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Japanese automobile manufacturers are being pushed by the rise of EV manufacturers centered on the US and China, but in research and development and capital investment, which are expected to have a big impact on future business results, both scale and effectiveness $Toyota Motor (7203.JP)$Is rice $Tesla (TSLA.US)$or China $BYD Company ADR (BYDDY.US)$There is a big gap between them.
Toyota has an advantage in terms of investment amount and investment/development efficiency
Toyota Motor Corporation from fiscal 2018 to fiscal year 22Funding exceeding 12 trillion yen for research and development and capital investment over 5 yearsI'm putting it in. It is also involved in the motorcycle business $Honda Motor (7267.JP)$Also, it is more than double that of Tesla, which greatly exceeds Toyota in terms of total market value. It can be said that it is a large-scale investment that can only be realized if Toyota, which has been at the top position in the world in automobile sales since 2020, has the ability to generate cash.
As for investment effects, when viewed compared to the fiscal year ending 2023/7/9, there was also an upward effect on operating profit due to the depreciation of the yen, and it overwhelmed Tesla and BYD, which began to lose their profit margins due to low price competition for EVs.
Investment and development competition is alive...
Toyota has an advantage in terms of investment amount and investment/development efficiency
Toyota Motor Corporation from fiscal 2018 to fiscal year 22Funding exceeding 12 trillion yen for research and development and capital investment over 5 yearsI'm putting it in. It is also involved in the motorcycle business $Honda Motor (7267.JP)$Also, it is more than double that of Tesla, which greatly exceeds Toyota in terms of total market value. It can be said that it is a large-scale investment that can only be realized if Toyota, which has been at the top position in the world in automobile sales since 2020, has the ability to generate cash.
As for investment effects, when viewed compared to the fiscal year ending 2023/7/9, there was also an upward effect on operating profit due to the depreciation of the yen, and it overwhelmed Tesla and BYD, which began to lose their profit margins due to low price competition for EVs.
Investment and development competition is alive...
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The trouble in the Middle East...
Japan will not be irrelevant, gasoline will go up ⛽️
It's impossible for it to be over 200 yen.
🔥 Dependence on the Middle East is 94.6%
Japan will not be irrelevant, gasoline will go up ⛽️
It's impossible for it to be over 200 yen.
🔥 Dependence on the Middle East is 94.6%
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Do you know Tabazo-san, an American stock investor?
Now, Tabazo-san has joined the moomoo community!To commemorate that, we will conduct an interview with Mr. Tabazou. We also plan to have questions from everyone answered during the interview.Until 9/7We welcome your questions in the comments section, so please take this opportunity to ask your questions!
Profile of Mr. Tapa Elephant
・An American stock investor, he is working to disseminate a wide range of information, such as the investment blog “Tabazo's US Stock Investment” with over 1 million PV per month, the YouTube channel “Tabazo Investment University” which boasts 200,000 registered users, and Voicy “Tabazo Investment University Mini.”
・He retired from the company in 2019 and became independent, and is currently active in a wide range of activities, such as serving as an advisor to investment advisory companies.
・His books are “How to Make 100 Million Yen That I Teach My Kids,” “The Tapazo-Style American Stock Treasure Stock Investment,” and “Financial Freedom in Your Hand! There are many such as “Semi-Retirement Investment Techniques Starting at 1 Million Yen Starting with US Stocks.”
Now, Tabazo-san has joined the moomoo community!To commemorate that, we will conduct an interview with Mr. Tabazou. We also plan to have questions from everyone answered during the interview.Until 9/7We welcome your questions in the comments section, so please take this opportunity to ask your questions!
Profile of Mr. Tapa Elephant
・An American stock investor, he is working to disseminate a wide range of information, such as the investment blog “Tabazo's US Stock Investment” with over 1 million PV per month, the YouTube channel “Tabazo Investment University” which boasts 200,000 registered users, and Voicy “Tabazo Investment University Mini.”
・He retired from the company in 2019 and became independent, and is currently active in a wide range of activities, such as serving as an advisor to investment advisory companies.
・His books are “How to Make 100 Million Yen That I Teach My Kids,” “The Tapazo-Style American Stock Treasure Stock Investment,” and “Financial Freedom in Your Hand! There are many such as “Semi-Retirement Investment Techniques Starting at 1 Million Yen Starting with US Stocks.”
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【Compensation】
To the three users who make the closest financial estimates,we will present a 500 yen Amazongift card.
【Participation Method】
By Japan time until 5 a.m. on August 24th, post your financial estimates for Nvidia'sclosing price on August 24th. (Example: I predict the closing price to be $465). Feel free to also share your investment ideas! Please post now!
To all investors
Nvidia's 2024 Q2 earnings call is scheduled to be held in the after-market trading of August 23rd (6 a.m. on August 24th, Japan time).The consensus revenue11 billion dollarsand is expected to increase by 64.8% compared to the previous year. Adjusted net profit is 5.2 billion dollarsand is expected to increase by 299.8% compared to the previous year.
NVIDIA, which boasts being the world's number one in AI-oriented GPU market share's earnings reports will provide insights into the growth of the datacenter to which the core business GPU belongs and the future direction of the semiconductor industry. After the earnings announcement, you may be able to find more trading opportunities!
(※ The earnings reports will be announced on the 24th morning Japan time...
To the three users who make the closest financial estimates,we will present a 500 yen Amazongift card.
【Participation Method】
By Japan time until 5 a.m. on August 24th, post your financial estimates for Nvidia'sclosing price on August 24th. (Example: I predict the closing price to be $465). Feel free to also share your investment ideas! Please post now!
To all investors
Nvidia's 2024 Q2 earnings call is scheduled to be held in the after-market trading of August 23rd (6 a.m. on August 24th, Japan time).The consensus revenue11 billion dollarsand is expected to increase by 64.8% compared to the previous year. Adjusted net profit is 5.2 billion dollarsand is expected to increase by 299.8% compared to the previous year.
NVIDIA, which boasts being the world's number one in AI-oriented GPU market share's earnings reports will provide insights into the growth of the datacenter to which the core business GPU belongs and the future direction of the semiconductor industry. After the earnings announcement, you may be able to find more trading opportunities!
(※ The earnings reports will be announced on the 24th morning Japan time...
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