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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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$Intuitive Machines (LUNR.US)$ It's been a long time since it launched.
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$Intuitive Machines (LUNR.US)$ It was great to Buy a lot for 7 dollars.
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BofA states thatdefensive consumer staples and healthcare-related stocks have recently outperformed other sectors in the USA stock market.This performance isan important warning sign for the USA economy.Notably, the S&P 500 Index hasdecreased by 0.6% in the past month.While doing so, $Consumer Staples Select Sector SPDR Fund (XLP.US)$ Is6.8%、 $The Health Care Select Sector SPDR® Fund (XLV.US)$ Isrising by 2.6%these sectors are showing the best performance within the S&P 500.
On the other hand, since the beginning of the year,both mutual funds and hedge funds have delivered strong returns,with particularly 48% of Large Cap mutual funds outperforming their benchmarks. This is a significantly higher figure than the historical average of 37%. The underweight strategy on the "Magnificent Seven" has been effective, and the underperformance of these stocks compared to the overall market has supported fund performance.
● What are the hedge funds' clever trading strategies?...
On the other hand, since the beginning of the year,both mutual funds and hedge funds have delivered strong returns,with particularly 48% of Large Cap mutual funds outperforming their benchmarks. This is a significantly higher figure than the historical average of 37%. The underweight strategy on the "Magnificent Seven" has been effective, and the underperformance of these stocks compared to the overall market has supported fund performance.
● What are the hedge funds' clever trading strategies?...
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$IonQ Inc (IONQ.US)$ It was sold too much in after-hours trading, isn't it funny.
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$IonQ Inc (IONQ.US)$ The financial results may look bad at first glance, but the numbers for the next period are expected to grow explosively, depending on how much the development costs will be.
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$IonQ Inc (IONQ.US)$
What is the decrease about?
What is the decrease about?
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$Intuitive Machines (LUNR.US)$ It has dropped significantly. The launch of the rocket for lunar exploration is just around the corner... I hope for a surge like last year, but we will see what happens.
Lunar exploration rocket overview
Live from youtube
Lunar exploration rocket overview
Live from youtube
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