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Focus: Activating the “Trump Trade” and incorporating tax cuts, deregulation, and high prices
July 18, 2024 at 10:56 AM GMT+9 (some excerpts)
“Trump trade,” which bets on a scenario where former President Trump will be re-elected in the US presidential election in November, is becoming active. In recent weeks, there has been a movement that incorporates both the view that Mr. Trump's policy for a second term will boost corporate performance and concerns that it will lead to long-term financial deterioration.
Stock market investors are concentrating their funds on small-cap stocks and energy stocks that have the potential to benefit from Mr. Trump's policies, such as tax cuts and deregulation. These preferences are combined with the expectation that the US Federal Reserve (FRB) will cut interest rates within a few months, and cyclical shopping to shift from large technology stocks to overdue stocks is becoming active.
July 18, 2024 at 10:56 AM GMT+9 (some excerpts)
“Trump trade,” which bets on a scenario where former President Trump will be re-elected in the US presidential election in November, is becoming active. In recent weeks, there has been a movement that incorporates both the view that Mr. Trump's policy for a second term will boost corporate performance and concerns that it will lead to long-term financial deterioration.
Stock market investors are concentrating their funds on small-cap stocks and energy stocks that have the potential to benefit from Mr. Trump's policies, such as tax cuts and deregulation. These preferences are combined with the expectation that the US Federal Reserve (FRB) will cut interest rates within a few months, and cyclical shopping to shift from large technology stocks to overdue stocks is becoming active.
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If the economy were to collapse due to Trump, it already happened 4 years ago.
It's not that much of an anxiety factor.
It's not that much of an anxiety factor.
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The total market value of US super-large high-tech stocksIt continues to update new milestonesIt highlights that the stock market boom brought about by AI is still continuing. rice $Amazon (AMZN.US)$The total market value of broke through the 2 trillion dollar mark for the first time on the 26th. The 2 trillion dollar milestone was reached following the US Alphabet (Google parent company) in late AprilIt is the 5th US companyIt becomes. This increase in market capitalization is being boosted by strong growth in artificial intelligence and the cloud business. Amazon's stock price from the beginning of this yearUp over 27%Whereas, the NASDAQ index is in the same periodAn increase of approximately 18%Doing it.
Currently, the total market value is over 1 trillion dollarsThere are 6 US companiesThere is ( $Microsoft (MSFT.US)$、 $Apple (AAPL.US)$、 $NVIDIA (NVDA.US)$、 $Alphabet-A (GOOGL.US)$、 $Amazon (AMZN.US)$ ,...
Currently, the total market value is over 1 trillion dollarsThere are 6 US companiesThere is ( $Microsoft (MSFT.US)$、 $Apple (AAPL.US)$、 $NVIDIA (NVDA.US)$、 $Alphabet-A (GOOGL.US)$、 $Amazon (AMZN.US)$ ,...
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Due to expectations of a recovery in semiconductor market conditions, major “ultrapure water” equipment companies used in semiconductor manufacturing processes $Nomura Micro Science (6254.JP)$with $Organo (6368.JP)$Stocks are expensive. Thoroughly removed bacteria, gases, etc.Ultrapure water has extremely strong detergency, and since it can purify nano-level semiconductor circuits, it is essential in semiconductor manufacturing.The cleaning process is said to account for about 30% of the semiconductor manufacturing process, and ultrapure water equipment is an important infrastructure.
◆ $Nomura Micro Science (6254.JP)$
Major ultrapure water equipment company. Branch from Hokko Chemical Co., Ltd. It is leading the way in developing semiconductor companies in Korea and Taiwan, and about 30% of sales go to Samsung Korea. High ROE (return on equity). Stock prices have continued to rise since the consolidated earnings forecast for the fiscal year ending March 31, 24 was drastically revised in late October. Since semiconductor-related companies are vigorous investment and maintenance businesses are strong,Consolidated sales for the fiscal year ending March 24 are expected to increase 45.2% from the previous fiscal year to 72 billion yen, and net profit is expected to increase 15.4% to 6.7 billion yen...
◆ $Nomura Micro Science (6254.JP)$
Major ultrapure water equipment company. Branch from Hokko Chemical Co., Ltd. It is leading the way in developing semiconductor companies in Korea and Taiwan, and about 30% of sales go to Samsung Korea. High ROE (return on equity). Stock prices have continued to rise since the consolidated earnings forecast for the fiscal year ending March 31, 24 was drastically revised in late October. Since semiconductor-related companies are vigorous investment and maintenance businesses are strong,Consolidated sales for the fiscal year ending March 24 are expected to increase 45.2% from the previous fiscal year to 72 billion yen, and net profit is expected to increase 15.4% to 6.7 billion yen...
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Good morning to all Moomoo users!Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 32,400 yen - 32,900 yen (13th closing price 32,585 yen 11 sen)
● US consumers' inflation expectations for the year ahead, fall slightly in October - NY Federal Reserve Bank survey
● The sense of elation that began to drift into US stocks, and the optimism of individual investors intensified - with interest rate hikes ending
● US interest rate decline next year is close to 4 times market factored in - UBS strategist
● Hedge fund crude oil shorts increase, demand concerns rise again
— MooMoo News Zeber
Market Overview
In the US stock market on the 13th, the NY Dow Jones Industrial Average continued to rise to 34,337 dollars 87 cents, 54 dollars 77 cents higher than the previous business day. The Nasdaq Composite Stock Price Index fell by 30.365 points to 13,767.743. There is a high possibility that the Tokyo stock market on the 14th will have a buying advantage centered on major stocks, and the Nikkei Stock Average will continue to grow.
Top news
[Preview] Will US October CPI slow as expected? Determining the future of US monetary tightening
The US Department of Labor Statistics Bureau is 2023/11/14 Japan time (Tuesday...
● [Tokyo Stock Exchange Rate Forecast Range] 32,400 yen - 32,900 yen (13th closing price 32,585 yen 11 sen)
● US consumers' inflation expectations for the year ahead, fall slightly in October - NY Federal Reserve Bank survey
● The sense of elation that began to drift into US stocks, and the optimism of individual investors intensified - with interest rate hikes ending
● US interest rate decline next year is close to 4 times market factored in - UBS strategist
● Hedge fund crude oil shorts increase, demand concerns rise again
— MooMoo News Zeber
Market Overview
In the US stock market on the 13th, the NY Dow Jones Industrial Average continued to rise to 34,337 dollars 87 cents, 54 dollars 77 cents higher than the previous business day. The Nasdaq Composite Stock Price Index fell by 30.365 points to 13,767.743. There is a high possibility that the Tokyo stock market on the 14th will have a buying advantage centered on major stocks, and the Nikkei Stock Average will continue to grow.
Top news
[Preview] Will US October CPI slow as expected? Determining the future of US monetary tightening
The US Department of Labor Statistics Bureau is 2023/11/14 Japan time (Tuesday...
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いぬ : I'm also looking for Japanese stocks ~