$Sumitomo Chemical(4005.JP$ A long-established large enterprise that had a large deficit of close to 500 billion last year. With the sale of policy holdings, we will probably overcome the next fiscal year or so with capital policy alone. By the way, what about your main job? Is crude oil cheap and fertilizer stable? Somebody tell me...
Translated
4
2
$Arm Holdings(ARM.US$ If you look at the growth of NVIDIA and Broadcom and the size of their total market capitalization, the day may come when the total market value of ARM will exceed 100 trillion... there is a possibility that it will be 4 times to 5 times higher. I'm looking forward to Grandson's presentation this week! expected
Translated
11
$Murata Manufacturing(6981.JP$ Apple's replacement seems to be progressing with personal AI as a trend. Japanese parts manufacturers are also taking the lead! Expectations are high
Translated
5
$Qualcomm(QCOM.US$ Microsoft entrusted it to me, so I think there's no doubt about it. All computer manufacturers will adopt it. I'm very concerned about it.
Translated
4
$SBI Holdings(8473.JP$ The number of new accounts is also steadily increasing, so I bought more for the first time in a year. I wonder if it will grow to around 20 million accounts... I wonder if Aozora BK will also be integrated after the new generation... I hope it will still grow... I pray
Translated
4
$LY(4689.JP$ It was ruined twice by the country, and it should finally move in the direction of promoting drastic leak treatment. The timing wasn't right no matter how many times I bought it, but it was my 3rd time to enter. Make a further leap forward with domestic data centers! expected
Translated
8
2
$Murata Manufacturing(6981.JP$ The year that struggled with inventory has come to an end, and it seems like it will be a year of leaps and bounds. The tough management team is also planning a 39% increase next fiscal year, so I'm out of breath. The point is the sales of the iNext Generation AiPhone. It's a signature product from the best company in the world, so expect linked electronic parts, cameras, etc. from Japanese companies too! Target 3500 yen
Translated
6
$Mitsubishi Heavy Industries(7011.JP$ Stock prices were adjusted due to poor guidance after settlement. As you can see, the performance is good. Participate in picking up offers. 2000 yen target
Translated
31
$Shiseido(4911.JP$ The President's article is at the core. Scenarios from China to the US, face-to-face commerce, brand efficiency... I'm familiar with the typical issues of many Japanese companies. Please read
Translated
4
Magnificent7OP : That's a big position in Black Rock. Is it OK to continue holding
Magnificent7OP : The more you know the details, the more uncertain factors are in the short term, the recovery of performance is uncertain, and there are large scale, assets, and human resources, so it feels like it's interesting in the long run