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☆ Risk of yen intervention is 'relatively small,' says financial services firm
▼ + stars: | 2024-04-12 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRisk of yen intervention is 'relatively small,' says financial services firmJesper Koll, expert director at Monex Group, says there may be verbal intervention, but actual yen intervention would require the currency to hit 160 to 165 levels against the dollar.

Persons: Jesper Koll Organizations: Monex

☆ Japan needs to show the world that its economic recovery is sustainable: Monex Group
▼ + stars: | 2024-03-19 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJapan needs to show the world that its economic recovery is sustainable: Monex GroupJesper Koll, expert director at financial services firm Monex Group, said that the BOJ raising interest rates would neither be a "bazooka" nor a "shock," but a policy normalization.

Persons: Jesper Koll Organizations: Japan, Monex

☆ This analyst predicted the Nikkei would cross 40,000. Here's where he thinks it'll go next
▼ + stars: | 2024-03-04 | by ( Lim Hui Jie | ) www.cnbc.com time to read: +4 min

Koll was referring to the asset and equity bubble Japan saw in the late 80s, which resulted in the Nikkei hitting its 1989 highs. In July last year, Koll told CNBC's "Street Signs Asia" he expected the Nikkei to hit 40,000 "over the next 12 months." watch nowWhen asked what drives his optimism, Koll told CNBC on Monday that it was in part due to Japan's ability to be a "capital value-creating superpower." There is no question that Japanese 'salarymen CEOs' created more fundamental economic value than Wall Street's superstar CEOs. He said Japanese CEOs are the "undisputed global champions of delivering on the hard part, true economic value creation."

Persons: Jesper Koll, Koll, CNBC's, Fumio Kishida, Wall, Warren Buffett, Berkshire Hathaway Organizations: Nikkei, Monex Group, CNBC, Bank, Monex, Wall, Berkshire, Mitsubishi, Mitsui, Sumitomo Locations: Tokyo, Japan, Itochu

☆ Japanese stock market rally has key differences to 1980s bubble: Monex Group
▼ + stars: | 2024-02-16 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJapanese stock market rally has key differences to 1980s bubble: Monex GroupJesper Koll, expert director at Monex Group, talks about the fundamentals underpinning the current Japanese stock market rally.

Persons: Jesper Koll Organizations: Monex Group

☆ Japanese chipmaker Renesas strikes $5.9 billion deal to buy software company Altium
▼ + stars: | 2024-02-15 | by ( Shreyashi Sanyal | ) www.cnbc.com time to read: +2 min

Japanese semiconductor firm Renesas Electronics said Thursday that it would acquire Sydney-listed software company Altium for 9.1 billion Australian dollars ($5.89 billion) in cash, as it seeks to streamline its electronics design process. Renesas said it would pay AU$68.50 per share, representing a 33.6% premium to Altium's closing price of AU$51.26 on Wednesday. Australia-listed shares of Altium jumped nearly 30% to near AU$66, while Tokyo-listed Renesas fell 3.2%. The deal has been unanimously approved by the board of both companies but its completion is subject to approvals from Altium shareholders, Australian court and regulators, Renesas said. The deal comes a month after Renesas agreed to buy Nasdaq-listed Transphorm for $5.10 per share in an all-cash deal worth $339 million.

Persons: Renesas, Altium, Jesper Koll, Koll, Aram Mirkazemi Organizations: Renesas Electronics, Sydney, Monex Group, CNBC, Japan Inc, Nasdaq Locations: Australia, Tokyo, Japan

☆ 'The value proposition is here': Advisor says Japanese stocks can soar 50%
▼ + stars: | 2024-02-06 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'The value proposition is here': Advisor says Japanese stocks can soar 50%Jasper Koll of Monex Group suggests that its "perfectly possible" for the top Japanese companies that make up the Nikkei 225 to post earnings growth of 35% over two years. This, according to Koll, along with a "little" expansion in valuation multiples could drive up the benchmark Japan index by 50% by 2025.

Persons: Jasper Koll Organizations: Monex, Nikkei Locations: Koll, Japan

☆ Only worrying thing about the Japan market is that everyone's bullish: Financial services firm
▼ + stars: | 2024-02-05 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOnly worrying thing about the Japan market is that everyone's bullish: Financial services firmJesper Koll of Monex Group says he himself is "very bullish," but "ironically, the only thing that worries me is not the fundamentals, but it is this fact that everybody is bullish Japan now."

Persons: Jesper Koll Organizations: Monex Locations: Japan

☆ Japanese banks are key beneficiaries of domestic economic recovery, analyst says
▼ + stars: | 2023-11-14 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJapanese banks are key beneficiaries of domestic economic recovery, analyst saysJesper Koll, expert director at Monex Group, says financials have shown strong earnings as well as dividends.

Persons: Jesper Koll, financials Organizations: Monex

☆ There's no 'big inflation fire' in Japan: Monex Group
▼ + stars: | 2023-10-31 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's no 'big inflation fire' in Japan, financial services firm saysJesper Koll of Monex Group explains why he's "very bullish" on the Japanese economy.

Persons: Jesper Koll Organizations: Monex Locations: Japan

☆ NTT Docomo forms capital tie-up with Monex to strengthen financial business
▼ + stars: | 2023-10-04 | by ( ) www.reuters.com time to read: 1 min

TOKYO, Oct 4 (Reuters) - Japanese mobile operator NTT Docomo said it formed a capital tie-up with fintech firm Monex Group (8698.T) on Wednesday to build a new financial services business centred on managing its customers' assets. Monex's brokerage unit Monex Inc will form an intermediate holding company in which Docomo will take a 49% stake and make its consolidated subsidiary, Docomo said. Docomo will buy shares of the intermediate holding company from Monex Group for 46.56 billion yen ($312.00 million) and subscribe to a third-party allotment of shares worth 2 billion yen, Monex said. ($1 = 149.2300 yen)Reporting by Satoshi Sugiyama Editing by Chang-Ran KimOur Standards: The Thomson Reuters Trust Principles.

Persons: Docomo, Monex, Satoshi Sugiyama, Chang, Ran Kim Organizations: NTT Docomo, Monex Group, Thomson Locations: TOKYO

☆ Jesper Koll of Monex Group discusses BOJ's YCC, bond yields
▼ + stars: | 2023-07-28 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJapan's 2-year bond yield the 'real test' for the global financial system: Financial services firmJesper Koll of Monex Group says "the problem for the global financial system is not the [yield curve control], is not the 10-year bond in Japan."

Persons: Jesper Koll Organizations: Monex Locations: Japan

☆ Can Japan's Nikkei benchmark hit an all-time high of 40,000? One strategist thinks so
▼ + stars: | 2023-07-05 | by ( Lim Hui Jie | ) www.cnbc.com time to read: +3 min

Akio Kon | Bloomberg | Getty ImagesJapan's Nikkei 225 can reach 40,000 points in the next 12 months as fundamentals are "pointing in the right direction," according to market strategist Jesper Koll. Should the prediction come true, this would mean that the Nikkei would have breached its all-time high of 38,195 achieved on Dec 29, 1989. Japan's central bank has maintained an ultra-loose monetary policy for more than 20 years. He said that while there is more upside in the Nikkei, "a lot of good news is already priced in." That's on the expectation that the BOJ will move to tighten monetary policy.

Persons: Akio Kon, Jesper Koll, CNBC's, Koll, Kazuo Ueda, Tony Sycamore Organizations: Tokyo Stock Exchange, Bloomberg, Getty, Nikkei, Monex Group, Bank of Japan, CNBC Locations: Tokyo, Japan, Japan's, Koll, Sycamore

☆ Nikkei can reach record high of about 40,000 in next 12 months, says financial services firm
▼ + stars: | 2023-07-03 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNikkei can reach record high of about 40,000 in next 12 months, says financial services firmThe Nikkei could hit 40,000 in the next year thanks to fundamentals that "point in the right direction," rebound in business confidence and supportive fiscal policy, says Jesper Koll of Monex Group.

Persons: Jesper Koll Organizations: Nikkei, Monex Group

☆ Upside for Japanese pharma firm Eisai is still 'very, very strong,' says financial services firm
▼ + stars: | 2023-06-08 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUpside for Japanese pharma firm Eisai is still 'very, very strong,' says financial services firmJesper Koll of Monex Group says Eisai is "not a defensive play" and it's "turning into a growth play."

Persons: Jesper Koll Organizations: Japanese pharma, Monex

☆ 'Foreign investors are back': Japan stocks surge to their highest since 1990
▼ + stars: | 2023-05-17 | by ( Jihye Lee | ) www.cnbc.com time to read: +4 min

The firm noted that foreign investors bought a net 2.1 trillion yen ($15.4 billion) worth of Japanese stocks in April – adding that Japan's corporate sector remains the largest net buyer of Japanese stocks, with a volume of 1.1 trillion yen year-to-date. Central bank focusSociete Generale strategists added that their overweight position on Japanese equities remains unchanged. The Japanese yen traded at slightly weaker levels to 136.43 against the greenback on Wednesday. "Keep an overweight position on Japan equities, unhedged, and biased to banks, financials, and value," they wrote. "Specifically, we note the solid fundamentals compared with stocks on overseas markets, and we also think that expectations for structural changes/reforms could push Japanese equities up even further," wrote Japan equity strategist Kazunori Tatebe.

☆ Buffett has positive track record of investing in Japan: Monex Group
▼ + stars: | 2023-04-13 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWarren Buffett has a 'very positive' track record of investing in Japan: Financial services firmJesper Koll of Monex Group says that for Japanese institutional investors, the billionaire investor's trip to Tokyo is a "stamp of approval."

☆ Warren Buffett's trip to Tokyo is seen as a 'stamp of approval' for investing in Japan
▼ + stars: | 2023-04-13 | by ( Jihye Lee | ) www.cnbc.com time to read: +2 min

Berkshire Hathaway's stakes in all five trading houses is now 7.4%. Buffett's trip is a "stamp of approval" — especially for domestic investors in Japan, according to Monex Group's Jesper Koll. He emphasized Buffett's trip has the potential to boost confidence among Japanese investors as the nation continues to grapple with low consumption. "The real focus is confidence for Japanese investors, and that's where Warren Buffett's visit was very, very important," Koll said. The trading houses have helped grow the Japanese economy and contributed to the globalization of its business.

☆ Banks in Japan are still a 'very, very good' investment, says financial services firm
▼ + stars: | 2023-02-28 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBanks in Japan are still a 'very, very good' investment, says financial services firmJesper Koll of Monex Group says the "big megatrend" in Japan is to "make Japan banks strong again," and discusses why he likes MUFG Bank.

☆ At BOJ's helm, MIT-educated Ueda to put theory into practice
▼ + stars: | 2023-02-14 | by ( Leika Kihara | ) www.reuters.com time to read: +5 min

At MIT, he studied economics under Stanley Fischer, whose students include former U.S. Federal Reserve chair Ben Bernanke and former European Central Bank President Mario Draghi. He is a good listener and a consensus-builder, rather than a leader with a strong view on the direction of monetary policy, they say. "His style is to discuss monetary policy based on facts and evidence," said Tetsuya Inoue, who was Ueda's staff secretary when he was a central bank board member. In a column published in July, Ueda warned against raising rates prematurely in response to cost-push inflation - a sign he would be in no rush to tighten monetary policy. Upon approval by parliament, Ueda will assume the top BOJ post on April 9 and chair his first policy-setting meeting on April 27-28.

☆ Bank of Japan's Kuroda has 'set the stage' for his successor, says financial services firm
▼ + stars: | 2023-02-10 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBank of Japan's Kuroda has 'set the stage' for his successor, says financial services firmJesper Koll of Monex Group discusses the differences between the two front-runners for the position of Bank of Japan's next governor, Masayoshi Amamiya and Hiroshi Nakaso.

☆ No 'rebel' or 'outsider' will be the next Bank of Japan governor, says financial services firm
▼ + stars: | 2023-01-27 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNo 'rebel' or 'outsider' will be the next Bank of Japan governor, says financial services firmJesper Koll of Monex Group says the next governor of Japan's central bank will be "very much part and parcel of the coordinated Kishida administration."

☆ It's 'sayonara deflation' for Japan, strategist says
▼ + stars: | 2023-01-16 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's 'sayonara deflation' for Japan, strategist saysJesper Koll, executive director at Monex Group, says Bank of Japan Governor Haruhiko Kuroda is "the man who beat Japan's deflation."

☆ Financial services firm names stock picks in Japan's banking, insurance sectors
▼ + stars: | 2022-12-20 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinancial services firm names stock picks in Japan's banking, insurance sectorsJesper Koll of Monex Group says that when it comes to mega banks, there are "only minute differences in the overall strategy."

☆ CNBC Stock World Cup: Meta vs Nintendo and Walmart vs Home Depot — who wins?
▼ + stars: | 2022-11-17 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCNBC Stock World Cup: Meta vs Nintendo and Walmart vs Home Depot — who wins? In CNBC's Stock World Cup challenge, Jesper Koll of Monex Group weighs in on which technology firm – Meta or Nintendo – will give investors a greater total return over the next 12 months. And Michael Baker of D.A. Davidson gives his take on who's going to be the winner between Walmart and Home Depot.

☆ Japan's monetary policy isn't tightening anytime soon: Monex Group
▼ + stars: | 2022-11-15 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJapan's monetary policy is 'absolutely not' getting tighter anytime soon: Financial services firmJesper Koll of Monex Group says Japan is a "bastion of stability" and there will be "no change" for the Bank of Japan for at least another nine to 12 months.

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