The game trade show "E3" opens online on the 12th
June 6, 2021 (Sunday) - Cloudy; Mercury retrograde (May 30 – June 23)
・The G7 finance ministers' meeting concluded on the 5th with a consensus to support the U.S. proposal to set an international minimum corporate tax rate at “at least 15%.”
The international tax competition that had persisted for about 30 years is entering a major turning point.
・Regarding workplace vaccination for COVID-19, the government clarified the preparation details it will require of companies.
Companies and healthcare workers who wish to do so will arrange it themselves, and submit a weekly vaccination plan to the prefectures.
The number of vaccinations will be conditioned on a minimum of 2,000 doses.
Workplace vaccinations are imagined in three patterns: 1) the occupational physician conducts it in the company clinic, 2) an external contractor conducts it in a conference room, 3) a partnered medical institution conducts it.
・Major life insurers are moving to reduce holdings of regional bank shares.
Nippon Life Insurance plans to sell over 20 billion yen in fiscal 2021.
Meiji Yasuda Life Insurance has also begun considering reductions.
Dai-ichi Life Insurance <8750> [closing price 2,317.5 yen] will continue to communicate with the regional banks targeted for sale.
The total sale value for the major companies in fiscal 2021 is expected to be several hundred billion yen.
・More companies are using treasury stock for executive compensation.
About 2,000 companies adopting it, exceeding half of listed companies, are expected.
With stock prices rising, compensation increases, strengthening incentives for business expansion.
・China is intensifying military activity in the airspace around Southeast Asia.
At the end of May, Chinese military aircraft approached Malaysia’s airspace. There are moves to increase incursions into airspace of other countries across the South China Sea.
・Japan’s auto manufacturers’ R&D spending in fiscal 2021 will reach a record high for the first time in two years.
The six major companies will invest a total of 2兆8,870億 yen, up 7% from the previous year, in areas including electric vehicle (EV) development.
With the global push for decarbonization, the Japanese government has also summarized its greenhouse gas emission reduction targets.
Technology development aimed at a future without engines is advancing.
・The world’s largest video game trade show, E3, opens online on the 12th U.S. time.
Microsoft in the U.S. and Nintendo <7974> [closing price 67,760 yen] will participate, showcasing new games through dedicated apps and other means.
The global gaming population is estimated to exceed 3 billion people.
・There is a broader move to increase the procurement of ferrous scrap in the steel industry.
By mixing scrap or using electric arc furnaces that recycle scrap, decarbonization is pursued.
JFE Steel <5411> [closing price 1,444 yen] decided to purchase on a regular basis 200,000 tons annually starting fiscal 2021.
China is turning to importing countries, tightening scrap demand further.
Domestic distribution prices are at their highest in about 13 years.
・Facebook in the U.S. has said No to the political tactics of former President Trump and others.
Through 2023, it plans to ban new posts from Trump on the company’s social media and has shifted its policy to intensify intervention in politicians’ posts.
・Global COVID-19 infection numbers (new deaths during the previous day) as of 4:00 p.m. on June 5, compiled by Johns Hopkins University: Global total 172.59 million cases (10,710 deaths)
United States 33,346,091 (56,7) India 28,694,879 (3,380) Brazil 16,841,408 (1,545) France 5,762,637 (88) Turkey 5,276,468 (94) Russia 5,049,210 (370)
United Kingdom 4,521,922 (11) Italy 4,227,719 (73) Argentina 3,915,397 (538) Germany 3,704,685 (121) Spain 3,697,981 (147) Colombia 3,518,046 (537)
・Domestic COVID-19 infections: confirmed cases 760,425 (new infections +2,652; as of 8:00 p.m. on the 5th); deaths 13,548 (+64)
Hokkaido 39,309 (+276) Tokyo 163,329 (+436) Osaka 100,720 (+174) Kyoto 16,055 (+49) Hyogo 40,145 (+81)
Aichi 48,641 (+218) Fukuoka 34,543 (+85) Okayama 7,463 (+20) Hiroshima 10,965 (+47) Okinawa 18,314 (+261)
Saitama 44,362 (+119) Chiba 37,664 (+137) Kanagawa 62,558 (+224) Gifu 8,905 (+43) Mie 5,025 (+23) Gunma 7,912 (+10) Ishikawa 3,824 (+14) Kumamoto 6,339 (+12)
(June 6, Nikkei Newspaper)
From here, published in Kurono Asa Premium
http://www.koronoasa.com/info/
Weekends: Stock Research published ⇒ http://www.koronoasa.com/info/
6/5 (Sat) Kurono Asa Seminar 6月特別篇: The God of Fortune in the Market (Download)
https://www.directform.jp/form/f.do?id=1760bc0417709cb
6/12 (Sat) Kurono Asa Seminar: hina's Stock Seminar (Tokyo, Yaesu)
https://www.directform.jp/form/f.do?id=6160af184fbc5ea
× ![]()
