$Honda Motor (7267.JP)$and $Nissan Motor (7201.JP)$Reports from the Nikkei newspaper dated the 18th state that they are entering into discussions for management integration, including the EV shift."A once-in-a-century period of great transformation"is said to beThe restructuring of the automobile industry has entered a new stage.It made people realize this and had a significant impact on the market.
If the two companies merge, the number of passengers carried in 2023 will be 7.36 million units (Honda 3.99 million units, Nissan 3.37 million units), ranking third in the world after Toyota Motor's 11.23 million units and Volkswagen Group's 9.24 million units.。
In response to the report,Nissan rose by 23.7%、Honda fell by 3.0%It was reported that a merger is also being considered. $Mitsubishi Motors (7211.JP)$Rose by 19.7%.Toyota Motor, with a complex supply chain not limited to three companies, is a unique feature of the automobile industry. A Nissan-affiliated component manufacturer. $KASAI KOGYO (7256.JP)$Hit the daily limit up on the 18th.
In the future, Honda, Nissan's affiliated parts suppliers are expected to have their capital relationships and trade volumes reviewed as supply chain restructuring progresses through management integration.Especially both...
If the two companies merge, the number of passengers carried in 2023 will be 7.36 million units (Honda 3.99 million units, Nissan 3.37 million units), ranking third in the world after Toyota Motor's 11.23 million units and Volkswagen Group's 9.24 million units.。
In response to the report,Nissan rose by 23.7%、Honda fell by 3.0%It was reported that a merger is also being considered. $Mitsubishi Motors (7211.JP)$Rose by 19.7%.Toyota Motor, with a complex supply chain not limited to three companies, is a unique feature of the automobile industry. A Nissan-affiliated component manufacturer. $KASAI KOGYO (7256.JP)$Hit the daily limit up on the 18th.
In the future, Honda, Nissan's affiliated parts suppliers are expected to have their capital relationships and trade volumes reviewed as supply chain restructuring progresses through management integration.Especially both...
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エヌビディア「1強」の時代は終焉に向かっているのか？ここ2日間の米国株市場では、そのような疑問が上がっている。
きっかけは、AI semiconductor No.2の $Broadcom (AVGO.US)$ After announcing strong earnings on December 12 (Friday), a sharp rise of 38.4%
while
Share No.1
の $NVIDIA (NVDA.US)$ isdropped by 3.9%.I started with the lower body.BroadcomisA strong performance of custom AI semiconductorssupported the future AI revenue for the next 3 yearsshowing a bullish outlookresulting in an increase in buying activity.
Will Broadcom's leap threaten NVIDIA's dominance? To explore that,the structure of competition in AI semiconductors,must first be examined, along with the key customers of NVIDIA and Broadcom,、AI semiconductor revenue and performance outlook,、stock price valuationInspect everything, etc.
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Mixed results for AI semiconductor stocks at present
AI semiconductor stocks are performing well at the moment, but the landscape has changed from before. That is,Leading roleNext,Not the champion NVIDIA、Broadcom's competitoris.
Broadcom, in its earnings report on December 12th,カスタム...
きっかけは、AI semiconductor No.2の $Broadcom (AVGO.US)$ After announcing strong earnings on December 12 (Friday), a sharp rise of 38.4%
while
Share No.1
の $NVIDIA (NVDA.US)$ isdropped by 3.9%.I started with the lower body.BroadcomisA strong performance of custom AI semiconductorssupported the future AI revenue for the next 3 yearsshowing a bullish outlookresulting in an increase in buying activity.
Will Broadcom's leap threaten NVIDIA's dominance? To explore that,the structure of competition in AI semiconductors,must first be examined, along with the key customers of NVIDIA and Broadcom,、AI semiconductor revenue and performance outlook,、stock price valuationInspect everything, etc.
AI semiconductor stocks are performing well at the moment, but the landscape has changed from before. That is,Leading roleNext,Not the champion NVIDIA、Broadcom's competitoris.
Broadcom, in its earnings report on December 12th,カスタム...
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Assuming office as U.S. President in January 2025Mr. TrumpandcybersecurityOne word that connects'Attack'towards external entities.”攻撃的”なトランプ氏が再選された後、サイバー攻撃から企業や組織を守るサービスを提供するサイバーセキュリティ関連銘柄の株価は15％～30％上昇した。その間、S&P500指数の上昇率は7％弱にとどまっている。
The stock market is beginning to factor in the "America First" policy.Possibly, as a result of President Trump's reelection, there may be an increase in cyber attacks targeting the US government and businesses.From 2025, it is also anticipated that the introduction of AI will shift from hardware to software, which may further drive the expansion of cybersecurity demand surrounding AI.Increased cyber attacks targeting the US government and businesses may be looming due to President Trump's potential reelection.It may be possible that there is. From 2025, the introduction of AI is expected to shift from hardware to software.The expansion of cybersecurity demand related to AI could serve as a tailwind.It seems like it.
This time,The second installment of "2025 focus US stocks" (*) decided to focus on cybersecurity-related stocks. based on performance outlook, valuation, and deviation from the average target price, we selected "Cybersecurity stocks 5 selections". Cybersecurity Stock 5 Selections was picked up.
(*)The first installment is 【High Dividend US Stocks to Watch in 2025】Five stocks with consecutive dividend increases and a strong yield of 4.5%! Both performance and stock prices are solid.Please refer to the 'Global X Cybersecurity ETF'.
The stock market is beginning to factor in the "America First" policy.Possibly, as a result of President Trump's reelection, there may be an increase in cyber attacks targeting the US government and businesses.From 2025, it is also anticipated that the introduction of AI will shift from hardware to software, which may further drive the expansion of cybersecurity demand surrounding AI.Increased cyber attacks targeting the US government and businesses may be looming due to President Trump's potential reelection.It may be possible that there is. From 2025, the introduction of AI is expected to shift from hardware to software.The expansion of cybersecurity demand related to AI could serve as a tailwind.It seems like it.
This time,The second installment of "2025 focus US stocks" (*) decided to focus on cybersecurity-related stocks. based on performance outlook, valuation, and deviation from the average target price, we selected "Cybersecurity stocks 5 selections". Cybersecurity Stock 5 Selections was picked up.
(*)The first installment is 【High Dividend US Stocks to Watch in 2025】Five stocks with consecutive dividend increases and a strong yield of 4.5%! Both performance and stock prices are solid.Please refer to the 'Global X Cybersecurity ETF'.
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Defense-related stocks are maintaining an upward trend despite volatile price movements.to remain.in addition to the government's policy of increasing defense spendingand former Defense MinisterPrime Minister Ishiba's cabinet establishmentやand the reelection of President Trump in the US presidential electionThe tailwind continues for related stocks. It is expected to remain a target of the 'Trump Trade' as President Trump intensifies the US-China confrontation and other anticipated factors.The 'Trump Trade'is likely to continue.South Korea's "State of Emergency"in addition to tensions over naval deployments,intensification of relations between China and TaiwanThere are also many headlines related to security.
In addition,The relationship between the defense industry and Artificial Intelligence (AI) is deepening.and there are signs of deepening. OpenAI, which develops interactive AI,a U.S. company, announced in early December a partnership with a startup in military technology to provide technology for anti-drone defense systems for the U.S. military.OpenAI, which has prohibited military use of its AI, has shifted its policy to allow some military applications. As a defense-related stock,the utilization level of AI technologyfor anti-drone defense systems for the U.S. military.is increasing.も注目ポイントとなりそうだ。上昇トレンドにある7銘柄とレンジ内で推移している出遅れ気味の4銘柄をピックアップした。
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大手重工を中心に上場来高値を更新
In the contract amount performance with the Defense Equipment Agency for the fiscal year 2023,...
In addition,The relationship between the defense industry and Artificial Intelligence (AI) is deepening.and there are signs of deepening. OpenAI, which develops interactive AI,a U.S. company, announced in early December a partnership with a startup in military technology to provide technology for anti-drone defense systems for the U.S. military.OpenAI, which has prohibited military use of its AI, has shifted its policy to allow some military applications. As a defense-related stock,the utilization level of AI technologyfor anti-drone defense systems for the U.S. military.is increasing.も注目ポイントとなりそうだ。上昇トレンドにある7銘柄とレンジ内で推移している出遅れ気味の4銘柄をピックアップした。
In the contract amount performance with the Defense Equipment Agency for the fiscal year 2023,...
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Benefiting from the demand for Datacenter construction driven by the AI boom.Businesses known as "subcontractors" that excel in specialized facility work such as air conditioning and electricity, rather than major general construction contractors like Zenekon, are benefiting.These businesses are.updating their record highs since listing earlier this year, with some stocks soaring by more than 1.6 times in stock price over the last 3 months.there are also.equities.
Many of the related stocksThe interim financial results for the fiscal year ending March 25 are strong, with not a few stocks revising upwards their full-year outlook and adding to dividend forecasts.. The Datacenter boom has led to increased revenue and the selective picking of orders in the backdrop of a "seller's market", contributing to an increase in profit margin. It can be said to be an "leading index" of future performance.Many stocks have orders exceeding the same period of the previous year, and the outlook for the future is also favorable.It can be said.
Among them, I will pick up 4 promising air conditioning construction stocks and 2 electrical construction stocks that have hit their all-time highs since November.
【Subcontractors for Air Conditioning Equipment Construction】
◆ $Asahi Kogyosha (1975.JP)$
Established in 1925, a major player specializing in air conditioning and sanitation equipment installation. It excels in high-tech environment control systems such as clean rooms, Factories, research labs, and...
Many of the related stocksThe interim financial results for the fiscal year ending March 25 are strong, with not a few stocks revising upwards their full-year outlook and adding to dividend forecasts.. The Datacenter boom has led to increased revenue and the selective picking of orders in the backdrop of a "seller's market", contributing to an increase in profit margin. It can be said to be an "leading index" of future performance.Many stocks have orders exceeding the same period of the previous year, and the outlook for the future is also favorable.It can be said.
Among them, I will pick up 4 promising air conditioning construction stocks and 2 electrical construction stocks that have hit their all-time highs since November.
【Subcontractors for Air Conditioning Equipment Construction】
◆ $Asahi Kogyosha (1975.JP)$
Established in 1925, a major player specializing in air conditioning and sanitation equipment installation. It excels in high-tech environment control systems such as clean rooms, Factories, research labs, and...
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Crypto assets (virtual currency)BitcoinOn the morning of the 5th, for the first time0.1 million dollars (about 15 million yen)Domestic related stocks skyrocketed in the Tokyo stock market on the same day in response to breaking through the big market. President-elect Trump makes crypto assets the chairman of the U.S. Securities and Exchange Commission (SEC)Facing deregulationThe nomination of Paul Atkins became material, and funds flowed in to both crypto assets and related stocks. Bitcoin is the beginning of the year2 times moreThe price has risen, but in domestic-related stocksOver 15 timesThere are also brands that have become. rice $MicroStrategy (MSTR.US)$Like, as a means of fighting inflation and currency depreciationIncorporate Bitcoin into a company's financial strategyCompanies are attracting attention,Expectations for an increase in valuation gains on cryptoassets heldwill spread. However, since these stocks often have intense price movements, beginners need to be careful.
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6 related stocks that surged on the 5th when Bitcoin broke through 0.1 million dollars
◆ $Metaplanet (3350.JP)$
Stock prices year to dateOver 15 timesIt became. Tokyo/ Gotanda...
◆ $Metaplanet (3350.JP)$
Stock prices year to dateOver 15 timesIt became. Tokyo/ Gotanda...
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The market has already entered the year-end buying trend, and it has become a time to foresee the market of the following year.The U.S. stock market in 2025For the next President Trump's promised tax cuts and regulatory easing are a tailwindTailwindare likely. However, the specifics of the policies, the feasibility of implementation, and the timingUncertaintyThere may be lingering risks. There may also be uncertainties surrounding the impact of tariffs and immigration policies on inflation, as well as the outlook for Fed rate cuts.
Considering the possibility of becoming an unstable market development,Based on this,"2025 Focus on US Stocks" First Editionincluding ByteDance, the parent company of TikTok, and OpenAI,High Dividend ListI decided to focus specifically ondividends yield,Not only,Health of dividendsやearnings per share growth rate, andbalance between stock price fluctuations and stock price levelsConsidering other factors such asTop 5 high-dividend stocksPicked up.
These stocks areMoving relatively steadily in stock priceand.12-month forward dividend yieldNext,Exceeding 4.5%In other words, it indicates that the dividend yield has increased not simply due to a decrease in stock price.S&P500指数Considering the expected dividend yieldof about 1.3%it can be said that it is worthwhile to invest as a high dividend stock.
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Expected dividend...
Considering the possibility of becoming an unstable market development,Based on this,"2025 Focus on US Stocks" First Editionincluding ByteDance, the parent company of TikTok, and OpenAI,High Dividend ListI decided to focus specifically ondividends yield,Not only,Health of dividendsやearnings per share growth rate, andbalance between stock price fluctuations and stock price levelsConsidering other factors such asTop 5 high-dividend stocksPicked up.
These stocks areMoving relatively steadily in stock priceand.12-month forward dividend yieldNext,Exceeding 4.5%In other words, it indicates that the dividend yield has increased not simply due to a decrease in stock price.S&P500指数Considering the expected dividend yieldof about 1.3%it can be said that it is worthwhile to invest as a high dividend stock.
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As a popular investment theme aimed at hitting a tenbagger, Quantum computing is once again in the spotlight Gathering them.
Quantum computing related stocksare Surged in the past monthand its growth rate far exceeds that of AI and bitcoin related stocks, with some stocks seeing their stock prices increase by 2.6 times.
MajorReasons for the riseTwo factors can be cited as follows.
1) Performance of quantum computing-related stocksExceeded market expectations. It is expected that profitability will still be a ways off, but progress in commercialization and performance improvement are being observed.
2）Amazon.com's subsidiaryAWSannounced the launch of the Quantum Embark Program, which assists customers in preparing for quantum computing.This will make it easier for companies and organizations to prepare for the adoption of quantum computing, potentially promoting the industry's development.Both of the above events are related to quantum computing stocks.
如上两起事件均与量子计算相关Brightening the outlookThe world of quantum computing.The market size is expected to increase by ten times over the next approximately ten years.It is predicted to expand, and there may be stocks in the industry that achieve tenbagger. This time, in the field of quantum computing...
Quantum computing related stocksare Surged in the past monthand its growth rate far exceeds that of AI and bitcoin related stocks, with some stocks seeing their stock prices increase by 2.6 times.
MajorReasons for the riseTwo factors can be cited as follows.
1) Performance of quantum computing-related stocksExceeded market expectations. It is expected that profitability will still be a ways off, but progress in commercialization and performance improvement are being observed.
2）Amazon.com's subsidiaryAWSannounced the launch of the Quantum Embark Program, which assists customers in preparing for quantum computing.This will make it easier for companies and organizations to prepare for the adoption of quantum computing, potentially promoting the industry's development.Both of the above events are related to quantum computing stocks.
如上两起事件均与量子计算相关Brightening the outlookThe world of quantum computing.The market size is expected to increase by ten times over the next approximately ten years.It is predicted to expand, and there may be stocks in the industry that achieve tenbagger. This time, in the field of quantum computing...
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Lightweight and bendable 'perovskite' solar cellsOn the 26th, the Ministry of Economy, Trade and Industry announcedIntroduction goaland buying expectations for related stocks that hope for government support are gathering. The goal isto introduce 20 gigawatts by 2040, which is equivalent to 20 nuclear power plants (equivalent to about 10% of household electricity consumption)investors should pay attention.DecarbonizationIt is likely to be newly recognized as the main theme of investment towards etc.
What is perovskite solar cells?
Perovskite solar cells use the crystal structure of an oxide mineral called the perovskite structure in the power generation layer.Next-generation solar cellsSo, SiliconUnlike conventional solar cells that use
atural gas and lead as the main raw materials, Iodineiodine. After Chile, Japan has the second largest international share of iodine, with Japan's dominance in the supply side. At present, this battery is still in the stage of demonstration experiments, but there is a prospect for commercialization. Developed by Professor Ryoku Miyasaka of Tokiwa Yokohama University, the same individual is being considered as a leading candidate.Nobel Prize
What are the features?
Thin and bendableIt can be installed in various locations such as the walls and windows of buildings with curved surfaces. It can also be used on automobiles, buildings, airplane and train roofs, etc.and can be applied to clothingVarious applications including automobiles, buildings, airplane and train roofs, etc., are also being considered...
What is perovskite solar cells?
Perovskite solar cells use the crystal structure of an oxide mineral called the perovskite structure in the power generation layer.Next-generation solar cellsSo, SiliconUnlike conventional solar cells that use
atural gas and lead as the main raw materials, Iodineiodine. After Chile, Japan has the second largest international share of iodine, with Japan's dominance in the supply side. At present, this battery is still in the stage of demonstration experiments, but there is a prospect for commercialization. Developed by Professor Ryoku Miyasaka of Tokiwa Yokohama University, the same individual is being considered as a leading candidate.Nobel Prize
What are the features?
Thin and bendableIt can be installed in various locations such as the walls and windows of buildings with curved surfaces. It can also be used on automobiles, buildings, airplane and train roofs, etc.and can be applied to clothingVarious applications including automobiles, buildings, airplane and train roofs, etc., are also being considered...
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At present, the good performance in interim earnings and stock prices stands out.Brands that leverage the intellectual property (IP) of popular characters from anime and games to boost performance.Companies that own popular character IPs have the advantage of being able to generate revenue not only from Japan but also from around the world through various methods such as anime, gaming, merchandise sales, films, theme parks, once their business model gains traction.
Therefore,7 stocks with a market capitalization of approximately 0.4-2 trillion yen, where the utilization of character IPs is driving performance.(Seven Warlords)Many stocks have upwardly revised their interim earnings forecasts, and are expecting record profits for the full year. Stock prices are also performing well, making them candidates for the "patent king" title."Patent King"can be considered as a candidate.
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Domestic stocks dominate the world's character cumulative income rankings.
A good reference for measuring the "strength" of character IPs is the material introduced in the Cabinet Office's "First Meeting of the Council for the Realization of New Capitalism Content Industry Public-Private Dialogue Council" (September 9, 24).Ranked 17th in the world for cumulative income linked to characters (up to 23 years).Indeed.
Actually, the red...
Therefore,7 stocks with a market capitalization of approximately 0.4-2 trillion yen, where the utilization of character IPs is driving performance.(Seven Warlords)Many stocks have upwardly revised their interim earnings forecasts, and are expecting record profits for the full year. Stock prices are also performing well, making them candidates for the "patent king" title."Patent King"can be considered as a candidate.
A good reference for measuring the "strength" of character IPs is the material introduced in the Cabinet Office's "First Meeting of the Council for the Realization of New Capitalism Content Industry Public-Private Dialogue Council" (September 9, 24).Ranked 17th in the world for cumulative income linked to characters (up to 23 years).Indeed.
Actually, the red...
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