おつまる【高配当】
liked
Reasons why I think Japanese stocks are still a "buy" in the medium to long term 🌱
① Real interest rates are negative
→ Interest rates have not caught up with expected inflation rates
② Companies reflect cost increases through price hikes
→ They are now able to increase profits
③ Shareholder return capacity is higher than US stocks
→ Japanese stocks have more capacity to pocket profits and return them to shareholders, in other words
However, large cap stocks are overheated, so it seems better to look for falling stocks of Australian small/mid cap stocks now. 🤭
① Real interest rates are negative
→ Interest rates have not caught up with expected inflation rates
② Companies reflect cost increases through price hikes
→ They are now able to increase profits
③ Shareholder return capacity is higher than US stocks
→ Japanese stocks have more capacity to pocket profits and return them to shareholders, in other words
However, large cap stocks are overheated, so it seems better to look for falling stocks of Australian small/mid cap stocks now. 🤭
Translated
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3
$Mitsubishi (8058.JP)$
$ITOCHU (8001.JP)$
$Mitsui (8031.JP)$
Summary of the interim financial results of the top 5 trading companies.
$ITOCHU (8001.JP)$
$Mitsui (8031.JP)$
Summary of the interim financial results of the top 5 trading companies.
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1
おつまる【高配当】
commented on
$Mitsui (8031.JP)$
Regarding the forecast of declining revenue and profit.
I think the progress is not bad.
Regarding the forecast of declining revenue and profit.
I think the progress is not bad.
Translated
5
$Mitsubishi UFJ Financial Group (8306.JP)$
I was surprised at how much profit progress was so smooth.
even though I thought it was expensive...
I bought 50 more shares!
I was surprised at how much profit progress was so smooth.
even though I thought it was expensive...
I bought 50 more shares!
Translated
5
おつまる【高配当】
liked
Is it okay to just hold dividend stocks?🙆♀️
Many people may say things like this, but I think this only applies to commodity ETFs🌱.
If the stocks you own become non-dividend stocks, you are likely to feel quite stressed...
Let's at least check the financial statements and take a look at the health of the company💡 Long-term investment is not as easy as it sounds.☹️
By the way, these are the financial results for today ↓↓
Many people may say things like this, but I think this only applies to commodity ETFs🌱.
If the stocks you own become non-dividend stocks, you are likely to feel quite stressed...
Let's at least check the financial statements and take a look at the health of the company💡 Long-term investment is not as easy as it sounds.☹️
By the way, these are the financial results for today ↓↓
Translated
5
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