Hello, moomoo users!Good job on the closing bell. Here is today's overview of the stock market. Thank you.
● The Nikkei Average closed at 38,349.06 yen, up 214.09 yen from the previous trading day.
● The supplementary budget proposal for this fiscal year includes an additional issuance of over 66 trillion 600 billion yen in government bonds.
MetaPlanet - significantly higher adopted in blockchain-related ETF.
Yen sharply weakened, tension eased with the US and Mexico over tariffs, Trump: 'Mexican president agrees to stop immigrants.'
Toyota Motor - rebound after 3 days, global passenger carried in October increased by 1.4%, exceeding previous year for the first time in 5 months.
NTT Data - acquisition of Indian company, a top partner of Google Cloud, in deadlock.
Hot Stocks: $Toyota Motor (7203.JP)$、 $Metaplanet (3350.JP)$、 $Sumitomo Mitsui Trust Group (8309.JP)$、 $Tokyo Electron (8035.JP)$etc...

Top 5 Trading CompaniesMarch 25th Fiscal Year 20XX Second Quarter Consolidated Earnings Report (During the April to September period of the 24th year) due to the price decline of raw materials such as coal and metal resources used in steelmaking $Mitsui (8031.JP)$and $Sumitomo (8053.JP)$etc.Three companies experienced a decrease in profit compared to the same period of the previous year. On the other hand, one company saw an increase in profit $Mitsubishi (8058.JP)$due to Lawson's shareholder's equity revaluation gains and partial sale gains from the coal businessOne-time profitContributed. $ITOCHU (8001.JP)$Convenience stores like "FamilyMart" and related to DescenteOne-time profitsecured an increase.
The stock prices of each company have fallen significantly since spring and summer, and whether Warren Buffett-led $Berkshire Hathaway-A (BRK.A.US)$buying spree is under scrutiny, but so far there are no signs of such activity. Berkshire isexpected to invest in Japanese stocks with funds raised in October, and whether it will increase its holdings in trading companies, which have been weak due to falling resources prices, or allocate funds to new investment targets...

「AI demand is real.」― $Taiwan Semiconductor (TSM.US)$Management spoke forcefully at the earnings call on the 17th. USA $NVIDIA (NVDA.US)$The company, which outsources the production of image processing semiconductors (GPUs), announced its earnings for the July-September period of the fiscal year 24.Sales and net profits both hit record highs due to strong demand for AI semiconductors.The strength of AI demand was reaffirmed in the market, and Nvidia's stock price reached a new high for the first time in about 4 months on the same day.However, on the following day, the 18th, some TSMC-related stocks showed positive movements in the Tokyo stock market.It was done.
On the other hand, in the Tokyo stock market on the following day, the 18th, some TSMC-related stocks showed positive movements, while a major manufacturing equipment company in the Netherlands did not participate in the positive trend. $ASML Holding (ASML.US)$Regarding etcEarnings below expectationsand, Concerns about US export restrictions on china persist, and many related stocks had a subdued response.At the end of this month, during the earnings announcements of major US tech companies such as
the uncertainty surrounding AI demand is further dissipated $Microsoft (MSFT.US)$upon this month-end earnings call by major US tech companiesAI需要の不透...

$Taiwan Semiconductor (TSM.US)$ofThe performance is favorable.On July 10, the revenue for June, which was announced, increased by 32.9% compared to the same month of the previous year, setting a new record for the same month.For the period from April to June, the revenue increased by 40% compared to the same period of the previous year, significantly exceeding the market's forecasted growth of 35.5%.The strength of TSMC, the world's largest foundry (semiconductor contract manufacturer), suggests that the boom in AI investment continues.TSMC's revenue is announced before the earnings report, making it a leading indicator of performance not only for TSMC itself, but also for related companies.Said.
From the perspective of the supply chain,Exceeding TSMC's financial estimates could indicate the following two points:。
1) Strong business from major customers ordering from TSMC
2) Not only TSMC, but also its major suppliers are performing well.
So this time,We will check the leading stocks in the U.S. and Japan from TSMC's customers and suppliers.We will also confirm the recent trends of each company.earnings outlook and stock prices...

The consolidated financial results for the fiscal year ending 2014/3 of the five major trading companiesDecline in resource pricesDue to the effects of4 companies reduced profitsIt became. About the fiscal year ending 25/3Non-resource businessIs strong $ITOCHU (8001.JP)$While 3 companies, etc. anticipate an increase in profit, $Mitsubishi (8058.JP)$etc., 2 companies predicted a decline in profit,Light and darkhas split. However, company-wideActive stance on shareholder returnsIt has rather strengthened, and the total return amount combined with dividends from the five companies and stock buybacks has risen to a record high of 1.9 trillion yen. There is also a possibility that investment by activist funds had an impact in part.
A US investment company that holds approximately 9% of the issued shares of 5 companies $Berkshire Hathaway-A (BRK.A.US)$Warren Buffett, a famous investor, talked about investing in Japanese trading companies at the company's annual general shareholders' meeting on the 4th of this month”Very satisfied” (Jiji Press) said. Previously, he suggested holding up to 9.9%,Room for additional investmentThere's still more left. A business with room for an increase...

Hello moomoo users!Thank you for your hard work until the closing bell. Here is today's stock market overview. Thank you in advance.
Nikkei Average ended at 38,236.07 yen, down 37.98 yen from the previous trading day.
Forex traders who sacrifice their holidays are anxious about the risk of yen intervention even in the second half of Golden Week.
Bonds are slightly higher, with futures turning lower following comments by the Federal Reserve Chairman and a decline in US interest rates.
Yuu Shoji aims for a ROE of 12% or more and a total payout ratio of 40% or more in its new medium-term management plan.
Hot stocks: $Sumitomo (8053.JP)$、 $Rakuten Group (4755.JP)$、 $Mitsubishi (8058.JP)$
- Moomoo News Japan Stocks Zeber
Market Overview
The Nikkei Stock Average closed at 38,236.07 yen, down 37.98 yen from the previous trading day, while the Tokyo Stock Price Index (TOPIX) ended at 2,728.53, down 0.87 points.
Top News
Forex traders who give up their holidays are at risk of re-intervention in the yen - a tense situation in the second half of Golden Week.
Foreign exchange market participants are preparing for central bank intervention during the second half of Golden Week by sacrificing their holidays.