親父の投資日記
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Form a nano (1/1 billion) meter-level electronic circuit pattern on a semiconductor wafer”exposure device” is”The most precise machine in human historyIt is called”, and the manufacturing processHeartBut it's there. Originally, the Japanese team occupied the global market share,Lags behind in developing highly profitable equipment for cutting-edge semiconductorsIt took, and now it's the Netherlands $ASML Holding(ASML.US$ofWin aloneIt's in a state. ASML'sAdvanced equipment using extreme ultraviolet light (EUV)Is 120 billion yen to 50 billion yenIt is assumed. Meanwhile, Japanese players will be the main marketNon-advanced devicesIt ranges from hundreds of millions of yen to several billion yen per unit. But come hereTry to bounce back with revolutionary new technology and contrarian strategiesThe signs have also come into view.
Currently, ASML, Japan's three companies, Canon, and Nikon, have almost a monopoly on the global market share of exposure equipment. According to Mitsubishi UFJ Morgan Stanley Securities, the world market share of ASML, which is the largest in terms of exposure equipment sales in '2262%Canon, which is in 2nd place31%Nikon is in 3rd place7%It has become. (Nihon Keizai Shimbun 23/11/7...
Currently, ASML, Japan's three companies, Canon, and Nikon, have almost a monopoly on the global market share of exposure equipment. According to Mitsubishi UFJ Morgan Stanley Securities, the world market share of ASML, which is the largest in terms of exposure equipment sales in '2262%Canon, which is in 2nd place31%Nikon is in 3rd place7%It has become. (Nihon Keizai Shimbun 23/11/7...
Translated
![Japan Strikes Back! What brands are related to “exposure devices” that draw semiconductor circuits? Combating ASML with new technologies and contrarian strategies for advanced fields such as AI](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240419/54c501389d7e0c0f8e69a4908bcc9c20.jpg/thumb?area=105&is_public=true)
![Japan Strikes Back! What brands are related to “exposure devices” that draw semiconductor circuits? Combating ASML with new technologies and contrarian strategies for advanced fields such as AI](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240419/19e857e0ab6bc26ff888de312d33cb44.jpg/thumb?area=105&is_public=true)
![Japan Strikes Back! What brands are related to “exposure devices” that draw semiconductor circuits? Combating ASML with new technologies and contrarian strategies for advanced fields such as AI](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240419/de17e11cad8e3f483a6082e172af9692.jpg/thumb?area=105&is_public=true)
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親父の投資日記
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親父の投資日記
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Expectations are growing that the 2024 Nikkei Stock Average will hit a record high (38,915 yen) in 1989/12. The year 23 hit a high for the first time in 33 years, and many securities company strategists and analysts expect that Japanese stocks, which had the highest performance in Asia, will continue to perform well for 24 years.
When compared according to the Chinese zodiac, 24 is the year of the dragon where stock prices have risen the most since 1950, and attention is being paid to whether it will be the “Tatsumi ceiling” as the saying goes. Forecasts by securities company strategists and analysts, as reported in the Nihon Keizai Shimbun and Bloomberg, have been compiled.
What sectors do analysts recommend?
The following recommended sectors have been cited by securities company analysts who anticipate a rise in Japanese stocks in '24.
Will inflation with rising wages continue in the domestic economy?
Nomura Securities Chief Equity Strategist Ikeda Yunosuke and his colleagues said”Expectations for overcoming deflation again during the Spring Battle have increased, and the rise seems to intensify in the first half of 24 with fixed tax cuts of 5 trillion yen and a fixed consumption boost due to benefits scheduled to be implemented by the government in June” I anticipate (11/20 Bull...
When compared according to the Chinese zodiac, 24 is the year of the dragon where stock prices have risen the most since 1950, and attention is being paid to whether it will be the “Tatsumi ceiling” as the saying goes. Forecasts by securities company strategists and analysts, as reported in the Nihon Keizai Shimbun and Bloomberg, have been compiled.
The following recommended sectors have been cited by securities company analysts who anticipate a rise in Japanese stocks in '24.
Nomura Securities Chief Equity Strategist Ikeda Yunosuke and his colleagues said”Expectations for overcoming deflation again during the Spring Battle have increased, and the rise seems to intensify in the first half of 24 with fixed tax cuts of 5 trillion yen and a fixed consumption boost due to benefits scheduled to be implemented by the government in June” I anticipate (11/20 Bull...
Translated
![The 2024 Nikkei Average is expected to be the highest in history! Introducing a list of analysts' predictions and recommended sectors](https://sgsnsimg.moomoo.com/feed_image/181569713/7bfa66293fc23c3db03b2963ab20e0ee.jpg/thumb)
![The 2024 Nikkei Average is expected to be the highest in history! Introducing a list of analysts' predictions and recommended sectors](https://sgsnsimg.moomoo.com/feed_image/181569713/dd506bdd49993c139c389a67a856a1d3.jpg/thumb)
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親父の投資日記
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[Present]
To the 3 users whose predictions for the closing price of the S&P 500 index at the end of 2023 were close to the actual closing price,1000 yen Amazon gift cardI will give it as a present.
[How to participate]
Japan timeUntil 23:59 p.m. on 12/29On, 12/30'sPredict the closing price of the S&P 500, please post! (Example: the closing price is expected to be $5,000).
To all Moo users
While the US stock market in 2023 is facing complex changes such as the global economy and monetary policy,Effects of the generative AI boomIt was a year that greatly boosted the average stock price. On the delicate balance of inflation, interest rates, and economic growth, a strong upward trend was formed in the US stock market. While experiencing periods of optimism and pessimism throughout the year, going forwardFederal Reserve System (Fed)Attention is drawn to its actions and its impact on the economy as a whole.
Before the beginning of 2024, let's take a break and forecast the closing price of the S&P 500 in 2023. The new year is just around the corner. Everyone'sHopes and aspirations, and the year so farReflections I have looked back on, expectations for myself in the future, etc.Let's also share it with each other....
To the 3 users whose predictions for the closing price of the S&P 500 index at the end of 2023 were close to the actual closing price,1000 yen Amazon gift cardI will give it as a present.
[How to participate]
Japan timeUntil 23:59 p.m. on 12/29On, 12/30'sPredict the closing price of the S&P 500, please post! (Example: the closing price is expected to be $5,000).
To all Moo users
While the US stock market in 2023 is facing complex changes such as the global economy and monetary policy,Effects of the generative AI boomIt was a year that greatly boosted the average stock price. On the delicate balance of inflation, interest rates, and economic growth, a strong upward trend was formed in the US stock market. While experiencing periods of optimism and pessimism throughout the year, going forwardFederal Reserve System (Fed)Attention is drawn to its actions and its impact on the economy as a whole.
Before the beginning of 2024, let's take a break and forecast the closing price of the S&P 500 in 2023. The new year is just around the corner. Everyone'sHopes and aspirations, and the year so farReflections I have looked back on, expectations for myself in the future, etc.Let's also share it with each other....
Translated
![[2023 Review] Get benefits: What is the closing price of the S&P 500 Index at the end of 2023?](https://sgsnsimg.moomoo.com/181000777/editor_image/9f433a51887b380a87b42d6df17d060f.jpg/thumb)
![[2023 Review] Get benefits: What is the closing price of the S&P 500 Index at the end of 2023?](https://sgsnsimg.moomoo.com/181000777/editor_image/1839b7592a1039dab577190e52dc8ad9.png/thumb)
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The real thrill of investing in stocks is dividend income in addition to gains from price increases. In order to hold high-dividend stocks for a long period of time and continue receiving dividends, it is becoming important to select stocks with stable performance. The top 10 stocks in the 2023 Japanese stock “Stock Ranking with High Dividend Yield” have been revealed!
Of shipping stocks $Mitsui O.S.K. Lines(9104.JP$It is at the top of the ranking with a dividend yield of 11.88%. Of the same industry $Kawasaki Kisen Kaisha(9107.JP$Ya $Nippon Yusen Kabushiki Kaisha(9101.JP$is also in the top positions.
Also, the United States last week $United States Steel(X.US$Of the steel stocks that were announced to be acquired for 2 trillion yen $Nippon Steel(5401.JP$is in 5th place with a dividend yield of 5.16%.
Source: moomoo
Data time: 2023/12/22
-MOOMOO NEWS VICKY
Of shipping stocks $Mitsui O.S.K. Lines(9104.JP$It is at the top of the ranking with a dividend yield of 11.88%. Of the same industry $Kawasaki Kisen Kaisha(9107.JP$Ya $Nippon Yusen Kabushiki Kaisha(9101.JP$is also in the top positions.
Also, the United States last week $United States Steel(X.US$Of the steel stocks that were announced to be acquired for 2 trillion yen $Nippon Steel(5401.JP$is in 5th place with a dividend yield of 5.16%.
Source: moomoo
Data time: 2023/12/22
-MOOMOO NEWS VICKY
Translated
![[2023 review] Check out the list of the top 10 high-dividend stocks in Japan!](https://sgsnsimg.moomoo.com/feed_image/181569713/4b096470a4f431098b675913bf47094d.png/thumb)
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The rave reviews campaign is underway!
Well, it's a big campaign going on, has everyone opened an account?
Well, it's a big campaign going on, has everyone opened an account?
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The Tokyo Stock Exchange officially announced on the 20th that it will extend in-person trading hours by 30 minutes from 2024/11/5 and change the transaction end time from the conventional 15:00 to 15:30. This is the first time in 70 years since the Tokyo Stock Exchange changed from 14:00 to 15:00 in 1954.
The Tokyo Stock Exchange explains the reason for extending transaction termination time, as “in addition to responding to environmental changes surrounding the market and diversifying needs of investors, we will further enhance the convenience, international competitiveness, and resilience (resilience, elasticity) of market users.” Ahead of the start of the new NISA from 2024, I would like to connect the extension of transaction end time to the expansion of investors themselves along with improved convenience for investors.
According to reports such as NHK, etc., the Tokyo Stock Exchange discussed extending trading hours in 2000, 10, and 14, but there is a history where this was not realized due to opposition from securities companies that conduct door-to-door sales, the investment trust industry, etc. The reason this discussion, which is the fourth time, began was a large-scale system failure that occurred in 20/10. In response to the fact that transactions were suspended all day without restoration being made in time, transactions were resumed on the day the failure occurred...
The Tokyo Stock Exchange explains the reason for extending transaction termination time, as “in addition to responding to environmental changes surrounding the market and diversifying needs of investors, we will further enhance the convenience, international competitiveness, and resilience (resilience, elasticity) of market users.” Ahead of the start of the new NISA from 2024, I would like to connect the extension of transaction end time to the expansion of investors themselves along with improved convenience for investors.
According to reports such as NHK, etc., the Tokyo Stock Exchange discussed extending trading hours in 2000, 10, and 14, but there is a history where this was not realized due to opposition from securities companies that conduct door-to-door sales, the investment trust industry, etc. The reason this discussion, which is the fourth time, began was a large-scale system failure that occurred in 20/10. In response to the fact that transactions were suspended all day without restoration being made in time, transactions were resumed on the day the failure occurred...
Translated
![Is the 30 minute extension of the transaction end time sufficient? short? Will the first change in the Tokyo Stock Exchange in 70 years lead to investor expansion](https://sgsnsimg.moomoo.com/feed_image/181569713/8a6315dc838d3105b2e4789720d1caba.jpg/thumb)
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Currently, Japanese subtitle translation is only available for live streaming. We do not provide subtitle translation for archived videos. We apologize for any inconvenience this may have caused, and we will continue to work to optimize our services and provide a better experience.
Translated
![](https://usliveimg.moomoo.com/202309200000521795ced4aaccf.png/thumb)
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