Japanese Stocks Rise 0.45% at Close


PT Rifan Financindo Berjangka - Japanese stocks rose after the close on Tuesday (11/19), as gains in the Paper & Pulp, Steel and Warehousing sectors boosted shares.

At the close in Tokyo, the Nikkei 225 was up 0.45%.

The best performers on the Nikkei 225 were Japan Steel Works Ltd (TYO:5631), which rose 11.55% or 673.00 points to trade at 6,499.00 at the close. Meanwhile, Fujikura Ltd. (TYO:5803) rose 7.17% or 378.00 points to close at 5,650.00 and Ebara Corp. (TYO:6361) gained 5.21% or 115.00 points to 2,323.00 in close.

The worst performers on the session were Bandai Namco Holdings Inc (TYO:7832), which fell 3.83% or 126.00 points to close at 3,167.00. Konica Minolta, Inc. (TYO:4902) fell 3.33% or 22.90 points to close at 664.00 and Astellas Pharma Inc. (TYO:4503) dropped 3.31% or 53.50 points to 1,561.00.

Gainers outnumbered decliners on the Tokyo Stock Exchange by 2,359 to 1,188, with 309 ending unchanged.

Japan Steel Works Ltd (TYO:5631) shares rose to a five-year high, up 11.55% or 673.00 to close at 6,499.00.

Nikkei Volatility, which measures the implied volatility of Nikkei 225 options, fell 4.76% to 23.22.

Crude oil for January delivery fell 0.07% or 0.05 to settle at $69.12 a barrel. Elsewhere in commodities trading, Brent oil for January delivery fell 0.03% or 0.02 to settle at $73.28 a barrel, while the December Gold Futures contract rose 0.46% or 11.90 to trade at $2,626.50 a troy ounce.

USD/JPY fell 0.09% to 154.51, while EUR/JPY fell 0.19% to settle at 163.59. PT Rifan Financindo Berjangka.


Source: Investing.com


 


Monday, November 18, 2024

Nikkei 225 Closes Down 1.02%

 


PT Rifan Financindo Berjangka - The Nikkei 225 index fell 0.7% to below 38,400, while the broader Topix index fell 0.6% to 2,696 on Monday, mirroring losses on Wall Street as the post-election rally continued to lose momentum and concerns over a slower pace of interest rate cuts by the U.S. Federal Reserve weighed on sentiment.

Japanese stocks also faced pressure from a sharp rebound in the yen on Friday. On the economic front, investors reacted to data showing a surprise drop in Japanese machinery orders in September.Looking ahead, the market is focused on key economic releases later in the week, including Japanese trade data on Wednesday and inflation figures on Friday, which are expected to provide further clarity on the economic outlook and monetary policy. Significant declines were seen in key index stocks such as Mitsubishi Heavy Industries (-3%), Lasertec (-2.5%), SoftBank Group (-1.5%), Tokyo Electron (-1.9%), and IHI Corp (-2.9%). PT Rifan Financindo Berjangka.


Source: Trading Economics


Japanese Shares Follow Wall Street Lower


PT Rifan Financindo Berjangka - The Nikkei 225 Index dropped 0.7% to below 38,400, while the broader Topix Index fell 0.6% to 2,696 on Monday, mirroring losses on Wall Street as the post-election rally continued to lose momentum and concerns over a slower pace of interest rate cuts by the US Federal Reserve weighed on sentiment.

Japanese stocks also faced pressure from a sharp rebound in the yen on Friday. On the economic front, investors reacted to data showing a surprising decline in Japan's machinery orders in September. Looking ahead, markets are focused on key economic releases later this week, including Japanese trade data on Wednesday and inflation figures on Friday, which are expected to provide further clarity on the outlook for both the economy and monetary policy. Notable decliners included major index heavyweights such as Mitsubishi Heavy Industries (-3%), Lasertec (-2.5%), SoftBank Group (-1.5%), Tokyo Electron (-1.9%), and IHI Corp (-2.9%). PT Rifan Financindo Berjangka.


Source: trading Economics



Thursday, November 14, 2024

Japanese Shares Rise After Solid GDP Data


 

PT Rifan Financindo Berjangka - The Nikkei 225 jumped 1.1% to above 38,900 while the broader Topix index rose 1% to 2,728 on Friday, with Japanese shares snapping a three-day slide as solid GDP data lifted market sentiment. Japan’s economy expanded 0.3% year-on-year in the third quarter, ending two straight quarters of declines amid further improvements in private consumption and government spending.


Local shares also benefited from a sharply weaker yen that boosted the profit outlook for Japan’s export-driven industries. Meanwhile, investors remained cautious after U.S. Fed Chair Powell said that strong U.S. economic growth would allow policymakers to take their time before cutting interest rates further. Outstanding performers were Disco (+4.3%), Mizuho Financial (4.8%) and Toyota Motor (2.9%). PT Rifan Financindo Berjangka.


Source: Trading Economics


Wednesday, November 13, 2024

Nikkei 225 Closes 1.71% Lower Ahead of CPI Data

 


PT Rifan Financindo Berjangka - The Nikkei 225 Index fell 0.7% to around 39,100 while the broader Topix Index lost 0.3% to 2,733 on Wednesday, tracking losses on Wall Street overnight as the market took a breather from the postelection rally.


Domestically, data showed that Japan's producer prices rose at the fastest pace in 14 months in October, highlighting ongoing inflationary pressures.


Investors also continued to evaluate the impact of Japan's 10 trillion yen stimulus plan for AI chipmakers which aims to strengthen critical supply chains amid ongoing US-China trade tensions.


Technology stocks led the declines, with notable losses in Disco (-1.1%), Lasertec (-1%), and Advantest (-1.4%). SoftBank Group also saw volatility, despite reporting strong quarterly gains of 608.5 billion yen from its Vision Fund.


Meanwhile, Nissan Motor climbed for the second consecutive day after activist investor Effissimo disclosed a stake in the struggling automaker. PT Rifan Financindo Berjangka.


Source : Trading Economics


Tuesday, November 12, 2024

Saham Jepang Jatuh Karena Isyarat Wall Street Yang Lemah

 




PT Rifan Financindo Berjangka - Indeks Nikkei 225 turun 0,7% menjadi sekitar 39.100 sementara Indeks Topix yang lebih luas turun 0,3% menjadi 2.733 pada hari Rabu, mengikuti kerugian di Wall Street semalam karena pasar beristirahat sejenak dari reli pascapemilu. Di dalam negeri, data menunjukkan bahwa harga produsen Jepang naik pada laju tercepat dalam 14 bulan pada bulan Oktober, menyoroti tekanan inflasi yang sedang berlangsung. Investor juga terus mengevaluasi dampak dari rencana stimulus 10 triliun yen Jepang untuk pembuat chip AI yang bertujuan untuk memperkuat rantai pasokan penting di tengah ketegangan perdagangan AS-Tiongkok yang sedang berlangsung. Saham teknologi memimpin penurunan, dengan kerugian yang signifikan di Disco (-1,1%), Lasertec (-1%), dan Advantest (-1,4%). SoftBank Group juga mengalami volatilitas, meskipun melaporkan keuntungan kuartalan yang kuat sebesar 608,5 miliar yen dari Vision Fund-nya. Sementara itu, saham Nissan Motor naik untuk hari kedua berturut-turut setelah investor aktivis Effissimo mengungkapkan kepemilikan saham di produsen mobil yang sedang kesulitan itu.(Cay) PT Rifan Financindo Berjangka.


Sumber: Trading Economi


Indeks Nikkei 225 Ditutup Turun 0,87%


PT Rifan Financindo Berjangka - Indeks Nikkei 225 turun hingga ditutup pada level 39.376 pada hari Selasa(12/11), membalikkan kenaikan sebelumnya karena semikonduktor dan saham terkait lainnya mengalami tekanan, mencerminkan pergerakan di pasar AS semalam. Penurunan tersebut terjadi meskipun ada komentar dari Menteri Perindustrian Jepang Yoji Muto, yang mengonfirmasi bahwa pemerintah tidak akan menaikkan pajak untuk mendanai rencana stimulus 10 triliun yen untuk pembuat chip AI.


Inisiatif investasi multi-tahun tersebut bertujuan untuk memperkuat rantai pasokan penting di tengah ketegangan perdagangan AS-Tiongkok yang sedang berlangsung. Kerugian di antara saham teknologi dipimpin oleh Disco (-2,1%), Advantest (-3,2%), Lasertec (-4,4%), Tokyo Electron (-2,8%) dan Hitachi (-2,4%). Dalam berita perusahaan, SoftBank Group mengalami penurunan moderat sebesar 1,1%, meskipun melaporkan laba kuartalan yang kuat sebesar 608,5 miliar yen dari Vision Fund-nya. Pada catatan yang lebih cerah, Nissan Motor melonjak 12,8% setelah investor aktivis Effissimo mengungkapkan kepemilikan saham di pembuat mobil yang sedang kesulitan itu, memicu harapan akan potensi perubahan. PT Rifan Financindo Berjangka.


Sumber: Trading Economics



Sunday, November 10, 2024

Saham Jepang menguat pada penutupan perdagangan; Nikkei 225 naik 0,19%


PT Rifan Financindo Berjangka - Saham Jepang menguat setelah penutupan pada hari Jumat, karena kenaikan di sektor Tekstil, Pembuatan Kapal, dan Baja mendorong saham menguat.

Pada penutupan di Tokyo, Nikkei 225 menguat 0,19%.

Performa terbaik sesi ini di Nikkei 225 adalah Japan Steel Works Ltd (TYO:5631), yang naik 7,68% atau 430,00 poin untuk diperdagangkan pada 6.031,00 pada penutupan. Sementara itu, Ajinomoto Co., Inc. (TYO:2802) naik 7,35% atau 433,00 poin untuk ditutup pada 6.324,00 dan Kawasaki Heavy Industries, Ltd. (TYO:7012) naik 5,25% atau 348,00 poin menjadi 6.973,00 pada akhir perdagangan.

Perusahaan dengan kinerja terburuk pada sesi tersebut adalah Taiyo Yuden Co., Ltd. (TYO:6976), yang anjlok 15,73% atau 437,50 poin dan diperdagangkan pada harga 2.343,00 pada penutupan. Kanadevia Corp (TYO:7004) anjlok 9,65% atau 106,00 poin dan ditutup pada harga 992,00 dan Ube Industries, Ltd. (TYO:4208) anjlok 7,76% atau 199,00 poin menjadi 2.364,50.

Saham yang anjlok jumlahnya lebih banyak daripada yang naik di Bursa Efek Tokyo, yaitu 1957 menjadi 1616 dan 268 saham berakhir tidak berubah. PT Rifan Financindo Berjangka.


Sumber: Investing


 


Thursday, November 7, 2024

Saham Jepang Jatuh karena Yen Melemah di Tengah Kemenangan Trump

 


PT Rifan Financindo Berjangka - Saham Jepang merosot pada hari Kamis karena yen merosot ke level terendah sejak Juli, dengan kemenangan Donald Trump dalam pemilihan presiden AS yang memicu ekspektasi yen yang lebih lemah karena agenda ekonomi ekspansifnya.

Nikkei 225 turun 0,25% hingga ditutup pada 39.381,41.

Kebijakan ekonomi Trump dipandang lebih ekspansif dan inflasioner daripada Harris, mengurangi kemungkinan pemotongan suku bunga Federal Reserve yang agresif.

Pasar Jepang, yang terkenal karena ukuran dan likuiditasnya, mengalami perdagangan yang besar dalam pasangan dolar-yen selama jam-jam Asia.

Yen turun 1,6% menjadi 153,98 per dolar di Tokyo, meningkatkan biaya impor dan menambah tekanan pada bank sentral untuk mempertimbangkan menaikkan suku bunga, yang semakin mempersulit masalah bagi Partai Demokrat Liberal yang berkuasa setelah kekalahannya dalam pemilihan DPR baru-baru ini.

Dalam pembaruan ekonomi, pendapatan tunai Jepang pada bulan September naik 2,8% tahun-ke-tahun menjadi 292.551 yen, kata Kementerian Kesehatan, menyusul kenaikan 3% pada bulan Agustus.

Pendapatan kontraktual naik 2,4%, sementara pendapatan khusus melonjak 16,1%.

Perusahaan dengan 30 atau lebih karyawan mengalami kenaikan pendapatan tunai 3,6% menjadi 328.230 yen, meskipun upah lembur turun 0,4% untuk perusahaan dengan lima atau lebih karyawan.

Dalam pergerakan perusahaan, Hoshino Resorts REIT (TYO:3287) mengunci suku bunga pinjaman sebesar 980 juta yen, dengan pinjaman sebesar 800 juta yen dari Mizuho Bank sebesar 1,405% hingga April 2032 dan pinjaman sebesar 180 juta yen sebesar 1,486% hingga Oktober 2032.(ayu)  PT Rifan Financindo Berjangka.

 Sumber: MT Newswires

Wednesday, November 6, 2024

Indeks Nikkei 225 Ditutup Naik Didukung Sektor Teknologi


 

PT Rifan Financindo Berjangka - Indeks Nikkei 225 naik 1,3% menuju 39.000, sementara Indeks Topix yang lebih luas naik 0,9% menjadi 2.690 pada hari Rabu(06/11), memperpanjang kenaikan dari sesi sebelumnya dan mencerminkan reli di Wall Street. Investor memantau dengan saksama pemilihan presiden AS, dengan hasil awal menunjukkan Donald Trump memegang keunggulan kuat dengan 95 suara elektoral, sementara Kamala Harris telah mengamankan 35 suara elektoral sejauh ini.

Di sisi domestik, survei swasta mengungkapkan bahwa sentimen di antara produsen Jepang melemah pada bulan November, didorong oleh kekhawatiran atas melemahnya permintaan Tiongkok dan tekanan inflasi yang sedang berlangsung. Investor sekarang menunggu risalah Bank Jepang dari pertemuan kebijakan terbarunya untuk panduan tentang potensi kenaikan suku bunga lebih lanjut. Saham teknologi memimpin kenaikan pasar, dengan kenaikan penting dari Disco (+1,4%), Advantest (+4,5%), dan Tokyo Electron (+1,3%). Saham-saham keuangan, konsumen, dan industri kelas berat juga mengalami pergerakan positif.(ayu) PT Rifan Financindo Berjangka.


Sumber: Trading Economics


Tuesday, November 5, 2024

Nikkei 225 Ditutup Naik Setelah Liburan


PT Rifan Financindo Berjangka - Indeks Nikkei 225 melonjak 1,11% hingga ditutup pada level 38.475 sementara Indeks Topix yang lebih luas naik 0,76% menjadi 2.664 dalam perdagangan pasca-liburan pada hari Selasa(05/11), karena prospek perusahaan yang solid, yang sebagian dibantu oleh yen yang melemah, mendukung ekuitas Jepang. Sentimen juga membaik setelah Jepang memperpanjang jam perdagangannya selama 30 menit mulai hari Selasa untuk mendorong lebih banyak aktivitas pasar saham, langkah pertama dalam 70 tahun.

Sementara itu, investor tetap berhati-hati menjelang pemilihan presiden AS yang diperebutkan ketat dan keputusan suku bunga Federal Reserve terbaru. Saham teknologi memimpin kenaikan, dengan kenaikan kuat dari Disco (4%), Lasertec (2%), Advantest (1,8%) dan Tokyo Electron (2%). Dalam berita perusahaan, Sanrio Co melonjak 12,8% setelah Jefferies menaikkan target harganya untuk perusahaan hiburan Jepang tersebut dari 4.500 yen menjadi 5.000 yen.(ayu) PT Rifan Financindo Berjangka.


Sumber: Trading Economics


 


Monday, November 4, 2024

Saham Jepang Naik dalam Perdagangan Pasca-Liburan

 


PT Rifan Financindo Berjangka - Indeks Nikkei 225 melonjak 1,1% ke atas 38.400 sementara Indeks Topix yang lebih luas naik 0,4% ke 2.655 dalam perdagangan pasca-liburan pada hari Selasa (5/11), karena prospek perusahaan yang solid, yang sebagian dibantu oleh yen yang lebih lemah, mendukung ekuitas Jepang.

Investor juga terus menilai prospek kebijakan moneter di negara tersebut setelah Bank of Japan mempertahankan suku bunga tetap pada 0,25% minggu lalu dan menyoroti berkurangnya risiko ekonomi global yang dapat menjadi pemicu kenaikan suku bunga lebih lanjut.

Sementara itu, investor tetap berhati-hati menjelang pemilihan presiden AS yang diperebutkan ketat dan keputusan suku bunga Federal Reserve terbaru. Saham teknologi memimpin kenaikan, dengan kenaikan kuat dari Disco, Lasertec, Advantest dan Tokyo Electron. Dalam berita perusahaan, Sanrio Co melonjak 13,8% setelah Jefferies menaikkan target harganya untuk perusahaan hiburan Jepang tersebut dari 4.500 yen menjadi 5.000 yen. (Arl) PT Rifan Financindo Berjangka.

Sumber : Trading Economics


Sunday, November 3, 2024

Indeks Nikkei 225 Ditutup Lebih Rendah

PT Rifan Financindo Berjangka - Indeks Nikkei 225 turun 2,63% hingga ditutup pada level 38.054, sementara Indeks Topix yang lebih luas turun 1,9% menjadi 2.644 pada hari Jumat(01/11), memperpanjang kerugian dari sesi sebelumnya dan mencerminkan penurunan di Wall Street karena berita perusahaan yang mengecewakan dari Microsoft dan Meta Platforms. Saham lokal juga mengalami tekanan karena yen bangkit menyusul pernyataan yang kurang dovish dari Bank of Japan dan tanda-tanda meredanya tekanan harga di AS.

Yen yang lebih kuat merugikan prospek laba untuk industri-industri Jepang yang banyak mengekspor. Saham-saham teknologi sangat terpukul, dengan kerugian signifikan dari Advantest (-4,4%), Disco (-3,7%), Tokyo Electron (-3,9%), Hitachi (-6,2%), dan SoftBank Group (-5,6%). Selain itu, Lasertec dan Renesas Electronics anjlok masing-masing 16,4% dan 5,6%, setelah melaporkan hasil kuartalan yang lemah. Meskipun mengalami kerugian pada hari itu, indeks acuan tersebut mengakhiri minggu dengan kenaikan kecil, mengakhiri penurunan selama dua minggu berturut-turut.(ayu) PT Rifan Financindo Berjangka.

Sumber: Trading Economics

 


Thursday, October 31, 2024

Saham Jepang Melemah Seiring Penguatan Yen Serta Aksi Jual pada Sektor Teknologi AS

 


PT Rifan Financindo Berjangka - Saham Jepang dibuka dengan pelemahan setelah yen menguat hingga 1% terhadap dolar semalam dan terjadi penurunan pada saham teknologi AS.

Indeks Saham Nikkei 225 jatuh sebesar 2% pada pukul 9:12 pagi di Tokyo, sementara Topix yang lebih luas turun 1,3%. Eksportir seperti produsen mobil dan perusahaan teknologi termasuk di antara yang paling tertekan di Topix.

Yen menyentuh level tertinggi satu minggu di 151,79 per dolar, setelah melonjak hingga 1% pada hari Kamis. Gubernur Bank Jepang Kazuo Ueda mengatakan pada hari Kamis bahwa pasar mata uang telah memberikan dampak besar pada perekonomian, yang menunjukkan potensi kenaikan suku bunga lagi dalam beberapa bulan mendatang.

"Saham akan bereaksi negatif dalam jangka pendek terhadap kekuatan yen" tetapi setiap kemungkinan kenaikan suku bunga berarti kita berada dalam lingkungan di mana ekonomi sedang memanas menuju target inflasi 2%, kata Masahiro Ichikawa, kepala strategi pasar di Sumitomo Mitsui DS Asset Management Co.

Nasdaq 100 turun 2,4% pada hari Kamis karena prospek mengecewakan dari Microsoft Corp. dan Meta Platforms Inc. memicu kekhawatiran bahwa lonjakan hampir 45% pada perusahaan-perusahaan besar yang telah mendorong pasar saham mungkin sudah pada batasnya.(mrv) PT Rifan Financindo Berjangka.


Sumber : Bloomberg


Wednesday, October 30, 2024

Pasar Asia Sebagian Besar Turun Menjelang Keputusan Bank Jepang

 




PT Rifan Financindo Berjangka - Pasar Asia-Pasifik turun pada hari Kamis karena investor mengamati keputusan suku bunga Bank Jepang, serta angka-angka aktivitas bisnis utama dari China.

Ekonom yang disurvei oleh Reuters memperkirakan BOJ akan mempertahankan suku bunga pada 0,25%, meskipun pernyataan tersebut akan diteliti untuk mendapatkan petunjuk tentang waktu kenaikan suku bunga berikutnya.

Di China, Biro Statistik Nasional akan merilis angka indeks manajer pembelian resmi negara itu untuk bulan September, dengan perkiraan PMI manufaktur sebesar 49,9, kontraksi yang lebih lemah dari 49,8 bulan sebelumnya.

Namun, ini akan menjadi bulan keenam berturut-turut kontraksi untuk sektor manufaktur negara itu.

Patokan Jepang Nikkei 225 turun 0,33%, sementara Topix yang lebih luas turun 0,36%.

Kospi Korea Selatan turun 1,33%, memimpin penurunan di Asia, sementara Kosdaq yang berkapitalisasi kecil turun 1,25%. Investor akan mencermati laba kuartal ketiga Samsung Electronics, yang diharapkan akan dirilis pada Kamis sore.

S&P/ASX 200 Australia mengawali hari dengan penurunan 0,2%.

Namun, indeks berjangka Hang Seng Hong Kong berada di level 20.511, yang mengindikasikan pembukaan yang lebih kuat daripada penutupan HSI di level 20.380,64.(ayu) PT Rifan Financindo Berjangka.


Sumber: CNBC


Tuesday, October 29, 2024

Saham Jepang Menguat, Dipimpin Perusahaan Listrik, Dukungan Sektor Teknologi

 


PT Rifan Financindo Berjangka - Saham Jepang menguat untuk hari ketiga pada Rabu (30/10), didukung oleh pelemahan yen serta kenaikan saham teknologi AS semalam. Perusahaan utilitas mendapatkan keuntungan dari dimulainya kembali operasi pembangkit listrik tenaga nuklir yang paling dekat dengan episentrum gempa besar yang mengguncang Jepang pada tahun 2011.

Indeks Topix naik 0,6% menjadi 2.697,54 pada pukul 9:21 pagi waktu Tokyo.

Nikkei naik 0,9% menjadi 39.247,34.

Keyence Corp. memberikan kontribusi terbesar terhadap kenaikan Indeks Topix, naik 5,8%. Dari 2.125 saham dalam indeks, 986 naik dan 996 turun, sementara 143 tidak berubah.

Nikkei 225 kemungkinan akan naik ke 40.000 jelang pemilihan presiden AS, mengingat short covering, kata Mitsushige Akino. Fakta bahwa partai berkuasa di Jepang sekarang menjadi partai minoritas dan tidak terburu-buru menaikkan suku bunga dipandang sebagai kebijakan yang bersahabat bagi pasar saham, tambahnya.(mrv) PT Rifan Financindo Berjangka.


Sumber : Bloomberg


Monday, October 28, 2024

Japanese Stocks Fluctuate Supported by Higher US Yields Support Banks

 


PT Rifan Financindo Berjangka - Japan's stocks fluctuate as higher long-term yields in the US overnight supported banks, while a slightly stronger yen weighed on exporters such as automakers and tech companies. 

Topix Index rose 0.3% to 2,666.38 as of 9:36 a.m. Tokyo time.

Nikkei 225 advanced 0.1% to 38,630.16.

Mitsubishi UFJ Financial Group contributed the most to the Topix's gain, increasing 2%. Out of 2,125 stocks in the index, 1,107 rose and 862 fell, while 156 were unchanged.

Nippon Paint Holdings shares jumped as much as 24%, the most since February 2000, after the company announced plans to purchase global chemicals formulator AOC for $2.3 billion. 

"With the buying back of stocks after the lower house election having subsided, today's Japanese stocks are likely to be subject to profit-taking sales," said Hideyuki Ishiguro, chief strategist at Nomura Asset Management. PT Rifan Financindo Berjangka.


Source : Bloomberg


Sunday, October 27, 2024

Nikkei Naik 1,8%, Dipimpin oleh Saham Elektronik


PT Rifan Financindo Berjangka - Saham Jepang naik karena meningkatnya ketidakpastian politik mengurangi ekspektasi terhadap kenaikan suku bunga lebih lanjut oleh Bank of Japan. Saham elektronik memimpin kenaikan. Lasertec naik 4,7% dan Advantest naik 4,6%. USD/JPY berada di 153,30, naik dari 152,30 pada Jumat malam di New York.

Koalisi penguasa Jepang gagal mengamankan mayoritas di majelis rendah setelah pemilihan umum negara itu pada hari Minggu, menurut hasil yang dilaporkan oleh media lokal. Investor berfokus pada implikasi kebijakan pemilihan dan pendapatan perusahaan. Nikkei Stock Average naik 1,8% pada 38580,59. (ayu) PT Rifan Financindo Berjangka.


Sumber: Bloomberg

Thursday, October 24, 2024

Aset cadangan di Jepang meningkat menjadi $1,25 triliun pada September 2024

 


PT Rifan Financindo Berjangka - Aset cadangan di Jepang meningkat menjadi $1,25 triliun pada September 2024 dari $1,24 triliun pada Agustus, mencapai level tertinggi sejak April.

Total aset cadangan dipecah menjadi cadangan mata uang asing ($1,1 triliun), posisi cadangan IMF ($10.841 juta), SDR ($59.593 juta), emas ($71.533 juta) dan aset cadangan lainnya ($15.036 juta).

Data terbaru menunjukkan bahwa otoritas Jepang menghabiskan 5,53 triliun yen untuk mendukung mata uang melalui intervensi pada bulan Juli.

Sebuah laporan resmi juga mengungkapkan bahwa Jepang menghabiskan 9.788,5 miliar yen dari 26 April 2024 hingga 29 Mei 2024 dalam operasi intervensi valuta asing. (Cay) PT Rifan Financindo Berjangka.


Sumber : CNBC


Wednesday, October 23, 2024

Aset cadangan di Jepang meningkat menjadi $1,25 triliun pada September 2024

 


PT Rifan Financindo Berjangka - Aset cadangan di Jepang meningkat menjadi $1,25 triliun pada September 2024 dari $1,24 triliun pada Agustus, mencapai level tertinggi sejak April.

Total aset cadangan dipecah menjadi cadangan mata uang asing ($1,1 triliun), posisi cadangan IMF ($10.841 juta), SDR ($59.593 juta), emas ($71.533 juta) dan aset cadangan lainnya ($15.036 juta).

Data terbaru menunjukkan bahwa otoritas Jepang menghabiskan 5,53 triliun yen untuk mendukung mata uang melalui intervensi pada bulan Juli.

Sebuah laporan resmi juga mengungkapkan bahwa Jepang menghabiskan 9.788,5 miliar yen dari 26 April 2024 hingga 29 Mei 2024 dalam operasi intervensi valuta asing. (Cay) PT Rifan Financindo Berjangka.


Sumber : CNBC


Tuesday, October 22, 2024

Bursa Asia dibuka Lebih Rendah Setelah Indeks Utama AS Melemah

 


PT Rifan Financindo Berjangka - Bursa Asia dibuka lebih rendah setelah indeks utama AS turunt, sementara India bersiap untuk debut Hyundai, Pasar Asia-Pasifik jatuh pada hari Selasa(22/10) setelah sesi beragam di Wall Street.


S&P/ASX 200 Australia mengawali hari dengan penurunan 1,2%, sementara Kospi Korea Selatan turun 0,82% dan Kosdaq meturun 1,40%. Sebaliknya, indeks acuan Nikkei 225 Jepang naik tipis, sementara Topix diperdagangkan mendekati garis datar.


Kontrak berjangka pada indeks Hang Seng Hong Kong berada pada 20.386, menunjukkan pembukaan yang lebih lemah dibandingkan dengan penutupan terakhir HSI di 20.478,46.


Para Investor di Asia akan memiliki hari yang cerah dalam hal data ekonomi. Namun, mereka akan mencermati dengan seksama debut Hyundai India senilai 278,56 miliar rupee ($3,3 miliar) di bursa saham negara itu, yang dilaporkan sebagai IPO terbesar di India sepanjang masa.

Selama sesi perdagangan AS, dua pejabat Federal Reserve berbicara tentang lintasan suku bunga.

Presiden Fed Minneapolis Neel Kashkari, yang mencatat ekonomi AS yang tangguh dan pasar tenaga kerja yang kuat, mengatakan lintasan jangka panjang untuk suku bunga bisa lebih tinggi daripada sebelumnya.

Presiden Federal Reserve Dallas Lorie Logan mengatakan dia mendukung langkah saat ini untuk menurunkan suku bunga, tetapi pendekatan yang sabar akan dibutuhkan.(Cay) PT Rifan Financindo Berjangka.


Sumber: Newsmaker.id


Saham Jepang Melemah Mengikuti Penurunan Di Wall Street


PT Rifan Financindo Berjangka - Saham Jepang Mengikuti Wall Street Lebih Rendah, Indeks Nikkei 225 turun 0,9% menjadi sekitar 38.600 sementara indeks Topix yang lebih luas turun 0,4% menjadi 2.670 pada hari Selasa, mencapai level terendah dalam lebih dari dua minggu dan mengambil isyarat dari keunggulan yang lemah di Wall Street semalam karena imbal hasil Treasury melonjak pada tanda-tanda ketahanan ekonomi dan kekhawatiran tentang percepatan kembali inflasi AS.

Di Jepang, investor juga berhati-hati di tengah ketidakpastian politik menjelang pemilihan umum Jepang akhir minggu ini, sambil menunggu serangkaian laporan pendapatan perusahaan. Di tempat lain, pedagang memantau dengan cermat pergerakan yen karena pelanggaran baru-baru ini terhadap level 150 per dolar mendorong intervensi verbal baru dari otoritas Jepang.

Kerugian signifikan terlihat pada saham-saham unggulan indeks seperti Disco Corp (-1,8%), Mitsubishi Heavy Industries (-2,1%), IHI Corp (-2%), SoftBank Group (-1,2%) dan Fast Retailing (-0,9%).(Cay) PT Rifan Financindo Berjangka.


Sumber: Newsmaker.id