武太郎
reacted to and commented on
武太郎
voted
Please tell us about the first financial commodity you bought. What happened to that financial commodity or brand? Please share your stories in the comments section 🙇
Translated
1
1
武太郎
liked
Yesterday, Berkshire Hathaway led by famous investor Warren Buffett took place from midnight to early morning on 5/6 (Sat) Japan time ( $Berkshire Hathaway-A (BRK.A.US)$ I've compiled the main points about what Berkshire executives, starting with Mr. Buffett, said at the annual general meeting of shareholders of), so I'll tell you.
■About the market and economy
・It's not that we don't think there will be confusion about the future
· Commercial real estate could struggle with higher borrowing rates and banks could face more pressure, but deposits are safe
· Berkshire's earnings will decline year over year as economic activity slows
■Occidental Petroleum ( $Occidental Petroleum (OXY.US)$ About)
・There is speculation that we will buy Occidental Petroleum, but we have no intention of buying controls. Even if I do, I don't know what to do
■Prospects for value investments
・Me...
■About the market and economy
・It's not that we don't think there will be confusion about the future
· Commercial real estate could struggle with higher borrowing rates and banks could face more pressure, but deposits are safe
· Berkshire's earnings will decline year over year as economic activity slows
■Occidental Petroleum ( $Occidental Petroleum (OXY.US)$ About)
・There is speculation that we will buy Occidental Petroleum, but we have no intention of buying controls. Even if I do, I don't know what to do
■Prospects for value investments
・Me...
Translated
43
武太郎
liked
I will continue to work hard on posting steadily, so please continue to support me 😊
Translated
9
武太郎
commented on
🔸FY23Q2 Performance
⭕️EPS: $1.52 (exceeding estimates by $0.09)
⭕️Revenue: $94.84 billion (exceeding estimates by $1.9 billion)
📉Revenue Growth Rate: -3% Y/Y
🔸Shareholder returns
📈Dividends: $0.24 per share (+4.3%)
⭕️11 consecutive years of dividend increases
📈Share buyback: $90 billion
Category-wise revenue
iPhone: $51.33 billion (+1.5% Y/Y)
Mac: $7.17 billion (-31.3% Y/Y)
iPad: $6.67 billion (-12.7% Y/Y)
Wearables, Home and Accessories: $8.75 billion (-0.7% Y/Y)
Services: $20.9 billion (+5.4% Y/Y)
🔸Summary
✔︎ iPhone: Sales growth even in a sluggish global smartphone market
Service: Apple Care and Apple TV are performing well.
Paid subscriptions: $0.975 billion (+$0.150 billion Y/Y, double that of 3 years ago).
India market: Strong growth, with expectations of expanding the next middle class.
🔸 Blog article...
⭕️EPS: $1.52 (exceeding estimates by $0.09)
⭕️Revenue: $94.84 billion (exceeding estimates by $1.9 billion)
📉Revenue Growth Rate: -3% Y/Y
🔸Shareholder returns
📈Dividends: $0.24 per share (+4.3%)
⭕️11 consecutive years of dividend increases
📈Share buyback: $90 billion
Category-wise revenue
iPhone: $51.33 billion (+1.5% Y/Y)
Mac: $7.17 billion (-31.3% Y/Y)
iPad: $6.67 billion (-12.7% Y/Y)
Wearables, Home and Accessories: $8.75 billion (-0.7% Y/Y)
Services: $20.9 billion (+5.4% Y/Y)
🔸Summary
✔︎ iPhone: Sales growth even in a sluggish global smartphone market
Service: Apple Care and Apple TV are performing well.
Paid subscriptions: $0.975 billion (+$0.150 billion Y/Y, double that of 3 years ago).
India market: Strong growth, with expectations of expanding the next middle class.
🔸 Blog article...
Translated
+1
1
1
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
武太郎
commented on
A rate hike of 0.25% was implemented at the recent FOMC meeting.
The rate hike itself was as expected in the market, but the subsequent remarks by Chair Powell of the Federal Reserve were key.
The content included a statement like 'the sense that the rate hike pause is approaching,' and I felt a sense of awareness of the next stage.
It seems likely that the rate hike cycle will end at this FOMC meeting, but attention is now focused on how much inflation will slow down in the current high interest rate environment.
We should carefully watch how the FRB will steer while balancing the uncertainty of the bank's credit.
$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
The rate hike itself was as expected in the market, but the subsequent remarks by Chair Powell of the Federal Reserve were key.
The content included a statement like 'the sense that the rate hike pause is approaching,' and I felt a sense of awareness of the next stage.
It seems likely that the rate hike cycle will end at this FOMC meeting, but attention is now focused on how much inflation will slow down in the current high interest rate environment.
We should carefully watch how the FRB will steer while balancing the uncertainty of the bank's credit.
$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
Translated
4
1
武太郎
reacted to
Interest rate
It's the end of May, but don't call it the last, Bauer-san.
It's the end of May, but don't call it the last, Bauer-san.
Translated
3
武太郎
reacted to
Oh my god, the FOMC is before dawn tomorrow ^_^
A 0.25% increase is expected this time as well, but I think the focus is on how it will create an atmosphere for the next trend. I think it's a pity that Japanese stocks have a mosquito net due to the consecutive holidays ♪
A 0.25% increase is expected this time as well, but I think the focus is on how it will create an atmosphere for the next trend. I think it's a pity that Japanese stocks have a mosquito net due to the consecutive holidays ♪
Translated
2
武太郎
liked
The dollar-yen environmental perception perspective is higher than 4H on a daily basis. 1H subtle.
Fifteen minutes later, the short-term Dow finally changed.
It's still an environment where people are aiming for push buying at the top, but isn't it difficult for the downward trend to stop right away once long position settlements etc. come in so far?
If you're aiming for a short, let's manage risk well with an awareness of going backwards and progressively!
If you're aiming for the long run, it's impossible if you don't stop lowering your lower leg, so wait leisurely. There's also FOMC, so don't be impatient and think after seeing the directionthat's right!
Fifteen minutes later, the short-term Dow finally changed.
It's still an environment where people are aiming for push buying at the top, but isn't it difficult for the downward trend to stop right away once long position settlements etc. come in so far?
If you're aiming for a short, let's manage risk well with an awareness of going backwards and progressively!
If you're aiming for the long run, it's impossible if you don't stop lowering your lower leg, so wait leisurely. There's also FOMC, so don't be impatient and think after seeing the directionthat's right!
Translated
+1
3
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)
武太郎 : Let's buy Lululemon