danji2
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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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![Trump Trade Japan Edition, 5 themes with tailwind in “Definitely Tora”! Check out the 20 featured stocks!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240717/bb0068f3162b4ebf6247b4c48bcbfd2e.jpg/thumb?area=105&is_public=true)
![Trump Trade Japan Edition, 5 themes with tailwind in “Definitely Tora”! Check out the 20 featured stocks!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240717/ec9dc8b2ebc4249a038a9e05aead6414.jpg/thumb?area=105&is_public=true)
![Trump Trade Japan Edition, 5 themes with tailwind in “Definitely Tora”! Check out the 20 featured stocks!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240717/e6fb7fe9a8686dfb4c8e59d5336b3190.jpg/thumb?area=105&is_public=true)
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danji2
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Hello everyone~
I'm a beginner about 1 year since I started investing in stocks. At first, I was buying FANG+ with mutual funds, but I wanted to try individual stocks, so I started. Thank you for your attention~.
Well, what are the stocks I currently hold
$SoftBank Group(9984.JP$
$Nippon Telegraph & Telephone(9432.JP$
$Fuji Electric(6504.JP$
$Apple(AAPL.US$
$Tesla(TSLA.US$
$Intel(INTC.US$
$Pfizer(PFE.US$
$Adobe(ADBE.US$
There are 8 companies. I would like to report increases and decreases in earnest starting tomorrow or so, so thank you for your support.
I'm a beginner about 1 year since I started investing in stocks. At first, I was buying FANG+ with mutual funds, but I wanted to try individual stocks, so I started. Thank you for your attention~.
Well, what are the stocks I currently hold
$SoftBank Group(9984.JP$
$Nippon Telegraph & Telephone(9432.JP$
$Fuji Electric(6504.JP$
$Apple(AAPL.US$
$Tesla(TSLA.US$
$Intel(INTC.US$
$Pfizer(PFE.US$
$Adobe(ADBE.US$
There are 8 companies. I would like to report increases and decreases in earnest starting tomorrow or so, so thank you for your support.
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danji2
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$Taiwan Semiconductor(TSM.US$
Are there people who gamble for financial results?
Are there people who gamble for financial results?
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danji2
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In the US market last night, Powell's remarks were well received, and it rose further to the center of high technology, and both the S&P 500 and NASDAQ hit new highs! The Nikkei Average also reached 42,000 yen for the first time in history in Japan 🎉
Who am I $Microsoft(MSFT.US$ with $Amazon(AMZN.US$ I cut it. It's not bad because it gradually rises, but in the risk-on phase, they lose to the rise in other stocks.
With the funds cut down on them $NVIDIA(NVDA.US$ with $Direxion Daily AAPL Bull 2X Shares(AAPU.US$ I bought it.
This is NVIDIA's first buyback in about 1 month. My original discipline came back, so I bought it. However, after a similar gradual rise in March, it fell without being able to exceed the high price, so I am wary of that. If it breaks, retreat immediately.
As for AAPU, although Apple is quite disciplined, the yield is a bit low, so in order to raise the bottom...
Who am I $Microsoft(MSFT.US$ with $Amazon(AMZN.US$ I cut it. It's not bad because it gradually rises, but in the risk-on phase, they lose to the rise in other stocks.
With the funds cut down on them $NVIDIA(NVDA.US$ with $Direxion Daily AAPL Bull 2X Shares(AAPU.US$ I bought it.
This is NVIDIA's first buyback in about 1 month. My original discipline came back, so I bought it. However, after a similar gradual rise in March, it fell without being able to exceed the high price, so I am wary of that. If it breaks, retreat immediately.
As for AAPU, although Apple is quite disciplined, the yield is a bit low, so in order to raise the bottom...
Translated
![Japan-US risk on... but Japan is a strange day](https://sgsnsimg.moomoo.com/sns_client_feed/181516860/20240711/813f69c29819a42bdf6aa4651d927348.jpg/thumb?area=105&is_public=true)
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danji2
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danji2
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The Nikkei Stock Average temporarily added 0.04 million 1,100 yen 13 sen on the 5th, and 0.04 million1087 yen 75 yen recorded on 3/22The all-time high was updated for the first time in about three and a half monthsI did it. On a closing price basis, it did not reach 0.04 million913 yen 65 yen on the 4th, when the highest value was recorded.
Of the top 30 stocks with the highest structural weight of the Nikkei Average,The 15 stocks that have risen in half compared to the closing price on March 22, which hit the previous highIt's there. Among these, based on analyst evaluationsStocks with a lot of room for growthI will pick it up.
The majority of rising stocks are machine manufacturers
Among the top 30 stocks in the composition weight of the Nikkei Average, out of 15 stocks that have raised their stock prices from the 3/22 closing price, the majority are machine manufacturers. English $Arm Holdings(ARM.US$Have it under your umbrella $SoftBank Group(9984.JP$including, $Disco(6146.JP$Ya $Advantest(6857.JP$etcSemiconductor-relatedIt's also included. well...
Of the top 30 stocks with the highest structural weight of the Nikkei Average,The 15 stocks that have risen in half compared to the closing price on March 22, which hit the previous highIt's there. Among these, based on analyst evaluationsStocks with a lot of room for growthI will pick it up.
Among the top 30 stocks in the composition weight of the Nikkei Average, out of 15 stocks that have raised their stock prices from the 3/22 closing price, the majority are machine manufacturers. English $Arm Holdings(ARM.US$Have it under your umbrella $SoftBank Group(9984.JP$including, $Disco(6146.JP$Ya $Advantest(6857.JP$etcSemiconductor-relatedIt's also included. well...
Translated
![The Nikkei Average also reached a new high for the first time in 3 and a half months! Which stocks are driven by machinery/healthcare-related products and still have a lot of room for growth?](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240705/79874ebbf023c5eabed738ab04fbc33d.jpg/thumb?area=105&is_public=true)
![The Nikkei Average also reached a new high for the first time in 3 and a half months! Which stocks are driven by machinery/healthcare-related products and still have a lot of room for growth?](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240705/2ab9a44eaaa3c46029db49d74bf5d7cc.jpg/thumb?area=105&is_public=true)
![The Nikkei Average also reached a new high for the first time in 3 and a half months! Which stocks are driven by machinery/healthcare-related products and still have a lot of room for growth?](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240705/685d74a035a9b5cea8af964bfb3b05eb.jpg/thumb?area=105&is_public=true)
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danji2
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When investing, there are “questions” you should ask yourself.
・What should I invest in
・How much should I invest
・Should I buy or sell
I think things like that come to mind.
Among such “questions,” the one that should be positioned in the most important class is “are the resources invested in appropriate?” written in the title.
Even though it's the most important class, I don't think there are many people who say it directly.
The representative resource is “time.”
Specifically, how many minutes a day do you look at charts, how many hours do you spend analyzing individual companies, how many minutes you watch videos and blogs of investment influencers, and how many minutes you manipulate the securities company screen.
Another factor that may be more important than time is “psychological load.”
It can also be paraphrased as “mind sharing.”
Specifically, “I'm worried about whether the stocks I bought are rising or falling” and “I'm worried that my investment decisions might have been wrong.”
As for the order in which resources are used, “being able to take mindshare” comes first, and this is the flow of “using time to resolve it.”
Troublingly, this one...
・What should I invest in
・How much should I invest
・Should I buy or sell
I think things like that come to mind.
Among such “questions,” the one that should be positioned in the most important class is “are the resources invested in appropriate?” written in the title.
Even though it's the most important class, I don't think there are many people who say it directly.
The representative resource is “time.”
Specifically, how many minutes a day do you look at charts, how many hours do you spend analyzing individual companies, how many minutes you watch videos and blogs of investment influencers, and how many minutes you manipulate the securities company screen.
Another factor that may be more important than time is “psychological load.”
It can also be paraphrased as “mind sharing.”
Specifically, “I'm worried about whether the stocks I bought are rising or falling” and “I'm worried that my investment decisions might have been wrong.”
As for the order in which resources are used, “being able to take mindshare” comes first, and this is the flow of “using time to resolve it.”
Troublingly, this one...
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danji2
liked
$USD/JPY(USDJPY.FX$
Straight to real paper scraps...
As expected, our Zimbabwean Yuan-chan!
The fact that the foundation of life is already based in yen itself
It's going to be an age called loss
What you can get even if you work hard is scrap paper
What kind of punishment game is this: (; '`;)
Can you say asset defense or something with overseas investment
It's starting to stop being a level, right?
Straight to real paper scraps...
As expected, our Zimbabwean Yuan-chan!
The fact that the foundation of life is already based in yen itself
It's going to be an age called loss
What you can get even if you work hard is scrap paper
What kind of punishment game is this: (; '`;)
Can you say asset defense or something with overseas investment
It's starting to stop being a level, right?
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danji2
voted
Major US semiconductor company $NVIDIA(NVDA.US$isShares will split from 1 share to 10 shares on 6/10 (Monday)It was announced. The stock price per share has dropped, and since the minimum investment amount required has decreased, it will be a stock price that is easy for more investors to reach (after the previous stock split in 2021, currentlyNVIDIA shares rose more than 450%Doing it).
The company hit a new high again on 6/4, and the stock price closed 1.25% higher and reached $1164.37. The total market value of NVIDIA is about 2.86 trillion dollars, and it is approaching Apple, which is the second largest in terms of market capitalization, about 2.98 trillion dollars.
If the closing price of the stock price the day before was 1164.37 dollars, when 1 share is divided into 10 shares, the price per share would be approximately 116.44 dollars.
Let's get benefits by predicting how far NVIDIA's stock price will rise 10 days before the stock split, and what will happen to the stock price on the first day after the stock split.
[Voting Privileges]
● Rewards: 10,000 points distributed evenly
June 10th at 10:30 p.m. (Japan time)By,NVIDI...
The company hit a new high again on 6/4, and the stock price closed 1.25% higher and reached $1164.37. The total market value of NVIDIA is about 2.86 trillion dollars, and it is approaching Apple, which is the second largest in terms of market capitalization, about 2.98 trillion dollars.
If the closing price of the stock price the day before was 1164.37 dollars, when 1 share is divided into 10 shares, the price per share would be approximately 116.44 dollars.
Let's get benefits by predicting how far NVIDIA's stock price will rise 10 days before the stock split, and what will happen to the stock price on the first day after the stock split.
[Voting Privileges]
● Rewards: 10,000 points distributed evenly
June 10th at 10:30 p.m. (Japan time)By,NVIDI...
Translated
![[Bonus available] Get benefits by predicting the closing price after Nvidia's stock split!](https://sgsnsimg.moomoo.com/sns_client_feed/181574186/20240605/1717576934502-d86dd32d90.jpeg/thumb?area=105&is_public=true)
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danji2
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$Tazmo(6266.JP$ I wonder if the stops will be higher tomorrow?? I think the financial results are good, but?? I wonder if it's no good ~ what do you guys think???
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danji2 : Thank you for always being there.