NVDA
NVIDIA
-- 109.670 TSLA
Tesla
-- 263.550 CRWV
CoreWeave
-- 40.000 GOOG
Alphabet-C
-- 156.060 PLTR
Palantir
-- 85.850 【Early Morning Report】Honda's ADR surges towards becoming the world's third-largest auto manufacturer, while NVIDIA considers constructing overseas headquarters in East Asia.
Dear MOOMOO users, good morning!![]()
The key points of this morning's report are here.
Tokyo stock market forecast range: 9,150-9,550 yen (closing price on the 23rd: 9,161.34 yen).
Honda and Nissan officially announce that they have begun considering a management integration.
Broadcom, also known as the next NVIDIA!
NVIDIA to establish overseas headquarters in Taiwan
MetLife to acquire PineBridge for asset management, up to a maximum of 1.2 billion dollars
Costco is expensive, with potential for one higher level than Walmart
Bitcoin continues to fall, briefly breaking below $0.093 million, cautious of rising US interest rates.
moomoo News Mark
Tokyo stock market forecast range: 9,150-9,550 yen (closing price on the 23rd: 9,161.34 yen).
Honda and Nissan officially announce that they have begun considering a management integration.
Broadcom, also known as the next NVIDIA!
NVIDIA to establish overseas headquarters in Taiwan
MetLife to acquire PineBridge for asset management, up to a maximum of 1.2 billion dollars
Costco is expensive, with potential for one higher level than Walmart
Bitcoin continues to fall, briefly breaking below $0.093 million, cautious of rising US interest rates.
moomoo News Mark
Market Overview
On the 23rd, US stock market continued to rise. Dow Industrial Average rose for the third consecutive trading day. With Christmas approaching, trading volume was light. In the S&P 500 sector index, Telecom Services and Information Technology (IT) performed the best. Traders were cautious of deteriorating consumer confidence index, resulting in mixed opening. Dow declined following the retreat of expectations for rapid interest rate cuts by the Federal Reserve to lead to long-term interest rate increases. With expectations for a Santa Claus Rally, Nasdaq traded steadily higher, expanding gains towards the end, lifting the entire market. Dow also recovered into positive territory at the end of the session.
On the 24th, in the Tokyo stock market, there is expected to be a development of strong consolidation in the early 90,000 yen range for the Nikkei average price amid conflicting views on strength and weakness. The previous day saw a significant rebound of over 450 yen after six straight business days of declines totaling over 1,100 yen until the day before, prompting awareness of potential retracements and likely support for downside from buying interest that missed the rebound.
On the 24th, in the Tokyo stock market, there is expected to be a development of strong consolidation in the early 90,000 yen range for the Nikkei average price amid conflicting views on strength and weakness. The previous day saw a significant rebound of over 450 yen after six straight business days of declines totaling over 1,100 yen until the day before, prompting awareness of potential retracements and likely support for downside from buying interest that missed the rebound.
Top News
Honda's ADR surged significantly, implementing a share buyback with a limit of 1.1 trillion yen.
$Honda Motor (7267.JP)$and $Nissan Motor (7201.JP)$They formally announced on the 23rd that they will begin discussions for a management integration. Honda also announced that they will implement a share buyback of up to 1.1 trillion yen, equivalent to 23.7% of the total issued shares, aiming to establish a joint holding company and target a relisting in August 2026. Both companies are expected to be delisted. $Mitsubishi Motors (7211.JP)$A decision on whether to participate in the management integration of both companies is expected to be made by the end of January 2025.
Related Articles
仏ルノー、あらゆる選択肢検討へ ホンダ・日産の経営統合協議入りで
Honda's ADR surged significantly, implementing a share buyback with a limit of 1.1 trillion yen.
$Honda Motor (7267.JP)$and $Nissan Motor (7201.JP)$They formally announced on the 23rd that they will begin discussions for a management integration. Honda also announced that they will implement a share buyback of up to 1.1 trillion yen, equivalent to 23.7% of the total issued shares, aiming to establish a joint holding company and target a relisting in August 2026. Both companies are expected to be delisted. $Mitsubishi Motors (7211.JP)$A decision on whether to participate in the management integration of both companies is expected to be made by the end of January 2025.
Related Articles
仏ルノー、あらゆる選択肢検討へ ホンダ・日産の経営統合協議入りで
ブロードコム、次のエヌビディアとの呼び声も！
$Broadcom (AVGO.US)$が続伸。決算発表以降の買いの流れはなお継続しているようだ。一部は、同社を「次の $NVIDIA (NVDA.US)$!」とし2025年に所有すべきAIチップ株として推奨している。大手IT企業が単一サプライヤーへの依存度を減らそうとしている中、エヌビディアよりも同社の方が2025年に投資家にとって大きな利益をもたらす可能性が高いという。
$Broadcom (AVGO.US)$が続伸。決算発表以降の買いの流れはなお継続しているようだ。一部は、同社を「次の $NVIDIA (NVDA.US)$!」とし2025年に所有すべきAIチップ株として推奨している。大手IT企業が単一サプライヤーへの依存度を減らそうとしている中、エヌビディアよりも同社の方が2025年に投資家にとって大きな利益をもたらす可能性が高いという。
エヌビディア、台湾に海外本社を建設と伝わる
$NVIDIA (NVDA.US)$は、台湾に海外本社を建設する計画だと伝わった。台湾の地元紙コマーシャル・タイムズが関係者の話として伝えた。エヌビディアは台北市を海外本社所在地として優先しており、3ヘクタールの土地を必要としている。それに対して地元の市政府は最大限の支援を行っているという。フアンCEOは6月、今後5年間で大規模な研究開発センターを建設し、少なくとも1000人のエンジニアを雇用することで、台湾への投資を拡大する計画だと述べていた。
$NVIDIA (NVDA.US)$は、台湾に海外本社を建設する計画だと伝わった。台湾の地元紙コマーシャル・タイムズが関係者の話として伝えた。エヌビディアは台北市を海外本社所在地として優先しており、3ヘクタールの土地を必要としている。それに対して地元の市政府は最大限の支援を行っているという。フアンCEOは6月、今後5年間で大規模な研究開発センターを建設し、少なくとも1000人のエンジニアを雇用することで、台湾への投資を拡大する計画だと述べていた。
メットライフ、資産運用のパインブリッジ買収へ 最大1.2 billionドル
米保険大手 $MetLife (MET.US)$On the 23rd, it was revealed that MetLife has agreed to acquire the global asset management company PineBridge Investments for up to $1.2 billion (approximately 188 billion yen). PineBridge's assets under management amount to $100 billion. MetLife stated that through this acquisition, it can strengthen its MetLife Investment Management division (with assets under management exceeding $600 billion).
米保険大手 $MetLife (MET.US)$On the 23rd, it was revealed that MetLife has agreed to acquire the global asset management company PineBridge Investments for up to $1.2 billion (approximately 188 billion yen). PineBridge's assets under management amount to $100 billion. MetLife stated that through this acquisition, it can strengthen its MetLife Investment Management division (with assets under management exceeding $600 billion).
Eli Lilly and Co continued to rise as the sleep apnea drug 'Zepbound' is also applicable for sleep apnea syndrome.
$Eli Lilly and Co (LLY.US)$The share price continued to rise. The weight loss drug 'Zepbound' of the company was approved by the FDA as a treatment for sleep apnea syndrome for the first time, paving the way for the expanded insurance coverage of this blockbuster drug. The FDA has stated that the benefit of this drug for sleep apnea syndrome may be high weight loss for patients.
$Eli Lilly and Co (LLY.US)$The share price continued to rise. The weight loss drug 'Zepbound' of the company was approved by the FDA as a treatment for sleep apnea syndrome for the first time, paving the way for the expanded insurance coverage of this blockbuster drug. The FDA has stated that the benefit of this drug for sleep apnea syndrome may be high weight loss for patients.
Costco is expensive, with room for higher prices than Walmart.
According to a weekend article in Barron's, $Costco (COST.US)$has garnered the support of enthusiastic investors who are attracted to its strong performance and steady business expansion, making it a stock that investors would want to acquire even at a high price, although it is likely overvalued. On the other hand, $Walmart (WMT.US)$stock price has risen by 78% since the beginning of the year, and reports suggest that its impressive performance is set to continue.
Related Articles
Walmart falls as CFPB sues the company and its partner firms.
According to a weekend article in Barron's, $Costco (COST.US)$has garnered the support of enthusiastic investors who are attracted to its strong performance and steady business expansion, making it a stock that investors would want to acquire even at a high price, although it is likely overvalued. On the other hand, $Walmart (WMT.US)$stock price has risen by 78% since the beginning of the year, and reports suggest that its impressive performance is set to continue.
Related Articles
Walmart falls as CFPB sues the company and its partner firms.
Bitcoin continues to decline, temporarily falling below $0.093 million, wary of high US interest rates.
Cryptocurrency $Bitcoin (BTC.CC)$Continues to decline. It temporarily fell below $0.093 million, setting a new low for the past 20 days. It also dropped below the 50-day moving average level ($9357). The low of $92149 on the 20th is expected to provide support. The US economy is solid compared to other economies, and it is anticipated that the Fed's rate cuts next year will be limited to two. After the Fed's hawkish rate cut, long-term interest rates are on an upward trend, leading to a decline in investment in risk assets.
Cryptocurrency $Bitcoin (BTC.CC)$Continues to decline. It temporarily fell below $0.093 million, setting a new low for the past 20 days. It also dropped below the 50-day moving average level ($9357). The low of $92149 on the 20th is expected to provide support. The US economy is solid compared to other economies, and it is anticipated that the Fed's rate cuts next year will be limited to two. After the Fed's hawkish rate cut, long-term interest rates are on an upward trend, leading to a decline in investment in risk assets.
Foreign exchange
Main Market Events
Source: Dow Jones, MINKABU, Trader's Web, Fisco
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
Read more
Comment
Sign in to post a comment