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● $Tokyo Electron (8035.JP)$was After the close on November 12th.at 22:302025 fiscal year Q2 (April-September 2024) consolidated financial statementFor the period from April to September of the year 24Earnings reportannounce.
●Market expectations (Bloomberg Consensus)AtThe consolidated revenue for the 4th-9th month period isa 1 trillion 105.5 billion yen, and EPS (Earnings Per Share) is expected to be1.7 timesor 500 yen and 56 sen.
●The AI semiconductor sector is performing well.However, due to the United States,Investors are maintaining a cautious stance due to concerns such as strengthened export regulations towards China.In the first quarter,Investors are maintaining a cautious stance.In the first quarter, China's local manufacturers took half of the total China revenue through accelerated investments.Investors are maintaining a cautious stance.However, it is expected to decline in the second half due to a backlash. Attention is focused on the growth of earnings to offset this backlash reduction and the degree of correction in the China bias.
Based on evaluations by 17 analysts, 52.94% are bullish, 23.53% are slightly bullish, and 23.53% are neutral, with an overall assessment of「slightly bullish」となっている。The average target stock price is 4305 million yen, It suggests a 48.8% potential upside from the closing price on November 7th.The target stock price range is2.6 million yen to 41,000 yen.
AI semiconductors are doing well, up 2 years...
●Market expectations (Bloomberg Consensus)AtThe consolidated revenue for the 4th-9th month period isa 1 trillion 105.5 billion yen, and EPS (Earnings Per Share) is expected to be1.7 timesor 500 yen and 56 sen.
●The AI semiconductor sector is performing well.However, due to the United States,Investors are maintaining a cautious stance due to concerns such as strengthened export regulations towards China.In the first quarter,Investors are maintaining a cautious stance.In the first quarter, China's local manufacturers took half of the total China revenue through accelerated investments.Investors are maintaining a cautious stance.However, it is expected to decline in the second half due to a backlash. Attention is focused on the growth of earnings to offset this backlash reduction and the degree of correction in the China bias.
Based on evaluations by 17 analysts, 52.94% are bullish, 23.53% are slightly bullish, and 23.53% are neutral, with an overall assessment of「slightly bullish」となっている。The average target stock price is 4305 million yen, It suggests a 48.8% potential upside from the closing price on November 7th.The target stock price range is2.6 million yen to 41,000 yen.
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181310477
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Good morning, moomoo users!
This is a summary of the morning open today. Thank you in advance.![]()
Market Overview
The Nikkei average stock price in the Tokyo stock market today started at 39,722.02 yen, up 279.39 yen from the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2,762.00, up 15.04 points.
Top News
The yen is trading in the mid-153 yen range against the dollar, reaching its lowest level in about 34 years due to the rise in long-term US interest rates.
In the morning of the 12th, the yen exchange rate in the Tokyo foreign exchange market was in the mid-153 yen range per dollar, showing a slight decline from the previous evening. It temporarily reached a low of 153 yen and 32 sen, the lowest level since June 1990. It is expected that there may be a move to buy back the yen due to position adjustments and concerns about intervention before the weekend, but the gradual trend of a stronger dollar and weaker yen is likely to continue as long-term US interest rates rise.
Japanese authorities are considering intervention if the yen breaks through the 155 yen range, according to MUFG Goncalves, the strategist at MUFG Securities America. This is based on the fact that the yen weakened and the dollar strengthened, breaking through the previously cautious level due to an upside surprise in the US Consumer Price Index (CPI).
George Goncalves, Head of Macro Strategy for MUF Securities America, suggests that the new vigilance line for Japanese currency intervention would be 1 dollar = 155 yen. US Consumer Price Index...
Market Overview
The Nikkei average stock price in the Tokyo stock market today started at 39,722.02 yen, up 279.39 yen from the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2,762.00, up 15.04 points.
Top News
The yen is trading in the mid-153 yen range against the dollar, reaching its lowest level in about 34 years due to the rise in long-term US interest rates.
In the morning of the 12th, the yen exchange rate in the Tokyo foreign exchange market was in the mid-153 yen range per dollar, showing a slight decline from the previous evening. It temporarily reached a low of 153 yen and 32 sen, the lowest level since June 1990. It is expected that there may be a move to buy back the yen due to position adjustments and concerns about intervention before the weekend, but the gradual trend of a stronger dollar and weaker yen is likely to continue as long-term US interest rates rise.
Japanese authorities are considering intervention if the yen breaks through the 155 yen range, according to MUFG Goncalves, the strategist at MUFG Securities America. This is based on the fact that the yen weakened and the dollar strengthened, breaking through the previously cautious level due to an upside surprise in the US Consumer Price Index (CPI).
George Goncalves, Head of Macro Strategy for MUF Securities America, suggests that the new vigilance line for Japanese currency intervention would be 1 dollar = 155 yen. US Consumer Price Index...
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181310477
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Good morning to all moomoo users!
This is an overview of the morning market opening. Thank you in advance.![]()
Market Overview
On today's Tokyo stock market, the Nikkei average stock price started at 39,090.68 yen, a decrease of 491.13 yen from the previous trading day, and the Tokyo Stock Price Index (TOPIX) started at 2,718.76, down 24.03 points.
Top News
Finance Minister Kanda stated that all means would be considered in response to excessive movements, with the yen at 153 yen.
Finance Minister Masato Kanda stated on the morning of the 11th that in response to the significant drop in the yen to the 153 yen range against the dollar for the first time in about 34 years, he mentioned, "We will appropriately respond without excluding any means to excessive movements and cautioned the market." He spoke to the press within the Ministry of Finance.
Related Articles
Yen at 153 yen range for the first time in about 34 years, US stocks sharply declined escaping rate cut.
Yen falls to around 153 yen for the first time in about 34 years, strong US CPI leads to broad-based dollar strength - cautious about intervention.
Long-term interest rates rise above 0.8%, reaching levels not seen since November last year - Bank of Japan additional rate hike speculation.
Long-term interest rates have risen to a level exceeding 0.8% for the first time since last November. With increasing expectations of additional rate hikes by the Bank of Japan and long-term interest rates in the USA, the consumer price index...
Market Overview
On today's Tokyo stock market, the Nikkei average stock price started at 39,090.68 yen, a decrease of 491.13 yen from the previous trading day, and the Tokyo Stock Price Index (TOPIX) started at 2,718.76, down 24.03 points.
Top News
Finance Minister Kanda stated that all means would be considered in response to excessive movements, with the yen at 153 yen.
Finance Minister Masato Kanda stated on the morning of the 11th that in response to the significant drop in the yen to the 153 yen range against the dollar for the first time in about 34 years, he mentioned, "We will appropriately respond without excluding any means to excessive movements and cautioned the market." He spoke to the press within the Ministry of Finance.
Related Articles
Yen at 153 yen range for the first time in about 34 years, US stocks sharply declined escaping rate cut.
Yen falls to around 153 yen for the first time in about 34 years, strong US CPI leads to broad-based dollar strength - cautious about intervention.
Long-term interest rates rise above 0.8%, reaching levels not seen since November last year - Bank of Japan additional rate hike speculation.
Long-term interest rates have risen to a level exceeding 0.8% for the first time since last November. With increasing expectations of additional rate hikes by the Bank of Japan and long-term interest rates in the USA, the consumer price index...
Translated



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181310477
voted
Good morning to all moomoo users!
Here is the overview of this morning's market opening. Thank you.![]()
Market Overview
In today's Tokyo stock market, the Nikkei average stock price started at 39,928.33 yen, up 476.48 yen from the previous trading day, with the Tokyo stock price index (TOPIX) starting at 2,731.50, an increase of 24.99 points.
Top News
Four reasons why the historical interest rate hike cannot save the yen, the low-altitude flight of interest rates and volatility resonates.
Despite the Bank of Japan's first interest rate hike in 17 years, the exchange rate of the yen has not rebounded as much as government and BOJ officials who want to mitigate the risk of import inflation had hoped. Many strategists are rather expecting a continued trend of yen depreciation in the short term, citing four points as reasons.
Yen exchange rate, 140-150 yen at the end of the year, Mr. Kaita of State Street Bank
Since the beginning of 2024, the yen depreciation has been accelerating. Currently, it is moving at around 151 yen to the dollar mid-range, the lowest level in about 34 years. I asked Mr. Kazushige Kaita, Head of Financial Markets at State Street Bank Tokyo Branch, about the outlook for the yen exchange rate for the year.
BOJ's full normalization is expected after the fiscal year 2025, this autumn, there will also be a 'slight jab' interest rate hike - Mr. Sakurai
Market Overview
In today's Tokyo stock market, the Nikkei average stock price started at 39,928.33 yen, up 476.48 yen from the previous trading day, with the Tokyo stock price index (TOPIX) starting at 2,731.50, an increase of 24.99 points.
Top News
Four reasons why the historical interest rate hike cannot save the yen, the low-altitude flight of interest rates and volatility resonates.
Despite the Bank of Japan's first interest rate hike in 17 years, the exchange rate of the yen has not rebounded as much as government and BOJ officials who want to mitigate the risk of import inflation had hoped. Many strategists are rather expecting a continued trend of yen depreciation in the short term, citing four points as reasons.
Yen exchange rate, 140-150 yen at the end of the year, Mr. Kaita of State Street Bank
Since the beginning of 2024, the yen depreciation has been accelerating. Currently, it is moving at around 151 yen to the dollar mid-range, the lowest level in about 34 years. I asked Mr. Kazushige Kaita, Head of Financial Markets at State Street Bank Tokyo Branch, about the outlook for the yen exchange rate for the year.
BOJ's full normalization is expected after the fiscal year 2025, this autumn, there will also be a 'slight jab' interest rate hike - Mr. Sakurai