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Good morning to all moomoo users! We will deliver notable stocks and the latest rating information from the front market.![]()
Today's strong and weak ingredients
8/13 [Strong and Weak Materials]
3 points to pay attention to in the front field
●Movement of reviews using performance as clues
● $Japan Post Holdings (6178.JP)$1Q ordinary profit increased 22.2% to 211.4 billion yen
The company's financial results for the first quarter of the fiscal year ending 2025/3 were ordinary income of 2 trillion735.888 billion yen, down 3.9% from the same period last year, and ordinary profit was 211.449 billion yen, up 22.2% from the same period last year.
●Featured materials from the front floor: $Mitsubishi Electric (6503.JP)$New FA plant in China, 4th building in Dalian, increased demand for decarbonization over the medium to long term
Stocks that have moved, notable stocks
$Rakuten Group (4755.JP)$The end of the first half of the fiscal year landed due to deficit reduction, and the April-6 fiscal year was also one step closer to a mobile phone surplus
$Sompo Holdings (8630.JP)$The overseas insurance business performed well, with a 12% increase in profit for the April-6 fiscal year (1Q)
$Odakyu Electric Railway (9007.JP)$, the April-6 fiscal year (1Q) regular income arrived with a 20% increase in profit...
Today's strong and weak ingredients
8/13 [Strong and Weak Materials]
3 points to pay attention to in the front field
●Movement of reviews using performance as clues
● $Japan Post Holdings (6178.JP)$1Q ordinary profit increased 22.2% to 211.4 billion yen
The company's financial results for the first quarter of the fiscal year ending 2025/3 were ordinary income of 2 trillion735.888 billion yen, down 3.9% from the same period last year, and ordinary profit was 211.449 billion yen, up 22.2% from the same period last year.
●Featured materials from the front floor: $Mitsubishi Electric (6503.JP)$New FA plant in China, 4th building in Dalian, increased demand for decarbonization over the medium to long term
Stocks that have moved, notable stocks
$Rakuten Group (4755.JP)$The end of the first half of the fiscal year landed due to deficit reduction, and the April-6 fiscal year was also one step closer to a mobile phone surplus
$Sompo Holdings (8630.JP)$The overseas insurance business performed well, with a 12% increase in profit for the April-6 fiscal year (1Q)
$Odakyu Electric Railway (9007.JP)$, the April-6 fiscal year (1Q) regular income arrived with a 20% increase in profit...
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Flow of funds into AI semiconductor-related stocksI can't stop. Rice leading the industry globally $NVIDIA (NVDA.US)$The total market value of is the 5th of this month for the first time as a semiconductor companyExceed 3 trillion dollars (approximately 490 trillion yen)I did it. The spread of AI semiconductorsdatacenterYaElectric powerSince it is accompanied by an increase in demand such asAt the foot of the hunthas spread greatly. The year-to-date rate of increase is already before the end of the first half of '24130%There are also domestic-related stocks that exceed (about 2.3 times). In addition to checking these strongest stocks, we also searched for stocks and contrarian stocks that seem to still be possible to enter.
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The 4 strongest stocks that have risen 80% since the beginning of the year!
In the first half of this yearOverwhelming momentumThere are the following 4 stocks, and stock pricesOver 80% increase year to dateDoing it.
◆ $SAKURA Internet (3778.JP)$
Expectations for collaboration with NVIDIA
A major independent data center company. Sojitz holds 29.64% of the company's shares. We plan to invest 100 billion yen in developing infrastructure for generative AI using NVIDIA GPUs. Government cloud provision business...
In the first half of this yearOverwhelming momentumThere are the following 4 stocks, and stock pricesOver 80% increase year to dateDoing it.
◆ $SAKURA Internet (3778.JP)$
Expectations for collaboration with NVIDIA
A major independent data center company. Sojitz holds 29.64% of the company's shares. We plan to invest 100 billion yen in developing infrastructure for generative AI using NVIDIA GPUs. Government cloud provision business...
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![What is the strongest AI semiconductor stock? It has also risen over 130% since the beginning of the year! Check out the highest-expectations and contrarian stocks too! [First half of '24]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240614/4da2cc39b4b8467a1a5165b5f06e0678.png/thumb?area=105&is_public=true)
![What is the strongest AI semiconductor stock? It has also risen over 130% since the beginning of the year! Check out the highest-expectations and contrarian stocks too! [First half of '24]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240614/56bacf21f91d8fdf15b9454a70a3b27c.png/thumb?area=105&is_public=true)
![What is the strongest AI semiconductor stock? It has also risen over 130% since the beginning of the year! Check out the highest-expectations and contrarian stocks too! [First half of '24]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240614/eb986a91810a27b40e61810a577749df.jpg/thumb?area=105&is_public=true)
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Good morning to all moomoo users!![]()
Here's an overview of this morning's turnaround. Thank you in advance.![]()
Market Overview
Today's Nikkei Stock Average began at 38702.54 yen, 220.49 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 13.11 points at 2784.96.
Top news
Japanese stocks lose their appeal due to yield comparisons, and dividends and long-term interest rate differences are at a low level for the first time in 10 years
The rise in domestic bond yields has reduced the relative attractiveness of stocks for dividends, and investors are hesitating to buy more Japanese stocks. According to Bloomberg data, the difference obtained by subtracting the 10-year government bond yield from the expected dividend yield of the MSCI Japan Index was 1.22% points, a low level for the first time in about 10 years since 2014.
2% is a “watershed,” and the price target spell that amplifies uncertainty in interest rates = Mr. Kazuo Monma
Interest in “neutral interest rates” has increased since the Bank of Japan lifted negative interest rates. Neutral interest rates mean the level of policy interest rates (overnight call rates) that are neither relaxed nor tightened, and the 2% price target has been realized...
Market Overview
Today's Nikkei Stock Average began at 38702.54 yen, 220.49 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 13.11 points at 2784.96.
Top news
Japanese stocks lose their appeal due to yield comparisons, and dividends and long-term interest rate differences are at a low level for the first time in 10 years
The rise in domestic bond yields has reduced the relative attractiveness of stocks for dividends, and investors are hesitating to buy more Japanese stocks. According to Bloomberg data, the difference obtained by subtracting the 10-year government bond yield from the expected dividend yield of the MSCI Japan Index was 1.22% points, a low level for the first time in about 10 years since 2014.
2% is a “watershed,” and the price target spell that amplifies uncertainty in interest rates = Mr. Kazuo Monma
Interest in “neutral interest rates” has increased since the Bank of Japan lifted negative interest rates. Neutral interest rates mean the level of policy interest rates (overnight call rates) that are neither relaxed nor tightened, and the 2% price target has been realized...
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Hello Moomoo users!![]()
Tonight's insight on NY stock market.
Market Overview
USA market starts with the dow jones industrial average, composed of high-quality stocks, starting at 23.97 points up to 39,089.23, the nasdaq composite index with a high tech stock ratio starting at 50.76 points up to 16,786.79. The s&p 500 index, made up of 500 large cap usa stocks, rose by 13.61 points to 5,281.45.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
Stock market rally turns into a sell signal according to Hartnett from bofa.
- Bank of America Corp.'s strategist, Mr. Michael Hartnett, warns that with 71% of stock indexes surpassing the 50-day moving average and the 200-day moving average, and 88% of the limits indicating contrarian sell signals, the global stock market's rise may be reaching the area of sell signals...
Market Overview
USA market starts with the dow jones industrial average, composed of high-quality stocks, starting at 23.97 points up to 39,089.23, the nasdaq composite index with a high tech stock ratio starting at 50.76 points up to 16,786.79. The s&p 500 index, made up of 500 large cap usa stocks, rose by 13.61 points to 5,281.45.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
Stock market rally turns into a sell signal according to Hartnett from bofa.
- Bank of America Corp.'s strategist, Mr. Michael Hartnett, warns that with 71% of stock indexes surpassing the 50-day moving average and the 200-day moving average, and 88% of the limits indicating contrarian sell signals, the global stock market's rise may be reaching the area of sell signals...
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The benefit of incorporating OpenAI's AI technology into their own products was also evident in this earnings report.
- In addition to the solid performance of its core divisions, the revenue from the cloud business, Azure, and other cloud services increased by 31% year-on-year (with AI services contributing to 7 points of growth), exceeding market expectations of 29% growth.
- The expansion of AI products and services continues.
3Q (January-March quarter) results: Exceeded financial estimates.
All three divisions are performing well, with accelerated growth in the cloud business.
The contribution of AI is expanding in the cloud business.
★ Operating profit above financial estimates as well.
・4Q (April-June quarter) guidance: Revenue from Azure and other cloud services is expected to increase by 30-31% compared to the same period last year (market estimates 29% increase).
・In the fiscal year ending June 2025, double-digit revenue and operating profit growth are expected. It is anticipated that the operating margin will only decrease by one point compared to the previous year, taking into account significant investments in cloud and AI.
★Key comments from management
・The benefits of introducing OpenAI's AI technology into our own products were also evident in this quarter's financial results.
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This article uses automatic translation for some of its parts
While the possibility that artificial intelligence (AI) will drastically increase electricity demand is being hotly discussed in the market, US electric power stocks have experienced a strong rise.
Within the United States, we develop the electric power business through our subsidiaries, perform power generation, wholesale electricity, fuel transportation/management, fuel asset optimization, risk management, etc., and provide integrated power solutions including retail sales of electricity and related products to general households, and power generation project businesses $Vistra Energy (VST.US)$ What is the stock price ofIt has risen drastically by 96% or more since the beginning of the year, $NVIDIA (NVDA.US)$ Exceeded the rate of increase. Furthermore, $Constellation Energy (CEG.US)$ with $NRG Energy (NRG.US)$ The stocks of the two energy companies also showed excellent performance, and year-to-dateThe rate of increase has reached 65.51% and 41.83%, respectively。
This rise in stock prices is due to the optimistic expectations that the market has for the development of AI technology...
While the possibility that artificial intelligence (AI) will drastically increase electricity demand is being hotly discussed in the market, US electric power stocks have experienced a strong rise.
Within the United States, we develop the electric power business through our subsidiaries, perform power generation, wholesale electricity, fuel transportation/management, fuel asset optimization, risk management, etc., and provide integrated power solutions including retail sales of electricity and related products to general households, and power generation project businesses $Vistra Energy (VST.US)$ What is the stock price ofIt has risen drastically by 96% or more since the beginning of the year, $NVIDIA (NVDA.US)$ Exceeded the rate of increase. Furthermore, $Constellation Energy (CEG.US)$ with $NRG Energy (NRG.US)$ The stocks of the two energy companies also showed excellent performance, and year-to-dateThe rate of increase has reached 65.51% and 41.83%, respectively。
This rise in stock prices is due to the optimistic expectations that the market has for the development of AI technology...
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moomoo is a popular program at Nikkei RadioProgram ScheduleTitled, market experts Amano Hiroyuki and Matsuzono Katsuyoshi will conduct a live stream on moomoo app, featuring that segment.Every Tuesdaywithin the moomoo app.
Every Tuesday at 14:30
![]()
番組情報The Money: The Investment World I Want to Hear About Now
Every Tuesday at 14:30
Investment professionals Amano Hiroyuki and Matsuzono Katsuyoshi share investment know-how and update investment information from various countries, not only Japanese stocks.
* Participants: Hiroyuki Amano / Katsuyoshi Matsuzono / Nobukazu Kamada / Hitomi Yagi
【How to watch】
Step 1. Open the moomoo app and click on the "moo" tab at the bottom of the page.
Step 2. Click on [Videos] > "Radio NIKKEI" at the top of the page to check the latest videos.
※Download the moomoo app from here.👇👇
https://j.jp.moomoo.com/01icHX
moomoo Securities is committed to providing users with useful information and developing trading tools. Please look forward to further updates in the future...
Every Tuesday at 14:30
Every Tuesday at 14:30
Investment professionals Amano Hiroyuki and Matsuzono Katsuyoshi share investment know-how and update investment information from various countries, not only Japanese stocks.
* Participants: Hiroyuki Amano / Katsuyoshi Matsuzono / Nobukazu Kamada / Hitomi Yagi
【How to watch】
Step 1. Open the moomoo app and click on the "moo" tab at the bottom of the page.
Step 2. Click on [Videos] > "Radio NIKKEI" at the top of the page to check the latest videos.
※Download the moomoo app from here.👇👇
https://j.jp.moomoo.com/01icHX
moomoo Securities is committed to providing users with useful information and developing trading tools. Please look forward to further updates in the future...
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