シャク489
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moomoo investors, there is no shortage of hot investment topics to discuss this week! We will deliver a weekly digest full of must-see information!
■Most liked post🎖️
Selected based on the number of views, likes, and comments.
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Number one @KimihikoSan:「Marie's perspective.」
The 'red wave' caused by Trump's overwhelming victory surprised the market, detailed analysis of sector-specific reactions. It has become an insightful article incorporating implications for future investment strategies and stock selection.
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TOP2 @sato kojiSan:「Regarding recent earnings and future investment policies.」
💡 ...Great job!! An overwhelming profit, along with analysis of the market post-presidential election, adjustments to the portfolio considering AI, cryptocurrency, and geopolitical risks, and the proposal of a flexible investment strategy.
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TOP 3 @WatchlistSan:「This week is about bitcoin, bitcoin-related stocks,」
💡 Against the background of Bitcoin's sharp rise, it is recommended to seize the investment opportunities at the beginning of the bubble and advocate a strategy of holding and buying. It is an excellent analysis full of enthusiasm wishing for the success of Japanese investors.
■ Best Post Recommended by Operation👍
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@PinhaneSan:After a comprehensive analysis of NVIDIA, the following trends are becoming apparent.🧐🤔 ...
■Most liked post🎖️
Selected based on the number of views, likes, and comments.
The 'red wave' caused by Trump's overwhelming victory surprised the market, detailed analysis of sector-specific reactions. It has become an insightful article incorporating implications for future investment strategies and stock selection.
💡 ...Great job!! An overwhelming profit, along with analysis of the market post-presidential election, adjustments to the portfolio considering AI, cryptocurrency, and geopolitical risks, and the proposal of a flexible investment strategy.
💡 Against the background of Bitcoin's sharp rise, it is recommended to seize the investment opportunities at the beginning of the bubble and advocate a strategy of holding and buying. It is an excellent analysis full of enthusiasm wishing for the success of Japanese investors.
■ Best Post Recommended by Operation👍
Translated
![[Investor Highlights] Reflecting on last week's popular posts and best users 🔍!](https://sgsnsimg.moomoo.com/sns_client_feed/181000007/20241118/1731917993091-123d782b23.png/thumb?area=105&is_public=true)
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シャク489
commented on
This article uses automatic translation in part.
The U.S. Department of Labor22:30 on Wednesday, November 13th in Japan time.will announce the US June Consumer Price Index (CPI).October US Consumer Price Index (CPI)will be announced.
Due to the gradual decrease in service prices and the re-increase in commodity prices, the market consensus expects core CPI to rise by 0.3% month-on-month, and headline CPI to rise by 0.2% month-on-month.
On a year-on-year basis, the market expects headline CPI to rise by 2.6% (compared to 2.4% in the previous month).
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The sluggishness in the service sector is supporting inflation.
Excluding highly volatile items such as energy and food, the resolution of price distortions during the pandemic era is still not progressing slowly. According to market consensus forecasts, core CPI is expected to rise by 0.3% month-on-month, and headline CPI is expected to rise by 0.2% month-on-month.
For apparel, household products, and other core goods that have shown the largest growth in the past year, some are expected to see average regression. On the other hand, due to the recent recovery in auction prices for used cars, a significant monthly increase in CPI related to used cars is expected for the first time in about a year...
The U.S. Department of Labor22:30 on Wednesday, November 13th in Japan time.will announce the US June Consumer Price Index (CPI).October US Consumer Price Index (CPI)will be announced.
Due to the gradual decrease in service prices and the re-increase in commodity prices, the market consensus expects core CPI to rise by 0.3% month-on-month, and headline CPI to rise by 0.2% month-on-month.
On a year-on-year basis, the market expects headline CPI to rise by 2.6% (compared to 2.4% in the previous month).
Excluding highly volatile items such as energy and food, the resolution of price distortions during the pandemic era is still not progressing slowly. According to market consensus forecasts, core CPI is expected to rise by 0.3% month-on-month, and headline CPI is expected to rise by 0.2% month-on-month.
For apparel, household products, and other core goods that have shown the largest growth in the past year, some are expected to see average regression. On the other hand, due to the recent recovery in auction prices for used cars, a significant monthly increase in CPI related to used cars is expected for the first time in about a year...
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シャク489
liked
Good morning moomoo users! Here is the latest news on hot stocks and recent rating information for the morning session.![]()
Today's key points on strong and weak factors.
11/13 [Strong and weak factors]
Three key points to watch in the morning session.
Attention is focused on the earnings reaction of Tokyo Electron.
● $Tokyo Electron (8035.JP)$They announced a revision to the financial estimates for the fiscal year ending March 2025. The operating profit was revised upwards from 627 billion yen to 680 billion yen. Additionally, they announced a share buyback of up to 3.5 million shares (0.8% of outstanding shares) and 70 billion yen.
Key materials to watch in the morning session: $JFE Holdings (5411.JP)$, JFE Engineering sets its target for the fiscal year ending March 28 at a record high, with orders reaching 800 billion yen.
Stocks that moved, hot stocks.
On the 13th, the Tokyo stock market is slightly down. The S&P 500 index, which had been rising for five trading days in the US market, fell, leading to a decrease in investor risk appetite. Automobile and pharmaceutical related stocks are down, weighing on the market. On the other hand, sectors such as petroleum, coal, warehouses, and transportation are seeing buying interest.
The Nikkei average is falling in response to the decline in US stocks, but Softbank shares surged after the previous day's closing.
Today's key points on strong and weak factors.
11/13 [Strong and weak factors]
Three key points to watch in the morning session.
Attention is focused on the earnings reaction of Tokyo Electron.
● $Tokyo Electron (8035.JP)$They announced a revision to the financial estimates for the fiscal year ending March 2025. The operating profit was revised upwards from 627 billion yen to 680 billion yen. Additionally, they announced a share buyback of up to 3.5 million shares (0.8% of outstanding shares) and 70 billion yen.
Key materials to watch in the morning session: $JFE Holdings (5411.JP)$, JFE Engineering sets its target for the fiscal year ending March 28 at a record high, with orders reaching 800 billion yen.
Stocks that moved, hot stocks.
On the 13th, the Tokyo stock market is slightly down. The S&P 500 index, which had been rising for five trading days in the US market, fell, leading to a decrease in investor risk appetite. Automobile and pharmaceutical related stocks are down, weighing on the market. On the other hand, sectors such as petroleum, coal, warehouses, and transportation are seeing buying interest.
The Nikkei average is falling in response to the decline in US stocks, but Softbank shares surged after the previous day's closing.
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シャク489
liked
"Elections are said to be a buy," but ahead of the Lower House election vote counting on the 27th, what should be the investment strategy for domestic stocks? The certainty of the "anomaly" surrounding the general election is examined by analyzing the data of the past 10 House of Representatives elections.
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If the anomaly of "elections are a buy" holds true, then the Nikkei average will be ¥0.04610 million on the 25th?
In the past 10 House of Representatives elections,Comparing the closing prices on the dissolution date and the closing price on the business day just before the voting day in the past 10 House of Representatives elections, the Nikkei Stock Average has risen in 9 out of 10 cases.As for the 10 instances,When averaging the rate of increase and decrease, it is 3.39% higher.has been determined.
By the way, in the current situation, comparing the Nikkei average closing price on the 9th when the House of Representatives was dissolved (¥0.039277 million 96 sen) with the closing price on the 18th (¥0.038981 million 75 sen), it has decreased by 0.75%.Following the past anomaly, if it is estimated to increase by 3.39%, the Nikkei average stock price is around 25,610,000 yen on the 25th.becomes.
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'Buy even after the elections'? The winning percentage is fifty-fifty.
Conversely, the outlook is slightly unfavorable after the elections.The Nikkei average stock price rose 4 times a month after the elections and fell 6 times.。When averaged, the stock price increased by 0.25%.Is intended.Election 3...
In the past 10 House of Representatives elections,Comparing the closing prices on the dissolution date and the closing price on the business day just before the voting day in the past 10 House of Representatives elections, the Nikkei Stock Average has risen in 9 out of 10 cases.As for the 10 instances,When averaging the rate of increase and decrease, it is 3.39% higher.has been determined.
By the way, in the current situation, comparing the Nikkei average closing price on the 9th when the House of Representatives was dissolved (¥0.039277 million 96 sen) with the closing price on the 18th (¥0.038981 million 75 sen), it has decreased by 0.75%.Following the past anomaly, if it is estimated to increase by 3.39%, the Nikkei average stock price is around 25,610,000 yen on the 25th.becomes.
Conversely, the outlook is slightly unfavorable after the elections.The Nikkei average stock price rose 4 times a month after the elections and fell 6 times.。When averaged, the stock price increased by 0.25%.Is intended.Election 3...
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