Yuuki Sakurai
Yuuki Sakurai
becoming data economic investors looking machinery orders positive skeptical surprises
Some investors are becoming skeptical about the economic recovery. Investors are looking for positive surprises in the economic data and the machinery orders wasn't a surprise at all.
absolutely market necessary order profit secure
Going after the higher-end market is absolutely necessary in order to secure profit growth.
statements trading trust
I'm speechless. What can you say when you can't trust a company's statements or the exchange's trading system.
april bonds buying hold investment overseas resume
We'll probably hold off buying Treasuries and other overseas bonds this month, and may resume our investment in April or after.
holding investors lies risk year
This year the risk for investors lies in holding bonds, not stocks.
bonds bullish buy economy high looking reason recovery stocks yields
Yields aren't high enough to entice investors. I see little reason to buy bonds as stocks are looking bullish and the economy is on a recovery track.
businesses hardware movies music quite rather software sony sure
Sony should concentrate on games, movies and music and software businesses rather than hardware businesses. I'm not quite sure about their concentrating on flat-panel TVs because this is a very competitive market.
collecting favorite finally fruit good pipe seamless wondering
My favorite is Sumitomo Metal. They have a good seamless pipe technology. I was wondering about 5 to 7 years ago why this had not been evaluated in the market. They are finally collecting the fruit of this technology.
risk
There is the need for risk diversification. If we are going to do it we would have to do it quickly.
bond change confidence consumer gradually increasing prices reducing
Consumer prices are increasing and that will give Fukui confidence to change policy. We are gradually reducing our bond holdings.
economy fairly final forecasts last possible quarter results revised seeing year
It's very possible their forecasts could be revised upwards, seeing the GDP results of the final quarter last year and seeing the world economy is doing fairly well.
concern entire japanese lead market stock
In my view, there is no concern on the entire Japanese stock market and I don't think this will lead to a long-term downturn of Japan's stock index.
capital continue costs earnings focus main makers reduce root spending whether
The main focus for the earnings will be the capital spending plans, as it is at the root of whether these electronics makers can continue to reduce costs and come up with value-added products.