Masaki Iso
Masaki Iso
cost developed products selling ship sony time turn
Sony is like a supertanker and it will take some time for Stringer to turn the ship around. They haven't developed any new products that are selling well and they've only started cost reductions.
companies cooling economy panic people realized selling
Much of the panic selling is over. People are cooling off and realized that the fundamentals of the economy and companies are still solid.
recovery
Right now, the large-cap recovery is very strong, while small-caps are vulnerable.
borrowing influenced interest negatively public rates
Public business-related sectors such as utilities are the most negatively influenced by interest rates because their borrowing is very high.
continue demand increase makers profits remain steel supplies
Profits at steel makers will continue to increase because demand is rising, while supplies remain tight.
among business cast doubt impact investors model true whether
The allegations, whether they are true or not, cast doubt among investors on the quick-growth business model of net-related companies, which will have a big impact on their shares.
company putting
Nissan isn't the only company putting out conservative estimates.
concerned interest investors low rates rise supported
Low rates have supported equities globally, so investors are concerned interest rates will rise further.
economy optimism shares
Much of the optimism about the economy has already been discounted into the shares and they're not cheap.
expect fiscal good next year
We've had a good year and I expect another good one in the next fiscal year.
concern earnings investors momentum shifting
There is some concern that banks' earnings momentum will slow, so some investors have been shifting out of their shares.
bank deflation finally land love near prices recovery seems stocks turning
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.
banking becoming bullish business japan shares
The banking business in Japan is becoming better and better. I'm bullish on bank shares for the long term.
buying driven economic expecting figures growth investors later mainly opportunity recent strong
It's a buying opportunity, especially after the recent sell-off, which was driven mainly by individuals. In Japan, investors are expecting strong economic growth figures later this week.