With the profit from the Tokyo Metro's listing, the next thing is $Celestica (CLS.US)$ Keep an eye on the toro!
The financial results announced this morning, while there are some dissatisfactory points, overall it was not a bad outcome. Attention will be drawn to the movement of the stock price after the financial results.
Financial results
[Revenue]: The CCS segment has seen a significant growth of 42% due to the increase in AI/ML computing demand.exp.On the other hand, the ATS segment experienced a decrease in demand from the industrial and capital equipment businesses.5% decreasehas occurred.
[Cash Flow]: Cash flow from operating activities is 0.1 billion 44.8 million dollars, an increase from the same period last yearsignificantly increasedDid.
[EPS Forecast]: According to Gemini Advance's unique analysis, the forecast for the fiscal year ending March 2025 is 4.00 dollars, and for the fiscal year ending December 20254.00 dollarsisThe price is $4.42.Fiscal year ending December 2026Expected to be $4.90.We expect.
The growth of the CCS segment is expected to continue, and the ATS segment is also expected to recover in the second half of 2024. However, there are several points to note, such as the delay in the recovery of the ATS segment and the focus on the CCS segment.
$Celestica (CLS.US)$
...

$Deckers Outdoor (DECK.US)$ Trading
Bought 90 shares at $152.6244 per share.
Sold 90 shares at $160.5 per share.
Profit and LossThe amount is $74,405.
Although the financial results were favorable, due to uncertainty in the future stock price trends, I have decided to sell for now. If the stock price turns into an uptrend, I will consider repurchasing.

Thank you for your hard work in October!
In October, we were able to achieve high returns by efficiently rotating funds.
Specifically, investments were made in the following sequence: Tokyo Metro (ipos) -> Celestica (across earnings) -> Deckers Outdoor (across earnings) -> Emcor Group (across earnings).
In particular, as previously posted, I am very happy to have been able to buy cheap and sell high with Tokyo Metro, maximizing profits through IPO investments.
Additionally, regarding NVIDIA, I believe that being able to purchase Direxion Daily NVDA Bull 2X Shares when the stock price turned from a decline to an increase in the summer contributed to maximizing the portfolio's return.
$S&P 500 Index (.SPX.US)$
$Nikkei 225 (.N225.JP)$
$TOPIX (.TOPIX.JP)$
In 2024.
※ At the end of the month
Year to date+42.8%
Monthly results (compared to previous month %)
January 8,801,162 yen (+9.26%）
February ¥9,796,630 yen (+11.36%）
In March ¥10,321, ...

$Deckers Outdoor (DECK.US)$ Trading
Buy 90 shares @152.6244 dollars (shareholding)
Profit and Loss+245,353Yen.
$EMCOR Group (EME.US)$ Trading
Buy 30 shares @ $431.7333 (Including commission)
【Previous financial results】
Record-breaking revenue and profit
We have achieved record highs in revenue, operating profit, operating margin, and diluted eps.
High RPO levels: Maintaining nearly $9 billion in RPO, we are sustaining a robust foundation to support future revenue.
Strong performance in growth sectors
Growth sectors such as high-tech manufacturing, network & communication, and health care are performing well.
Efficiency improvement
Investments in VDC/BIM and prefabrication are improving efficiency, enhancing productivity, and execution capabilities.
Slowdown in the commercial construction market
The slowdown in the commercial real estate market may impact EMCOR's business.
Macroeconomic uncertainty: There is ongoing uncertainty due to rising interest rates, the impact of global conflicts, disruptions in the energy market and supply chain, etc.
Finally
Overall...

$JM Holdings (3539.JP)$ Regarding the stock price, there was a previous trend of a significant rise after the financial results followed by a decline,MA1and a tendency to turn upward after dropping to 。
This time also saw a similar rise and fall after the financial results,MA1falling below 。MA2It has dropped until now. Over the past few days,MA2the decline has calmed down at MA2, although there is no clear reversal, it is expected that the direction will be determined towards either an increase or a decline soon.

$Celestica (CLS.US)$ Trading
Buy 85 shares @ $57.819 → Sell 85 shares @ $66.300
Profit or loss +¥92,594
$Deckers Outdoor (DECK.US)$ trade
buy 90 shares @ $152.6244 (including commission)
【DECK 2025 Q2 Financial Summary】
· Revenue increased by 20% compared to the same period last yearto 1.31 billion dollars10 million
- Diluted EPS decreased compared to the same period last year.Increased by 39%.to $1.59.
- The full-year earnings guidance for fiscal 2025is upward revised to approximately $4.8 billion.
- The diluted EPS guidance for the full year of fiscal 2025is upward revised to $5.15 to $5.25.

Tokyo Metro has been listed for the second day. It's a bit different atmosphere from the excitement of yesterday. No one knows what will happen to the future stock price, but I will take profits here for now and transfer funds to other stocks.
Tokyo Metro's trading results
Advance Purchase: 200 shares × 1,200 yen = 240,000 yen
TSE acquisition: 1,800 shares × 1,625 yen = 2,925,000 yen (opening price 1,630 yen)
Total: 2,000 shares
Average acquisition price: 1,582.5 yen
Selling price: 1,720 yen
Capital gain: +275,000Yen
$Tokyo Metro (9023.JP)$

This is purely a personal opinion, but considering that Tokyo Metro has many lucrative routes, passing through major tourist destinations, it is expected that with the increase in the number of tourists, there will be an increase in revenue. In fact, the high revenue from non-regular ticket income compared to regular ticket income suggests that this possibility is quite high. Furthermore, there are expectations for revenue expansion due to the ongoing route extensions.
However, there are doubts whether the current market capitalization of 1 trillion yen, which has already been reached, will have the potential to grow by a further 50% or more in the next year. For stocks that have already risen significantly, one strategy could be to secure profits and observe the situation.
I personally find it difficult to predict the future stock price movement as it has exceeded expectations. Excessive expectations are not advisable, and I believe that one option is to withdraw once profits are secured.
What do you all think about the future stock price of Tokyo Metro? Please share your opinions.
$Tokyo Metro (9023.JP)$

Tokyo Metro
Pre-purchase 200 shares at 1200 yen each
Tokyo Stock Exchange 1800 shares at 1625 yen (opening price 1630 yen)
Total of 2000 shares
Average acquisition price of 1582.5
Bought at the best timing 👍
By the way, since the stock price fluctuates sharply right after listing, it is set for those who can secure minimum profits at 1650 yen with a stop limit order.
$Tokyo Metro (9023.JP)$