UFJ Shares: A Buying Opportunity Amid Market Downturn and Potential Positive Impact of YCC Adjustments / UFJ株:市場の下落とYCC調整の潜在的なポジティブな影響を背景にした購入の機会
Shares of UFJ fell on August 1st.
Despite reporting strong earnings compared to the same quarter of the previous year with operating revenue up 28.2%, ordinary income up 175.9%, and net income up 391.2%, the overall market sentiment seemed to be bearish.
The stock price has been in a declining trend. As of August 4th, the U.S. market was also down due to a disappointing review of Apple's earnings and the looming possibility of an increase in U.S. policy interest rates. Therefore, I'm starting to think it might be worth considering buying UFJ shares while observing the market situation.
The reason is that the aforementioned earnings were reported at interest rates prior to the practical adjustments of the Yield Curve Control (YCC). Therefore, I hypothesize that the next earnings report, following the practical adjustment of the YCC interest rate, could be even more positive.
That's why I think it's possible to make such a prediction.
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UFJ株は8/1に下落しました。
決算内容は 前年の四半期に比べて
経常収益 28.2% 増
経常収益 175.9% 増
純利益 391.2% 増
と良かったものの、あまりにも株式市場の全体の相場が下げ相場だったためかと思われます。
一旦株価は下がり調子であり、8/4時点の米国市場も $APLE の決算の評価が悪かったことやアメリカの政策金利の利上げの可能性がなくはない状況になって来ましたので様子をみつつUFJを買うのはありかもなと思い始めております。
理由としては上記の決算内容はYCCの実質的な修正前の金利で叩き出した成績ですので、YCCの実質的な金利が修正されてからの次の決算は更に良いものになるのではという予測を立てやすいと思っているからです。