181178102
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What is Monday the 5th“Black Monday” for Japanese stocksIt became. What is the Nikkei Stock Average12.4% (4451 yen 28 sen) weakwithThe biggest decline everI attached it.The magnitude of the rate of decline since the day after US Black Monday in 1978So, the maximum daily rate of decline during the Lehman shock (11.41%It exceeded). Sales did not stop due to the rapid appreciation of the yen, the tightening of the Bank of Japan, and concerns about the US recession, and all year-to-date increases were erased and turned negative.
When it comes to dollars and yen, from market participantsThere is also an increase of up to 140 yen per dollarThere were also multiple predictions. According to Bloomberg, leveraged investors' yen short positions have only decreased by about 30% from their peak as of 7/9,The rewind of yen purchases is expected to continueThat's it. Meanwhile, Japanese stockssold too muchSo, there is also a view that high-profile purchases will be made by the end of this week, when there are few announcements of US economic indicators.The shopping place has arrivedTowards,Check out “progressive high dividend stocks” that have not reduced dividends and continue to increase or maintain dividendsI did it.
Progressive high dividend stocks that have fallen drastically this time (5-day change rate in order of increase and fall)
◆ $SBI Holdings (8473.JP)$
...
When it comes to dollars and yen, from market participantsThere is also an increase of up to 140 yen per dollarThere were also multiple predictions. According to Bloomberg, leveraged investors' yen short positions have only decreased by about 30% from their peak as of 7/9,The rewind of yen purchases is expected to continueThat's it. Meanwhile, Japanese stockssold too muchSo, there is also a view that high-profile purchases will be made by the end of this week, when there are few announcements of US economic indicators.The shopping place has arrivedTowards,Check out “progressive high dividend stocks” that have not reduced dividends and continue to increase or maintain dividendsI did it.
◆ $SBI Holdings (8473.JP)$
...
Translated
![Black Monday for Japanese stocks? When is the place to shop? Check out “progressive high dividend” stocks without worrying about dividend cuts!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240805/0d0be7f79df319f216fa54f24ab03d46.png/thumb?area=105&is_public=true)
![Black Monday for Japanese stocks? When is the place to shop? Check out “progressive high dividend” stocks without worrying about dividend cuts!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240805/393f8522e14504af8a3d6c3b9bdbc1e8.jpg/thumb?area=105&is_public=true)
![Black Monday for Japanese stocks? When is the place to shop? Check out “progressive high dividend” stocks without worrying about dividend cuts!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240805/51485a455b711e567b6d873ed6763f99.jpg/thumb?area=105&is_public=true)
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181178102
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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...
Translated
![Pay attention to this week's financial results and economic calendar (7/15 to 7/19) semiconductor stock financial results! Is it time to determine profits for AI-related rising stocks?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240715/675a6187a9e16e075a9b9732b7b4de93.jpg/thumb?area=105&is_public=true)
![Pay attention to this week's financial results and economic calendar (7/15 to 7/19) semiconductor stock financial results! Is it time to determine profits for AI-related rising stocks?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240425/c3f0aeae25cc4bf947fff7f33d0f6a3a.png/thumb?area=105&is_public=true)
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181178102
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Good morning to all moomoo users!
Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] The domestic market is closed due to Showa Day
● Activist US Elliot invests tens of billions of yen in Sumitomo Corporation
● Price statistics reinforce the theory that high interest rates will be prolonged, despite fears that Chairman Powell's determination will fluctuate
● Wall Street professionals are misled by the rapid development of the market, a lesson that humility is necessary
● Tesla invests 1.5 trillion yen to strengthen AI development with an eye on autonomous driving
ー MooMoo News Evelyn
Market Overview
In the US stock market on the 26th, the NY Dow Jones Industrial Average rebounded for the first time in 3 days to 38,239 dollars 66 cents, 153 dollars 86 cents higher than the previous business day. The Nasdaq Composite Stock Price Index rose 316.14 points to 159.27.90. The Tokyo Stock Exchange on the 29th was closed due to Showa Day.
Top news
The rapid development of the market has misled even Wall Street professionals, a lesson that humility is necessary
The US economic indicators show an increase in the inflation rate and a slowdown in growth, and in a phase where US 2-year bond yields rise towards 5%, the market is optimistic...
● [Tokyo Stock Exchange Rate Forecast Range] The domestic market is closed due to Showa Day
● Activist US Elliot invests tens of billions of yen in Sumitomo Corporation
● Price statistics reinforce the theory that high interest rates will be prolonged, despite fears that Chairman Powell's determination will fluctuate
● Wall Street professionals are misled by the rapid development of the market, a lesson that humility is necessary
● Tesla invests 1.5 trillion yen to strengthen AI development with an eye on autonomous driving
ー MooMoo News Evelyn
Market Overview
In the US stock market on the 26th, the NY Dow Jones Industrial Average rebounded for the first time in 3 days to 38,239 dollars 66 cents, 153 dollars 86 cents higher than the previous business day. The Nasdaq Composite Stock Price Index rose 316.14 points to 159.27.90. The Tokyo Stock Exchange on the 29th was closed due to Showa Day.
Top news
The rapid development of the market has misled even Wall Street professionals, a lesson that humility is necessary
The US economic indicators show an increase in the inflation rate and a slowdown in growth, and in a phase where US 2-year bond yields rise towards 5%, the market is optimistic...
Translated
![[Morning Report] Despite fears that Chairman Powell's determination will fluctuate, price statistics reinforce the theory that high interest rates will be prolonged, activists US Elliot invests tens of billions of yen in Sumitomo Corporation](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240429/802c4bfa463d444da63b2d2372c9d287.png/thumb?area=105&is_public=true)
![[Morning Report] Despite fears that Chairman Powell's determination will fluctuate, price statistics reinforce the theory that high interest rates will be prolonged, activists US Elliot invests tens of billions of yen in Sumitomo Corporation](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240429/1d3bfd78aaba4257a94f264fb6597603.png/thumb?area=105&is_public=true)
![[Morning Report] Despite fears that Chairman Powell's determination will fluctuate, price statistics reinforce the theory that high interest rates will be prolonged, activists US Elliot invests tens of billions of yen in Sumitomo Corporation](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240429/f81c470a8e1a4469aadd4aa4890082c6.png/thumb?area=105&is_public=true)
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Handle gold, copper, and aluminumNon-ferrous metal-related stocks roseDoing it. Focusing on industrial metals in response to economic indicators showing an improvement in China's business confidenceExpectations for a recovery in demandFactors include the fact that it is growing. London Metal Exchange (LME) on the 4thCopper futures prices are high for the first time in 1 year and 2 monthsI attached it. From deep-seated inflation and heightened geopolitical risksThe gold exchange rate that continues to update its highest priceIt will also boost earnings from related stocks. $Mitsubishi Materials (5711.JP)$、 $Sumitomo Metal Mining (5713.JP)$Approximately from the beginning of the year20% increase. Has JX Metals under its umbrella $ENEOS Holdings (5020.JP)$IsRise in crude oil pricesIt also had an impact, and from the beginning of the year about30%It's rising.
Which non-ferrous metal-related stocks are expected to grow with a sense of lag?
[Screening conditions]
・Total market value of 100 billion yen or more
・Year-to-date rate of increase of 15% or less
・The divergence from the 5-day closing price to the analysts' average target stock price is positive
・Operating profit growth rate forecasts for the current fiscal year and the next fiscal year are both positive values
◆ $Mitsui Mining and Smelting (5706.JP)$
...
[Screening conditions]
・Total market value of 100 billion yen or more
・Year-to-date rate of increase of 15% or less
・The divergence from the 5-day closing price to the analysts' average target stock price is positive
・Operating profit growth rate forecasts for the current fiscal year and the next fiscal year are both positive values
◆ $Mitsui Mining and Smelting (5706.JP)$
...
Translated
![“Non-ferrous metal stocks” are high due to rising gold and copper prices! What are late stocks? Demand expands due to improved business confidence and inflation in China](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240405/1a084648e26ddc0aa514d8c04da5983f.jpg/thumb?area=105&is_public=true)
![“Non-ferrous metal stocks” are high due to rising gold and copper prices! What are late stocks? Demand expands due to improved business confidence and inflation in China](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240405/4f8c03e48fb36b3b765531fc605c610c.jpg/thumb?area=105&is_public=true)
![“Non-ferrous metal stocks” are high due to rising gold and copper prices! What are late stocks? Demand expands due to improved business confidence and inflation in China](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240405/72686bdfd85e31ac444f47904b981482.jpg/thumb?area=105&is_public=true)
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