创纪录的股息和回购成为日本股市的“锚”fxcue.com

【fxcue】-日本企业正以创纪录的速度增加派息和股票回购，为处于回调边缘的市场提供支撑。据冈山证券(Okasan Securities)首席策略师松本文雄(Fumio Matsumoto)说，在截至5月10日公布业绩的公司中，53%的公司宣布计划在本财年提高股息。东京证交所(Tokyo Stock Exchange)向企业施压，要求它们提高资本效率和估值。它们还帮助推动了东证指数(Topix)的反弹，此前该指数从3月份的高点下跌了近10%。“企业正在采取行动。”三井住友信托资产管理公司(Sumitomo Mitsui Trust Asset Management)首席策略师上野博之（Hiroyuki Ueno）表示，“投资者对此表示欢迎。”股票回购的宣布也达到了历史最高水平。高盛集团(Goldman Sachs Group Inc.)的数据显示，日本企业在4月份宣布了1.2万亿日元(合77亿美元)的股票回购，创下了本财年第一个月的纪录。其中包括伊藤忠商事株式会社(Itochu Corp.)，该贸易公司宣布将回购约1500亿日元的股票后，其股价飙升。房地产开发商三井不动产(Mitsui Fudosan Co.)和工业电子产品制造商日立公司(Hitachi Ltd.)宣布回购股票后股价也有所上涨。高盛首席日本股票策略师布鲁斯·柯克(Bruce Kirk)写道:“这预示着，2025财年将是又一个宣布回购的创纪录年份。”股东的回报在一定程度上抵消了公司谨慎的盈利预期带来的失望。据三井住友日兴证券(SMBC Nikko Securities)称，东证成份股公司预计本财年净收入增幅仅为0.8%。传统上，日本企业在财政年度开始时都会给出谨慎的业绩指引，因此许多投资者预计，随着时间的推移，业绩会向上修正。投资者青睐与提高整体派息率等长期资本计划相结合的股息上调。Neuberger Berman东亚高级副总裁冈村庆(Kei Okamura)说，这提供了更清晰的长期前景，对股价有利。"对分析师和投资者而言，股票回购是难以纳入他们(估值)模型的因素，但如果他们改变派息政策，那就可以纳入你的模型，这样我们就能更好地了解情况."他说。本周是日本财报季的最后阶段，多数公司将在周三之前公布业绩。

创纪录的股息和回购成为日本股市的“锚”

萨尔瓦多在过去三年中开采了近474枚比特币增加了该国加密货币持有量

大宗商品触及一年来最高水平引发新的通胀威胁

Reddit用户质疑引发最新GameStop飙升的模因背后是否真的是基思·吉尔

比特币可能会出现一波被迫抛售因为矿工在比特币减半事件后面临着更低回报的现实

新西兰元期待新西兰央行利率决定建立看涨势头

欧洲银行股的“金发姑娘”涨势吸引了投资者的回归……和卖空者

创纪录的股息和回购成为日本股市的“锚”

疯狂的韩国加密货币交易为比特币创造记录奠定了基础

Please sign in

Trader

This week, there was a slight loss in gold trading. When it comes to stop loss, my mentality is very stable. No one is perfect, there will always be a pullback. Have a nice weekend, we'll trade next week.

The trading of EURUSD, GBPUSD, XAUUSD, and USDJPY ended in one week, resulting in a loss of over 7000 US dollars. When you engage in forex gold trading, whether it's profit or loss, don't lose your mind. Timely stop loss and take profit is the correct trading method.

This week's gold trading has an 80% win rate, with no rush or impatience, and stable profits.

To summarize, the gold market has been volatile and has been a bit tiring. Overall, there has been a slight loss this week. Even if the market situation is not as good as I wish, I will stick to my trading strategy and maintain my true goal of making money and profits.

Strictly control the frequency of gold trading this week, with 1 to 2 trades per day, and seize opportunities for trading. This week, I traded gold 7 times and made a profit of over $500. I only took one stop loss order, which was a perfect week.

This week's gold trading has suffered a slight loss, and I have caught a cold these past few days. My condition is not good, and I will trade at full capacity next week.

This week's gold trading sales made a profit of over $2000, and next week's gold sales will continue.

This week, trading US100, XAUSD, XTIUSD, GBPJPY, and USDJPY resulted in a total loss of $29259. A controllable trading drawdown is an important guarantee for profitability, and we will optimize our trading strategy next week.

One week (0902-0906) trading summary shows that USDJPY, XAUUSD, GBPCHF, and USOIL made a total profit of $22228 this week, mainly due to non farm data gains. Foreign exchange, gold, and crude oil trading will end this week and continue next week.

The non farm day ended perfectly with a profit of $13238 and a pleasant weekend.

Tags

创纪录的股息和回购成为日本股市的“锚”

萨尔瓦多在过去三年中开采了近474枚比特币 增加了该国加密货币持有量

大宗商品触及一年来最高水平 引发新的通胀威胁

﻿Reddit用户质疑引发最新GameStop飙升的模因背后是否真的是基思·吉尔

比特币可能会出现一波被迫抛售 因为矿工在比特币减半事件后面临着更低回报的现实

新西兰元期待新西兰央行利率决定建立看涨势头

欧洲银行股的“金发姑娘”涨势吸引了投资者的回归……和卖空者

创纪录的股息和回购成为日本股市的“锚”

疯狂的韩国加密货币交易为比特币创造记录奠定了基础

Please sign in

Trader

This week, there was a slight loss in gold trading. When it comes to stop loss, my mentality is very stable. No one is perfect, there will always be a pullback. Have a nice weekend, we'll trade next week.

The trading of EURUSD, GBPUSD, XAUUSD, and USDJPY ended in one week, resulting in a loss of over 7000 US dollars. When you engage in forex gold trading, whether it's profit or loss, don't lose your mind. Timely stop loss and take profit is the correct trading method.

This week's gold trading has an 80% win rate, with no rush or impatience, and stable profits.

To summarize, the gold market has been volatile and has been a bit tiring. Overall, there has been a slight loss this week. Even if the market situation is not as good as I wish, I will stick to my trading strategy and maintain my true goal of making money and profits.

Strictly control the frequency of gold trading this week, with 1 to 2 trades per day, and seize opportunities for trading. This week, I traded gold 7 times and made a profit of over $500. I only took one stop loss order, which was a perfect week.

This week's gold trading has suffered a slight loss, and I have caught a cold these past few days. My condition is not good, and I will trade at full capacity next week.

This week's gold trading sales made a profit of over $2000, and next week's gold sales will continue.

This week, trading US100, XAUSD, XTIUSD, GBPJPY, and USDJPY resulted in a total loss of $29259. A controllable trading drawdown is an important guarantee for profitability, and we will optimize our trading strategy next week.

One week (0902-0906) trading summary shows that USDJPY, XAUUSD, GBPCHF, and USOIL made a total profit of $22228 this week, mainly due to non farm data gains. Foreign exchange, gold, and crude oil trading will end this week and continue next week.

The non farm day ended perfectly with a profit of $13238 and a pleasant weekend.

Tags

关注我们的公众号

萨尔瓦多在过去三年中开采了近474枚比特币增加了该国加密货币持有量

大宗商品触及一年来最高水平引发新的通胀威胁

Reddit用户质疑引发最新GameStop飙升的模因背后是否真的是基思·吉尔

比特币可能会出现一波被迫抛售因为矿工在比特币减半事件后面临着更低回报的现实