Should Nikkei 225 be renamed to Bank of Japan 225?
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Now, the theme this time isThe Sin of the Bank of Japan.
BOJ ETF holdings have surpassed 20 trillion yen.
★ More than 3% of all Japanese stocks
★ More than 2.5 times BOJ’s equity (about 8 trillion yen)
It is clearly an abnormal situation.
In such a situation, Shimbun Commissioner Funo said about stock prices that “the P/E is low and not in a overheated state,” denying the bubble.
The essence of the problem is not being seen, is it?
This is obvious self-justification.
Bloomberg’s estimate
★ Among the Nikkei 225 constituents, 75% of listed companies have the BOJ among their top 10 shareholders
★ In many companies from now on, the largest shareholder
<予想> By the end of 2017, 55 stocks
By the end of 2018, 82 stocks (over one third of total?)
The major issue is the handling of voting rights.
Who will exercise voting rights, with what views, or not, it is unclear.
What judgments will be made regarding nuclear power plant promotion plans by nuclear companies?
Nikkei 225, hurry upBOJ 225It may be better to rename it.
Note) The above is my personal opinion, and is intended only to improve financial literacy. Therefore, it is not created for investment solicitation. Also, while the blog content is based on data from reliable sources, the administrator does not guarantee its accuracy. The final investment decisions should be made at your own risk.
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