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  1. [verwijderd] 3 oktober 2005 22:18
    Wie weet waarom de Nikkei turbo's zo'n keurige bied-laat (minder dan 1%) spread hebben, maar waarom deze bij de Cece's zo bizar veel verschilt (ca. 10%!!!)?

    Mvg,

    Ralph
  2. [verwijderd] 3 oktober 2005 22:47
    Ga jij een turbo aanschaffen??? Ik heb er ook even naar gekeken en denk dat ik wat turbo's op de nikkei koop met een hefboom van 3.9. Ben wel overtuigd van een verdere stijging.
  3. [verwijderd] 3 oktober 2005 22:49
    Waarom niet wachten tot woensdag.
    Dan komt er een nieuwe serie uit met een grotere hefboom met stoploss 12.500 (ja ik heb gebeld en dit te horen gekregen).
    Als we geluk hebben is ie er morgen al.
    Suc6
  4. [verwijderd] 4 oktober 2005 08:53
    Stocks: Nikkei Recovers 13,700 For 1st Time Since May 2001

    TOKYO (Kyodo)--The Nikkei benchmark surged to a new four-year, four-month high above the 13,700 line Tuesday as high-tech and other export-oriented issues drew strong buying after the dollar rose to a 16-month high in the 114 yen level.

    The 225-issue Nikkei Stock Average gained 213.56 points, or 1.58 percent, to 13,738.84, its highest finish since May 29, 2001.

    The Tokyo Stock Price Index of all First Section issues on the Tokyo Stock Exchange rose 10.55 points, or 0.75 percent, to 1,421.83.

    The market turned upward after the Nikkei had fallen for the second straight trading day Monday, the first two-day losing streak since mid-August for the recently buoyant stock bellwether.

    With the U.S. dollar hitting its 16-month high of 114.38 yen Monday in New York and staying firm in the lower half of the 114 yen level Tuesday in Tokyo, investors stepped up buying exporters on growing expectations that the yen's weakness will help boost their earnings, brokers said.

    Kenichi Azuma, equity strategist at Cosmo Securities Co., said investors rotated money from the recent gainers, such as steelmakers and banks, to high-tech issues.

    He said that ''high-tech issues looked to be lagging behind other shares'' and that they, especially semiconductor-related ones, lured buying from bargain hunters in line with a rise in U.S. counterparts overnight.
  5. [verwijderd] 4 oktober 2005 11:11
    Ze zijn binnen!

    Jij ook succes MoneyHoneyMaker,

    Ralph

    PS: schrok even, ze stonden meteen voor -50% in mijn porto. Bleek gelukkig n foutje (logisch)
  6. [verwijderd] 4 oktober 2005 17:06
    Weining.
    Misschien heb je hier iets aan...

    Tuesday, October 4, 2005




    Dollar Little Changed Vs Euro, Yen; Near Multimonth Highs

    NEW YORK (Dow Jones)--The dollar was little changed in early New York trading Tuesday, remaining around multimonth highs against the euro and yen.

    The U.S. currency remained in fairly tight ranges throughout the overnight session. The dollar tapped a fresh 13-week high versus the euro and a new 16-month peak against the yen, but these levels were only slightly higher than the session highs reached Monday.

    At the start of the U.S. session, the euro was at $1.1932, from $1.1919 late Monday, according to EBS. The dollar was at Y114.28, from Y114.12 and at CHF1.3004, from CHF1.3018. The pound was at $1.7590 versus $1.7557, while the euro was at Y136.37, from Y135.99 Monday.

    The only major U.S. data Tuesday is August factory orders at 10 a.m. EDT. Orders are expected to climb 2.0% following a 1.9% decline in August.

    The dollar's ability to hold its gains versus the yen was noteworthy, analysts said, given a range of what might have been yen bullish factors overnight.

    Japan's benchmark Nikkei 225 equity index recovered the losses of the previous two days, rising 1.6% to a fresh four-year high.

    Meanwhile, the yield on 10-year Japanese Government Bonds lifted to multimonth highs after Bank of Japan policy board member Hidehiko Haru became the latest BOJ officials to suggest there is a growing possibility the bank may end its current quantitative easing policy some time from 2006 onward.

    However, with speculative investors setting their sights on taking out the 2004 dollar high just below Y115 and the market continuing to build its expectations for further Federal Reserve rate hikes, the dollar was able to hold off any yen bounce-back.

    In a research note, Tuesday morning, Peter Frank, currency strategist at ABN Amro in Chicago, said the market will also be watching political developments in Germany on Tuesday.

    Chancellor Gerhard Schroeder hinted in an interview broadcast Monday he may be prepared to give up his claim to the chancellery in the new government, following the watertight Sept. 18 election. Leader's of Schroeder's SDP are scheduled to meet again Wednesday with their counterparts from Angela Merkel's conservative Christian Democratic Union and Bavarian Christian Social Union opposition. Merkel's party has demanded Schroeder give up his claim to be chancellor before formal talks on creating a grand coalition government begin.

    Frank said if Schroeder does step aside "we expect a temporary relief euro rally." But, he added, "this would just give investors better levels to get short (euros) again."

    Elsewhere overnight, Turkey's central bank kept the lira weaker through dollar buying, after the currency rallied following the opening of accession talks between Turkey and the European Union. The bank's dollar purchases pushed the dollar rate up to TRL1.3490 from TRL1.3360, the Ihlas news agency reported. "We have intervened in the foreign-exchange markets by directly purchasing foreign exchange to prevent...potentially extreme volatility in forex rates owing to the start of accession negotiations with the European Union," the central bank said in a press statement.

    The market expects the bank to spend around $2 billion in its intervention.

    Meanwhile, the dollar was mixed against commodity currencies. The Australian dollar was slightly higher despite a surprise widening in the country's already large trade deficit. The Reserve Bank of Australia meets late Tuesday EDT and is expected to keep rates steady at 5.50%. The New Zealand dollar also made modest gains.

    However, the dollar was higher versus the Canadian dollar, which dropped in line with other major currencies and in a further softening of the oil prices. The dollar was at C$1.1688, from C$1.1647.

  7. [verwijderd] 5 oktober 2005 09:30
    Mizuho Plans to Sell $4.6 Billion of Shares to Repay Bailout, Person Says
    Mizuho Financial Group Inc., Japan's second-biggest bank by
    assets, may sell 530 billion yen ($4.6 billion) of shares to
    help repay funds from a public bailout, a person familiar with
    the plan said. The bank plans to offer 700,000 shares, said the
    person, who asked not to be identified before an announcement
    to the Tokyo Stock Exchange. The sale may be increased to as
    many as 763,000 shares, or 6.4 percent of its stock
    outstanding, to meet demand. The sale, Japan's largest in more
    than four years, would take advantage of a 37 percent gain in
    the Tokyo-based lender's market value this year. Mizuho needs
    funds to repay 850 billion yen it owes the government from an
    industry bailout in 1999 when rising bad loans triggered losses
    at the nation's biggest banks. ``They are doing the right thing
    at the right time,'' said Edwin Merner, who oversees $600
    million in assets as president of Atlantis Investment Research
    Corp. in Tokyo. ``Given the use of money, it is positive and
    should be okay for the market.''

    Japanese Stocks Fall as Mizuho Slides on Share-Sale Plan; Yoshinoya Surges
    Japanese stocks fell, led Mizuho Financial Group Inc. and
    other lenders. Mizuho may sell 530 billion yen ($4.6 billion)
    of shares to help repay funds from a public bailout, a person
    familiar with the plan said. ``There may be more share sales
    like this as companies take advantage of the recent rally in
    stocks,'' said Shigeharu Shiraishi, who helps oversee about $15
    billion in assets as a managing director at Societe Generale
    Asset Management (Japan) Co. in Tokyo. ``What this means for
    the market is that it will face an oversupply of shares and
    that could be a selling factor.'' The Nikkei lost 34.12, or 0.3
    percent, to 13,705.70 as of 2:20 p.m. in Tokyo, retreating from
    its highest since May 2001. The Topix index dropped 9.93, or
    0.7 percent, to 1411.90, with Mizuho accounting for about 11
    percent of the index's loss. Limiting losses, Aeon Co. led
    retailers higher after reporting a record first-half operating
    profit.

    Dollar Drops for First Day in Four on Expectations Services Index Declined
    The dollar declined against the yen for the first day in
    four in Asia on speculation an industry report will show growth
    at U.S. service companies slowed in September. A rally that
    pushed the dollar to a 16-month high may wane on signs record
    gasoline prices are hurting the world's largest economy. The
    Institute for Supply Management's index of services, which make
    up 67 percent of gross domestic product, probably dropped to a
    four-month low. ``Recent aggressive dollar buying has come to a
    halt,'' said Tetsu Aikawa, a currency sales manager in Tokyo at
    UFJ Bank Ltd., a unit of Japan's largest lender by assets.
    ``The report due today will be used as an excuse for dollar
    selling and we will see the short-term correction of the
    currency.'' The dollar fell to 113.95 yen at 2:31 p.m. in
    Tokyo, from 114.25 yen late yesterday in New York, according to
    electronic foreign-exchange dealing system EBS. The U.S.
    currency weakened to $1.1946 per euro from $1.1917. The dollar
    earlier rose to as high as 114.41 yen, its strongest since May
    18, 2004.

    Toyota, Nissan and Honda's Profit in 2nd Quarter May Gain on Weakening Yen
    Earnings at Toyota Motor Corp., Nissan Motor Co. and Honda
    Motor Co., Japan's three largest carmakers, may gain from a
    weaker-than-expected yen in the fiscal second quarter as sales
    surge in the U.S., their biggest market. The Japanese currency
    averaged 111.23 yen against the U.S. dollar in the three months
    to Sept. 30, compared with Toyota and Nissan's assumption of
    105 yen and Honda's 106 yen. The yen traded at 114.32 yen
    against the dollar today in composite trading in New York,
    reaching 16-month low. ``The weaker yen will aid the carmakers'
    earnings in the quarter in addition to their cost cutting
    efforts,'' said Yoshihiro Okumura, a general manager at
    Chiba-gin Asset Management Co., which manages the equivalent of
    $365 million in assets, including auto shares. ``Investors are
    buying auto shares on the expectation of double-digit growth in
    the next fiscal year.'' Record gasoline prices have boosted
    demand for fuel- efficient cars, such as Toyota's Prius and
    Honda's Civic. The carmakers earn as much as 74 percent of
    their operating profit in the U.S. As the yen weakens, the
    value of dollar-denominated sales for Japanese automakers rises
    when the revenue is repatriated into yen.

    Jupiter in Talks With Vodafone K.K. to Offer Cell-Phone Service in Japan
    Jupiter Telecommunications Co., Japan's largest cable TV
    provider, said it's in talks with operators such as the local
    unit of Vodafone Group Plc and Willcom Inc. to start offering
    mobile phone services next year. Jupiter shares rose. ``We aim
    to decide on which operators to offer the service with by the
    end of the year and start the business early next year,'' said
    Tomoyuki Moriizumi, chief executive of Jupiter, which is
    controlled by U.S.-based Liberty Media International Inc. ``We
    plan to offer a voice service to our cable customers, and may
    eventually tie up with several operators.'' Japan's
    telecommunications industry is opening up for competition for
    the first time in 12 years as the government prepares to issue
    licenses and existing operators offer to lease their networks.
    Softbank Corp., eAccess Ltd. and IPMobile Inc. are bidding to
    operate high-speed services by building their own networks to
    compete against NTT DoCoMo Inc., the country's biggest mobile
    operator, KDDI Corp. and Vodafone K.K. ``We don't want to take
    a huge risk because the mobile phone service will be a
    complement to our main cable TV service,'' Moriizumi said in an
    interview. ``Our entire investment for the service won't even
    reach 1 billion yen ($8.7 million) since we won't be building
    networks.''
  8. [verwijderd] 5 oktober 2005 09:32
    Aeon Shares Soar After Retailer Reports Record First-Half Operating Profit
    Shares of Aeon Co. Japan's second- largest retailer, are
    poised for the biggest gain in 16 months after the company
    yesterday reported a record first-half operating profit. Aeon
    shares rose as much as 8.1 percent, making it the biggest
    gainer in the Morgan Stanley Capital International World Index
    in Asian trading. The shares traded at 2,475 yen, a 5.3 percent
    gain on the day, as of the 11 a.m. morning close on the Tokyo
    Stock Exchange. Aeon said it boosted profit by cutting apparel
    inventory 14.5 percent in the period through improved
    distribution. It also increased revenue by educating its sales
    force on merchandise and customer service. ``It seems like the
    company knows what to do now and it is confident in increasing
    its sales and profit further in the future,'' said Masafumi
    Shoda, a retail analyst at Nomura Holdings Inc. in Tokyo. ``We
    can expect the company's performance to improve further.''

    Pioneer Declines on Report It May Post First Operating Loss Since 1995
    Shares of Pioneer Corp. are headed for their biggest
    decline since April, after a report said the company may post
    its first operating loss in a decade because of falling profits
    for plasma display televisions and DVD recorders. Pioneer fell
    as much as 4 percent to 1,644 yen, and traded 3.5 percent lower
    at 11 a.m. on the Tokyo Stock Exchange. The company may post a
    10 billion yen ($87 million) operating loss in the year ending
    March 31, cutting its outlook from an earlier 8 billion yen
    profit target, the Nihon Keizai newspaper said without citing
    anyone. The company said the report is ``speculative.''
    Tokyo-based Pioneer, the world's fifth-biggest maker of plasma
    display televisions, expects net income of 1 billion yen,
    according to a forecast in July. Operating profit is sales
    minus the cost of goods sold and administrative expenses.
    Pioneer last month cut its first-half dividend plan by 40
    percent from a year ago because of ``a severe business
    environment.'' The company's shares have been the third-worst
    performer on the Nikkei 225 Stock Average in the past year,
    shedding about 30 percent of their value. President Kaneo Ito
    in March said he will reduce costs by about 30 billion yen by
    the year ending March 2007 by cutting about 2,000 jobs, or 5
    percent of the company's workforce, and closing overseas
    factories.

    NTT Should Invest Overseas to Increase Revenue, Government Official Says
    Nippon Telegraph & Telephone Corp., which reported its
    first sales and profit declines last year, should invest
    overseas to revive shrinking revenue growth amid increasing
    domestic competition, a government official said. ``Efforts to
    reshuffle the group to focus on domestic markets won't generate
    new revenues,'' Shigeki Suzuki, a director at the Ministry of
    Internal Affairs & Communications who oversees regulations for
    NTT, said in a recent interview in Tokyo. ``They should be
    looking for opportunities overseas.'' The former government
    monopoly is facing higher competition as KDDI Corp. and
    Softbank Corp. undercut its prices for fixed- line services.
    Softbank, Japan's second-largest provider of high- speed
    Internet services, is also applying for a mobile phone license.
    One avenue for NTT's expansion may be through its NTT DoCoMo
    Inc. wireless unit, says investor Stephen Hall. ``For NTT, it
    would make sense to let DoCoMo take small stakes in other
    operators to help roll out high-speed services and procure
    cheaper handsets,'' said Hall, who helps manage the equivalent
    of $572 million, including shares of DoCoMo, at Britannic Asset
    Management in Glasgow.

    Japan's Bonds May Advance After Yield Rises to Highest in Almost a Year
    Japan's government bonds may rise for the first day in
    three on speculation yields at the highest since November will
    attract investors. ``It is the right time to buy,'' said Shinji
    Hiramatsu, who helps oversee the equivalent of about $6.18
    billion at Sompo Japan Asset Management Co. in Tokyo. ``They
    look cheap and other investors may start buying soon.''
    Hiramatsu said he purchased some bonds yesterday. Demand for
    bonds may also increase as a technical indicator signaled
    selling that pushed yields higher each time except one for the
    past seven business days may have run its course. The yield on
    the 1.5 percent bond due in September 2015, which became the
    benchmark today, rose half a basis point to 1.565 percent as of
    12:36 p.m. in Tokyo. It was the highest since Nov. 2, 2004 at
    Japan Bond Trading Co., the country's biggest bond broker. A
    basis point is 0.01 percentage point.

    Komt allemaal van de Intereffekt site! Toch makkelijk dacht ik!

    Bron: www.intereffektfunds.nl/home/news.htm
  9. [verwijderd] 5 oktober 2005 10:26
    Ik begin steeds meer het idee te krijgen dat ik een extreem goed gevoel voot timing heb.

    Vrijdag (gedaald) en maandag (gedaald) zat ik nog in de markt. Dinsdag was ik er uit (DIKKE stijging). Vandaag deed ik weer mee (gedaald). Het is niet de eerste keer dat zoiets me overkomt.

    Zoals jullie zullen begrijpen zal ik blijven proberen om zoveel mogelijk de stijgingen van de Nikkei te ontlopen, anders wordt geld verdienen wel heel erg makkelijk. (Vandaag weer bijgekocht overigens)

    Zonder gekheid: De reden waarom ik uitstap is dat ik dan een eventuele correctie verwacht. Wat zouden volgens jullie de eerste signalen zijn om (tijdelijk) uit te stappen? Of op welke signalen letten jullie om een eventuele correctie aan te zien komen?

    Bedankt,

    Mvg,

    Ralph
  10. [verwijderd] 5 oktober 2005 11:10
    Dat afwachten heb ik ook zoveel gedaan, in de hoop dat er een correctie komt die er dus voorlopig niet komt. Ik ben gisteren ingestapt met een turbo op de Nikkei en als hij zou gorrigeren is er niks aan de hand als hij maar niet over de stop los heengaat. Die Nikkei gaat op ML en L termijn gewoon omhoog.
  11. [verwijderd] 5 oktober 2005 11:24
    TSE REBOUND (3): Deutsche's Musha Sees Nikkei Average Above 20,000

    TOKYO (Nikkei)--Sounding a bullish tone, Ryoji Musha, vice chairman of the Tokyo branch of Deutsche Securities Ltd., said in an interview with The Nikkei Financial Daily that the Nikkei Stock Average may break through the 20,000 level in three to five years.

    Excerpts from the interview follow.


    Q: What is your view on the recent upward trend in the Japanese stock market?

    A: I think Japanese stocks are on the threshold of a sustainable bull market, given the current level of their valuation. The appropriate level of stock prices is determined by valuation, which reflects investor perception of risks, rather than by economic fundamentals.

    Although the real economy and corporate value improved dramatically in the 1960s-1970s in Japan, stocks did not mark significant gains until the latter half of the 1980s. This shows that there is often a time lag between an improvement in stock prices and fundamentals.

    Q: What makes you think stock prices have been undervalued?

    A: Until recently, the yields on 10-year government bonds were roughly the same as dividend yields. This signaled a sense of crisis among investors that companies would be at risk of collapse, failing to return their retained earnings to shareholders.

    A similar situation was also seen in the 1950s, the postwar period before Japan's full-scale reconstruction began. Since uncertainty was clouding the economic prospects at that time, stock investors focused their attention solely on cash revenue from dividends. They ignored the possibility that a company could use its retained earnings to push its stock price higher by investing the surplus money.

    Theoretically, stocks will become less undervalued if corporate profits plunge due to a depression or other disaster scenarios, or if interest rates shoot up on the back of spreading inflationary fears.

    However, such a scenario is not likely to play out because there is a market consensus that the risks of the Japanese economy slipping into a free fall have receded.

    Long-term interest rates are also expected to stabilize at the 1-2% level because the government will try to stem the rise in rates in an effort to avoid paying high interest on outstanding bonds and putting the brakes on economic growth.

    Q: What direction do you expect the stock market will move in?

    A: I expect a massive amount of money to flow into stocks in the foreseeable feature, prompted by concerns about lower bond prices and the gap between bond yields and stock returns. Overseas investors that have excessively bought U.S. stocks will also likely turn to Japanese issues.

    As a result, the Japanese market may stage a strong rally, with the Nikkei average likely to top the 20,000 level in three to five years.

    The downside is that if the U.S. economy turns downward, that could deal a serious blow to the Japanese economy.

    (The Nikkei Financial Daily Wednesday edition)

  12. [verwijderd] 5 oktober 2005 11:48
    Ach ja wat ik doe is vast ook niet slim...ik blijf gewoon elke dag bijkopen...Op den duur zal de stijging gewoon winnen van de daling....Dus binnen nu en 8 maanden maak ik winst...met turbo's warrents en wellicht nog met mijn ingevroren sushi! Dus ik blijf zo lang ik kan en durf...stug inkopen van al dat moois!

    Banzai!!!
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