Rikako Ikee (20) named to Olympic relay team
April 5, 2021 (Monday) Rain followed by Cloudy
• The trend of selling real estate owned by companies is expanding.
JR companies will sell hotels and office buildings they own.
As the impact of the novel coronavirus persists, they aim to slim assets, reduce financial burden, and secure funds for capital investment.
With abundant funds from global monetary easing, non-trust funds are buyers, and more deals will involve continued use after sale.
From ownership to usage, the shift toward asset-light management is starting to advance.
• JGC Holdings <1963> [Close 1,321 yen] Will participate in next-generation nuclear power plant projects with safety considerations.
Using small reactors developed by American start-ups, aiming for commercial operation by the late 2020s.
As the world urgently pursues decarbonization, momentum is growing to view small reactors as one option to curb greenhouse gas emissions.
• Regarding the system failures that occurred from the night of March 11 into March 12,
Mizuho Bank <8411> [Close 1,582.0 yen] has learned that it is considering charging a burden on Hitachi <6501> [Close 4,947 yen], which built the system.
The cause was partly due to a disk device in Hitachi’s infrastructure breaking and backup switching also failing.
• Nikkei, Inc. forecast for April–June 2021 for 30 major industries: seven sectors including industrial and machine tools will improve.
While “rain” and “drizzle” decreased from the first quarter of 2021, 13 industries including dining-out still apply.
The recovery from the economic slowdown caused by the novel coronavirus is clearly bifurcated as a “K-shaped” recovery.
• The government on the 5th applied “Priority Measures to Prevent the Spread” in Osaka, Hyogo, and Miyagi, which are measures akin to a state of emergency for COVID-19 responses.
They request shortening restaurant business hours to 8:00 p.m.
The period is one month until May 5, the long holiday period.
• The government, amid the spread of a mutated COVID-19 virus, has finally begun to strengthen testing.
They aim to increase the proportion of tests that examine whether a positive PCR sample is a mutant strain to 40%, but building the system is not easy.
• Bank of Japan <8301> [Close 38,300 yen] The money supply in March (the monetary base, average balance) was up 20.8% year-on-year at 613 trillion 381.6 billion yen.
The growth rate is the largest since February 2017.
• Washington Post: It was discovered by March 4 that personal data of more than 500 million Facebook users could be viewed on the Internet.
Hackers apparently published it for free, and there is a risk of misuse for identity theft and other crimes.
• Egypt’s Suez Canal Authority Director Rabia announced on the 3rd that all 422 vessels that had been waiting due to the late-March large container ship grounding have passed through the canal.
The delay was cleared within five days of resuming operations.
• In Australia, housing prices had been rising this year.
Private surveys show March prices up 2.8% month-over-month, the highest growth since October 1988.
With historically low interest rates and an improving buyer sentiment as the economy recovers from the COVID-19 shock, buyer confidence has improved.
• The Xi Jinping administration’s efforts toward food self-sufficiency are becoming more difficult.
While once boasting high food self-sufficiency, it is believed to be declining due to land degradation and haphazard development, with estimates placing it in the 70% range.
• Global COVID-19 infection numbers (daily new deaths) as of 4/4 4:00 PM, summarized by Johns Hopkins University: World total 130,784,000 (8,208 new deaths)
United States 30,671,843 (676) Brazil 12,953,597 (1,987) India 12,485,509 (513) France 4,802,545 (1) Russia 4,520,879 (377) United Kingdom 4,371,393 (10)
Italy 3,650,247 (376) Turkey 3,445,052 (166) Spain 3,300,965 (157) Germany 2,886,029 (70) Colombia 2,434,197 (155) Poland 2,415,584 (572)
• ORIX <8591> [Close 1,810.5 yen] Directly selling power derived from sunlight to customers by installing large-scale solar panels and earning revenue from selling electricity. They are pursuing a “direct sale” model that bypasses power companies.
They install panels on a large scale and earn income from selling electricity. They are pursuing a “direct sale” model that bypasses power companies.
• Gift electronic (e-gift) service Gifttee <4449> [Close 3,545 yen] Stock price has been solid around 3,500 yen in recent times.
But a year ago, after going public it faced its first major test, and the 985 yen price in March 2020 remains the all-time low.
In the new normal of “With COVID,” sustained growth will hinge on how much the use cases for e-gifts can be expanded.
• Weather forecast for the 30 major industries for April–June
“Clear” 3 (+1) Internet services, Amusements, Electronic components and semiconductors (↑)
“Mostly sunny” 7 (+1) Construction and cement, Industrial machinery (↑) Information, Supermarkets, Drugstores, Advertising, Recruiting
“Cloudy” 7 (+1) Oil and chemicals, Textiles (↑) Apartments and housing, Communications, Home electronics, Precision machinery (↑) Freight transport (↑)
“Drizzle” 9 (-2) Steel and non-ferrous metals, Paper and pulp, Plants and shipbuilding (↑) Leasing, Food and beverages, Pharmaceuticals, Department stores, Convenience stores, Apparel
“Rain” 4 (-1) Power, Automobiles, Dining out, Travel and hotels
• Domestic COVID-19 infections in Japan: Confirmed cases 485,704 (new cases +2,470 as of 4th 8:00 PM), Deaths 9,249 (+12)
Hokkaido 21,227 (+53), Tokyo 122,702 (+355), Kanagawa 48,900 (+142), Chiba 30,039 (+124), Saitama 33,403 (+135)
Kyoto 9,755 (+63), Osaka 54,689 (+593), Hyogo 20,847 (+211), Fukuoka 19,125 (+27), Aichi 5,830 (+22), Miyagi 6,503 (+80), Ibaraki 6,876 (+45), Okinawa 9,889 (+96)
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