The windy May market has started! The upward trend is constant!
After the turbulent March to April, we are finally entering the windy May market. The full moon was on 4/24, and the Mercury Retrograde (4/2-25) ended on the 25th. It seems that people say “something old,” but big investors, such as hedge funds, are surprisingly concerned.
The ebb and flow of the tide certainly have an effect on animals' egg production. In fact, the Islamic Ramadan (3/8 to 4/9) slowed oil money behavior, and the stock market became turbulent, didn't it?
Of course, the Nikkei Stock Average formed a deep push of 10.6% (the high price of 40,087 yen on March 22 was the low of 36,733 yen on 4/19), but this does not mean that the long-term upward trend has broken down.
A new industrial revolution centered on generative AI is progressing in America, and Japan is implementing the Japan Revitalization Strategy and Corporate Governance Mission. Corporate attitudes have changed. After all, $Hitachi(6501.JP$This is an age where a 1 to 5 stock split (end of June) will be implemented.
In the American market $Microsoft(MSFT.US$、 $Alphabet-A(GOOGL.US$、 $Teradyne(TER.US$、 $Apple(AAPL.US$etc. are strong, aren't they? $Texas Instruments(TXN.US$has announced a bullish outlook for industrial semiconductor demand.
Apple is scheduled to announce the latest 5G smartphone and the new iPad on 5/7. There has already been a demodulation of Chinese smartphones, and it seems that exports of multilayer ceramic capacitors used in 5G smartphones are rapidly increasing.
$PeptiDream(4587.JP$Are the materials of ridiculous scales?
Furthermore, from 5/3 to 4 $Berkshire Hathaway-A(BRK.A.US$The annual shareholders' meeting was held. Warren Buffett is bullish on Japanese stocks. Sooner or later, it seems that stocks following trading company stocks will be close-up.
Meanwhile, the exchange rate fluctuated (instantaneously on 4/29, 1 dollar = 160 yen range, then the yen appreciated by 154 to 155 yen). Looks like there was an intervention. The trading volume of dollars and yen in the exchange market is huge, at 1 trillion dollars a day. It is not easy to stop the depreciation of the yen by simply intervening alone.
What about the shopping side? I picked it up last time $PeptiDream(4587.JP$It has stopped high and is rapidly rising. In terms of charts, the pattern is showing strong gains. What are the materials $Novartis AG(NVS.US$This is the progress of the partnership related to peptide drug discovery with. Based on this agreement, it has been announced that 180 million dollars (approximately 28 billion yen) will be received as a lump-sum payment.
Furthermore, “the total amount is 2.71 billion dollars (there is a possibility of receiving approximately 422 billion yen) (company side) as specific development, approval, and sales milestone fees. After all, it is a company with annual sales of 28.7 billion yen (fiscal year ending 2023/12). Isn't it impossible to immediately understand how ridiculous the one-time contract fee is 28 billion yen and the maximum figure of 422 billion yen is ridiculous?
In addition to this, good performance (expected to be the highest profit this fiscal year) $DTS(9682.JP$、 $Morita Holdings(6455.JP$、 $Kikkoman(2801.JP$、 $Kagome(2811.JP$、 $Mitsubishi Electric(6503.JP$、 $Tamron(7740.JP$、 $NS Solutions(2327.JP$、 $Takatori(6338.JP$、 $Seiko Electric(6653.JP$、 $SCSK(9719.JP$、 $Takachiho Koheki(2676.JP$is a brand you can aim for carefully.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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