Situation such as foreign and inward portfolio sale and purchase agreement（March 9 week）

Situation such as foreign and inward portfolio sale and purchase agreement is published every Thursday.

It will be published separately in 【Securities investment of domestic investors】 and 【Securities and investment of foreign investors】.

Situation of stock

Buying and selling of foreign investors influences the market price about a stock.
A week March 9 remains with last week, and foreign investors seems to have sold a Japanese stock eternally.

Situation of the exchange

The buying and selling trend of the trend of the medium-to-long-term bond of a foreign loan of japanese bank is influential about the exchange rate．
More than 3,000,000,000,000 yen of Japanese bank sold it in February, and a strong yen rate progressed, but 1,000,000,000,000 yen of week March 9 includes was bought again.
It may be the one by which accounting measure selling for which the end of the term is scheduled was settled.

The nearest situation

Sale of foreign investor's Japanese stock doesn't stop yet, but I'd like to wait for buying conversion of sale of foreign investor's Japanese stock.
Sale of medium-to-long-term bond of a foreign loan of a Japanese bank, a something stopped, so progress of a strong yen rate may stop.

Promising stock is considered from the enterprise price index of February.

The domestic enterprise price index is an announcement on Mar 13 in February, 2018.

The enterprise price index reflects the business.

The domestic enterprise price index the Bank of Japan announces is the one 
which digitized a price level of the article bought and sold between the enterprise.

It's generally the case that the one of the enterprise price index 
which is wholesale makes the business reflected more than the consumer price index.

It's said that it's early.

The difference which are import prices from export prices is a long falling trend.

The tendency by which the one when the domestic price index is rising by comparison 
with the Nikkei Stock Average, also comes to have a high stock price
But I have that.

The profit by which the one when the difference which pulled the import index out of the export index 
in particular is great, is an export company, draw
Of the average, I rise.

The difference in import prices was a long falling trend from export prices from 1988 to 2014.

When the reverse from 2014 can be confirmed as conversion as a long trend.
I think it'll be a deflation shake declaration.

A slumped yen trend after November is reversed from around January, 
and I have converted into a strong yen rate trend.

The business society which may be taken for an export company

When the price index of the annual average was confirmed, 
it was minus than last year successively for 2 years in 2016.
The difference which pulled the import index out of the export index rose continuously 
and turned to a plus in 6 after for 2 years.

It'll be the business society which may be taken for an export company, and they seem to come.

The dollar yen exchange rate is quite influential.

The rise pace of the enterprise price index is becoming slow.

Comparison with CPI which is the consumer price index, CPI, 
without rising, only the domestic enterprise price index.
The time when I rise, an enterprise, the cost, in the price, you can change, without, the profit falls.
CPI was more predominant from January, 2016, and I was changing, to CPI, the enterprise price index
The rise pace which is so was becoming early, so it was necessary to pay attention.
The rise pace of the enterprise price index of February is small from January.

Promising stock

When the domestic price index and export price index are plus according to the list of articles, 
and import prices become minus.
The margin will increase.
There is no promising stock from the enterprise price index of February.

Promising brand will be considered from family income and expenditure survey in Jan.

Family income and expenditure survey in Jan is disclosed on Mar 9.
Consider promising brand from the content of family income 
and expenditure survey.

Budget consumption of Japan is long-term fall trend.

Also in decrease of worker's household's ratio, budget consumption of Japan 

is exist long-term fall trend.

In yearly base, 2011 are the latest bottom in here. 

When it's judged by the degree of month, it's increased continuously for 9 months.

When it's judged by the degree of month, the monthly average is 12 pieces of increase for 10 months successively, but forcefulness is not. Recently, 2012, even tax increase of 8 % of 5%-> of a consumption tax in 2014 was increase as the bottom..

Insurance medical treatment is strong in living expenditure level index.

Insurance medical treatment is the rise basis by the living expenditure level index which made 2015 100.
By the main lists of articles which contributed to the year-on-year comparison for the same month substantial fluctuation rate of the consumption expenditure
It seems to have been big by equipment repair and maintenance 44.5% (contribution 0.69).
The repairing expenses of the house seem to pile up at Daisetsu. 

Promising brand

There is no promising stock from household expenditure survey in January.

Promising stock is considered from a Economy Watchers Survey in March. It was continuous lowering for 3 months.

Economy Watchers Survey in February is an announcement on March 8.　

Promising stock is considered from the inside.  

It was continuous lowering for 3 months

「Improving continues. There keeps being also anxiety to shortage of labor about the future.
An expectation to receipt of order and investment in plant and equipment, etc. is seen continuously.」
It's gathered.

The current state judgement DI (seasonally adjusted value) A was 48.6.
It was continuous lowering for 3 months.
It's since March  from January, 2017, that continuation lowered for 3 months.

Employment relates to the hopeful business category as expected.

The worst number was the eating and drinking relation in the household budget trend oppositely.

The best number is the eating and drinking relation in the household budget trend about the future.

The worst number was an industry related to a business climate oppositely.

According to the area, Okinawa

When it was seen according to the area, the best number was Okinawa for the current state, and the worst number was Kitakantou oppositely.

The best number was Okinawa in future judgement DI, and the worst number was the northeast.

The outline of a judgment of business situation reason is employed.

By the outline of a judgment of business situation reason
* Manpower supply company in Kitakantou
* Employment security office in Koshinetsu
* Taximan in Hokuriku area
* Golf course in Okinawa
The above was good.（◎）.

Consumption is related by the outline of a judgment of business situation reason.

* Northeastern department store
* Manpower supply company in Tokai
* Job-offering magazine making company in Kyushu
The above was bad.（×）

Promising stock

There is no promising stock from a business watcher investigation in February.

Promising brand will be considered from the diffusion index in Jan

The diffusion index (Jan, H30 flash report) is announced in Mar at 7th. 

Overall assessment of coincident indicator is "improved" 

and it is shown that the possibility of economic condition expansion is high.

There are three indexes of Leading, Conincident, and lagging in the diffusion index.

In flash report, total of precedence (107.9->104.8), match (120.7->114) and 

lagging (119.0->119.5), and three indexes went down in Jan.

It's the range of drop of the since then at consumption tax introduction in 2014.

　　　　　　　　　　　　　

Leading Index

It's a leading indicator, the consumer attitude index, the Nikkei index of goods (42 kinds are synthesized.), the TOPIX and perspective DI of sales of small and medium enterprises
But it was plus contribution.

At the inside which is a leading indicator oppositely, the last inventory shipment ratio index of demand goods, the stock-to-sales ratio index of industrial goods for mining industries and the number of new employment offers (jo college graduate)
Newly-established housing beginning floor space was minus contribution.

Conincident Index

It was the coincident indicator, but all all except for the nonscheduled hour worked index (investigation industrial total) was minus contribution.

Lagging Index

It was the lagging index, but the corporation profit tax income was plus contribution.
Oppositely, but the consumer price index and the last stock index of demand goods were minus contribution.

Promising brand

There is no promising brand from the diffusion index in Jan.