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● $Toyota Motor (7203.JP)$is scheduled to announce financial results for the first quarter (April-June) of the fiscal year ending 2025/3 on 8/1.
● By company for the fiscal year ending 2025/3The full-year earnings forecast is often viewed as a “conservative figure” in the market. The first quarter financial results are assumed to exceed the full-year forecast divided into 4 equal partsIt will be done.
● The estimated exchange rate is 1 dollar = 145 yen, but during the period 1 dollar = 150 yen range,Foreign exchange gains also boost performanceSeems like that. HoweverThe yen is currently appreciating, and if the appreciation of the yen continues, it will lead to a decrease in exchange gains from the 2nd quarter onwards。
● Following the fact that certification fraud issues by group companies were discovered one after another until fiscal year 23, certification fraud was also revealed at Toyota itself in 24/6.Production of some models continues to be suspended, and there will be an impact from the 2nd quarter onwardsThat is unavoidable.
● Amid the headwinds of a decline in domestic production due to certification fraud issues and an appreciation of the yen, how much “savings” were made in the first quarter is likely to have a big impact on Toyota's full-year results for fiscal year 24.
● Evaluated by 17 analysts...
● By company for the fiscal year ending 2025/3The full-year earnings forecast is often viewed as a “conservative figure” in the market. The first quarter financial results are assumed to exceed the full-year forecast divided into 4 equal partsIt will be done.
● The estimated exchange rate is 1 dollar = 145 yen, but during the period 1 dollar = 150 yen range,Foreign exchange gains also boost performanceSeems like that. HoweverThe yen is currently appreciating, and if the appreciation of the yen continues, it will lead to a decrease in exchange gains from the 2nd quarter onwards。
● Following the fact that certification fraud issues by group companies were discovered one after another until fiscal year 23, certification fraud was also revealed at Toyota itself in 24/6.Production of some models continues to be suspended, and there will be an impact from the 2nd quarter onwardsThat is unavoidable.
● Amid the headwinds of a decline in domestic production due to certification fraud issues and an appreciation of the yen, how much “savings” were made in the first quarter is likely to have a big impact on Toyota's full-year results for fiscal year 24.
● Evaluated by 17 analysts...
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Summary
エヌビディア:支配的地位維持で、業績拡大続くか
Products equipped with Blackwell, including "B200", are scheduled to be provided to tech giants in the latter half of this year. Therefore, the contribution to performance will start from 2025 (by January 2026, NVIDIA will report earnings).Products equipped with Blackwell, including "B200", are scheduled to be provided to tech giants in the latter half of this year. Therefore,the contribution to performance will start from 2025(by January 2026, NVIDIA will report earnings)Considering the ongoing investment in AI by major tech companies, NVIDIA's performance growth is expected to continue.
Stock priceDue to the rapid riseThere is expected to be fluctuations due to profit-taking selling pressure, end-of-period position adjustments, and movements aimed at the $1,000 level.However,Considering that the valuation is at the historical average level (not expensive), it would be a good opportunity to buy on the dips during adjustments.
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$NVIDIA (NVDA.US)$Jensen Huang, CEO of Nvidia.Spoke passionately about AI generation in front of an audience of over 0.01 million people at the keynote speech of "GTC 2024" on March 18.Emphasized the development of the world's most powerful AI semiconductors.、At the event, Nvidia unveiled its strongest AI semiconductors.On that day, Nvidia's stock price remained 0.7% higher.
エ...
エヌビディア:支配的地位維持で、業績拡大続くか
Products equipped with Blackwell, including "B200", are scheduled to be provided to tech giants in the latter half of this year. Therefore, the contribution to performance will start from 2025 (by January 2026, NVIDIA will report earnings).Products equipped with Blackwell, including "B200", are scheduled to be provided to tech giants in the latter half of this year. Therefore,the contribution to performance will start from 2025(by January 2026, NVIDIA will report earnings)Considering the ongoing investment in AI by major tech companies, NVIDIA's performance growth is expected to continue.
Stock priceDue to the rapid riseThere is expected to be fluctuations due to profit-taking selling pressure, end-of-period position adjustments, and movements aimed at the $1,000 level.However,Considering that the valuation is at the historical average level (not expensive), it would be a good opportunity to buy on the dips during adjustments.
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$NVIDIA (NVDA.US)$Jensen Huang, CEO of Nvidia.Spoke passionately about AI generation in front of an audience of over 0.01 million people at the keynote speech of "GTC 2024" on March 18.Emphasized the development of the world's most powerful AI semiconductors.、At the event, Nvidia unveiled its strongest AI semiconductors.On that day, Nvidia's stock price remained 0.7% higher.
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Among the magnificent seven huge tech giants that have been leading the rise in US stocks,"losers"have emerged.two companies, Apple and Tesla,Indeed.
Let's take a look at the year-to-date performance of the Magnificent Seven (until 3/21). $NVIDIA (NVDA.US)$Increased by 85%, maintaining its position as the leader among star performers, following last year. Next, $Meta Platforms (META.US)$ increased by 43%, $Amazon (AMZN.US)$ increased by 17%, $Microsoft (MSFT.US)$rose by 14%, $Alphabet-A (GOOGL.US)$ increased by 6%. On the other hand, $Apple (AAPL.US)$ decreased by 11%, $Tesla (TSLA.US)$dropped by 30%, highlighting the decline.
そもそもなぜ、テスラとアップルの株価は下落したのか?
両社の共通点を探ってみると、Reasons for the declineが浮かび上...
Let's take a look at the year-to-date performance of the Magnificent Seven (until 3/21). $NVIDIA (NVDA.US)$Increased by 85%, maintaining its position as the leader among star performers, following last year. Next, $Meta Platforms (META.US)$ increased by 43%, $Amazon (AMZN.US)$ increased by 17%, $Microsoft (MSFT.US)$rose by 14%, $Alphabet-A (GOOGL.US)$ increased by 6%. On the other hand, $Apple (AAPL.US)$ decreased by 11%, $Tesla (TSLA.US)$dropped by 30%, highlighting the decline.
そもそもなぜ、テスラとアップルの株価は下落したのか?
両社の共通点を探ってみると、Reasons for the declineが浮かび上...
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Columns Follow Warren Buffett's path to success! Build your own portfolio with a stock selection strategy.
There are companies in the world.There are 60,000 listed companies.Exist!
It is difficult to select stocks after thoroughly researching all companies. So let's take a look at the stock selection philosophy of renowned investors.He is known as the mentor of Warren Buffett and is strongly influenced by Benjamin Graham, the father of value investment.1. Choose companies that you can understand.
Warren Buffett emphasizes the importance of deep understanding of companies. By understanding the business model and industry of the investment target, it is possible to minimize risks and make accurate investment decisions. One reason Buffett succeeded in investing in Coca-Cola was that it was a familiar product and easy to understand the business.
2. Select high-quality companies.
2. Select high-quality companies
Buffett focuses on high-quality companies that are strong competitors and generate sustainable profits. Companies with competitive advantages such as strong brands can withstand market fluctuations and can expect stable growth.
Emphasis on the quality of CEOs and management teams.
The presence of excellent management teams is essential for the success of a company. Buffett evaluates the quality of CEOs and management teams and invests in companies with reliable and visionary leadership.
4. Stock price is often different from actual value.
It is difficult to select stocks after thoroughly researching all companies. So let's take a look at the stock selection philosophy of renowned investors.He is known as the mentor of Warren Buffett and is strongly influenced by Benjamin Graham, the father of value investment.1. Choose companies that you can understand.
Warren Buffett emphasizes the importance of deep understanding of companies. By understanding the business model and industry of the investment target, it is possible to minimize risks and make accurate investment decisions. One reason Buffett succeeded in investing in Coca-Cola was that it was a familiar product and easy to understand the business.
2. Select high-quality companies.
2. Select high-quality companies
Buffett focuses on high-quality companies that are strong competitors and generate sustainable profits. Companies with competitive advantages such as strong brands can withstand market fluctuations and can expect stable growth.
Emphasis on the quality of CEOs and management teams.
The presence of excellent management teams is essential for the success of a company. Buffett evaluates the quality of CEOs and management teams and invests in companies with reliable and visionary leadership.
4. Stock price is often different from actual value.
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Good morning to all Moomoo users!Here are the key points of the early morning report today.
Tokyo stock market forecast range: Japan market closed for holiday (Labor Thanksgiving Day).
Michigan University's 1-year ahead expected inflation confirmed value for November in the US, accelerating to 4.5%.
● Initial claims for unemployment insurance in the United States saw a significant decrease since June - the number of continuing claimants decreased for the first time in 2 months.
● Durable goods orders in the USA decreased more than expected in October due to a decrease in orders for civilian aircraft.
● Concerns remain for US companies as they cannot shake off worries about deteriorating performance - although there was a 4% increase in profit in the previous quarter.
● Tesla recognizes defects in 'self-driving' technology - judge acknowledges doubts in lawsuit.
moomoo news zeber
Market Overview
On the 23rd, the Dow Inc. Industrial Average ended trading at 35,273.03 dollars, up 184.74 dollars. The Nasdaq Composite Index, which has a high percentage of technology stocks, closed at 14,265.86, up 65.88 points. The S&P 500, which consists of 500 major US stocks, closed at 4,556.62, up 18.43 points. The Japanese market was closed for the holiday (Labor Thanksgiving Day).
Top News
In November, US Michigan University's one-year ahead inflation expectations confirmed at 4.5%, accelerating growth.
US Michigan...
Tokyo stock market forecast range: Japan market closed for holiday (Labor Thanksgiving Day).
Michigan University's 1-year ahead expected inflation confirmed value for November in the US, accelerating to 4.5%.
● Initial claims for unemployment insurance in the United States saw a significant decrease since June - the number of continuing claimants decreased for the first time in 2 months.
● Durable goods orders in the USA decreased more than expected in October due to a decrease in orders for civilian aircraft.
● Concerns remain for US companies as they cannot shake off worries about deteriorating performance - although there was a 4% increase in profit in the previous quarter.
● Tesla recognizes defects in 'self-driving' technology - judge acknowledges doubts in lawsuit.
moomoo news zeber
Market Overview
On the 23rd, the Dow Inc. Industrial Average ended trading at 35,273.03 dollars, up 184.74 dollars. The Nasdaq Composite Index, which has a high percentage of technology stocks, closed at 14,265.86, up 65.88 points. The S&P 500, which consists of 500 major US stocks, closed at 4,556.62, up 18.43 points. The Japanese market was closed for the holiday (Labor Thanksgiving Day).
Top News
In November, US Michigan University's one-year ahead inflation expectations confirmed at 4.5%, accelerating growth.
US Michigan...
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This year, I have seen the news on television and the headlines in newspapers multiple times that interest rates have been rising in both Japan and the United States. "Interest rates" can be short-term rates and long-term rates.
Short-term interest rates are the rates determined by the financial authorities of each country, so they are called "policy rates". On the other hand, long-term interest rates are strongly influenced by the real interest rates of government bonds. When long-term interest rates rise, it directly affects the lives of general consumers as the loan interest rates for buying automobiles and real estate also increase. If the loan interest rates for buying automobiles and properties such as houses rise, it becomes more difficult to buy automobiles and real estate. Therefore, the rise in long-term interest rates becomes a headwind for the automobile and real estate industries in terms of performance.
On the other hand, it has been said that the rise in interest rates boosts profits for banks that lend money. Let's first take a look at the stock price of American mega banks.
Figure 1 shows the stock price chart of the American mega bank "Bank of America". The left end of the chart shows the recent stock price as of January 2022. The yellow line in the chart represents the 200-day moving average. Television programs covering stock investments in Japan and the United States...
Short-term interest rates are the rates determined by the financial authorities of each country, so they are called "policy rates". On the other hand, long-term interest rates are strongly influenced by the real interest rates of government bonds. When long-term interest rates rise, it directly affects the lives of general consumers as the loan interest rates for buying automobiles and real estate also increase. If the loan interest rates for buying automobiles and properties such as houses rise, it becomes more difficult to buy automobiles and real estate. Therefore, the rise in long-term interest rates becomes a headwind for the automobile and real estate industries in terms of performance.
On the other hand, it has been said that the rise in interest rates boosts profits for banks that lend money. Let's first take a look at the stock price of American mega banks.
Figure 1 shows the stock price chart of the American mega bank "Bank of America". The left end of the chart shows the recent stock price as of January 2022. The yellow line in the chart represents the 200-day moving average. Television programs covering stock investments in Japan and the United States...
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Recently, rising yields on US bonds have become a big topic of conversation. In particular, the news that US 10-year bond yields temporarily exceeded 5% on October 23 brought great turmoil to the market. But what do US bonds actually look like? This time, I will briefly tell you the basics of US bonds.
What are US bonds
US bonds are bonds issued by the American government. This is a security that promises to be repaid to our investors with interest rates in the future when the government borrows funds. In general, it is unlikely that the US government's finances will go bankrupt, so it is regarded as a low-risk, safe asset, and has garnered the trust of investors around the world.
Relationship between yield and price
As yields on US bonds rise, the price of existing bonds falls. Because new bonds offer higher interest, existing bonds (lower interest) lose their appeal. Conversely, if yields fall, prices will rise.
In addition to having a high circulation volume, US bonds also have a strong influence on the market, and they are also a standard for deciding loan and deposit interest rates and corporate bond issuance conditions for banks within the United States. Interest rates are the momentum for investment by companies and investors, and the level of mortgages...
What are US bonds
US bonds are bonds issued by the American government. This is a security that promises to be repaid to our investors with interest rates in the future when the government borrows funds. In general, it is unlikely that the US government's finances will go bankrupt, so it is regarded as a low-risk, safe asset, and has garnered the trust of investors around the world.
Relationship between yield and price
As yields on US bonds rise, the price of existing bonds falls. Because new bonds offer higher interest, existing bonds (lower interest) lose their appeal. Conversely, if yields fall, prices will rise.
In addition to having a high circulation volume, US bonds also have a strong influence on the market, and they are also a standard for deciding loan and deposit interest rates and corporate bond issuance conditions for banks within the United States. Interest rates are the momentum for investment by companies and investors, and the level of mortgages...
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To celebrate the start of the US stock trading service, we are currently running a campaign! Check it out now>>
In commemoration of the start of the service, Francisco Izawa, President and CEO of moomoo SecuritiesandProminent investor @PAN-USMr. PANwill passionately discuss the future of the US stock market. Additionally, they will explain the appeal of US stock trading on moomoo Securities.
Date and Time: September 20th (Wednesday), starting at 20:30.
In this dialogue, we will delve into the following points:
- Latest outlook of the U.S. stock market
- Trends in AI-related stocks and investment points
- Finding stocks with potential after NVIDIA
- The appeal of trading U.S. stocks on moomoo Securities
Special project
@PAN-USPAN-san will reveal his investment philosophy and how he finds promising stocks. Viewers will also have a chance to get the "AI Investment Guide" report, which includes information on PAN-san's selected 5 stocks to watch!
Now recruiting!
At the end of the live broadcast, PAN-san will answer questions from viewers through a random selection. If you have any questions, please submit them in the comments section in advance.
Don't miss the live broadcast! m...
In commemoration of the start of the service, Francisco Izawa, President and CEO of moomoo SecuritiesandProminent investor @PAN-USMr. PANwill passionately discuss the future of the US stock market. Additionally, they will explain the appeal of US stock trading on moomoo Securities.
Date and Time: September 20th (Wednesday), starting at 20:30.
In this dialogue, we will delve into the following points:
- Latest outlook of the U.S. stock market
- Trends in AI-related stocks and investment points
- Finding stocks with potential after NVIDIA
- The appeal of trading U.S. stocks on moomoo Securities
Special project
@PAN-USPAN-san will reveal his investment philosophy and how he finds promising stocks. Viewers will also have a chance to get the "AI Investment Guide" report, which includes information on PAN-san's selected 5 stocks to watch!
Now recruiting!
At the end of the live broadcast, PAN-san will answer questions from viewers through a random selection. If you have any questions, please submit them in the comments section in advance.
Don't miss the live broadcast! m...
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米株市場の展望とAI関連株、NVIDIAの次に来る株は?
Sep 20 06:30
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181650672 : Isn't 50 billion yen ✕ 10 (yen depreciation) ÷ 4 (since it's a quarter) = 100 billion yen or more?