$Unum Group (UNM.US)$
UNM is particularly known as a leading insurance company in the field of disability insurance in the USA and UK.
Net assets per share increased by 20.4% compared to the same period last year.
UNM's PE is around 8.0 times, significantly below the industry average of 13.5 times. This indicates that UNM's stock price is undervalued relative to earnings.
UNM's core business insurance premium income is showing solid growth.
UNM maintains a holding company liquidity of 1.4 billion dollars and a capital ratio of approximately 470%.
UNM is particularly known as a leading insurance company in the field of disability insurance in the USA and UK.
Net assets per share increased by 20.4% compared to the same period last year.
UNM's PE is around 8.0 times, significantly below the industry average of 13.5 times. This indicates that UNM's stock price is undervalued relative to earnings.
UNM's core business insurance premium income is showing solid growth.
UNM maintains a holding company liquidity of 1.4 billion dollars and a capital ratio of approximately 470%.
Translated
4
$iShares 20+ Yr US Treasury Bd JPYHdg ETF (2621.JP)$
The current dividends for Koss Corp 2621 are as follows:
• Recent dividend amount: 10 yen (4 times a year)
• Annual dividend amount: 40 yen
• Dividends Yield: 3.50% (tax included).
One advantage of Koss Corp 2621's dividends over other funds is its stable dividends yield, providing an annual distribution of approximately 40 yen over the past 12 months, with a recent dividends yield of around 3.5%.
An investment in long-term USA Bonds of over 20 years provides the potential for relatively high yield due to the characteristics of long-term bonds.
Compared to Stocks ETFs, 2621, being a Bond ETF, offers high stability in dividends.
2621 conducts regular quarterly distributions in January, April, July, and October, providing stable cash flow.
The trust fee (including tax) is 0.154%, operating at a low cost with minimal cost burden on distributions.
2621 invests in US bonds for more than 20 years, allowing the benefit of stable yields specific to long-term bonds. Long-term bonds are generally considered to provide stable interest income, therefore, the stability as a source of dividends is high.
The current dividends for Koss Corp 2621 are as follows:
• Recent dividend amount: 10 yen (4 times a year)
• Annual dividend amount: 40 yen
• Dividends Yield: 3.50% (tax included).
One advantage of Koss Corp 2621's dividends over other funds is its stable dividends yield, providing an annual distribution of approximately 40 yen over the past 12 months, with a recent dividends yield of around 3.5%.
An investment in long-term USA Bonds of over 20 years provides the potential for relatively high yield due to the characteristics of long-term bonds.
Compared to Stocks ETFs, 2621, being a Bond ETF, offers high stability in dividends.
2621 conducts regular quarterly distributions in January, April, July, and October, providing stable cash flow.
The trust fee (including tax) is 0.154%, operating at a low cost with minimal cost burden on distributions.
2621 invests in US bonds for more than 20 years, allowing the benefit of stable yields specific to long-term bonds. Long-term bonds are generally considered to provide stable interest income, therefore, the stability as a source of dividends is high.
Translated
アキバのヨッシー
commented on
$NEXT FUNDS Nikkei225 HiDivYld Stk 50 ETF (1489.JP)$
ETF 1489 is suitable for a buy-and-hold strategy for long-term investment.
Because 1489 selects 50 high-dividend stocks from the components of the Nikkei Stock Average, stable dividend income can be expected in the long term. Looking at past performance, it has demonstrated a stable upward trend since inception, providing returns in both income and capital gains.
1489 has a relatively low expense ratio of 0.28%, which contributes to cost control and enhances total returns.
As of November 30, 2024, the total return of 1489 is as follows:
• 1 year: 18.37%
• 3 years (annual rate): 29.85%
• 5 years (annual rate): 19.02%
1489 selects the top 50 stocks with high dividend yields from the components of the Nikkei Stock Average, including relatively stable companies.
I think the reason for the stable distribution of 1489 is due to concentrated investment in large high dividend stocks.
ETF 1489 is suitable for a buy-and-hold strategy for long-term investment.
Because 1489 selects 50 high-dividend stocks from the components of the Nikkei Stock Average, stable dividend income can be expected in the long term. Looking at past performance, it has demonstrated a stable upward trend since inception, providing returns in both income and capital gains.
1489 has a relatively low expense ratio of 0.28%, which contributes to cost control and enhances total returns.
As of November 30, 2024, the total return of 1489 is as follows:
• 1 year: 18.37%
• 3 years (annual rate): 29.85%
• 5 years (annual rate): 19.02%
1489 selects the top 50 stocks with high dividend yields from the components of the Nikkei Stock Average, including relatively stable companies.
I think the reason for the stable distribution of 1489 is due to concentrated investment in large high dividend stocks.
Translated
2
1
If you are planning for retirement with a focus on stability and low risk, low return,
• US inflation-linked bonds: 45%
• FANG+: 10%
• Gold: 15%
• S&P 500: 30%
Considerations for determining the allocation ratio involve adjusting the proportions of FANG+ and S&P 500 based on the investor's own risk tolerance.
When high inflation risks are determined, increase the ratio of inflation-linked government bonds and gold.
• US inflation-linked bonds: 45%
• FANG+: 10%
• Gold: 15%
• S&P 500: 30%
Considerations for determining the allocation ratio involve adjusting the proportions of FANG+ and S&P 500 based on the investor's own risk tolerance.
When high inflation risks are determined, increase the ratio of inflation-linked government bonds and gold.
Translated
1
1
アキバのヨッシー
commented on
$Fujikura (5803.JP)$
Fujikura's stock price has risen more than 10 times in the past 4 years, significantly increasing and updating its all-time high since listing.
It is currently the top performer in terms of year-to-date growth among the Nikkei average constituent stocks.
It is being evaluated as a leading AI-related stock.
The main reason for the rise in Fujikura's stock price is the spread and expansion of AI technology, with the continuous growth in demand for datacenter-related products, and the strong sales of optical communication products in North America due to datacenter investments.
The performance forecast for the fiscal year ending March 2025 has been revised upward. It expects revenue of 880 billion yen (a 10.0% increase from the previous year), operating income of 103 billion yen (a 47.7% increase), and net income of 62 billion yen (a 21.5% increase).
The performance for the cumulative period of the second quarter of the fiscal year ending March 2024 is also favorable, with a 14.2% increase in revenue compared to the same period last year, and a 14.1% increase in net profit.
The reform plan launched during the management crisis in 2020 has succeeded, transforming the company into a high-profit enterprise.
Accelerating business selection and focus, we have strengthened competitiveness centered around our main optical fiber products.
The annual dividend estimate has been increased by 2 yen, reaching 67 yen (an increase of 12 yen compared to the previous period).
Fujikura's net income increased by 15.4% to 46.9 billion yen in the fiscal year ended March 31. Sales revenue increased by 6.2% to 605.7 billion yen, driven by strong demand for optical fibers, etc.
Fujikura's stock price has risen more than 10 times in the past 4 years, significantly increasing and updating its all-time high since listing.
It is currently the top performer in terms of year-to-date growth among the Nikkei average constituent stocks.
It is being evaluated as a leading AI-related stock.
The main reason for the rise in Fujikura's stock price is the spread and expansion of AI technology, with the continuous growth in demand for datacenter-related products, and the strong sales of optical communication products in North America due to datacenter investments.
The performance forecast for the fiscal year ending March 2025 has been revised upward. It expects revenue of 880 billion yen (a 10.0% increase from the previous year), operating income of 103 billion yen (a 47.7% increase), and net income of 62 billion yen (a 21.5% increase).
The performance for the cumulative period of the second quarter of the fiscal year ending March 2024 is also favorable, with a 14.2% increase in revenue compared to the same period last year, and a 14.1% increase in net profit.
The reform plan launched during the management crisis in 2020 has succeeded, transforming the company into a high-profit enterprise.
Accelerating business selection and focus, we have strengthened competitiveness centered around our main optical fiber products.
The annual dividend estimate has been increased by 2 yen, reaching 67 yen (an increase of 12 yen compared to the previous period).
Fujikura's net income increased by 15.4% to 46.9 billion yen in the fiscal year ended March 31. Sales revenue increased by 6.2% to 605.7 billion yen, driven by strong demand for optical fibers, etc.
Translated
17
1
アキバのヨッシー
commented on
$Axon Enterprise (AXON.US)$
Axon Enterprise's stock price has risen significantly in 2024 and has been highly valued by the market.
The year-to-date performance has increased by 137.03%, recording a return of 176.35% over the past year.
Sustainable growth rate: A revenue growth rate of 25-30% is considered to be sustainable in the long term.
The introduction of artificial intelligence technology is expected to lead to the offering of premium packages and expansion of market share.
Axon's total addressable market is estimated at $77 billion, with much of it still untapped.
Analysts highly value Axon's innovative product lineup, leadership in the public safety technology market, and growth potential through integration of AI technology.
The introduction of AI in Axon Enterprise is expected to bring innovative effects to law enforcement and public safety sectors.
With the AI-powered software Draft One, high-quality draft police reports can be created in seconds from body camera audio.
As a result, it is expected that the administrative work time of police officers will be reduced by more than one hour per day...
Axon Enterprise's stock price has risen significantly in 2024 and has been highly valued by the market.
The year-to-date performance has increased by 137.03%, recording a return of 176.35% over the past year.
Sustainable growth rate: A revenue growth rate of 25-30% is considered to be sustainable in the long term.
The introduction of artificial intelligence technology is expected to lead to the offering of premium packages and expansion of market share.
Axon's total addressable market is estimated at $77 billion, with much of it still untapped.
Analysts highly value Axon's innovative product lineup, leadership in the public safety technology market, and growth potential through integration of AI technology.
The introduction of AI in Axon Enterprise is expected to bring innovative effects to law enforcement and public safety sectors.
With the AI-powered software Draft One, high-quality draft police reports can be created in seconds from body camera audio.
As a result, it is expected that the administrative work time of police officers will be reduced by more than one hour per day...
Translated
6
1
アキバのヨッシー
commented on
$iShares TIPS Bond ETF (TIP.US)$
TIPS principal rises in line with the inflation rate.
Interest payments also increase based on the inflation-adjusted principal.
Even with negative interest rates, TIPS adjust the principal in line with inflation, thus maintaining the protection of purchasing power.
Even with negative interest rates, the main goal of providing protection against inflation is indeed achieved.
When inflation rises, the principal value of TIPS may increase, and there is a potential for capital gains to be obtained.
Even with negative interest rates, there is a possibility of achieving returns that exceed the inflation rate.
Due to the low correlation with other asset classes, TIPS can be expected to have a diversification effect.
In the short term, even with negative interest rates, the long-term expectation is the effect of inflation protection.
TIPS principal rises in line with the inflation rate.
Interest payments also increase based on the inflation-adjusted principal.
Even with negative interest rates, TIPS adjust the principal in line with inflation, thus maintaining the protection of purchasing power.
Even with negative interest rates, the main goal of providing protection against inflation is indeed achieved.
When inflation rises, the principal value of TIPS may increase, and there is a potential for capital gains to be obtained.
Even with negative interest rates, there is a possibility of achieving returns that exceed the inflation rate.
Due to the low correlation with other asset classes, TIPS can be expected to have a diversification effect.
In the short term, even with negative interest rates, the long-term expectation is the effect of inflation protection.
Translated
5
3
アキバのヨッシー
liked and commented on
$Japan Physical Silver ETF (1542.JP)$
When comparing the performance of 1540 pure gold listed trusts and 1542 pure silver listed trusts, 1542 pure silver listed trusts surpass 1540 pure gold listed trusts in terms of 1-year and year-to-date returns, but 1540 pure gold listed trusts are superior in terms of 3-year returns. In terms of 5-year returns, pure silver is slightly higher. Since pure gold has a lower cost ratio, it is advantageous when considering long-term operating costs.
Purchasing a 1542 pure silver listed trust when the yen depreciates and the dollar is appreciating may be an advantageous choice in terms of reducing exchange risk and suppressing fees.
When comparing the performance of 1540 pure gold listed trusts and 1542 pure silver listed trusts, 1542 pure silver listed trusts surpass 1540 pure gold listed trusts in terms of 1-year and year-to-date returns, but 1540 pure gold listed trusts are superior in terms of 3-year returns. In terms of 5-year returns, pure silver is slightly higher. Since pure gold has a lower cost ratio, it is advantageous when considering long-term operating costs.
Purchasing a 1542 pure silver listed trust when the yen depreciates and the dollar is appreciating may be an advantageous choice in terms of reducing exchange risk and suppressing fees.
Translated
6
3
1540 Pure gold listed trust (physical domestic storage type)
アキバのヨッシー
commented on
$iShares Bitcoin Trust (IBIT.US)$
The main reason for the rapid increase in funds flowing into bitcoin etfs is
Recently, bitcoin has reached an all-time high in the $93,000 range, increasing investor interest
As the price rises, the asset value of the etfs is also increasing.
Due to the small average trade size of etfs, the barrier to bitcoin investment is lowered by etfs, making it easier to participate.
There is a growing expectation that crypto etfs-friendly policies will be implemented due to expectations of President Trump's reelection.
Major financial institutions are increasing their investment in bitcoin etfs, with Goldman Sachs and others expanding their shareholding.
Products such as blackrock's IBIT, which are low-cost and highly liquid, have emerged, expanding the options available.
Expectations are rising for the future as bitcoin grows to become the 7th largest asset in the world.
Following the success of the Bitcoin ETF, expectations for Ethereum ETF are also rising, pushing up the overall cryptocurrency ETF market.
The main reason for the rapid increase in funds flowing into bitcoin etfs is
Recently, bitcoin has reached an all-time high in the $93,000 range, increasing investor interest
As the price rises, the asset value of the etfs is also increasing.
Due to the small average trade size of etfs, the barrier to bitcoin investment is lowered by etfs, making it easier to participate.
There is a growing expectation that crypto etfs-friendly policies will be implemented due to expectations of President Trump's reelection.
Major financial institutions are increasing their investment in bitcoin etfs, with Goldman Sachs and others expanding their shareholding.
Products such as blackrock's IBIT, which are low-cost and highly liquid, have emerged, expanding the options available.
Expectations are rising for the future as bitcoin grows to become the 7th largest asset in the world.
Following the success of the Bitcoin ETF, expectations for Ethereum ETF are also rising, pushing up the overall cryptocurrency ETF market.
Translated
8
2
アキバのヨッシー
commented on
$iShares Bitcoin Trust (IBIT.US)$
IBIT's total assets have exceeded $40 billion (approximately 6 trillion yen), surpassing all ETFs established in the past 10 years.
IBIT currently boasts an asset size ranking within the top 1% of all ETFs.
In terms of the amount of funds inflows in 2024, IBIT ranks 4th among all ETFs in the USA. The year-to-date fund inflows have exceeded 28 billion dollars, with IBIT being the only one among the top 10 crypto-related ETFs.
IBIT has recorded an increase of over 50% since the beginning of 2024, significantly outperforming major equity indices including VOO.
IBIT recorded inflows of over $19 billion in 2024, becoming the second largest after VOO.
Bitcoin and gold are both seen as hedges against inflation and safe assets, but their correlation is relatively low.
During market stress, GDLM tends to show more stable movements.
There is a certain correlation between Bitcoin and the stock market, but IBIT's price fluctuations tend to be larger than VOO's.
With the re-election of President Trump, a favorable regulatory environment for cryptocurrencies has been established, leading to IBIT's...
IBIT's total assets have exceeded $40 billion (approximately 6 trillion yen), surpassing all ETFs established in the past 10 years.
IBIT currently boasts an asset size ranking within the top 1% of all ETFs.
In terms of the amount of funds inflows in 2024, IBIT ranks 4th among all ETFs in the USA. The year-to-date fund inflows have exceeded 28 billion dollars, with IBIT being the only one among the top 10 crypto-related ETFs.
IBIT has recorded an increase of over 50% since the beginning of 2024, significantly outperforming major equity indices including VOO.
IBIT recorded inflows of over $19 billion in 2024, becoming the second largest after VOO.
Bitcoin and gold are both seen as hedges against inflation and safe assets, but their correlation is relatively low.
During market stress, GDLM tends to show more stable movements.
There is a certain correlation between Bitcoin and the stock market, but IBIT's price fluctuations tend to be larger than VOO's.
With the re-election of President Trump, a favorable regulatory environment for cryptocurrencies has been established, leading to IBIT's...
Translated
12
1
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)