[東京 24日 ロイター] -
<13:36> 日経平均は堅調継続、銀行業は下げ幅拡大
後場の日経平均は堅調継続。前日比約300円高の2万7400円付近と、前引けと
比べてほぼ横ばいで推移している。引き続き、指数寄与度の高い半導体銘柄が堅調で、指
数を押し上げている。日銀総裁候補の植田和男氏の所信聴取が終わり、金利上昇方向の発
言への警戒が後退し、銀行業が下げ幅を広げている。
午後1時からは、副総裁候補2人の所信聴取が始まっているが、市場では「元金融庁
長官と日銀理事なので、植田氏以上に慎重な発言をするとみられ、市場への影響は限定的
」(国内運用会社のストラテジスト)との声が聞かれる。
個別では、東京エレクトロンやアドバンテストが引き続き堅調で、
2銘柄で指数を150円程度押し上げている。業種別では、後場に入り銀行業が下げ幅を
大幅に拡大しており、みずほフィナンシャルグループなどの大手行が軒並み下げ
幅を拡大している。
<11:55> 前場の日経平均は大幅反発、植田氏の金融緩和継続発言を好感
前場の東京株式市場で日経平均は、前営業日比294円46銭高の2万7398円7
8銭と、大幅に反発した。次期日銀総裁候補の植田和男氏の現状の金融緩和を継続すると
いう旨の発言が伝わると上げ幅を拡大し、一時360円高まで上昇した。
日経平均は前営業日比40円高と小反発してスタートした後、徐々に上げ幅を広げた
。午前9時半過ぎに衆院で植田候補の所信聴取が始まり、現在の金融政策について「副作
用をもたらしているが、経済・物価情勢踏まえると必要かつ適切な手法」と発言すると当
面は金融緩和が継続するとの思惑が広がり、指数は300円超高まで上値を伸ばした。
SMBC信託銀行の山口真弘投資調査部長は「金融緩和を継続するという(植田氏の
)語り口に驚きはなかった」と指摘。「(金融緩和継続で)為替が円高には振れにくいと
市場が解釈した場合、今後の日本株にとってはプラスに働くとみている」という。
所信聴取が始まりいったんあく抜けしたことから「後場にはもう一段高が期待でき、
日経平均2万7500円まで戻すことも期待できる」(山口氏)とみられている。
米半導体大手エヌビディアが22日に発表した決算が好調だったことで、半
導体関連株が堅調に推移した。東京エレクトロンは6.1%高、アドバンテスト
は7.8%高。ディスコは6.4%高と年初来高値を更新した。
一方、植田氏の所信聴取を受け、みずほフィナンシャルグループや三菱UF
Jフィナンシャル・グループ、三井住友フィナンシャルグループhなど
の金融株は軟調だった。
TOPIXグロース指数は0.77%高、同バリュー指数は0.38%高で、グロー
ス株が優位だった。
TOPIXは0.57%高の1986.43ポイントで午前の取引を終了した。東証
プライム市場の売買代金は1兆6999億8100万円だった。東証33業種では、値上
がりは海運業や電気機器、不動産業など24業種となった一方、値下がりは医薬品や鉱業
など9業種だった。
東証プライム市場の騰落数は、値上がりが1288銘柄(70%)、値下がりは46
2銘柄(25%)、変わらずは84銘柄(4%)だった。
<09:50> 日経平均は上げ幅拡大、植田日銀総裁候補が現在の金融政策に「適
切な手法」との見解
日経平均は上げ幅を拡大している。一時200円超高の2万7300円台前半に上昇
した。その後、上げ幅を縮小している。
植田和男・日銀総裁候補の所信聴取でのコメントが伝わり、上昇に弾みがついた。
現在の金融政策について「副作用をもたらしているが、経済・物価情勢踏まえると必要か
つ適切な手法」など植田氏の発言が伝わったことが手掛かりになった。
市場では「市場にとっては無難との受けとめがでているようだ」(三木証券の北沢淳
商品部投資情報グループ次長)との声が聞かれる。ただ、米金利が上昇基調にある中では
「積極的には上値を追いにくい」(北沢氏)という。
半導体株やハイテク株が上値を伸ばした一方、銀行株は軟調となった。
<09:07> 日経平均は反発で寄り付く、半導体関連株がしっかり
寄り付きの東京株式市場で日経平均は、前営業日比40円40銭高の2万7144円
72銭と、反発してスタートした。前日の米株高の流れを引き継いで小幅上昇で始まり、
その後も上げ幅を拡大している。米半導体大手エヌビディアの決算が好調だった
ことから指数寄与度の大きい半導体関連銘柄が買われ、相場を支えている。東京エレクト
ロンが4%高、アドバンテストが5%高で、2銘柄で日経平均を120
円ほど押し上げている。
値がさのファーストリテイリングは1%安、ソフトバンクグループ
は0.2%高となっている。主力のトヨタ自動車は小幅安。三菱UFJフィナン
シャル・グループは前営業日終値付近で横ばいで推移している。
<08:23> 寄り前の板状況、ニチアスは買い優勢 三桜工は売り優勢
東証プライム市場の寄り前の板状況では、買い優勢と売り優勢のそれぞれ上位銘柄群
は以下の通り。
買い優勢
銘柄名 騰落 MID 買気 売気 終値
率 気配 配 配
1 ニチアス 17% 3,03 3,03 3,03 2,58
0 0 0 9
2 スターティアHLDG 15% 1,13 1,13 1,13 988
8 8 8
3 長瀬産業 9% 2,23 2,23 2,23 2,03
0 0 0 8
4 アルゴグラフィックス 9% 4,06 4,06 4,07 3,73
8 5 0 0
5 プロレド・パートナーズ <7034. 8% 565 564 565 522
T>
6 日本工営 8% 3,55 3,55 3,56 3,29
8 5 0 0
7 アバントグループ 8% 1,45 1,44 1,45 1,34
0 9 0 3
8 SHOEI 8% 5,42 5,42 5,43 5,03
5 0 0 0
9 C&FロジHLDG 8% 1,30 1,30 1,30 1,20
0 0 0 9
10 日本毛織 7% 1,02 1,02 1,02 960
8 7 8
売り優勢
銘柄名 騰落 MID 買気 売気 終値
率 気配 配 配
1 三櫻工業 -14% 595 594 595 694
2 文化シヤッター -10% 1,02 1,02 1,02 1,13
5 5 5 4
3 月島機械 -8% 1,01 1,01 1,01 1,09
2 1 2 6
4 DmMIX -7% 1,47 1,47 1,47 1,59
7 7 7 5
5 イーエムシステムズ -7% 831 831 831 890
6 エフオン -6% 555 554 555 591
7 日鉄ソリューションズ -4% 3,20 3,20 3,21 3,35
8 5 0 5
8 キヤノン電子 -4% 1,68 1,68 1,68 1,75
1 1 1 5
9 テスHLDG -4% 999 999 999 1,04
1
10 アドウェイズ -4% 626 625 626 650
(
Technology / Media / Telecoms
Focus: The Putin administration moves to check against the influence of the founder of Wagner | Reuters
LONDON (Reuters) – A group of mercenaries led by this man are striving for victory for Russia on the battlefields of Ukraine. But there is growing evidence that Putin’s government is apparently moving in the direction of undermining his excessive political influence. That person is Yevgeny Prigozhin, 61, the founder of the private military company Wagner.
In recent months, the bloody role of Prigozhin, who has a criminal record, in the invasion of Ukraine has been making headlines. In the West, it is even depicted as a real-life version of the 007 series nemesis.
Prigozhin, known for his skinhead and outspokenness, has become a hot topic in the Russian-language media. He has boasted about being subject to Western sanctions, publicly denounced Russian military leaders, tried to use his battlefield successes to gain the Putin regime’s favor, and imprisoned tens of thousands of people. He explains in detail how he was recruited into the mercenary group.
Prigogine’s presence has been so high that it has sparked speculation among colleagues and analysts that he may be seeking public office or a career in politics.
Lately, however, there is mounting evidence that the Putin administration is moving in the direction of nipping the buds of such speculation early. Prigogine himself has been ordered to refrain from openly criticizing the Ministry of Defense, and the state media has been advised not to mention him or Wagner in any reports.
Prigozin confirmed last week that his right to recruit prisoners had been suspended. The right was one of the key steps in his growing political clout, and helped Wagner make small but steady advances in eastern Ukraine. Wagner’s forces appear to be slowly approaching the capture of the city of Bakhmut.
Olga Romanova, director of a human rights group for prisoners, said prison recruitment was taken over by the Ministry of Defense earlier this year. The Ministry of Defense does not approve of this.
Former presidential adviser Sergey Markov, who still has close ties to several authorities, said: “Putin’s senior officials are against Prigozhin’s entry into politics. I think,” he says.
Longtime Putin researcher Tatiana Stanovaya wrote in a paper for the Carnegie Endowment for International Peace that Prigozhin’s downfall does not appear to be imminent, but that ties to the Putin regime have cracked. He pointed out that it was happening.
“Domestic political heavyweights have harassed Putin’s aides with Prigozhin’s inflammatory political rhetoric, attacks on public institutions, and the threat of forming a political party that will cause headaches for everyone in the government. I don’t like attempts to provoke,” Stanovaya wrote.
“He’s not just become a celebrity. He’s clearly turning into a full-fledged politician with a unique point of view.”
According to Markov, Putin’s government has been assured by Prigozhin that it will not form its own political movement or join a political party unless the regime asks for it.
“(The message from the administration) is that we will provide military resources, but for the time being, stay out of politics,” Mr. Markov said.
Prigozhin said in an interview in Russia on Thursday that he has “zero” political ambitions.
Markov, who describes Prigozhin as an extremely militant figure, believes Putin asked him to refrain from openly criticizing the top officials when he met him in St. Petersburg around January 14.
Mr. Markov said he did not know the details of each person’s remarks about the meeting, and Reuters could not confirm whether he was right or wrong.
Prigozhin has since softened his criticism of the administration’s top brass, giving a rare video interview on Thursday to make it clear that he didn’t criticize anyone.
The meeting with Putin in St. Petersburg is not listed on the Russian government website, but at least one of the attendees confirmed it and posted about it on social media. The Russian government declined to comment on private meetings.
The Russian government did not immediately respond to a request for comment on whether or why Prigozhin’s actions were taken into consideration. But on Wednesday, a prominent Wagner-linked social media “gray zone” published what appeared to be a leak of directives directed at state media by the government.
The document advises recipients not to refer to Mr. Prigogine or Wagner by their real names, and suggests using generic names when referring to Wagner’s troops.
Reuters was unable to verify the authenticity of the document, and state media are not allowed to publish directives of this kind.
<“Shadow of Fate”>
Prigozhin said in a statement released on Wednesday that Wagner appears to be appearing less frequently in Russian media these days. He said it was an attempt by “losers” to wreak havoc on the group he runs, but he didn’t name it.
Markov, who has spoken a lot about Prigozhin in a mostly positive light, said he was one of those who was asked not to praise Mr Prigozhin, the head of a private military company. .
“They were saying, ‘We’re not going to ban it, but we should stop it,'” Markov said.
Dmitry Arperovic, a native of Russia and chairman of the US think tank Silverado Policy Accelerator, said Prigozhin feels his sphere of influence is shrinking.
“Prigozin’s fortunes are in doubt. Criticism of the military and other elites has gone too far,” Alperovic said on Twitter. “Now his wings are being plucked.”
After years of denying being the founder of Wagner, Prigogine finally unveiled his veil last September, revealing that he founded the company in 2014.
Around this time, Russia’s invasion of Ukraine, dubbed a “special military operation,” was a major loss for the military’s upper echelons. Following the chaotic withdrawal from the capital Kyiv (Kiev), the Kharkov province in the northeast was also withdrawn, and the withdrawal from the southern city of Kherson was imminent.
Prigozhin, who made his fortune with a successful catering business, has led a vigorous public relations campaign at the center of his career, using social media, state television, and feature films to promote his mercenary force to the ranks of the military miracle elite. It was drawn as a combat unit.
Prigozhin portrayed himself as a ruthless and capable patriotic manager, and Russia’s upper echelons as incompetent and ignorant.
Prigozin, who has his mercenary forces deployed across Africa and the Middle East, suggested last week that he and his men could disappear as suddenly as they appeared. But many of his enemies may not believe his words.
“When it’s no longer needed, we pack up and go back to Africa,” Prigogine said.
(Reporter Andrew Osborn, translated by Eaclelen)
Taiwan Foxconn replaces iPhone manufacturing manager = BBG | Reuters
(Reuters) – Taiwan’s Foxconn, which manufactures iPhones for Apple Inc., has named Michael Chang as head of iPhone manufacturing. He will take over the assembly business in place of Mr. Wang Chengyang, who has been leading the business for a long time. Bloomberg reported on the 17th, citing sources familiar with the matter.
Foxconn declined to comment. Apple did not respond to a request for comment.
The company’s iPhone factory in Zhengzhou, Henan Province, was severely impacted by the coronavirus crisis at the end of last year, with thousands of employees fleeing as restrictions were imposed to combat the spread of the new coronavirus. There have also been issues over wage negotiations, but production has largely returned to normal, with shipments reaching about 90 percent of planned levels in December, sources told Reuters in January.
According to Bloomberg, Foxconn’s flagship unit, Hon Hai Precision Industry Co., chairman Liu Yang-wei, is hiring younger executives in the supply chain division in response to intensifying competition from Chinese rivals. It says.
Warner Bros. Discovery considers selling music rights = FT | Reuters
[12日 ロイター] – US media giant Warner Bros. Discovery is seeking to sell its music rights, including movie soundtracks. British newspaper Financial Times (FT) reported on the 12th. Asset valuations could exceed $1 billion.
The study is reportedly in the early stages.
The company was launched last year through the merger of AT&T’s media giant WarnerMedia and its competitor Discovery.