$Kawasaki Heavy Industries (7012.JP)$ Are you going to bow down again?
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$Kawasaki Heavy Industries (7012.JP)$ Who are you bowing to?
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commented on
$NVIDIA (NVDA.US)$ Toyota needs to make the cockpit more innovative in order to balance comfort and functionality.
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$NVIDIA (NVDA.US)$
Finally, finally turned platinum 😭
As a beginner, I bought it for 142 dollars and have been holding on to it, which was a good decision ☺️
Finally, finally turned platinum 😭
As a beginner, I bought it for 142 dollars and have been holding on to it, which was a good decision ☺️
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$Nikkei 225 (.N225.JP)$
Here is the ranking of countries with fiscal deficits in the world 🌍 based on facts 💁♀️
Japan 🇯🇵 is in a serious economic decline, with a bleak future.
Even in the last stronghold of the Japanese economy 🚗, the automobile industry, the trend of BEV + FSD has led to the strong influence of Chinese manufacturers such as 🇺🇸 Tesla and 🇨🇳 BYD, and 🇯🇵 Toyota, Nissan, and Honda are inevitably declining due to electrification (TSUTAYA-ization)...
Here is the ranking of countries with fiscal deficits in the world 🌍 based on facts 💁♀️
Japan 🇯🇵 is in a serious economic decline, with a bleak future.
Even in the last stronghold of the Japanese economy 🚗, the automobile industry, the trend of BEV + FSD has led to the strong influence of Chinese manufacturers such as 🇺🇸 Tesla and 🇨🇳 BYD, and 🇯🇵 Toyota, Nissan, and Honda are inevitably declining due to electrification (TSUTAYA-ization)...
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$NVIDIA (NVDA.US)$
Apple seems to be getting further away. I am confident that 2025 will be the NVIDIA Year. With significant events starting the new year, Mr. Kawa will surely meet expectations.
Apple seems to be getting further away. I am confident that 2025 will be the NVIDIA Year. With significant events starting the new year, Mr. Kawa will surely meet expectations.
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$NVIDIA (NVDA.US)$ It's not a stock with a reverse momentum, so I generally expect it to go down at times like this. Have a happy new year.
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$Tesla (TSLA.US)$ Is it a decline prompted by Futures?
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$NVIDIA (NVDA.US)$
NVDA's Kanyagahara financial results. In the current market, it has a significant impact comparable to CPI and FOMC. However, despite posting good numbers last time, the stock price dropped, and other semiconductor stocks have been declining since peaking in July, so I feel that the influence on NVDA's market has decreased slightly. However, NVDA's financial results are still a major event. Today is the traditional NVDA financial results preview!
Last time, the stock dropped after the financial results, and I sold 1/3.
In NVDA's July quarter earnings, both revenue and October guidance were higher than expected, yet the stock declined.
The detailed explanation of why it declined can be found in the X post on August 29th, so please feel free to read it.
In this article, I mentioned that I might sell about half of NVDA and consider buying CRWD. In fact, later on, I sold 1/3 of NVDA and bought CRWD.
I began buying NVDA in March 2023, so the initial stocks have increased more than five times. I sold the stocks for risk management and because I determined that "I have already eaten the best part of the fish".
Although NVDA stocks further rose afterwards, I still hold 2/3 of them, and the portion I sold...
NVDA's Kanyagahara financial results. In the current market, it has a significant impact comparable to CPI and FOMC. However, despite posting good numbers last time, the stock price dropped, and other semiconductor stocks have been declining since peaking in July, so I feel that the influence on NVDA's market has decreased slightly. However, NVDA's financial results are still a major event. Today is the traditional NVDA financial results preview!
Last time, the stock dropped after the financial results, and I sold 1/3.
In NVDA's July quarter earnings, both revenue and October guidance were higher than expected, yet the stock declined.
The detailed explanation of why it declined can be found in the X post on August 29th, so please feel free to read it.
In this article, I mentioned that I might sell about half of NVDA and consider buying CRWD. In fact, later on, I sold 1/3 of NVDA and bought CRWD.
I began buying NVDA in March 2023, so the initial stocks have increased more than five times. I sold the stocks for risk management and because I determined that "I have already eaten the best part of the fish".
Although NVDA stocks further rose afterwards, I still hold 2/3 of them, and the portion I sold...
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In 2023, Japan's tourism industry is regaining its vitality. Over the past few years, the stagnant tourism demand due to the new coronavirus has increased again, coupled with the impact of the weak yen, attracting many international tourists, especially from Europe and the United States. They wish to enjoy the foreign culture and are heading towards Japan's nature, cities, cultural heritage, and commercial districts.
I have high expectations for the growth of Japan's inbound market, but not every industry can benefit equally. After analyzing the current situation, I have decided to focus particularly on the hotel and catering sectors among the key areas related to the tourism industry. Instead of being swayed by short-term market fluctuations, I will focus on investment targets that can provide sustainable income.
Industry analysis and investment selection
Retail, airlines, and transportation: The growth outlook is cautious.
With the increase in inbound demand, the flow of people is activated, leading to a sharp increase in demand for hotels, restaurants, and shopping facilities. However, not all sectors can expect sustainable growth.
The retail industry is showing signs of prosperity, but the competition is fierce and the consumption demand by tourists may be short-term...
I have high expectations for the growth of Japan's inbound market, but not every industry can benefit equally. After analyzing the current situation, I have decided to focus particularly on the hotel and catering sectors among the key areas related to the tourism industry. Instead of being swayed by short-term market fluctuations, I will focus on investment targets that can provide sustainable income.
Industry analysis and investment selection
Retail, airlines, and transportation: The growth outlook is cautious.
With the increase in inbound demand, the flow of people is activated, leading to a sharp increase in demand for hotels, restaurants, and shopping facilities. However, not all sectors can expect sustainable growth.
The retail industry is showing signs of prosperity, but the competition is fierce and the consumption demand by tourists may be short-term...
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