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Japanese stocks are forecast to weaken this week. While the sense of caution that it is in the record high price range is smoldering through the recent rapid rise, there is also a strong sense of supremacy due to speculation about the good performance of domestic companies, and it seems like it will be a tug-of-war. However, as the rapid appreciation of the yen progresses,Expectations for an upturn in earnings for the current fiscal year are also becoming more likely to recede. According to the Bank of Japan's short-term corporate economic observation survey (tankan, June survey), the estimated exchange rate for companies this fiscal year is 144 yen 77 sen. If the appreciation of the yen progresses in the future, it is easy for expectations to improve performance to shrink, and if yen interest rates decline due to a retreat in Bank of Japan interest rate hike observations, it will work negatively on financial stocks.US economic indicators and financial results of leading semiconductor-related companies are in the spotlight this weekIt looks like it's going to happen.
In terms of semiconductor-related stocks, the 17th is Dutch equipment manufacturer's $ASML Holding (ASML.US)$The 18th is the largest contract manufacturing company $Taiwan Semiconductor (TSM.US)$(TSMC) and Japan's $Disco (6146.JP)$will be announced. that...
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Major US EVs $Tesla (TSLA.US)$Is4/24 5:00 Japan timeupon2024 Q1 financial results are scheduled to be announced。
According to market consensus, Tesla's first quarter sales compared to the same period last year$22.521 billion, down 3.46%, EPS compared to the same period last year$0.44, down 39.48%It is expected.
Tesla in 2024 had a rough start. A decrease in the number of car deliveries was expected to drag profits, and intentions such as personnel cuts due to sluggish demand and intensifying competition were also conveyed. Due to a series of bad news in recent months, Tesla's stock price has fallen by nearly 40% year to date, making it the worst performing major stock this year.
Due to the decline in demand for electric vehicles in general and the intensification of competition from China, the company's quarterly profit declined 40% from the same period last year in the 23/Q4 financial results reported in January, and sales growth also stopped at 3%, which is lower than expected. Also, the number of car deliveries in the first quarter, which was revealed at the beginning of the month, declined sharply compared to the same period last year, which is a nightmare figure for the company. The EV giants are facing a difficult year.
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Slowing EV demand and shrinking profit margins
The number of car deliveries for the first quarter announced by Tesla on the 2nd of this monthSame year as last year...
According to market consensus, Tesla's first quarter sales compared to the same period last year$22.521 billion, down 3.46%, EPS compared to the same period last year$0.44, down 39.48%It is expected.
Tesla in 2024 had a rough start. A decrease in the number of car deliveries was expected to drag profits, and intentions such as personnel cuts due to sluggish demand and intensifying competition were also conveyed. Due to a series of bad news in recent months, Tesla's stock price has fallen by nearly 40% year to date, making it the worst performing major stock this year.
Due to the decline in demand for electric vehicles in general and the intensification of competition from China, the company's quarterly profit declined 40% from the same period last year in the 23/Q4 financial results reported in January, and sales growth also stopped at 3%, which is lower than expected. Also, the number of car deliveries in the first quarter, which was revealed at the beginning of the month, declined sharply compared to the same period last year, which is a nightmare figure for the company. The EV giants are facing a difficult year.
The number of car deliveries for the first quarter announced by Tesla on the 2nd of this monthSame year as last year...
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![[Financial Results Preview] Tesla Signs of Strategic Change What is the driving force behind future growth?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240419/69cc4314ce7831c4808e04d8992976c3.png/thumb?area=105&is_public=true)
![[Financial Results Preview] Tesla Signs of Strategic Change What is the driving force behind future growth?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240422/c021599c6f2aaaebf6a498c7aafd9ca7.png/thumb?area=105&is_public=true)
![[Financial Results Preview] Tesla Signs of Strategic Change What is the driving force behind future growth?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240419/ddcbdec8ea6b261b24f6095126f180f8.png/thumb?area=105&is_public=true)
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Good evening to all moomoo users!![]()
This is the reading for tonight's NY stock.![]()
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, began at 37425.28 dollars with a depreciation of 4.91 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, fell 59.98 points at 14532.23. The S&P 500 average, which consists of stocks of 500 large American stocks, depreciated 7.39 points to 4697.42.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
[Index Bulletin] The number of people employed in the US ADP non-farm sector surpassed the 164,000 increase in December
According to the December US employment report announced by Automatic Data Processing (ADP), a payroll calculation service for enterprises, the number of people employed in the non-farm sector increased by 164,000, and market expectations increased by 115,000.
[Breaking News] The number of new unemployment insurance claims in the US last week fell short of expectations by 202,000
The rice announced on the 4th at 10:30 p.m. Japan time...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, began at 37425.28 dollars with a depreciation of 4.91 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, fell 59.98 points at 14532.23. The S&P 500 average, which consists of stocks of 500 large American stocks, depreciated 7.39 points to 4697.42.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
[Index Bulletin] The number of people employed in the US ADP non-farm sector surpassed the 164,000 increase in December
According to the December US employment report announced by Automatic Data Processing (ADP), a payroll calculation service for enterprises, the number of people employed in the non-farm sector increased by 164,000, and market expectations increased by 115,000.
[Breaking News] The number of new unemployment insurance claims in the US last week fell short of expectations by 202,000
The rice announced on the 4th at 10:30 p.m. Japan time...
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Columns [Preview] Will the US employment statistics announced tonight show a slowdown in employment?
This article uses automatic translation for some of its parts
The number of people employed in the US non-farm sector in September9:30pm on Friday (6th) Japan timeIt is scheduled to be announced in Although the number of JOLTS jobs announced this week exceeded expectations, the number of ADP private sector employees fell far short of expectations.
In the market,Number of people employed in the non-farm sector of rice in SeptemberButExpected to increase by 163,000Then, there was an increase of 187,000 in the previous fiscal year, which exceeded expectations (170,000 increase). The market forecast for the same unemployment rate was 3.7%, the previous fiscal year was 3.8%, the market forecast for the same average hourly wage (compared to the previous month) was 0.3%, and the previous fiscal year was 0.2%.
● The number of US 8/JOLTS job offers announced on Tuesday (3rd) night was 9.61 million, an unexpectedly significant increase for the first time in 2 years
The U.S. Department of Labor announced it on the 3rdAugust Employment Dynamics Survey (JOLTS)isNumber of jobsBut961 million cases, an increase of 690,000 casesSo, the increase was at a high level for the first time in about 2 years.The market forecast is 8.8 millionIt was. The July edition was revised upward from 8.827 million to 8.92 million. The main reason was the rapid increase in white-collar jobs, which highlighted the solidity of labor demand.
Hiring increased slightly, and layoffs remained at a low level. The turnover rate, which is the ratio of voluntary turnover, is the same as the previous month 2.3...
The number of people employed in the US non-farm sector in September9:30pm on Friday (6th) Japan timeIt is scheduled to be announced in Although the number of JOLTS jobs announced this week exceeded expectations, the number of ADP private sector employees fell far short of expectations.
In the market,Number of people employed in the non-farm sector of rice in SeptemberButExpected to increase by 163,000Then, there was an increase of 187,000 in the previous fiscal year, which exceeded expectations (170,000 increase). The market forecast for the same unemployment rate was 3.7%, the previous fiscal year was 3.8%, the market forecast for the same average hourly wage (compared to the previous month) was 0.3%, and the previous fiscal year was 0.2%.
● The number of US 8/JOLTS job offers announced on Tuesday (3rd) night was 9.61 million, an unexpectedly significant increase for the first time in 2 years
The U.S. Department of Labor announced it on the 3rdAugust Employment Dynamics Survey (JOLTS)isNumber of jobsBut961 million cases, an increase of 690,000 casesSo, the increase was at a high level for the first time in about 2 years.The market forecast is 8.8 millionIt was. The July edition was revised upward from 8.827 million to 8.92 million. The main reason was the rapid increase in white-collar jobs, which highlighted the solidity of labor demand.
Hiring increased slightly, and layoffs remained at a low level. The turnover rate, which is the ratio of voluntary turnover, is the same as the previous month 2.3...
Translated
![[Preview] Will the US employment statistics announced tonight show a slowdown in employment?](https://sgsnsimg.moomoo.com/feed_image/181250687/791dd776e29235f5823fd9463b4f9363.png/thumb)
![[Preview] Will the US employment statistics announced tonight show a slowdown in employment?](https://sgsnsimg.moomoo.com/feed_image/181250687/e67876024b9b30789ab2aa1a038e39fc.jpg/thumb)
![[Preview] Will the US employment statistics announced tonight show a slowdown in employment?](https://sgsnsimg.moomoo.com/feed_image/181250687/116a2d5f31e6318992eaa304a764789f.png/thumb)
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