NVDA
NVIDIA
-- 138.850 TSLA
Tesla
-- 355.840 BABA
Alibaba
-- 124.730 INTC
Intel
-- 23.600 PLTR
Palantir
-- 119.160 
Don't overlook the big trend in global stock prices!
What's happening in financial markets? A lot of people aren't aware of the big changes. The other day, an executive of the Association of Corporate Executives commented that “recent stock prices are strange,” but there is a huge lack of awareness.
Certainly, the global economy is uncertain at the moment. Politics in France, England, etc. are in turmoil. America's presidential election has been mixed. It is a situation where the incumbent Mr. Biden seems to be forced to retreat, and the stock market has begun to incorporate Mr. Trump's victory.
It gained popularity in the Japanese market in 2016 $Mitsubishi Heavy Industries (7011.JP)$It's strong, isn't it? Trump will implement tax cuts. We will also launch economic measures. I demand interest rate cuts. Well, inflation isn't going to subside, but... They will ask allies to increase defense spending. Wasn't that the case from 2016 to 2017?
Of course, as has been pointed out over and over again, there are major trends such as the New East-West Cold War structure, the new industrial revolution, and new capitalism in the background of global stock appreciation. The author argues that this trend will save Japan and revitalize the stock market. Don't lose sight of this trend.
Indeed, “the path to profit is to follow the flow that continues without going against it.” In particular, there are significant delays in the Japanese market. Recently, it became a hot topic of conversation that the total market value of the Tokyo Stock Exchange Prime Market was “on the 1000 trillion yen mark.” However, the total market value of the American market is 9214 trillion yen (as of 7/4).
Is there a risk that activists will turn to buying up?
In individual companies $Apple (AAPL.US)$is 525 trillion yen, $Microsoft (MSFT.US)$is 539 trillion yen, $NVIDIA (NVDA.US)$is 488 trillion yen. The total of the 3 companies is 1,552 trillion yen. There are 1,645 companies listed on the Tokyo Stock Exchange Prime Market. I can't help but be happy that the total market value is 1000 trillion yen.
$Taiwan Semiconductor (TSM.US)$The total market value is 1 trillion dollars (about 160 trillion yen). It is exactly the same as the total market capitalization of 7 Samurai (the top 7 companies by market capitalization in the Tokyo market). Incidentally, the total market value of Magnificent Seven (the top 7 companies by market capitalization in the American market) has risen to 2561 trillion yen.
In short, the Japanese market completely shrank during the “lost 30 years.” I think this fix has begun. In a situation where the dissolution of holdings is progressing at a rapid pace, aren't Japanese companies becoming targets for foreign investment?
After all, $SoftBank Group (9984.JP)$Whereas the total market value of is 16 trillion yen, it is a subsidiary that holds 90% of the shares $Arm Holdings (ARM.US)$The total market value is 25 trillion yen. $Rococo (5868.JP)$Is $ServiceNow (NOW.US)$It is an advanced partner of, but its total market value is only 3.3 billion yen. The total market value of Service Now is 25 trillion yen.
Currently, the secret activities of activists (talking shareholders) are bustling the mass media. There is no “harm” as long as management improvements are sought. But what if it develops into a buying up? $Aoyama Zaisan Networks (8929.JP)$It seems that the activists involved are saying “they will buy up to 20% of the issued shares.” The company cannot stay calm.
Now, individual brands are dealing with air conditioning clothing (luxury goods) for which demand is booming due to intense heat $Uniform Next (3566.JP)$、
Of the mist that anticipates Tokyo Governor Koike's policies $Yamabiko (6250.JP)$、
Electric cable underground $Nippon Hume (5262.JP)$、
Crime prevention system's $Secure (4264.JP)$Of solar panel recycling $NPC (6255.JP)$etc. are aimed at things like that.
The author does not post any information on SNS other than the official website. Tomio Sugimura is not involved in any of these matters. Please beware of impersonation.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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Trump 2.0 Era: How will global markets evolve?
🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context,
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MicroStrategy Q4 2024 earnings conference call
人類 : Shouldn't we be happy now?
183695292 人類 : Common sense in stocks is that if everyone thinks it will go up, it will go down
HONDA N-ONE : Critics' stories are almost always a mixture of content that makes sense and content that doesn't make sense, so if you don't carefully determine the content, you could commit a huge mislead
181338057犬心久美子 : You may be upset, but I'm very sorry,
It's not everyone who talks about their name as an economic critic, and I can't say it unequivocally, but it's half a story
I'm listening. It's just a review.
The trader who is inside the site is better
I think the content is real.
夏維 : There's no sense of overheating, and it's not even close to saying that stocks are high at all. For the time being, the gas will be moderately vented, and I wonder if it's not really high with a small decline in between...