COVID-19: BOJ-owned ETF / major shareholder ranking: break-even point / Nikkei average ¥ 18,739
COVID-19: BOJ-owned ETF
Due to the corona shock, the purchase quota has doubled, and the total holding amount at the end of March is close to 31 trillion yen.
As a measure against the global stock price depreciation, the Bank of Japan has raised the annual ETF / purchase limit to “12 trillion yen”.
On March 31, 2020, the total amount of ETFs held was 31,173.8 billion yen (market value), according to a calculation by Nissay Research Institute.
Nissay Research Institute: Estimate
At the same time, we calculated the BOJ’s ETF / major shareholder ranking.
Advantest (23.4%)
Fast Retailing (19.6%),
TDK (19.0%),
56 companies have 10% or more shares
Shingo Ide, Chief: Stock Strategist
Of shares held as of the end of March
The book value is 30.8801 trillion yen,
Unrealized gain is 293.7 billion yen,
The break-even point at which there is an unrealized loss on the shares held is estimated to be Nikkei average stock price of 18,739 yen.
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https://diamond.jp/articles/-/235314?display=b
