【日本再興戦略が10年越し再始動⁉日経平均株価は4万7000円も│広木隆氏】兆しはトヨタのROE目標20%/日本株を2014年から総括‼EPSなど上昇も安倍元首相の志に届かず/自動車株以外も業界再編か

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【日本再興戦略が10年越し再始動⁉日経平均株価は4万7000円も│広木隆氏】兆しはトヨタのROE目標20%/日本株を2014年から総括‼EPSなど上昇も安倍元首相の志に届かず/自動車株以外も業界再編か ✅概要文にデータ文字起こしやまとめを掲載 ▼チャンネル登録&高評価をお願いします▼ 👉 【画面に表示される株価や指数等の数値は2025年月1月14日放送時点のものです】 「2024年の総括 10年越しの『日本再興戦略』」 解説:広木 隆氏(マネックス証券) 進行:守田 正樹氏(日本経済新聞 キャスター) 〈目次〉 00:00 2014年からの日本株、10年間右肩上がり 02:06 10年間の日経平均【BPS】推移は ・BPS(1株あたり純資産)はほぼ一直線に上昇 ・令和のブラックマンデーなどで急落するも上昇 04:16 10年間の日経平均【EPS】の推移は ・EPS(1株あたりの利益)の推移 05:04 10年間の変化(2014年末→2024年末) ・EPS⇨2.3倍、BPS⇨2.2倍、年率8%成長 ・PERやPBR、バリュエーションは変わらなかった 06:22 「伊藤レポート」が求めたROE水準クリア 07:39 10年越しの「日本再興戦略」まだ道半ば ・「日本の稼ぐ力を取り戻す」 09:31 米企業・グローバル水準のROE達成は 10:20 10年間は及第点、安倍元首相の志にはまだ 11:08 再始動する兆し「トヨタがROE目標20%に」 12:34 経営者のマインド改革は今一つだった ・不採算事業からの撤退や再編への意識が希薄だった 13:38 東証要請から潮目に変化、M&AやTOB活性化 ・2024年末、ホンダと日産自の統合も話題に 15:35 日本企業の問題:過当競争の環境 ・電機や化学など、再編余地はまだまだある 16:48 2025年の日経平均株価予想は ・企業業績は今年も8%~10%増える ・4万円で始まれば4万4000円~5000円がターゲット ・もう一声、日経平均4万7000円でもおかしくない 【相場展望】 ・岡崎良介氏(日経CNBC コメンテーター) ・阪上亮太氏(シティグループ証券) ・武者陵司氏(武者リサーチ) ・木野内栄治氏(大和証券) ・井出真吾氏(ニッセイ基礎研究所) ▼金融・経済解説▼ ・志村暢彦氏(ファーストパートナーズ) ・永濱利廣氏(第一生命経済研究所) ▼新NISA関連▼ ・瀬下哲雄氏(セゾン投信 ポートフォリオマネージャー) ・頼藤太希氏(Money&You 代表) ▼暗号資産・ビットコイン▼ ・松本大氏(マネックスグループ 会長) ・長谷川友哉氏(ビットバンク) ライブやオンデマンドなどマーケット動画が見放題 ▼有料動画配信「日経CNBC online」はこちら▼ #広木隆 #日本再興戦略 #日本株 #日経平均 #株価 #トヨタ #ROE #EPS #安倍元首相 #自動車株 #業界再編 #マネックス証券 #日本経済新聞 #日経CNBC #投資 #株式投資 #マーケット #最新情報 #BPS #令和のブラックマンデー #EPS #バリュエーション #伊藤レポート #米国株 #マインド改革 #東証要請 #PBR一倍割れ #ホンダ #日産自 #日本企業 #電機 #化学 #企業業績 #投資戦略
  2025/01/18      youtube

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