The cheap business category is inspected from the end of July business category another aggregate market value and the financial statement of corporation industry current profit rate. The cheap business category decreases in 3 by the end of July aggregate market value. Economy of a mechanical stock for transportation is continued.

The Tokyo Stock Exchange is exhibiting the business category another aggregate market value
on the first business days every month.

After putting a bottom in 2011, the aggregate market value of the Tokyo Stock Exchange 
is in the convalescent basis.

580,000,000,000,000 yen at the end of 2016 fell from 590,000,000,000,000 yen at the end of 2015.
It's 616,000,000,000,000 yen in the end of June, 2017.
The number of company is 3553 in the end of July, 2017 to 2279 companies at the end of 2011.

When achievement of an enterprise checks financial statement of corporation industry 2017 and 1-March
The rate of increase of the appropriation profit of the banking business and all the industries except 
for an insurance industries?
It's plus 26.6 % in 2017 and 1-March.
It's plus 7 % by comparison at the end of July from the end of March of the aggregate market value 
of all the industries.

When the aggregate market value according to the business category is made vertical axis, 
and makes the rate of increase of the ordinary profit distributed over a transverse.
The business category cheaper than all the industries was less than the end of June by a metal, 
retail trade and 3 business categories of the transport equipment.

An expensive one was 10 business category oppositely.

Price movements were small for the whole market price in July, 

Bad condition of a machine for transportation continues.

A possibility of falling of the market price is considered from monthly GDP in June.

The Japanese center for economy research announcing monthly GDP in June  on August 1.

It was month-on-month comparison-0.1% by substance.

The stock price is more precedent than an economic condition, 

so it's possible to do confirmation of whether the location of the present stock price isn't too high.

A recession probability in May announced on July 10 is also in the low state with 4.6%.

When it's only a japanese share, a slump seems to be small expectation.

Promising stock is considered from the mining industry index of June. Promising stock is the car relation.

Promising stock is considered from the mining industry index of June.

An announcement of a newsletter in June, 2017 which is the mining industry index on July 31, RIMA.

Page of the mining industry index of the Ministry of Economy, Trade and Industry

Relation between the mining industry index and the stock price

I side with the difference in the stock with the stock price from production of the mining industry index 

and shipment.

By the stock building phase, stock plus imminentness

When the stock circulation figure of the mining industry 

in the chart of mining industry index reference is checked.

The comparison with the corresponding period of a year earlier of the stock 

is a minus and the comparison with the corresponding period of a year earlier 

of the production is of use.
It's stock plus imminentness by the stock building phase.

Retaining period of the stock building phase

The stock decrease which isn't intended last time, 

the one shifted to the stock building phase from the phase?

I shifted to the stock piling phase in the second quarter in 2014 by the fourth quarter of 2013.

The stock decrease which isn't intended last time, from the phase.

The Nikkei Stock Average is the adjustment phase for about 9 months from 16000 yen.

It was the waiting time to the 2nd version market price of Kuroda bazooka I say vulgarly.

I may shift to the stock piling phase the next quarter of the year.

The promising list of articles is the 55th piece.

I also inspect from the mining industry index about promising stock from here.

Production is the plus basis.

The enterprise treating the name of product by which the difference 

which pulled stock out of shipment is also the plastic soot basis is hopeful.

When production will search the plus basis for the name of product by which the difference 

which pulled stock out of shipment is also the plus basis continuously for 6 months.

The 55th piece could be confirmed.

[The 55th piece]

Steel pipe during ordinary steel heat

Ordinary steel cold sake Nobuhiro width steel strip

Carbon wire for ordinary steel cold heading

Finishing steel between the specialty steel cold sake

Special kouma steel bar

Carbon wire for special steel cold heading

Zinc-coated  steel sheet

Cast steel items

Iron smithery items

Aluminum secondary alloy metal

Processing brass and copper into plate, stick and tube product

Aluminum sheet product

Aluminum extrusion

Cable optical fiber product for communication

Cast aluminum

Aluminum die casting

Internal combustion engine for HAN

Oil-hydraulic pump

Oil-hydraulic motor

Hydraulic pressure valve

Reduction gear compared with fixing

Steel chain

Pillow

The shovel system excavating machinery

Numerically controlled-robot

Spinning and machine of preparations

Magnetic material made of the powder and the money

Resistor

Communication and the switch for electronic systems

Connector

Rectifier cell

The moss type semiconductor integrated circuit (CCD)

Servomotor

Miniature motor (jo. Super-miniature motor)

Electromagnetic relay

Programmable controller

The low pressure opening and shutting switch

Electromagnetic clutch

Electric illuminator for cars

Lead storage battery

Car navigation system

Light car

Engine for cars

Stokehold items

Drive lead and steering gear part

Suspension arrest part

Concrete product for roads

Quicklime

Oxidation titanium

Catalyst for vehicle exhaust emission purges

Nitrogen

Polypropylene glycol

Plastic mechanical apparatus part

Rubber for industry

Natural gas

Promising stock

Promising stock will be KOITO MANUFACTURING CO., LTD. (7276).

It's the electric illuminator relation for favorable cars.

New car sale seems to receive good effect of Toyota.

Gold and Platinum（July, 2017）I think it's dangerous to think risk on continues forever.

= = = Platinum price is fall ===.

Gold and Platinum ． in which platinum of price is usually more expensive -- this is carried out to since annual production volume of Platinum is called quantity of 1/12 and has scarcity value, if it is measured against it of Gold．

Although it stopped hearing Gold not much these days [ 、 ], it is called substitute money 、 riskless assets 、 last resort etc.
if trust is lost, price will rise -- use for industry receives many flaps of deceleration of the world economy, and 。 one side 、 platinum serves as 、 demand decline → price decline -- if spread of Gold and Platinum becomes large as a 。 result, stock price will rise -- 、 -- 。 in which stock price will fall if it becomes small

=== Price trends of [Gold and Platinum in  July, 2017 ] ===

If 、 margin of decline checks comparison graph of spread of 。 Gold and Platinum, and stock price which five months reduced for a while although price of platinums is less than price of Gold for 31 consecutive months from 、 January, 2015, as for spread of Gold and Platinum in July, 2017, Platinum must receive Gold.

 which is becoming uneasy at car market of 、 N.A. although catalystic of automobile of 。 Platinum which you may judge it turned out that stock price is also firm when price was in superiority, but carried out trend conversion is max demand 

= == CFTC open interest detailed trend ===

Check 、NY Gold CFTC open interest details and NY Platinum 　CFTC open interest details with seeing range of prices of Gold and Platinum. Since direction of 、 Platinum is [ on June 27 / as opposed to / in direction of 、 Gold / 90,831 sheets ] 10,183 sheets in 10,533 sheets 。CFTC open interest detailed month with ておく necessity at 131,672 sheets on July 25 on June 27 on July 25 As for Gold and Platinum, direction of 。 Gold which is sale is [ speculation idea ] 。 whose margin purchase decreased greatly.

=== they are cautions also to  shale oil  ===

It is 。 in which it is well known for 、 crude oil and order correlation about price of Gold that they are 、 dollar and negative correlation, and 、NY crude oil CFTC open interest details of large quantity speculation idea are also increasing.

= = = Conclusion ===

It is 。 which I regard as whether it is hazard which is regarded as 、 risk-on continuing forever in July although stock was firm and product also went up.