Yoshihisa Okamoto
Yoshihisa Okamoto
change extremely given investors profit rises seeing sell slight soon tech testing trend unlikely urge
We're seeing some investors testing the tech waters, but the urge to sell after slight rises is extremely strong. This trend is unlikely to change soon given uncertainty over the high-tech profit outlook.
buying currency momentum move quite robust stimulated
Buying momentum is quite strong, stimulated by robust earnings. We have been witnessing how the currency move is boosting exporters' profits.
gain investors looking market period short simply
It's simply that there was too much of a gain in too short a period of time. Investors are looking for any pointers to get out of the market for now.
banks fairly holding market mounting recent resilience run seem selling showing
The market has run up too far, too fast. But it's been showing resilience (to profit-taking). Selling has been mounting up on recent gainers such as banks and steels, but they seem to be holding up fairly well,
cue far gave market markets overseas reasonable risen tokyo
The Tokyo market has risen too far too fast, so it's reasonable to take a breather. A set-back in overseas markets gave a cue for the selling.
drive helping impact likely merger retailers trigger within
The merger will have a big impact on retailers. This will likely trigger consolidation within the industry, helping to drive profitability at retailers higher.
benefit clearly domestic economic economy investors money recovering response shifting stocks
Japan's economy is clearly recovering and in response to the strengthened yen, investors are shifting money into domestic demand-related stocks that benefit from the country's economic expansion.
concerns direction earnings stronger towards trend
The trend is towards a stronger yen for a while. That direction strengthens concerns over exporters' earnings prospects.
concerns direction earnings stronger toward trend
The trend is toward a stronger yen for a while. That direction strengthens concerns over exporters' earnings prospects.
benefit demand global picking
Semiconductor demand is picking up. Chip-related companies, as global players, will benefit.
demand difficult global high japanese picking prices property push share stocks
Share prices for property stocks are high and it's getting difficult to push them higher. Semiconductor demand is picking up and Japanese chip-related companies, as global players, will benefit.
action decisive passing policy
Without decisive policy action by the government, the 11,000 will be just a passing point.
banks facing likely possibly profit shares stepping worst
We are possibly facing one of the worst periods, with profit warnings likely to come out some more, and banks and corporations are stepping up unloading of cross-held shares into September,
multiple revise watching
Watching big-name high-techs revise down multiple times is very discouraging,