Yevro Yaponiya yeniga nisbatan zaiflashishda davom etmoqda, ECB siyosati kutilyapti
Evro (EUR) Yapon iyenasi (JPY) ga nisbatan Yevropa savdo sessiyasida chorshanba kuni 0,27% ga pasayib, 178,50 atrofida joylashdi, bu esa avvalgi kunda qayd etilgan deyarli 10 oylik eng past ko‘rsatkich 177,85 ga yaqinlashdi.
Kross hali ham Yapon valyutasining doimiy ustunligi sababli bosim ostida qolmoqda.
Osiyo-Tinch okeani valyutasi mustahkam bo‘lib qolmoqda, chunki bozor mutaxassislari Yaponiya Markaziy banki (BoJ) kelgusi hafta siyosiy yig‘ilishida foiz stavkalarini oshirishiga qaramay, pul-kredit siyosatini qat'iylashtirishni davom ettirishini kutmoqda.
Iyenaning kuchi mustahkamlanmoqda, Deutsche Bank BoJ yana qat'iylashtiradi deya baholamoqda
Deutsche Bank tahlilchilari Yaponiyadagi so‘nggi ish haqi ma’lumotlaridagi kutilmagan yaxshilanish BoJ uch oy avvalgi oshirishidan so‘ng “keyingi hafta siyosiy yig‘ilishda foiz stavkalarini oshirish uchun kuchli asosni yana mustahkamladi”, deya ta’kidlaydi va “yaqin oylarda pul-kredit siyosatini yanada qat'iylashtirish ehtimolini ham qo‘llab-quvvatlaydi”, deya qo‘shimcha qiladi.
Shu orada, moliyaviy bozor ishtirokchilari 18 sentyabr kuni bo‘lib o‘tadigan siyosiy yig‘ilishda BoJ tomonidan 50 baza punktiga (bps) foiz stavkalarini oshirish ehtimolini ham muhokama qilmoqda.
Rabobank eslatmasida, BoJ “hatto 50bps ga oshirish haqida o‘ylashi mumkin” degan fikrlar atrofidagi bozor mish-mishlari ham kuchayganini bildirgan.
Evro bozorida esa, investorlar Yevropa Markaziy bankining (ECB) payshanba kungi pul-kredit siyosati bo‘yicha bayonotini kutmoqda. ECB yig‘ilish davomida siyosiy stavkalarni oshirishi keng kutilyapti, bu esa investorlarning markaziy bankning foiz stavkalari istiqboliga oid fikrlariga e’tiborini oshirmoqda.
So‘rov natijalari ECB yakuniy stavkasi bo‘yicha qarashlar bo‘linishini ko‘rsatmoqda
Deutsche Bank tahlilchilari “joriy bozor bahosi ECB stavkalarni kelasi yilning o‘rtalariga qadar 3% darajasigacha oshiradi, degan ishora beradi”, deya qayd etmoqda, biroq ularning so‘nggi so‘rovi investorlarning pul-kredit siyosati qat'iylashtirish sikli qanchalik davom etishi bo‘yicha fikrlari bir hil emasligini ko‘rsatadi. Ular respondentlar “ECB ushbu o‘sish siklini qanchaga olib borishi borasida bo‘lingan” va yakuniy stavka bo‘yicha qarashlar “2,50% (31%), 2,75% (37%) va 3,00% (26%) o‘rtasida deyarli teng taqsimlangan”ligini bildiradi.
Mas'uliyatni rad etish: Ushbu maqolaning mazmuni faqat muallifning fikrini aks ettiradi va platformani hech qanday sifatda ifodalamaydi. Ushbu maqola investitsiya qarorlarini qabul qilish uchun ma'lumotnoma sifatida xizmat qilish uchun mo'ljallanmagan.
Sizga ham yoqishi mumkin
RBC qurilish mahsulotlari segmentiga nisbatan ehtiyotkorlik bilan qaramoqda: uy-joy tiklanishi kutilmayapti, bir necha aksiyalar reytingi pasaytirildi.
RBC Capital Markets, uchinchi chorak moliyaviy hisobotlar mavsumi oldidan qurilish mahsulotlari sektoriga nisbatan ehtiyotkorlikni kuchaytirdi, daromad prognozlarini pasaytirdi va bir nechta individual aksiyalar reytingini tushirdi, chunki yuqori foiz stavkalari, inflyatsiya hamda sust uy-joy talabi 2027-yilgacha davom etishi mumkin.
Oltin va kumushni arzon narxda sotib olishning asosiy shartlari 261008
SK Hynix Solidigm’ni AQSHga IPO uchun ajratadi: Goldman Sachs va Morgan Stanley yetakchi underwriter, 10 billions dollar AI storagega yo'naltirilgan mablag' yig'ish
SK Hynix o'zining NAND flesh xotira sho'ba kompaniyasi Solidigm uchun AQShda IPO o'tkazish uchun underwriterlar tarkibini aniqladi, va asosiy yetakchilar sifatida Goldman Sachs hamda Morgan Stanley tanlandi, yig'iladigan mablag' taxminan 10 billion dollarga teng. Bu, SK Hynix Intelning NAND va SSD biznesini sotib olib Solidigmni tashkil etganidan beri, ushbu aktiv uchun ilk bor mustaqil kapital operatsiyasi yo'lini aniqlab bermoqda.
Yangilangan versiya 1 - Firmus 50 billions dollar IPO rejasini o‘zgartirishni ko‘rib chiqayotgani haqida xabarlar bor, Avstraliyaning Maas Group aksiyalari 30% ga pasaydi.
Reuters 8 October – On Thursday, reports emerged that the AI company Firmus backed by NVIDIA (NVDA.O) is considering adjusting the terms of its widely anticipated $5 billion IPO, causing Maas Group (MGH.AX) shares in Australia to plunge by up to 30%. The price dropped to 4.47 AUD, marking the biggest daily loss and the lowest point since May 6, evaporating approximately 694 million AUD (483.37 million USD) in market value for the construction services company. Here are additional details: Maas holds a 3.2% stake in the data center operator; earlier in August, it pledged an extra investment of 300 million AUD through common and preferred shares priced at 230 AUD per share. In a statement to the exchange, Maas noted that speculation over whether the IPO will proceed as planned has put pressure on market sentiment, and added that it has no undisclosed information explaining the current trading situation. Firmus lists OpenAI as an anchor client and is preparing the second-largest IPO in Australian history. Earlier this week, reports indicated the company may reduce its offering price from 11 AUD per share. If this IPO succeeds, it will be the largest in Australia in almost thirty years, second only to the Telstra IPO in 1997 (TLS.AX), which was approximately $10 billion. Before Thursday’s sharp drop, Maas Group shares had climbed about 44% in the past 12 months, as investors valued its connection to AI-driven data center construction. Firmus has not responded immediately to Reuters’ request for comment. (1 USD = 1.4358 AUD) For the convenience of non-English speakers, Reuters automatically translates its reports into several other languages. Since automated translation may contain errors or lack context, Reuters does not guarantee the accuracy of automated translation and provides it only for readers' convenience. Reuters bears no responsibility for any loss or damage arising from the use of automated translation.
