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$Gorilla Technology (GRRR.US)$
Announcement of exam results.
Proposal.
Report on the results of the civil service examination.
Piano performance of the national anthem and graduation song in silence at the graduation ceremony.
Attending the birth.
I am not someone who often feels nervous or excited in life, but I might be feeling the most excited during the gorilla's earnings report. 🦍笑
Announcement of exam results.
Proposal.
Report on the results of the civil service examination.
Piano performance of the national anthem and graduation song in silence at the graduation ceremony.
Attending the birth.
I am not someone who often feels nervous or excited in life, but I might be feeling the most excited during the gorilla's earnings report. 🦍笑
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Real estate stocks that have been sluggish until now are suddenly becoming more vibrant.The rise in land prices, particularly in metropolitan areas.In addition, the Bank of Japan's policy interest rate hikes are progressing.The excessive caution against rising interest rates has been alleviated.These factors are part of the background.
$Mitsubishi Estate (8802.JP)$and $Mitsui Fudosan (8801.JP)$Although major developer stocks are also rising, they have recently surged against the backdrop of good performance.Among the stocks that have recently soared to new all-time highs, there are several common points.The keywords are, Metro Area Concentration Strategy.・Value-up (renovation) of used properties.・Sales targeting (investment) for foreigners.In the Real Estate Investment business,Population declineandDepopulation in rural areas、Rising construction costs associated with the increase in material and labor costs.、A decline in "actual demand" in prime locations due to rising property prices.There are concerns directly linked to social issues.Reducing the risk of deteriorating performance due to these concerns.Lead tocreating room for growth.The three keywords pertain to one of the concerns.
Any of the three keywords apply.Recently updated or approached the 52-week high.AndStocks that are expected to grow in the future.Pick up....
$Mitsubishi Estate (8802.JP)$and $Mitsui Fudosan (8801.JP)$Although major developer stocks are also rising, they have recently surged against the backdrop of good performance.Among the stocks that have recently soared to new all-time highs, there are several common points.The keywords are, Metro Area Concentration Strategy.・Value-up (renovation) of used properties.・Sales targeting (investment) for foreigners.In the Real Estate Investment business,Population declineandDepopulation in rural areas、Rising construction costs associated with the increase in material and labor costs.、A decline in "actual demand" in prime locations due to rising property prices.There are concerns directly linked to social issues.Reducing the risk of deteriorating performance due to these concerns.Lead tocreating room for growth.The three keywords pertain to one of the concerns.
Any of the three keywords apply.Recently updated or approached the 52-week high.AndStocks that are expected to grow in the future.Pick up....
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Yesterday, US stocks plummeted again.![]()
There has been a three-day consecutive decline since March 26, and I believe this marks the beginning of the second wave of decline. I missed the previous second wave of decline, but what will happen this time?![]()
Accordingly, I have started short selling US stocks again.
$Alphabet-C (GOOG.US)$ I feel that short selling this stock is likely to be the most successful. It has broken the low from March 18 and is falling rapidly.![]()
$United Airlines (UAL.US)$
$Marvell Technology (MRVL.US)$ Semiconductors in general have not recovered at all in March and are starting to fall again. It might be okay to go long on SOXS, but leveraged ETFs are difficult, so it will not be approached.
$Tapestry (TPR.US)$
$Astera Labs (ALAB.US)$
$XPeng (XPEV.US)$ This is all about China Connect, and since it is showing a clear straight decline, it seems likely to continue falling like this.
$Abercrombie & Fitch (ANF.US)$
Regarding physical stocks,
$Alamos Gold (AGI.US)$ Although gold prices rose yesterday, the overall market for stocks is poor...
Accordingly, I have started short selling US stocks again.
$Alphabet-C (GOOG.US)$ I feel that short selling this stock is likely to be the most successful. It has broken the low from March 18 and is falling rapidly.
$United Airlines (UAL.US)$
$Marvell Technology (MRVL.US)$ Semiconductors in general have not recovered at all in March and are starting to fall again. It might be okay to go long on SOXS, but leveraged ETFs are difficult, so it will not be approached.
$Tapestry (TPR.US)$
$Astera Labs (ALAB.US)$
$XPeng (XPEV.US)$ This is all about China Connect, and since it is showing a clear straight decline, it seems likely to continue falling like this.
$Abercrombie & Fitch (ANF.US)$
Regarding physical stocks,
$Alamos Gold (AGI.US)$ Although gold prices rose yesterday, the overall market for stocks is poor...
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$Argan (AGX.US)$
AGX has consistently reported good financial results, but the market's evaluation seems to be overly negative.
This time, sales and gross profit margin have increased, and the EPS has almost doubled expectations, successfully passing the best quarterly report.
Without including the new factory planned for construction in Texas, there is an order backlog of 1.4 billion dollars, so the next earnings report is looking promising.
Although the current market does not motivate any purchases, AGX will continue to buy shares as if through RSP.
AGX has consistently reported good financial results, but the market's evaluation seems to be overly negative.
This time, sales and gross profit margin have increased, and the EPS has almost doubled expectations, successfully passing the best quarterly report.
Without including the new factory planned for construction in Texas, there is an order backlog of 1.4 billion dollars, so the next earnings report is looking promising.
Although the current market does not motivate any purchases, AGX will continue to buy shares as if through RSP.
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Starting Short Sell of U.S. stocks.
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It seems that many U.S. stocks fell again yesterday, but my portfolio is solid with gold, Japanese stocks, and Indian stocks, so it performed well, marking an increase after a few days.![]()
$Alamos Gold (AGI.US)$ $Gold Trust Ishares (IAU.US)$ It had been in a Range for a few days, but it broke out slightly. Well, this is still within the Range, and there is a possibility of being a false move.![]()
$NEXT FUNDS Nifty 50 Linked ETF (1678.JP)$ It had been falling for a few days, but signs of a reversal are appearing.![]()
$Sompo Holdings (8630.JP)$ After several days of consolidation, it finally updated the highs.![]()
However, I exited from German stocks.
$iShares MSCI Germany ETF (EWG.US)$ Since it fell below the recent low, I completely withdrew. It may rise in the long term, but the price movements are a bit heavy.![]()
Japanese stocks saw a rise in value stocks yesterday, but many may have gone up due to the rights acquisition for March dividends, so caution is needed today on the ex-dividend date as prices might drop. Conversely, it might be a chance to buy stocks at a lower price.![]()
$Alamos Gold (AGI.US)$ $Gold Trust Ishares (IAU.US)$ It had been in a Range for a few days, but it broke out slightly. Well, this is still within the Range, and there is a possibility of being a false move.
$NEXT FUNDS Nifty 50 Linked ETF (1678.JP)$ It had been falling for a few days, but signs of a reversal are appearing.
$Sompo Holdings (8630.JP)$ After several days of consolidation, it finally updated the highs.
However, I exited from German stocks.
$iShares MSCI Germany ETF (EWG.US)$ Since it fell below the recent low, I completely withdrew. It may rise in the long term, but the price movements are a bit heavy.
Japanese stocks saw a rise in value stocks yesterday, but many may have gone up due to the rights acquisition for March dividends, so caution is needed today on the ex-dividend date as prices might drop. Conversely, it might be a chance to buy stocks at a lower price.
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$O'Reilly Automotive (ORLY.US)$
Holding for long-term investment. It's a wonderful long-term upward trend Candlestick.
Holding for long-term investment. It's a wonderful long-term upward trend Candlestick.
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The US president has officially announced the introduction of a 25% auto tariff.This sent shockwaves through auto related stocks. Nearly half of the autos sold in the USA are imported from Overseas. $General Motors (GM.US)$ On the following day, stock dropped 7.4%, as about 20% are imported from Overseas. $Ford Motor (F.US)$ Another stock fell by 3.9%.
On the other hand, the prices of autos sold in the USA and produced domestically increased by 0.4%, showing a rise against the trend. Additionally, there were stocks that rose more than Tesla, including the ones involved in selling Auto Parts. $Tesla (TSLA.US)$ (with about 40% of Components imported) increased by 4.0%, making it the second highest increase among S&P 500 Index components. $AutoZone (AZO.US)$ (increased by 3.1%, the highest increase among Nasdaq 100 Index components) (Note), as well as stocks related to used cars. $O'Reilly Automotive (ORLY.US)$ (3.1% increase, ranked 1st in the rise rate among Nasdaq 100 index constituents)(*), andSome used car related stocks.That was.
(Please refer to the document dated 27th.)[USA Stocks 2 Picks] Gaining an 'Advantage' with Auto Tariffs! A 15% rally since the start of the year! Continuing to increase revenue and profits even in a recession. dated the 27th.)
The reason for the steady stock prices of Auto Parts and used car related stockswill...
On the other hand, the prices of autos sold in the USA and produced domestically increased by 0.4%, showing a rise against the trend. Additionally, there were stocks that rose more than Tesla, including the ones involved in selling Auto Parts. $Tesla (TSLA.US)$ (with about 40% of Components imported) increased by 4.0%, making it the second highest increase among S&P 500 Index components. $AutoZone (AZO.US)$ (increased by 3.1%, the highest increase among Nasdaq 100 Index components) (Note), as well as stocks related to used cars. $O'Reilly Automotive (ORLY.US)$ (3.1% increase, ranked 1st in the rise rate among Nasdaq 100 index constituents)(*), andSome used car related stocks.That was.
(Please refer to the document dated 27th.)[USA Stocks 2 Picks] Gaining an 'Advantage' with Auto Tariffs! A 15% rally since the start of the year! Continuing to increase revenue and profits even in a recession. dated the 27th.)
The reason for the steady stock prices of Auto Parts and used car related stockswill...
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This conversation is purely my personal Financial Estimates.
I thought about restricting access to followers only, but since there is no particular information to hide, it will be open to the public.
President Trump has caused damage to the Stocks market with repeated statements on tariffs, but will he continue to inflict damage on the Stocks market in the future?
To conclude, my Financial Estimates suggest that President Trump has no intention of raising the Stocks market at all. Rather, I think he might even be willing to lower it.
There are three reasons for this, and the first is related to the income group of the citizens who voted for him in the presidential election.
During the election, those who voted for the Democratic Party led by Harris were primarily the middle to high-income earners who own Stocks, whereas the votes for Trump mostly came from low-income individuals who likely do not own Stocks.
Hypothetically, if the stock prices were to rise, what benefits would it have for the low-income individuals who voted for him?
If stock prices rise, it is clear that the gap will further widen, making it more difficult for low-income individuals. It is highly likely that President Trump will not continue the trend of "the rich getting richer" as in the past (during the first term, he even showed reluctance towards Share Buybacks...
I thought about restricting access to followers only, but since there is no particular information to hide, it will be open to the public.
President Trump has caused damage to the Stocks market with repeated statements on tariffs, but will he continue to inflict damage on the Stocks market in the future?
To conclude, my Financial Estimates suggest that President Trump has no intention of raising the Stocks market at all. Rather, I think he might even be willing to lower it.
There are three reasons for this, and the first is related to the income group of the citizens who voted for him in the presidential election.
During the election, those who voted for the Democratic Party led by Harris were primarily the middle to high-income earners who own Stocks, whereas the votes for Trump mostly came from low-income individuals who likely do not own Stocks.
Hypothetically, if the stock prices were to rise, what benefits would it have for the low-income individuals who voted for him?
If stock prices rise, it is clear that the gap will further widen, making it more difficult for low-income individuals. It is highly likely that President Trump will not continue the trend of "the rich getting richer" as in the past (during the first term, he even showed reluctance towards Share Buybacks...
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So far, it is moving in a way that is easy to understand.
I took profits on all positions before last night's sharp decline.
I will reinvest again, but it seems difficult to predict from here, so I will observe for a while.![]()
$E-mini NASDAQ 100 Futures(JUN5) (NQmain.US)$
I took profits on all positions before last night's sharp decline.
I will reinvest again, but it seems difficult to predict from here, so I will observe for a while.
$E-mini NASDAQ 100 Futures(JUN5) (NQmain.US)$
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