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Views on the re-election of former President Donald Trump have intensified in response to the attempted assassination incident on the 13th, and a “Trump trade” that assumes a “definite tiger” is progressing in the market.
So, about domestic brands5 themes and 19 related stocks that are likely to receive a tailwind from “Definitely Tora”, and 1 individual stockI will pick it up.
Theme 1: ＜Defense＞
Is Japan's increase in defense spending a benefit to related stocks
Mr. Trump, who emphasizes the US first principle, insisted on reducing the US military burden to defend allies and increasing the burden on each ally since his time as former president, by hinting at withdrawal from NATO.
There is a high possibility that Japan will also ask for an increase in the burden of defense spendingIt is believed thatDemand will increase mainly from existing defense-related companiesThat is expected.
◆ $Mitsubishi Heavy Industries (7011.JP)$
No. 1 transaction value with the Defense Equipment Agency of the Ministry of DefenseIt is a reserved seat. The number of contracts for fiscal year 22 was 157, or 459.1 billion yen, accounting for 25.5% of the agency's total contract amount. The main items delivered are escort ships, submarines, next fighter jets, etc.
◆ $Kawasaki Heavy Industries (7012.JP)$
defense...
So, about domestic brands5 themes and 19 related stocks that are likely to receive a tailwind from “Definitely Tora”, and 1 individual stockI will pick it up.
Theme 1: ＜Defense＞
Is Japan's increase in defense spending a benefit to related stocks
Mr. Trump, who emphasizes the US first principle, insisted on reducing the US military burden to defend allies and increasing the burden on each ally since his time as former president, by hinting at withdrawal from NATO.
There is a high possibility that Japan will also ask for an increase in the burden of defense spendingIt is believed thatDemand will increase mainly from existing defense-related companiesThat is expected.
◆ $Mitsubishi Heavy Industries (7011.JP)$
No. 1 transaction value with the Defense Equipment Agency of the Ministry of DefenseIt is a reserved seat. The number of contracts for fiscal year 22 was 157, or 459.1 billion yen, accounting for 25.5% of the agency's total contract amount. The main items delivered are escort ships, submarines, next fighter jets, etc.
◆ $Kawasaki Heavy Industries (7012.JP)$
defense...
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$MARA Holdings (MARA.US)$
It's really... big...
It's really... big...
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Today, it is temporarily supported around 35, but it seems to dig down to the neckline around 32.2 in the short term. If it rebounds there, it will create another top around January 25th and February 13th and complete a triple crown. After that, it might drop smoothly towards March. If it falls below the low of 31.14 on January 31st, it will become a complete downward trend.
Today, it is temporarily supported around 35, but it seems to dig down to the neckline around 32.2 in the short term. If it rebounds there, it will create another top around January 25th and February 13th and complete a triple crown. After that, it might drop smoothly towards March. If it falls below the low of 31.14 on January 31st, it will become a complete downward trend.
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The driving force behind ARM's revenue growth is ARM china. Sales have increased by 30% compared to the same period last year.
The reason is the recovery of the smartphone market. Annual sales for 2023 are expected to be below 2022, reaching a recent low.
However, market research data indicating a strong performance in the October to December period has been released.
There is no doubt that the recovery of the smartphone market will lead to an increase in sales.
Arm's technology is used in the design circuit of smartphones.With each unit sold, income named royalty is earned.Enters.
If the smartphone market is recovering, this will also increase.
Up until now, the design known as v8 has been used in design circuits of smartphones, etc. It is gradually being replaced by the latest design called v9 from the high-end price range.
Royalties are higher for v9 than v8.
The mid-range and low-end smartphones using v9 will increase royalty income.
Datacenters are also increasing.
To perform AI tasks, a large amount of electrical power is required. Arm's design is energy-efficient, making it preferred for AI purposes.
Some AI tasks are now being assigned to devices such as smartphones.AI-specific chips are required for devices designed for smartphones.
The reason is the recovery of the smartphone market. Annual sales for 2023 are expected to be below 2022, reaching a recent low.
However, market research data indicating a strong performance in the October to December period has been released.
There is no doubt that the recovery of the smartphone market will lead to an increase in sales.
Arm's technology is used in the design circuit of smartphones.With each unit sold, income named royalty is earned.Enters.
If the smartphone market is recovering, this will also increase.
Up until now, the design known as v8 has been used in design circuits of smartphones, etc. It is gradually being replaced by the latest design called v9 from the high-end price range.
Royalties are higher for v9 than v8.
The mid-range and low-end smartphones using v9 will increase royalty income.
Datacenters are also increasing.
To perform AI tasks, a large amount of electrical power is required. Arm's design is energy-efficient, making it preferred for AI purposes.
Some AI tasks are now being assigned to devices such as smartphones.AI-specific chips are required for devices designed for smartphones.
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$Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$
If SOXL surpasses $40 today, I think that will be the place to buy SOXS. I'm worried about whether to wait and see until NB's financial results. In any case, I think SOXL will be adjusted from 22 to 24 dollars in March, so it's basically a lower line of sight.
If SOXL surpasses $40 today, I think that will be the place to buy SOXS. I'm worried about whether to wait and see until NB's financial results. In any case, I think SOXL will be adjusted from 22 to 24 dollars in March, so it's basically a lower line of sight.
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