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Domestic long-term interest ratesBut1%Put it on the big stand,Advantages and improvementsCan be expectedFinancial stocks such as bank stocks and insurance stockscontinues to rise. Since the Bank of Japan ended its negative interest rate policy, in the fiscal year ending 25/3Megagin alone will boost profits on a scale of 100 billion yenIt is assumed.
What is particularly likely to attract attention is directly benefiting from rising domestic interest ratesBanks with high domestic net interest incomethat's it. As for insurance stocks, the United States led by famous investor Warren Buffett $Berkshire Hathaway-A(BRK.A.US$Is a major non-life insurance company $Chubb Ltd(CB.US$It is known that they hold shares of, and associative purchases are likely. Also, Bloomberg Intelligence (BI) has shareholder returns for domestic non-life insurance for the current fiscal yearAn estimate of 50% increase from the previous fiscal yearThey do, and they have a strong sense of foresight. Which stocks can still be expected to rise? There is a daily turnover of around 1 million shares, and it also covers securities analysts30 major bank and insurance stocksRegarding,Disparity up to the average target stock priceYaprospects、dividend yieldI checked things like that.
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What is particularly likely to attract attention is directly benefiting from rising domestic interest ratesBanks with high domestic net interest incomethat's it. As for insurance stocks, the United States led by famous investor Warren Buffett $Berkshire Hathaway-A(BRK.A.US$Is a major non-life insurance company $Chubb Ltd(CB.US$It is known that they hold shares of, and associative purchases are likely. Also, Bloomberg Intelligence (BI) has shareholder returns for domestic non-life insurance for the current fiscal yearAn estimate of 50% increase from the previous fiscal yearThey do, and they have a strong sense of foresight. Which stocks can still be expected to rise? There is a daily turnover of around 1 million shares, and it also covers securities analysts30 major bank and insurance stocksRegarding,Disparity up to the average target stock priceYaprospects、dividend yieldI checked things like that.
【...
Translated
![What are the stocks that benefit from rising interest rates that I can buy now? Bank and insurance stocks are rising one after another in anticipation of improved earnings! An increase of over 90% since the beginning of the year](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240531/77ccc1f2744d72d2c4b2ffe2385ea8cc.jpg/thumb?area=105&is_public=true)
![What are the stocks that benefit from rising interest rates that I can buy now? Bank and insurance stocks are rising one after another in anticipation of improved earnings! An increase of over 90% since the beginning of the year](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240531/9d949890d88379de79d90aa8f240c1c0.jpg/thumb?area=105&is_public=true)
![What are the stocks that benefit from rising interest rates that I can buy now? Bank and insurance stocks are rising one after another in anticipation of improved earnings! An increase of over 90% since the beginning of the year](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240531/89af9e9e92994df7b092fd2d38819a30.jpg/thumb?area=105&is_public=true)
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A hot theme that is no less superior to AI semiconductors in the US stock market is “slimming drugs.”Stock prices of “slimming drug” brands have risen in a short period of time in the US. In Japan, where the obese population is said to be relatively small, interest is not as high as in the US, but there are domestic listed companies involved in the development of “slimming drugs,” and if commercialized, there is a possibility that overseas investors will “buy” in the same way as American brands. We will pick up 3 promising brands involved in the development of “slimming drugs” domestically.
Related stocks have skyrocketed in the US over the past year or so
“Weight loss drugs” were originally developed as therapeutic agents for patients with diabetes and obesity, etc., but when products with “slimming” effects were sold to the general public, they became a big hit.
particularlyAmericans, who say 40% of citizens are obese, have a high level of attention, and Tesla CEO Elon Musk also uses itIt is said that there are many influencers related to “slimming drugs” on SNS.It has been revealed that Horie Takafumi called Horiemon also used it in Japan。
The “slimming drug” market will grow about 16 times to 100 billion dollars (about 15 trillion yen) by 2030...
“Weight loss drugs” were originally developed as therapeutic agents for patients with diabetes and obesity, etc., but when products with “slimming” effects were sold to the general public, they became a big hit.
particularlyAmericans, who say 40% of citizens are obese, have a high level of attention, and Tesla CEO Elon Musk also uses itIt is said that there are many influencers related to “slimming drugs” on SNS.It has been revealed that Horie Takafumi called Horiemon also used it in Japan。
The “slimming drug” market will grow about 16 times to 100 billion dollars (about 15 trillion yen) by 2030...
Translated
![A “slimming drug” with explosive power that surpasses AI semiconductors in the US! Will the day come when overseas investors will flood into the 3 domestic drug discovery brands? Tesla's Mr. Musk also uses](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240520/ede3201f707d074f0f7f828484c63dbe.jpg/thumb?area=105&is_public=true)
![A “slimming drug” with explosive power that surpasses AI semiconductors in the US! Will the day come when overseas investors will flood into the 3 domestic drug discovery brands? Tesla's Mr. Musk also uses](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240520/96d2f413552954be1731d99e58c18229.jpg/thumb?area=105&is_public=true)
![A “slimming drug” with explosive power that surpasses AI semiconductors in the US! Will the day come when overseas investors will flood into the 3 domestic drug discovery brands? Tesla's Mr. Musk also uses](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240520/d691b744ac25087e89aa2d859a0fa489.jpg/thumb?area=105&is_public=true)
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This article uses automatic translation for some of its parts
●What is Bridgewater's biggest new position in 24Q1 $Amazon(AMZN.US$。
● Bridgewater, the world's largest hedge fund, increased its weight on tech stocks more than any other sector and decreased its weight on consumer-related stocks the most.
●What are the top 2 stocks $iShares Core S&P 500 ETF(IVV.US$with $iShares Core MSCI Emerging Markets ETF(IEMG.US$However, high-tech stocks are rapidly advancing into the top 6 stocks.
● $Apple(AAPL.US$After almost selling positions last year, there was a major additional reinvestment, $PDD Holdings(PDD.US$with $Procter & Gamble(PG.US$Has a continuous ownership ratio...
●What is Bridgewater's biggest new position in 24Q1 $Amazon(AMZN.US$。
● Bridgewater, the world's largest hedge fund, increased its weight on tech stocks more than any other sector and decreased its weight on consumer-related stocks the most.
●What are the top 2 stocks $iShares Core S&P 500 ETF(IVV.US$with $iShares Core MSCI Emerging Markets ETF(IEMG.US$However, high-tech stocks are rapidly advancing into the top 6 stocks.
● $Apple(AAPL.US$After almost selling positions last year, there was a major additional reinvestment, $PDD Holdings(PDD.US$with $Procter & Gamble(PG.US$Has a continuous ownership ratio...
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![[13F] Bridgewater, the world's largest hedge fund, is bullish on high-tech stocks! Amazon and AMD were purchased, and M7 holdings increased drastically](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240515/905fbbb7856accad94c4d2c01f42b5a9.png/thumb?area=105&is_public=true)
![[13F] Bridgewater, the world's largest hedge fund, is bullish on high-tech stocks! Amazon and AMD were purchased, and M7 holdings increased drastically](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240515/43dfbc71813ca83cb499419ef4490bf8.png/thumb?area=105&is_public=true)
![[13F] Bridgewater, the world's largest hedge fund, is bullish on high-tech stocks! Amazon and AMD were purchased, and M7 holdings increased drastically](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240515/94ec4a5c566f1161f944ec85279b6c63.jpeg/thumb?area=105&is_public=true)
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Financial results for major semiconductor-related companies have been completed. What is each company's stock priceImproving semiconductor market conditionsbyPerformance recovery expectationsSince it was factored in quite a bit, it's conservativeDisappointing sales in response to earnings forecast announcementsstood out.
In the regular stock exchange of the Nikkei Stock Average in April this year, semiconductor-related stocks $Disco(6146.JP$with $Socionext(6526.JP$has been newly adopted, and the Nikkei AverageAn index that is also susceptible to semiconductor-related headlinesIt became.5/22 (early morning Japan time on the 23rd)Is a major US semiconductor company leading advanced products $NVIDIA(NVDA.US$Financial results for the fiscal year ending February to April are being announced, and the announcement includes 7 companiesShaking up the Nikkei Stock AverageThe chances are very high.7 major semiconductor-related stock companies with high weight (composition ratio) in the Nikkei AverageWe confirmed the financial results points, the current position of stock prices, and the analysts' views. (Note: Lasertech only accounts for the 3rd quarter of the fiscal year ending 2014/6; the rest are full year accounts for the fiscal year ending 24/3)
[Overview]
▼5 out of 7The stock price of will be on the business day after the financial results are announcedwhereabouts。 $Screen Holdings(7735.JP$,...
In the regular stock exchange of the Nikkei Stock Average in April this year, semiconductor-related stocks $Disco(6146.JP$with $Socionext(6526.JP$has been newly adopted, and the Nikkei AverageAn index that is also susceptible to semiconductor-related headlinesIt became.5/22 (early morning Japan time on the 23rd)Is a major US semiconductor company leading advanced products $NVIDIA(NVDA.US$Financial results for the fiscal year ending February to April are being announced, and the announcement includes 7 companiesShaking up the Nikkei Stock AverageThe chances are very high.7 major semiconductor-related stock companies with high weight (composition ratio) in the Nikkei AverageWe confirmed the financial results points, the current position of stock prices, and the analysts' views. (Note: Lasertech only accounts for the 3rd quarter of the fiscal year ending 2014/6; the rest are full year accounts for the fiscal year ending 24/3)
[Overview]
▼5 out of 7The stock price of will be on the business day after the financial results are announcedwhereabouts。 $Screen Holdings(7735.JP$,...
Translated
![What semiconductor-related stocks have strong expectations of rising even after disappointing sales? 7 stocks that are responsible for the fate of the Nikkei Average! [Summary of financial results]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240515/501a1e2b22e22bbe358bcb11e6c90792.jpg/thumb?area=105&is_public=true)
![What semiconductor-related stocks have strong expectations of rising even after disappointing sales? 7 stocks that are responsible for the fate of the Nikkei Average! [Summary of financial results]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240515/3025ace416425f67b441dfcced36ed13.jpg/thumb?area=105&is_public=true)
![What semiconductor-related stocks have strong expectations of rising even after disappointing sales? 7 stocks that are responsible for the fate of the Nikkei Average! [Summary of financial results]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240515/b42c576676adfa77d84a6c997e4e4247.jpg/thumb?area=105&is_public=true)
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