$SAKURA Internet (3778.JP)$ , $Nippon Telegraph & Telephone (9432.JP)$
These two are long-term holdings.
-$nippon telegraph & telephone corp(9432.JP)$It's been a bit slow lately, so I'm still observing whether to buy more or not~
- $SAKURA Internet (3778.JP)$You're on a roll. The important thing is how high-power sales are, even if the financial results don't match the stock price. This will determine the expected sales of GPU servers for future expansion. The financial results are also coming up.
These two are long-term holdings.
-$nippon telegraph & telephone corp(9432.JP)$It's been a bit slow lately, so I'm still observing whether to buy more or not~
- $SAKURA Internet (3778.JP)$You're on a roll. The important thing is how high-power sales are, even if the financial results don't match the stock price. This will determine the expected sales of GPU servers for future expansion. The financial results are also coming up.
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Large-scale capital investment plan for semiconductor factory![]()
It's not like we're looking at semiconductor factories![]()
Since regional core cities are attracting attention from the viewpoint of logistics,
Land transportation such as trucks due to the “2024 problem” of logistics
The possibility that labor shortage issues etc. will also be mitigated
I'm just considering![]()
As a position to support logistics infrastructure, etc., it's truck transportation
Shortage of manpower![]()
There is also a movement to resolve labor shortages by utilizing AI in logistics warehouses
As it continues to flourish, the growth of AI utilization in logistics warehouses
It is expected![]()
There is a high possibility that drone delivery will also spread widely![]()
We are considering AI companies involved in domestic logistics warehouses![]()
If you expand the range you can see the scenery, there may be an investment opportunity![]()
It's not like we're looking at semiconductor factories
Since regional core cities are attracting attention from the viewpoint of logistics,
Land transportation such as trucks due to the “2024 problem” of logistics
The possibility that labor shortage issues etc. will also be mitigated
I'm just considering
As a position to support logistics infrastructure, etc., it's truck transportation
Shortage of manpower
As it continues to flourish, the growth of AI utilization in logistics warehouses
It is expected
We are considering AI companies involved in domestic logistics warehouses
If you expand the range you can see the scenery, there may be an investment opportunity
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This morning, the index began to decline all at once, with about 30 minutes left until the end of trading. NVIDIA declined for the first time in 7 business days.
The day's transactions were greatly affected by positioning ahead of the quarter's end. According to the estimate shown earlier by Morgan Stanley, in response to recent stock appreciation, it is necessary to sell global stocks for about 22 billion dollars (about 3.33 trillion yen) and buy 17 billion dollars in bonds in order to return to conventional asset allocation levels for pensions. From Bloomberg.
⭐ Every year at the end of the March term, there is a slight trend towards profit due to rebalance. When 3/28 is over, it's a new fiscal year. I predict that it will enter a further upward mode in April 💪🔥📈
Also, can you clear a large number of puts centered around the Tateama 930 💲!?
Fight~ 🌈🌈🚀
The table※ is taken from the US forecast site.
※Please use it as a reference only. It is not a basis for investment decisions.
The day's transactions were greatly affected by positioning ahead of the quarter's end. According to the estimate shown earlier by Morgan Stanley, in response to recent stock appreciation, it is necessary to sell global stocks for about 22 billion dollars (about 3.33 trillion yen) and buy 17 billion dollars in bonds in order to return to conventional asset allocation levels for pensions. From Bloomberg.
⭐ Every year at the end of the March term, there is a slight trend towards profit due to rebalance. When 3/28 is over, it's a new fiscal year. I predict that it will enter a further upward mode in April 💪🔥📈
Also, can you clear a large number of puts centered around the Tateama 930 💲!?
Fight~ 🌈🌈🚀
The table※ is taken from the US forecast site.
※Please use it as a reference only. It is not a basis for investment decisions.
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The yen fell to its lowest level against the dollar in about 34 years, triggering speculation that Japan will intensify efforts to slow down the depreciation of the yen. On Wednesday, the yen fell 0.3% against the dollar to 151.97 yen, breaking below the October 2022 level of 151.95 yen. However, Finance Minister Toshimitsu Suzuki stated that the Japanese government will take bold measures against the yen if necessary, which helped reduce the yen's losses.
Investors are expecting that even if the Bank of Japan ends the negative interest rate mechanism last week, the spread between Japan and other advanced countries (especially the United States) will still be significant. Investors prefer higher-yielding currencies in other countries, which has become a burden for the yen.
According to reports, option traders are watching the yen-dollar exchange rate closely, anticipating it to rise to 152 yen. If this resistance level is broken, investors holding inverse call options will need to cover a large amount of short yen-dollar positions, potentially expanding the uptrend of the yen-dollar exchange rate.
Kazuto Kanda, Vice Minister of Finance for International Affairs in Japan, stated on Monday that the current depreciation of the yen is inconsistent with fundamentals.
Investors are expecting that even if the Bank of Japan ends the negative interest rate mechanism last week, the spread between Japan and other advanced countries (especially the United States) will still be significant. Investors prefer higher-yielding currencies in other countries, which has become a burden for the yen.
According to reports, option traders are watching the yen-dollar exchange rate closely, anticipating it to rise to 152 yen. If this resistance level is broken, investors holding inverse call options will need to cover a large amount of short yen-dollar positions, potentially expanding the uptrend of the yen-dollar exchange rate.
Kazuto Kanda, Vice Minister of Finance for International Affairs in Japan, stated on Monday that the current depreciation of the yen is inconsistent with fundamentals.
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Summary
- The yen fell to a 34-year low against the dollar, with 1 dollar = 151.97 yen.
- Mr. Finmin Suzuki stated that the authorities may take resolute measures. This expression was used before the previous intervention in October 2022.
- Analysts warn of the domino effect of yen risks due to yen depreciation.
Statement
- OCBC (Singapore) currency strategist Christopher Wong said, "The market is cautiously testing where the boundary line of Tokyo is."
-"This is a new cycle high, so I think there is quite a high risk of intervention. And considering the previous warnings, if Tokyo doesn't take action, I think it will only encourage people to push up the dollar/yen." It will rise significantly in the next few days."
Significant impact.
- The movement of exchange rates and its impact on the economy and prices.
- The movement of exchange rates is one of the factors that have a significant impact on the economy and prices.
- The depreciation of the yen makes imported goods more expensive, accelerates inflation, and reduces the price of exports from the world's fourth largest economy.
It's not just about the yen. There is a domino effect that can cause downward risk to other currencies.
related stocks
(Source: reuters.com
- The yen fell to a 34-year low against the dollar, with 1 dollar = 151.97 yen.
- Mr. Finmin Suzuki stated that the authorities may take resolute measures. This expression was used before the previous intervention in October 2022.
- Analysts warn of the domino effect of yen risks due to yen depreciation.
Statement
- OCBC (Singapore) currency strategist Christopher Wong said, "The market is cautiously testing where the boundary line of Tokyo is."
-"This is a new cycle high, so I think there is quite a high risk of intervention. And considering the previous warnings, if Tokyo doesn't take action, I think it will only encourage people to push up the dollar/yen." It will rise significantly in the next few days."
Significant impact.
- The movement of exchange rates and its impact on the economy and prices.
- The movement of exchange rates is one of the factors that have a significant impact on the economy and prices.
- The depreciation of the yen makes imported goods more expensive, accelerates inflation, and reduces the price of exports from the world's fourth largest economy.
It's not just about the yen. There is a domino effect that can cause downward risk to other currencies.
related stocks
(Source: reuters.com
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The rapid rise in electronic materials in Japan is amazing 🥶
I'm worried about whether I should buy more
As far as I can see the results, I feel like I still can't say anything.
I wonder if the expected value alone has skyrocketed to this point...
#日本電子材料
#日本株
#花粉
I'm worried about whether I should buy more
As far as I can see the results, I feel like I still can't say anything.
I wonder if the expected value alone has skyrocketed to this point...
#日本電子材料
#日本株
#花粉
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Estimated value, around 150.35. Closing price, around 150.19.
While the bullish stance was correct, the upward movement was heavier than expected and lacked strength in the rise, resulting in a price movement that went up and then adjusted. Well, it's not a forecast result that meets expectations...
While the bullish stance was correct, the upward movement was heavier than expected and lacked strength in the rise, resulting in a price movement that went up and then adjusted. Well, it's not a forecast result that meets expectations...
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I wonder how far Soxs will go to cut ~
The momentum is amazing every day, and it looks like it's going up a lot tonight
The momentum is amazing every day, and it looks like it's going up a lot tonight
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It would be great if you could buy Japanese stocks in units of 1 share with moomoo
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$Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$
No way 🙈
Feeling like semiconductors are forever up?
No way 🙈
Feeling like semiconductors are forever up?
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