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Views on the re-election of former President Donald Trump have intensified in response to the attempted assassination incident on the 13th, and a “Trump trade” that assumes a “definite tiger” is progressing in the market.
So, about domestic brands5 themes and 19 related stocks that are likely to receive a tailwind from “Definitely Tora”, and 1 individual stockI will pick it up.
Theme 1: <Defense>
Is Japan's increase in defense spending a benefit to related stocks
Mr. Trump, who emphasizes the US first principle, insisted on reducing the US military burden to defend allies and increasing the burden on each ally since his time as former president, by hinting at withdrawal from NATO.
There is a high possibility that Japan will also ask for an increase in the burden of defense spendingIt is believed thatDemand will increase mainly from existing defense-related companiesThat is expected.
◆ $Mitsubishi Heavy Industries(7011.JP$
No. 1 transaction value with the Defense Equipment Agency of the Ministry of DefenseIt is a reserved seat. The number of contracts for fiscal year 22 was 157, or 459.1 billion yen, accounting for 25.5% of the agency's total contract amount. The main items delivered are escort ships, submarines, next fighter jets, etc.
◆ $Kawasaki Heavy Industries(7012.JP$
defense...
So, about domestic brands5 themes and 19 related stocks that are likely to receive a tailwind from “Definitely Tora”, and 1 individual stockI will pick it up.
Theme 1: <Defense>
Is Japan's increase in defense spending a benefit to related stocks
Mr. Trump, who emphasizes the US first principle, insisted on reducing the US military burden to defend allies and increasing the burden on each ally since his time as former president, by hinting at withdrawal from NATO.
There is a high possibility that Japan will also ask for an increase in the burden of defense spendingIt is believed thatDemand will increase mainly from existing defense-related companiesThat is expected.
◆ $Mitsubishi Heavy Industries(7011.JP$
No. 1 transaction value with the Defense Equipment Agency of the Ministry of DefenseIt is a reserved seat. The number of contracts for fiscal year 22 was 157, or 459.1 billion yen, accounting for 25.5% of the agency's total contract amount. The main items delivered are escort ships, submarines, next fighter jets, etc.
◆ $Kawasaki Heavy Industries(7012.JP$
defense...
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Along with advances in generative AI (artificial intelligence), etc.Demand for data centers is growing rapidlyDoing it.4 major US cloud companies such as Amazon Web Serviceshas announced investment plans related to data centers in Japan one after another since the beginning of this year,The total amount is 4 trillion yenIt goes up to. Recently, $KDDI(9433.JP$But $Datasection(3905.JP$, rice $Super Micro Computer(SMCI.US$along with $Sharp(6753.JP$At the site of the factory (Sakai City)Asia's largest data center compatible with AI processingIt was announced that it was aiming for construction. $NVIDIA(NVDA.US$It is said that the most advanced GPU will be adopted.
Due to accelerated investment, it is expected that advanced semiconductor-related products, which are the heart of servers and communication devices, will be booming. It is a supplier of NVIDIA in the US leading AI semiconductors $Advantest(6857.JP$Ya $Ibiden(4062.JP$, inspection equipment for servers...
Due to accelerated investment, it is expected that advanced semiconductor-related products, which are the heart of servers and communication devices, will be booming. It is a supplier of NVIDIA in the US leading AI semiconductors $Advantest(6857.JP$Ya $Ibiden(4062.JP$, inspection equipment for servers...
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Hello Moomoo users! Thank you very much for your hard work.Today's stock price summary is as follows. Thank you in advance.
●The Nikkei Average ended at 39347.04 yen, 354.96 yen higher than the previous business day
● Bullish increase in stocks, “materials” and “consumption” market participant surveys
● Yen short, high level for the first time in 17 years - market dynamics did not change even if the Bank of Japan raised interest rates
● Corporate bankruptcies over 9,000 for the first time in 9 years FY23, active metabolism in normal times
● Attention to the handle: $Toyota Motor(7203.JP$、 $Socionext(6526.JP$、 $NTT Data Group(9613.JP$etc
ー MooMoo News Japanese stock Sherry
Market Overview
Today's Nikkei Stock Average ended at 39347.04 yen, 354.96 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2728.32, 25.70 points higher than the previous business day.
Top news
Stocks increase bullish on “materials” and “consumption” market participants survey
Even after the Bank of Japan lifted its negative interest rate policy, Japan...
●The Nikkei Average ended at 39347.04 yen, 354.96 yen higher than the previous business day
● Bullish increase in stocks, “materials” and “consumption” market participant surveys
● Yen short, high level for the first time in 17 years - market dynamics did not change even if the Bank of Japan raised interest rates
● Corporate bankruptcies over 9,000 for the first time in 9 years FY23, active metabolism in normal times
● Attention to the handle: $Toyota Motor(7203.JP$、 $Socionext(6526.JP$、 $NTT Data Group(9613.JP$etc
ー MooMoo News Japanese stock Sherry
Market Overview
Today's Nikkei Stock Average ended at 39347.04 yen, 354.96 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2728.32, 25.70 points higher than the previous business day.
Top news
Stocks increase bullish on “materials” and “consumption” market participants survey
Even after the Bank of Japan lifted its negative interest rate policy, Japan...
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I will explain market information before and after the Tokyo stock market close, individual stocks with conspicuous movements today, and market price forecasts for tomorrow and beyond.
Main Commentary: Kamata Shinichi (Radio NIKKEI Commentary Committee Member)
Main Commentary: Kamata Shinichi (Radio NIKKEI Commentary Committee Member)
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Apr 3 01:00
Replay 4
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Centering on US stock information that is currently attracting attention from individual investors, we will ask a diverse range of performers familiar with the US market, such as explanations of the latest news topics and technology, and individual stock information to understand how to look at the US market in the future, with reports from the local and American markets.
Radio NIKKEI program website ▶ https://www.radionikkei.jp/us-stock/
<Performing>
Personality: Yoshimura Takashi (Heisei Nobushi Kobushi)
Commentators: Katsuyoshi Matsuzono (Director, Executive Officer, CDXO, Robot Home) /Sawako Yasuda (Street Insights Representative)
US Field Report: Hideki Matsumoto (CEO, Yosokai Global Investors, Inc.)
Assistants: Hitomi Yagi/Rika Wakabayashi/Asako Sakamoto
* This program and materials supplement the program content and are for the sole purpose of providing information, and do not solicit investment or other actions. We ask that customers make final decisions relating to investment, such as the selection of investment targets and stocks, and trading prices, at their own judgment. Unauthorized copying, reprinting, etc. are prohibited
Radio NIKKEI program website ▶ https://www.radionikkei.jp/us-stock/
<Performing>
Personality: Yoshimura Takashi (Heisei Nobushi Kobushi)
Commentators: Katsuyoshi Matsuzono (Director, Executive Officer, CDXO, Robot Home) /Sawako Yasuda (Street Insights Representative)
US Field Report: Hideki Matsumoto (CEO, Yosokai Global Investors, Inc.)
Assistants: Hitomi Yagi/Rika Wakabayashi/Asako Sakamoto
* This program and materials supplement the program content and are for the sole purpose of providing information, and do not solicit investment or other actions. We ask that customers make final decisions relating to investment, such as the selection of investment targets and stocks, and trading prices, at their own judgment. Unauthorized copying, reprinting, etc. are prohibited
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Mar 20 08:30
Replay 2