Avstraliya dollari Yaponiya yena nisbatan xavfga moyillik oshgani sababli pasaydi
AUD/JPY to'rtinchi kun ketma-ket pastlab bormoqda va payshanba kuni Yevropa soatlarida taxminan 110,70 atrofida savdo qilmoqda. Valyuta jufti qiymatini yo'qotmoqda, chunki Avstraliya dollari (AUD) Yaqin Sharqdagi tangliklar kuchayishi oqibatida global xatar kayfiyatiga salbiy ta'sir ko'rsatmoqda.
Biroq, so'nggi voqealar shuni ko'rsatdiki, Eron va Qo'shma Shtatlar (US) urush boshlanganidan beri eng yirik kemalarga hujumlar to'lqinini amalga oshirdi, bu esa Fors ko'rfazidan energiya yetkazib berishini yanada izdan chiqarish xavfini tug'dirdi. Natijada neft narxlari oshib, Avstraliyadagi iste'mol narxlariga allaqachon ta'sir ko'rsata boshlagan inflyatsion bosim kuchaydi.
Shu sababli, bu yil to'rtinchi marta Avstraliya Markaziy banki (RBA) foiz stavkasini oshirishi kutilmoqda, bu esa AUDning tushishini cheklashi mumkin. Bozordagi ishtirokchilar, seshanba kuni RBA rais o‘rinbosari Endryu Hauser tomonidan ABC telekanalida inflyatsiya xavflari borasida ogohlantirilganidan so‘ng, bu yo‘nalishga tobora ko‘proq ishonch bildirmoqda.
Ushbu ko‘rinishni yanada kuchaytirib, RBA yordamchi gubernatori Sara Xanter seshanba kuni markaziy bank inflyatsiya kutilganidan uzoqroq davom etsa, foiz stavkalarini yana oshirishi zarurligini ta’kidladi va shu tarzda sentabr oyidagi uchrashuvda yana bir oshirish ehtimolini ochiq qoldirdi.
Global obligatsiya daromadlari yillik yuqori darajaga yaqinlashmoqda
Deutsche Bank ta’kidlaydiki, yaqinda global stavkalarning oshishi faqat Yaponiya bilan cheklanmayapti: “Avstraliyaning 10 yillik daromadi (+6,6 bps) ... 2011 yildan beri eng yuqori darajasi bo‘lgan 5,27% ga, Yaponiya 10 yillik daromadi (+5,4 bps) esa 2,93% ga yetgani” qayd etilgan. Bank fikricha, bu harakatlar Avstraliya va Yaponiyadagi uzoq muddatli daromad foizlari ko‘p yillik yuqori natijalarga chiqayotganini va bozorlar siyosat normallashuvi yo‘nalishini qayta baholayotganini ko‘rsatadi.
BoJ vakili Masu siyosatning barqaror normallashuv yo‘lini ta’kidladi
Deutsche Bank qayd etishicha, Yaponiya Markaziy bankining boshqaruv kengashi a’zosi Kazuyuki Masu kechasi hawkish mavqeni qat’iy saqlab, markaziy bank o‘z normallashuv kun tartibini davom ettirishi va “siyosat foiz stavkasini oshirishda davom etishi”ni bildirib o‘tdi. U Masu bu siyosiy maqsadni narx barqarorligi nuqtayi nazaridan ko‘rsatar ekan, “hozirda eng muhim narsa — bazaviy inflyatsiya darajasi 2% dan sezilarli darajada oshib ketmasligini ta’minlashdir”, dedi.
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.
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