Buying and selling price is inflated in the MSCI rebalancing
Exit Today's trading of the Tokyo market was wary of decline in crude oil weaker and the Chinese stock market.
The Nikkei Stock Average continued to fall and ¥ 19,747 47 sen before weekend ratio 136 yen 47 sen depreciation of 30 days. Amid difficult out sense of direction and ahead of the ECB (European Central Bank) US employment statistics, such as important event of the Board of Directors and the same four days local December 3, a sense of vigilance against plunged the Shanghai market before the weekend the 27th spread, it became a weight. Is weak sales from the morning, morning session was a ¥ 19,807 43 sen of the 76 yen 51 sen depreciation. Includes weak China, the Shanghai Composite Index to lunch break time zone, in response to the fact that the selling in stock index futures came out, to enlarge it and lowering width entering the afternoon session. It fell to ¥ 19 707 67 sen of the same 176 yen 27 sen depreciation that becomes the low of the day in 39 minutes midnight afternoon. Then Sageshiburu thing of return also was followed by a dull deployment.
Volume of the First Section of the Tokyo Stock Exchange is 2.4 billion 66.93 million shares. Buying and selling price is 2 trillion 909 billion yen. Losers number of stocks rose 892 stocks, drops 916 stocks, 113 stocks unchanged. In addition, Nikkei NT magnification that the average stock price divided by the TOPIX (Tokyo Stock Price Index) becomes 12.49 times, became the highest level since 12.52 times of August 24.
ＭＳＣＩリバランスで売買代金は膨らむ
原油安と中国の株式市場の下落を警戒して東京市場の本日の取引を終了。
３０日の日経平均株価は前週末比１３６円４７銭安の１万９７４７円４７銭と続落。現地１２月３日のＥＣＢ（欧州中央銀行）理事会や同４日の米雇用統計など重要イベントを控えて方向感が出づらいなか、前週末２７日に急落した中国・上海市場に対する警戒感が広がり、重しとなった。朝方から軟調に推移し、前場は同７６円５１銭安の１万９８０７円４３銭となった。昼休み時間帯に中国・上海総合指数が弱含み、株価指数先物に売りが出たことを受けて、後場に入ると下げ幅を拡大。午後零時３９分にはこの日の安値となる同１７６円２７銭安の１万９７０７円６７銭まで下落した。その後下げ渋るものの戻りも鈍い展開が続いた。
東証１部の出来高は２４億６６９３万株。売買代金は２兆９０９０億円。騰落銘柄数は値上がり８９２銘柄、値下がり９１６銘柄、変わらず１１３銘柄。なお、日経平均株価をＴＯＰＩＸ（東証株価指数）で割ったＮＴ倍率は１２．４９倍となり、８月２４日の１２．５２倍以来の高水準となった。
引用 モーニングスター
2015年11月30日月曜日
2015年11月27日金曜日
１１月第３週の投資家別売買動向＝外国人の大幅先物買い続く
November third week of investors by buying and selling trends = Continued buying significantly futures of foreigners
According to the investor by buying and selling trends in the November third week (16 to 20), net sellers in kind Trust Bank of 4 consecutive weeks. Individuals become net sellers for eight consecutive weeks, foreigners became net buyers in succession 5 weeks. Net purchases significantly of business corporations, I think that the share buybacks worth due to own shares off-auction purchase transaction (Tostnet3).
If you look at the buying and selling trends in the sum of the four principals in kind and futures of self-individuals, foreigners and trust, trust banks and net selling continued four weeks, foreigners were net buyers to five consecutive weeks. Foreign net buying amount he continued as futures of Morgan Stanley MUFG Securities significant net purchases contributed. Individuals net sellers for eight consecutive weeks.
In addition, the Nikkei Stock Average 282 yen 90 sen (1.4%) of the same week high, TOPIX is 17.35 points (1.1%) high.
<Major investment mainly by buying and selling trends>
◎ cash
(The main seller)
Individual -4 261 one hundred million yen
Bank -1 557 one hundred million yen
Life and non-life insurance -414 one hundred million yen
Investment Trust -115 one hundred million yen
(The main buyer)
Foreign Tasu2447 one hundred million yen
Corporates Tasu1107 one hundred million yen
◎ spot + futures
(The main seller)
Individual -4.2 thousand one hundred million yen
Bank -2 206 one hundred million yen
(The main buyer)
Foreign Tasu6399 one hundred million yen
Self Tasu666 one hundred million yen
* Futures Nikkei 225 futures, Nikkei 225 futures mini, TOPIX futures, what is the sum of mini-TOPIX futures.
2015/11/27 17:49
１１月第３週（１６－２０日）の投資主体別売買動向によると、現物は信託銀行が４週連続となる売り越し。個人は８週連続売り越しとなり、外国人は５週続けて買い越しとなった。事業法人の大幅買い越しは、自己株式立会外買付取引（Ｔｏｓｔｎｅｔ３）による自社株買い分と思われる。
自己・個人・外国人・信託の４主体を現物と先物で合計した売買動向を見ると、信託銀行が４週続けて売り越し、外国人は５週続けて買い越した。外国人の買い越し額は引き続きモルガン・スタンレーＭＵＦＧ証券の先物大幅買い越しが寄与したようだ。個人は８週連続売り越し。
なお、同週の日経平均株価は２８２円９０銭（１．４％）高、ＴＯＰＩＸが１７．３５ポイント（１．１％）高。
＜主な投資主体別売買動向＞
◎現物
（主な売り手）
個人 －４２６１億円
信託銀行 －１５５７億円
生損保 －４１４億円
投信 －１１５億円
（主な買い手）
外国人 ＋２４４７億円
事業法人 ＋１１０７億円
◎現物＋先物
（主な売り手）
個人 －４２００億円
信託銀行 －２２０６億円
（主な買い手）
外国人 ＋６３９９億円
自己 ＋６６６億円
＊先物は日経２２５先物、日経２２５先物ｍｉｎｉ、ＴＯＰＩＸ先物、ミニＴＯＰＩＸ先物を合算したもの。
引用モーニングスター
2015-11-27 Nikkei225->19,883.94(-60.47) JPX400->14,378.61(-70.68) J-VIX->20.83
Tokyo Stock Exchange closing, sluggish trading in the pullback of US holiday
Nikkei stock average in Tokyo stock market on the 27th and fell back, finishing at ¥ 19,883 94 sen of the day before ratio 60 yen 47 sen (0.30%) weaker. US many investors to take a vacation in the center of the foreigners in the national holiday of Thanksgiving, trade is the determining motion immediate profit in a weak became dominant. Market of interest lowers high Shanghai stock market, investor sentiment is worsening. There was also surface on which spurred down.
In the Cabinet of Prime Minister Shinzo Abe is morning, and instructed the organization of the 2015 supplementary budget. Although expectations for the economy measures deep-rooted, more information was limited reaction of the market as a future stage.
JPX Nikkei index 400 to pullback, we have finished the previous day ratio 70.68 points (0.49 percent) discount of 10 000 4378.61. Tokyo Stock Price Index (TOPIX) also falls in reaction. Closing price was 1594.45 of 7.87 points (0.49%) weaker.
Trading value of the First Section of the Tokyo Stock Exchange is the one trillion 992.9 billion yen in rough figures, it was sluggish. Since the 2 trillion yen cracking October 22, the first time in nearly a month. Trading volume was 1.8 billion 51.65 million shares. Gainers of the First Section of the Tokyo Stock Exchange and 1141, it accounted for nearly 60% of the total. Rise is 648, unchanged was the 132 stocks.
東証大引け、反落 米国の祝日で商い低調
27日の東京株式市場で日経平均株価は反落し、前日比60円47銭（0.30％）安の１万9883円94銭で終えた。米国が感謝祭の祝日で海外勢を中心に休暇を取る投資家が多く、商いが低調な中で目先の利益を確定する動きが優勢となった。市場の関心が高い中国・上海株式相場が下げ、投資家心理が悪化。下げに拍車をかけた面もあった。
安倍晋三首相が午前の閣議で、2015年度補正予算案の編成を指示した。経済対策への期待は根強いが、詳細はこれからの段階として市場の反応は限られた。
ＪＰＸ日経インデックス400は反落し、前日比70.68ポイント（0.49％）安の１万4378.61で終えた。東証株価指数（ＴＯＰＩＸ）も反落。終値は7.87ポイント（0.49％）安の1594.45だった。
東証１部の売買代金は概算で１兆9929億円と、低調だった。２兆円割れは10月22日以来、ほぼ１カ月ぶり。売買高は18億5165万株だった。東証１部の値下がり銘柄数は1141と、全体の６割近くを占めた。値上がりは648、変わらずは132銘柄だった。
引用：日経新聞
2015年11月26日木曜日
Technology of coral reef recovery by Fudo Tetra （不動テトラのサンゴ礁の回復の技術）
In recent years, has become stronger social request is to preserve as much as possible the valuable nature that is lost by the construction of marine structures such as breakwaters, seawalls, that would have abolished the natural coral reef distributed offshore by the development of coastal areas There has become a social problem.
On the other hand, in 1998 abnormal increase in seawater temperature will occur on a global scale, natural coral reef is hit in various places by the bleaching of coral, came out the impact on fishing and tourism. In particular, is a devastating damage in the main island of Okinawa, there also is less a source of coral larvae, it is expected that significant takes time to reef recovery.
The Company, for the purpose of conservation and construct a valuable coral reef, coral reef compensation and of being lost in coastal development, etc., as a way to play the coral reef that decline early by bleaching, by using the sexual reproduction artificially The implementation and development of the technology to be transplanted in large quantities released the seedling production and coral larvae, such as the development of technology to be transferred to the large-scale coral reefs that would disappear in less suitable location of the environment affected by the development, a variety of initiatives doing.
The have also to ensure the relocation of the porting and reef these corals, and to quantify the physical environmental conditions of the location where good reef is formed, we are working to develop techniques for selection of coral transplantation suitability You.
http://www.fudotetra.co.jp/technology/evolution.html
不動テトラのサンゴ礁の回復の技術
近年、防波堤・護岸等の海洋構造物の建設によって失われる貴重な自然をできるだけ保全する社会的な要求が強くなっており、沿岸域の開発により沖合に分布する天然のサンゴ礁を消滅させてしまうことが社会問題となっています。
一方、1998年には世界規模で海水温の異常上昇が発生し、サンゴの白化現象により天然サンゴ礁が各地で打撃を受け、漁業や観光業にも影響が出ました。特に、沖縄本島では壊滅的な被害であり、サンゴ幼生の供給源が少ないこともあって、サンゴ礁の回復にはかなりの時間がかかることが予想されます。
当社は、貴重なサンゴ礁を保全・造成することを目的に、沿岸開発等で失われるサンゴ礁の補償や、白化により衰退したサンゴ礁を早期に再生する方法として、有性生殖を利用して人為的に種苗生産したサンゴ幼生を大量に放流して移植する技術の開発、消失するであろうサンゴ礁を開発の影響の少ない好適な環境の場所に大規模に移設する技術の開発など、さまざまな取組みを実施しています。
また、これらのサンゴの移植やサンゴ礁の移設を確実にするため、良好なサンゴ礁が形成されている場所の物理的環境条件を定量化し、サンゴの移植適地の選定する技術の開発にも取り組んでいます。
On the other hand, in 1998 abnormal increase in seawater temperature will occur on a global scale, natural coral reef is hit in various places by the bleaching of coral, came out the impact on fishing and tourism. In particular, is a devastating damage in the main island of Okinawa, there also is less a source of coral larvae, it is expected that significant takes time to reef recovery.
The Company, for the purpose of conservation and construct a valuable coral reef, coral reef compensation and of being lost in coastal development, etc., as a way to play the coral reef that decline early by bleaching, by using the sexual reproduction artificially The implementation and development of the technology to be transplanted in large quantities released the seedling production and coral larvae, such as the development of technology to be transferred to the large-scale coral reefs that would disappear in less suitable location of the environment affected by the development, a variety of initiatives doing.
The have also to ensure the relocation of the porting and reef these corals, and to quantify the physical environmental conditions of the location where good reef is formed, we are working to develop techniques for selection of coral transplantation suitability You.
http://www.fudotetra.co.jp/technology/evolution.html
不動テトラのサンゴ礁の回復の技術
近年、防波堤・護岸等の海洋構造物の建設によって失われる貴重な自然をできるだけ保全する社会的な要求が強くなっており、沿岸域の開発により沖合に分布する天然のサンゴ礁を消滅させてしまうことが社会問題となっています。
一方、1998年には世界規模で海水温の異常上昇が発生し、サンゴの白化現象により天然サンゴ礁が各地で打撃を受け、漁業や観光業にも影響が出ました。特に、沖縄本島では壊滅的な被害であり、サンゴ幼生の供給源が少ないこともあって、サンゴ礁の回復にはかなりの時間がかかることが予想されます。
当社は、貴重なサンゴ礁を保全・造成することを目的に、沿岸開発等で失われるサンゴ礁の補償や、白化により衰退したサンゴ礁を早期に再生する方法として、有性生殖を利用して人為的に種苗生産したサンゴ幼生を大量に放流して移植する技術の開発、消失するであろうサンゴ礁を開発の影響の少ない好適な環境の場所に大規模に移設する技術の開発など、さまざまな取組みを実施しています。
また、これらのサンゴの移植やサンゴ礁の移設を確実にするため、良好なサンゴ礁が形成されている場所の物理的環境条件を定量化し、サンゴの移植適地の選定する技術の開発にも取り組んでいます。
Successful stock operating in abenomics. Active fund raised 4.4 times the return in three years
"Abenomics market" that began on November 12 mid has elapsed from the start about three years. It became one of the trigger is the House of Representatives dissolved by the Democratic Party of former Prime Minister Noda of the same month 16th. Amid momentum of regime change is increased, expectations for abenomics is was at once buoyant stock market to dissolve the machine. In the investment trust of the world, it is a common belief is that active funds to show their ability in this bull market, you want to look back in practice this period, whether active funds that invest in Japanese stocks has left what results . In our article, defined as three years of the abenomics market 16 November 12 to 16 November 15, we were comparing the cumulative return of Japanese equity active fund of the same period (Note).
For reference, the cumulative return of the same period of the TOPIX (Tokyo Stock Price Index, inclusive dividend) was 121.65%. Index and that does not include such as trust fees unlike in the fund, although the point in time to be analyzed, and the like small and medium-sized stock funds and currency selection funds it should be noted, analysis 394 pieces out of the target The was exceeded this is a mere 179 present (about 45%). Unfortunately, half of the active fund even in this much of the rally was a form that shows the result that not beat the market average.
However, there is also a fund that has raised more than twice the return of the market average. It became the first place in the cumulative return of the same period was 337.31 percent in the "Securities Japan Japanese stocks open" of DIAM <2004021001>. Without considering the purchase fees and taxes, it is the calculation of investment funds was about 4.4-fold in three years. Investment strategy "to changes in the market trends and the combined flexibly adjust between the stock of the set input ratio of 0-100 percent" of the fund is successful, leaving a big performance than the other funds.
Second place is 278.61% in the "DIAM emerging markets Japan Equity Fund" <2,007,112,902> of DIAM, third place is a 242.52 percent in the "JPM OTC Open '96" <1,996,031,501> of JP Morgan, both funds whose main investment target the small-cap stocks has continued in that listed on the emerging markets. In contrast, the cumulative return is 52.89% of the same period is the lowest of the fund, the difference between the fund and more than six times the first place is open, light and darkness were divided.
(Note) = domestic incremental equity investment trusts (defined contribution year for and wrap account only, excluding ETF, etc.) out of the, of the active fund of Japanese stocks that have been set in the November 16, 12 before a 15-November 16, Sun has been continuous operation even at the time, were analyzed 394 this fund, which is classified in Morningstar large classification "Domestic equity-type" at any time.
１２年１１月中旬に始まった「アベノミクス相場」はそのスタートから約３年が経過した。きっかけの一つとなったのが同月１６日の民主党の野田前首相による衆議院解散である。政権交代の機運が高まるなか、解散を機にアベノミクスへの期待が株式市場を一気に浮揚させた。投信の世界では、こうした上昇相場においてアクティブファンドが実力を発揮するというのが通説であるが、実際にこの期間、日本株を投資対象とするアクティブファンドがどのような成績を残したかを振り返ってみたい。当記事では、アベノミクス相場を１２年１１月１６日から１５年１１月１６日の３年間と定義し、同期間の日本株アクティブファンド（注）の累積リターンを比較した。
参考までに、同期間のＴＯＰＩＸ（東証株価指数、配当込み）の累積リターンは１２１．６５％であった。指数はファンドと異なり信託報酬等が含まれない点や、今回の分析対象には中小型株ファンドや通貨選択型ファンドなどが含まれる点には留意が必要であるものの、分析対象の３９４本中これを上回ったのは１７９本（約４５％）にとどまった。残念ながら、これほどの上昇相場においてもアクティブファンドの半数は市場平均に勝てないという結果を示す形となった。
しかし、市場平均の２倍以上のリターンを上げたファンドも存在する。同期間の累積リターンで第１位となったのは、ＤＩＡＭの「証券ジャパン日本株オープン」<2004021001>で３３７．３１％であった。購入時手数料と税金を考慮しなければ、３年間で投資資金が約４．４倍になったという計算になる。同ファンドの「市場動向の変化に合わせて株式の組入比率を０－１００％の間で弾力的に調整する」という投資戦略が奏功し、他のファンドを大きく上回るパフォーマンスを残した。
第２位はＤＩＡＭの「ＤＩＡＭ 新興市場日本株ファンド」<2007112902>で２７８．６１％、第３位はＪＰモルガンの「ＪＰＭ 店頭株オープン‘９６」<1996031501>で２４２．５２％と、いずれも新興市場に上場する中小型株を主要投資対象とするファンドが続いた。対照的に、最下位のファンドは同期間の累積リターンが５２．８９％と、第１位のファンドと６倍以上の差が開き、明暗が分かれた。
（注）＝国内追加型株式投信（確定拠出年向けおよびラップ口座専用、ＥＴＦ等除く）のうち、１２年１１月１６日以前に設定された日本株のアクティブファンドのうち、１５年１１月１６日時点でも運用が継続されており、いずれの時点でもモーニングスター大分類「国内株式型」に分類されるファンド３９４本を分析対象とした。
引用：モーニングスター社
http://www.morningstar.co.jp/msnews/news?rncNo=1700572&newsType=fund
2015-11-26 Nikkei225->19,944.41(+96.83) JPX400->14,449.29(+71.96) J-VIX->20.38
Nikkei average rallied 96 yen, approaching rapidly also heavy upside was subjected to shrinkage in a temporary ¥ 20,000
The Nikkei Stock Average rebound and ¥ 19,944 41 sen of the day before ratio 96 yen 83 sen high on the 26th afternoon. In closing, it is high level since August 20 (¥ 20 033 29 sen). It takes over the morning session of the good sentiment that the US and European stock prices in the background, afternoon approaching began with buying preceding. Become a strong note transition, give ¥ 19,992 40 sen (the previous day 144 yen 82 sen higher) in 57 minutes at zero afternoon, there was a scene to be thin in the morning session highs ¥ 19,992 44 sen. After buying round, the inclination to profit selling gradually, it became upside heavy deployment over the sink.
The First Section of the Tokyo Stock Exchange's trading volume 1.8 billion 68.27 million shares, buying and selling price is 2 trillion 73.9 billion yen. Losers number of stocks rose 1064 stocks, drops 712 stocks, 142 stocks unchanged.
In "Nikkei average ¥ 20,000 before from market, was stopped. Buying and selling of super-short-term is the center, buying overseas funds phenomenon, limit buy order also does not come inflated 2. Buying momentarily in strategy ten thousand even beyond the circle, the rise in stock prices on the one stage, difficult when the trading volume is not close to 3 trillion yen "
日経平均は９６円高と反発、一時２万円に急接近も引けにかけ上値重い
２６日後場の日経平均株価は前日比９６円８３銭高の１万９９４４円４１銭と反発。終値では、８月２０日（２万３３円２９銭）以来の高値水準となる。欧米株高などを背景にした前場の好地合いを引き継ぎ、後場寄り付きは買い先行で始まった。強含み推移となり、午後零時５７分には１万９９９２円４０銭（前日比１４４円８２銭高）を付け、前場高値１万９９９２円４４銭に肉薄する場面があった。買い一巡後は、次第に利益確定売りに傾き、引けにかけて上値の重い展開となった。
東証１部の出来高は１８億６８２７万株、売買代金は２兆７３９億円。騰落銘柄数は値上がり１０６４銘柄、値下がり７１２銘柄、変わらず１４２銘柄。
市場からは「日経平均は２万円手前で、止められた。超短期の売買が中心であり、海外ファンドの買いは現象、指値買い注文も膨らんでこない。買いの作戦で瞬間的に２万円超えがあっても、一段の上の株価の上昇は、売買高が３兆円近くにならないと難しい」
引用 モーニングスター
2015年11月25日水曜日
2015-11-25 Nikkei225->19,847.58(-77.31) JPX400->14,377.33(-104.73) J-VIX->20.73
Nikkei average 77 yen depreciation and the 6th the first time pullback, Sageshiburu after selling round, such as power lines firm
The Nikkei Stock Average fell back for the first time in ¥ 19,847 58 sen and 6 business day of the previous day ratio 77 yen 31 sen depreciation 25th afternoon. The afternoon session began dominant Sell, after the round was Sageshibu~tsu partly sluggish circle against the dollar. Backed by strong buying, to 13:30, there was a scene that put a ¥ 19 871 75 sen to be the high price of the day (the day before ratio 53 yen 14 SenYasu). While then return potion, we remain firm in the vicinity of the mid-¥ 19,800 stand over the sink. Afternoon session approaching in the form to take over the morning session of the soft sentiment, selling preceding and becomes, in 40 minutes at zero afternoon, it had been downward pressure until the ¥ 19,786 53 sen to be the low of the day (the same 138 yen 36 SenYasu).
The trading volume of the Tokyo Stock Exchange 2 billion 7.65 million shares, trading value 2 trillion 189.1 billion yen. Losers number of stocks rose 518 stocks, drops 1294 stocks, unchanged 106 stocks.
Such as do not want to "let down from the market, it's stubborn motion. But, will the US market is closed for Thanksgiving 26th overseas flow comes thinned. Tomorrow exponentially large movement can not be expected, and private investment voice of whether small and medium-type strain ransacked is not to become a center by the House "(second-tier securities) was heard.
日経平均７７円安と６日ぶり反落、売り一巡後に下げ渋る、電力株などは堅調
２５日後場の日経平均株価は前日比７７円３１銭安の１万９８４７円５８銭と６営業日ぶりに反落。後場は売り優勢で始まったが、一巡後は対ドルでの円伸び悩みもあって下げ渋った。根強い買いに支えられ、午後１時３０分には、この日の高値となる１万９８７１円７５銭（前日比５３円１４銭安）を付ける場面があった。その後は戻り一服ながら、引けにかけて１万９８００円台半ば近辺で底堅く推移した。後場寄り付きは、前場の軟地合いを引き継ぐ形で、売り先行となり、午後零時４０分に、この日の安値となる１万９７８６円５３銭（同１３８円３６銭安）まで下押していた。
東証１部の出来高は２０億７６５万株、売買代金は２兆１８９１億円。騰落銘柄数は値上がり５１８銘柄、値下がり１２９４銘柄、変わらず１０６銘柄。
市場からは「下げさせたくないような、しぶとい動きだ。ただ、２６日は感謝祭で米国市場は休場となり、海外フローが細ってくる。あすは指数的に大きな動きは期待できず、個人投資家による中小型株物色が中心になるのではないか」（準大手証券）との声が聞かれた。
引用 モーニングスター
登録:
投稿 (Atom)