{"id":2169,"date":"2019-12-07T16:20:31","date_gmt":"2019-12-07T07:20:31","guid":{"rendered":"http:\/\/barms.jp\/?p=2169"},"modified":"2019-12-07T16:20:35","modified_gmt":"2019-12-07T07:20:35","slug":"12%e6%9c%88%e7%ac%ac1%e9%80%b1%e3%81%ae%e5%b8%82%e6%b3%81-3","status":"publish","type":"post","link":"http:\/\/barms.jp\/?p=2169","title":{"rendered":"12\u6708\u7b2c1\u9031\u306e\u5e02\u6cc1"},"content":{"rendered":"<h3><span style=\"color:#ff7f00;\">2019\/12\/2&nbsp;&nbsp; &nbsp;\u6708<\/span><\/h3>\n<p>\u9999\u6e2f\u3092\u3081\u3050\u308b\u7c73\u4e2d\u306e\u5bfe\u7acb\u304c\u5148\u92ed\u5316\u3057\u6b27\u7c73\u5e02\u5834\u306b\u30de\u30a4\u30ca\u30b9\u306e\u5f71\u97ff\u3092\u4e0e\u3048\u305f\u3002\u30ed\u30a4\u30bf\u30fc\u306f\u7c73\u5f53\u5c40\u304cHauwei\u306b\u5bfe\u3057\u3066\u898f\u5236\u3092\u5f37\u5316\u3059\u308b\u610f\u5411\u3067\u3042\u308b\u3068\u5831\u3058\u3066\u3044\u308b\u3002\u7c73\u56fd\u682a\u5f0f\u5e02\u5834\u3067\u306f\u5c0f\u58f2\u308a\u306e\u5024\u4e0b\u304c\u308a\u304c\u9855\u8457\u3067\u3001Kohl&#8217;s\u304c2.7%\u3001GAP\u304c1.8%\u306a\u3069\u5024\u3092\u4e0b\u3052\u3066\u3044\u308b\u3002Tech Data Corp\u306f\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30a8\u30af\u30a4\u30c6\u30a3\u304c\u8cb7\u53ce\u63d0\u6848\u3092\u3057\u3001\u682a\u4fa1\u304c12.3%\u4e0a\u6607\u3002\u6b27\u5dde\u5e02\u5834\u3067\u3082\u7c73\u4e2d\u306e\u7dca\u5f35\u304b\u3089\u682a\u4fa1\u304c\u3055\u304c\u308a\u3001\u7279\u306b\u3001\u8f38\u51fa\u306b\u611f\u5fdc\u5ea6\u306e\u9ad8\u3044\u81ea\u52d5\u8eca\u3084\u81ea\u52d5\u8eca\u90e8\u54c1\u306e\u5024\u4e0b\u304c\u308a\u304c\u5927\u304d\u304b\u3063\u305f\u3002\u500b\u5225\u9298\u67c4\u3067\u306f\u30ce\u30eb\u30a6\u30a7\u30fc\u306e\u6700\u5927\u624b\u306e\u9280\u884cDNB\u304c\u30a2\u30a4\u30b9\u30e9\u30f3\u30c9\u306e\u6f01\u696d\u4f1a\u793e\u3068\u306e\u53d6\u5f15\u3067\u6cd5\u4ee4\u9055\u53cd\u304c\u3042\u3063\u305f\u3068\u8abf\u67fb\u3092\u53d7\u3051\u3001\u682a\u4fa1\u306f6%\u4e0b\u843d<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/stat.ameba.jp\/user_images\/20191207\/16\/fpmirai\/05\/ca\/j\/o0422050914663766818.jpg\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" contenteditable=\"inherit\" height=\"265\" src=\"https:\/\/stat.ameba.jp\/user_images\/20191207\/16\/fpmirai\/05\/ca\/j\/o0422050914663766818.jpg\" width=\"220\"><\/a><\/p>\n<h3><span style=\"color:#0000ff;\">2019\/12\/3&nbsp;&nbsp; &nbsp;\u706b<\/span><\/h3>\n<p>\u7c73\u56fd\u3067\u306fISM\u88fd\u9020\u696d\u6307\u6570\u304c\u4e0b\u843d\u3057\u3001\u307e\u305f\u3001\u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u304c\u30d6\u30e9\u30b8\u30eb\u3068\u30a2\u30eb\u30bc\u30f3\u30c1\u30f3\u304c\u70ba\u66ff\u64cd\u4f5c\u3092\u3057\u3066\u3044\u308b\u306e\u3067\u9244\u92fc\u306b\u95a2\u3059\u308b\u95a2\u7a0e\u3092\u5143\u306b\u623b\u3059\u3068\u30c4\u30a4\u30fc\u30c8\u3002US\u30b9\u30c1\u30fc\u30eb\u306f4.2%\u3001AK Steel Holding\u306f4.7%\u306e\u682a\u9ad8\u306b\u306a\u3063\u305f\u3002\u6b27\u5dde\u5e02\u5834\u3067\u306f\u3053\u30532\u304b\u6708\u3067\u6700\u5927\u306e\u4e0b\u843d\u3068\u306a\u308a\u3001\u72ec\u4ecf\u5e02\u5834\u3067\u306f2%\u4ee5\u4e0a\u306e\u5927\u5e45\u306a\u4e0b\u843d\u3002\u30e9\u30c6\u30f3\u30a2\u30e1\u30ea\u30ab\u3078\u306e\u95a2\u9023\u304c\u9ad8\u3044\u30a4\u30bf\u30ea\u30a2\u306eEnel\u306f3.7%\u306e\u8edf\u5316\u3002\u4e00\u65b9\u3067\u3001\u9244\u9271\u77f3\u3084\u9285\u306e\u4fa1\u683c\u304c\u4e0a\u6607\u3057\u305f\u304a\u304b\u3052\u3067\u3001Rio Tinto\u3084BHP\u306f\u5024\u3092\u4e0a\u3052\u305f\u3002\u82f1\u56fd\u306e\u30aa\u30f3\u30e9\u30a4\u30f3\u95a2\u4fc2\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u9298\u67c4\u306eOcado\u306f5000\u61b6\u30dd\u30f3\u30c9\u306e\u65b0\u682a\u767a\u884c\u306b\u3088\u308a7.4%\u5024\u4e0b\u304c\u308a<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.fpmirai.com\/fund\/\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" contenteditable=\"inherit\" height=\"80\" src=\"https:\/\/stat.ameba.jp\/user_images\/20191207\/16\/fpmirai\/4a\/94\/g\/o0400008014663772981.gif\" width=\"400\"><\/a><\/p>\n<h3><span style=\"color:#009944;\">2019\/12\/4&nbsp;&nbsp; &nbsp;\u6c34<\/span><\/h3>\n<p>\u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u304c\u7c73\u4e2d\u5354\u8b70\u306e\u7de0\u7d50\u30922020\u5e74\u306e\u9078\u6319\u306e\u5f8c\u306b\u5f15\u304d\u306e\u3070\u3059\u3068\u5831\u3058\u3089\u308c\u3001\u30ed\u30b9\u5546\u52d9\u9577\u5b98\u306f12\u670815\u65e5\u306b\u95a2\u7a0e\u306e\u5f15\u304d\u4e0a\u3052\u3092\u5b9f\u65bd\u3059\u308b\u3068\u30b3\u30e1\u30f3\u30c8\u3001\u7c73\u56fd\u5e02\u5834\u306f\u8edf\u5316\u3002\u307e\u305f\u3001\u30d5\u30e9\u30f3\u30b9\u306e\u3044\u308f\u3086\u308b\u201c\u30c7\u30b8\u30bf\u30eb\u8ab2\u7a0e\u201d\u306b\u5bfe\u3059\u308b\u5831\u5fa9\u95a2\u7a0e\u3082\u61f8\u5ff5\u3055\u308c\u3066\u3044\u308b\u3002\u30d5\u30a3\u30e9\u30c7\u30eb\u30d5\u30a3\u30a2\u306e\u534a\u5c0e\u4f53\u6307\u6570\u306f\u4e0b\u843d\u3057\u3001\u30a2\u30c3\u30d7\u30eb\u306f1.8%\u3001\u30a4\u30f3\u30c6\u30eb\u306f2.8%\u4e0b\u843d\u3002\u30a8\u30cd\u30eb\u30ae\u30fc\u3084\u7523\u696d\u95a2\u9023\u9298\u67c4\u3082\u5f31\u3044\u3002\u6b27\u5dde\u5e02\u5834\u3067\u306f\u3001\u72ec\u9038\u304c\u3051\u3093\u5f15\u3057\u3066\u5e02\u5834\u306f\u5024\u4e0a\u304c\u308a\u3002\u30a4\u30bf\u30ea\u30a2\u3067\u306f\u9280\u884c\u5927\u624b\u306eUniCredit\u304c\u81ea\u793e\u682a\u8cb7\u3044\u3092\u516c\u8868\u30571.2\uff05\u4e0a\u6607\u3002\u30a4\u30bf\u30ea\u30a2\u5e02\u5834\u3082\u4e0a\u6607\u3002\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u304c\u3051\u3093\u5f15\u3057\u3066DAX\u306f0.8%\u5024\u4e0a\u304c\u308a\u3002OECD\u306f\u7c73\u56fd\u306eEU\u306b\u5bfe\u3059\u308b\u5831\u5fa9\u95a2\u7a0e\u3092\u652f\u6301\u3002\u82f1\u56fd\u5e02\u5834\u306f\u5e7e\u5206\u5024\u3092\u4e0b\u3052\u305f<\/p>\n<h3><span style=\"color:#8f20ff;\">2019\/12\/5&nbsp;&nbsp; &nbsp;\u6728<\/span><\/h3>\n<p>\u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u304c\u4e2d\u56fd\u3068\u306e\u53d6\u5f15\u306f\u3046\u307e\u304f\u63a8\u79fb\u3057\u3066\u3044\u308b\u3068\u30b3\u30e1\u30f3\u30c8\u3057\u305f\u3053\u3068\u304b\u3089\u6b27\u7c73\u5e02\u5834\u306f\u5024\u3092\u4e0a\u3052\u305f\u3002\u7c73\u56fd\u5e02\u5834\u3067\u306f\u3001ISM\u30b5\u30fc\u30d3\u30b9\u6307\u6570\u306f\u524d\u6708\u3088\u308a\u4f4e\u4e0b\u3057\u305f\u3082\u306e\u306e\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u95a2\u9023\u304c\u539f\u6cb9\u4fa1\u683c\u306e\u4e0a\u6607\u306b\u3088\u308a\u5927\u304d\u304f\u5024\u4e0a\u304c\u308a\u3057\u3001\u307e\u305f\u3001\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8\u3084Expedia\u304c\u3001CEO\u306e\u4ea4\u4ee3\u306b\u3088\u308a\u3001\u682a\u4fa1\u3092\u305d\u308c\u305e\u308c1.9\uff05\u30686.2\uff05\u4e0a\u3052\u305f\u3002\u307e\u305f\u3001J&amp;J\u306f\u30d9\u30d3\u30fc\u30d1\u30a6\u30c0\u30fc\u304b\u3089\u30a2\u30b9\u30d9\u30b9\u30c8\u304c\u691c\u51fa\u3055\u308c\u306a\u304b\u3063\u305f\u305f\u3081\u306b1.6%\u5024\u3092\u4e0a\u3052\u305f\u3002\u30de\u30a4\u30af\u30ed\u30f3\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u53ce\u76ca\u898b\u901a\u3057\u3092\u5f15\u304d\u4e0a\u3052\u682a\u4fa1\u304c5.1%\u4e0a\u6607\u3002\u6b27\u5dde\u5e02\u5834\u3067\u306f\u91d1\u878d\u3001\u7523\u696d\u95a2\u9023\u9298\u67c4\u304c\u4e0a\u6607\u3002\u30e6\u30ca\u30a4\u30c6\u30c3\u30c9\u304b\u3089\u53d7\u6ce8\u3092\u53d7\u3051\u305f\u30a8\u30a2\u30d0\u30b9\u306f3.8%\u5024\u3092\u4e0a\u3052\u305f\u3002\u7c73\u56fd\u306e\u30de\u30a4\u30af\u30ed\u30f3\u306e\u5f71\u97ff\u3092\u53d7\u3051\u3066\u3001Infinion\u306a\u3069\u6b27\u5dde\u306eIT\u95a2\u9023\u9298\u67c4\u3082\u4e0a\u6607\u3002\u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u3068\u30de\u30af\u30ed\u30f3\u5927\u7d71\u9818\u306e\u4f1a\u8ac7\u3092\u53d7\u3051\u3066\u3001Kering\u3001LVMH\u306a\u3069\u306e\u9ad8\u7d1a\u54c1\u95a2\u9023\u3082\u4e0a\u6607<\/p>\n<h3><span style=\"color:#ff007d;\">2019\/12\/6&nbsp;&nbsp; &nbsp;\u91d1<\/span><\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306f\u3001\u95a2\u7a0e\u306e\u5f15\u304d\u4e0a\u3052\u306b\u306a\u308b12\u670815\u65e5\u307e\u3067\u306b\u7c73\u4e2d\u5354\u8b70\u304c\u307e\u3068\u307e\u308b\u3053\u3068\u306b\u671f\u5f85\u3057\u3066\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u4e3b\u5c0e\u3067\u3001\u5e02\u5834\u5168\u4f53\u3068\u3057\u3066\u306f\u5e7e\u5206\u5024\u3092\u4e0a\u3052\u305f\u3002\u500b\u5225\u9298\u67c4\u3067\u306fNike\u304c\u30d6\u30ed\u30fc\u30ab\u30fc\u306e\u8a55\u4fa1\u5f15\u304d\u4e0a\u3052\u306b\u3088\u308a2.2%\u5024\u3092\u4e0a\u3052\u3001\u30b9\u30fc\u30d1\u30fc\u306eKroger\u306f\u53ce\u76ca\u304c\u4e88\u60f3\u306b\u5c4a\u304b\u306a\u304b\u3063\u305f\u305f\u3081\u306b3%\u5024\u3092\u4e0b\u3052\u305f\u3002\u6b27\u5dde\u5e02\u5834\u3067\u306f\u3001\u30c9\u30a4\u30c4\u3001\u82f1\u56fd\u3067\u5024\u3092\u4e0b\u3052\u308b\u3002\u82f1\u56fd\u3067\u306f\u5546\u54c1\u3084\u30a8\u30cd\u30eb\u30ae\u30fc\u95a2\u9023\u306eGlencore\u304c\u8d08\u53ce\u8cc4\u306e\u7591\u3044\u3067\u5f53\u5c40\u304b\u3089\u8abf\u67fb\u3092\u53d7\u30519%\u5024\u3092\u4e0b\u3052\u308b\u3002\u30a4\u30bf\u30ea\u30a2\u3067\u306f\u9ad8\u7d1a\u54c1\u30d6\u30e9\u30f3\u30c9\u306eMoncler\u3092\u30b0\u30c3\u30c1\u306e\u89aa\u4f1a\u793eKering\u304c\u8cb7\u53ce\u8abf\u67fb\u3092\u59cb\u3081\u305f\u3068\u5831\u3058\u3089\u308c\u3001Moncler\u682a\u306f6.5\uff05\u5024\u4e0a\u304c\u308a\u3002\u540c\u696d\u4ed6\u793e\u306e\u3001\u30d5\u30a7\u30e9\u30ac\u30e2\u3084Tod&#8217;s\u306a\u3069\u3082\u5024\u3092\u4e0a\u3052\u308b<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/stat.ameba.jp\/user_images\/20191207\/16\/fpmirai\/ef\/69\/j\/o0481052614663766816.jpg\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" contenteditable=\"inherit\" height=\"241\" src=\"https:\/\/stat.ameba.jp\/user_images\/20191207\/16\/fpmirai\/ef\/69\/j\/o0481052614663766816.jpg\" width=\"220\"><\/a><\/p>\n<div style=\"margin: 2em 0; background:#F7ECB7; border:solid; border-color:darkorange\">\n<div style=\"font-size: 1.2em;\n    background:#F99C15;\n    padding: 4px;\n    text-align: center;\n    color: #FFF;\n    font-weight: bold;\n    letter-spacing: 0.05em;\"><\/p>\n<p>\u904e\u53bb\u306e\u5e02\u6cc1\u3092\u78ba\u8a8d\u3057\u3088\u3046!!<\/p>\n<\/div>\n<p style=\"padding: 15px 20px;margin: 0; text-align:center\"><a href=\"http:\/\/barms.jp\/?p=2075\" style=\"display: inline-block;position: relative;padding: 0.5em 1.4em;text-decoration: none;background: #668ad8;\/*\u30dc\u30bf\u30f3\u8272*\/ color: #FFF; border-bottom: solid 5px #36528c;\/*\u30dc\u30bf\u30f3\u8272\u3088\u308a\u6697\u3081\u306b*\/ border-right: solid 5px #5375bd;\/*\u30dc\u30bf\u30f3\u8272\u3088\u308a\u6697\u3081\u306b*\/\" target=\"_blank\" rel=\"noopener noreferrer\">1\u304b\u6708\u524d\u306e\u5e02\u6cc1<\/a>&nbsp;<a href=\"http:\/\/barms.jp\/?p=1775\" style=\"display: inline-block;position: relative;padding: 0.5em 1.4em;text-decoration: none;background: #668ad8;\/*\u30dc\u30bf\u30f3\u8272*\/ color: #FFF; border-bottom: solid 5px #36528c;\/*\u30dc\u30bf\u30f3\u8272\u3088\u308a\u6697\u3081\u306b*\/ border-right: solid 5px #5375bd;\/*\u30dc\u30bf\u30f3\u8272\u3088\u308a\u6697\u3081\u306b*\/\" target=\"_blank\" rel=\"noopener noreferrer\">1\u5e74\u524d\u306e\u5e02\u6cc1<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>2019\/12\/2&nbsp;&nbsp; &nbsp;\u6708 \u9999\u6e2f\u3092\u3081\u3050\u308b\u7c73\u4e2d\u306e\u5bfe\u7acb\u304c\u5148\u92ed\u5316\u3057\u6b27\u7c73\u5e02\u5834\u306b\u30de\u30a4\u30ca\u30b9\u306e\u5f71\u97ff\u3092\u4e0e\u3048\u305f\u3002\u30ed\u30a4\u30bf\u30fc\u306f\u7c73\u5f53\u5c40\u304cHauwei\u306b\u5bfe\u3057\u3066\u898f\u5236\u3092\u5f37\u5316\u3059\u308b\u610f\u5411\u3067\u3042\u308b\u3068\u5831\u3058\u3066\u3044\u308b\u3002\u7c73\u56fd\u682a\u5f0f\u5e02\u5834\u3067\u306f\u5c0f &hellip; <\/p>\n<p class=\"link-more\"><a href=\"http:\/\/barms.jp\/?p=2169\" class=\"more-link\"><span class=\"screen-reader-text\">&#8220;12\u6708\u7b2c1\u9031\u306e\u5e02\u6cc1&#8221; 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