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In the earnings announcements of major semiconductor-related stocks released from July to early AugustGrowth in AI-related businesses has been prominent, raising expectations for a V-shaped recovery in performance.Although the Tokyo stock market experienced a major crash in early August, there has also been observed buying opportunities for related stocks.On August 29th at 5:20 AM Japan time, the earnings report of the US semiconductor giant $NVIDIA (NVDA.US)$will have an impact not only on domestic related stocks but also on the Nikkei Stock Average itself.It is expected that the earnings report will affect not only domestic related stocks but also the Nikkei Stock Average itself.These are the main semiconductor-related stocks with a high weight (composition ratio) in the Nikkei Stock Average.I checked the key points of the settlement and the current stock price, as well as the analysts' views. (Note: Only Laser Tech announced the 4th quarter and full-year results for the fiscal year ending June 2024, others announced the 1st quarter results for the fiscal year ending March 2025)
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Early upward revision in the 1st quarter
Generating good performance for AI and others, already at the 1st quarter stage $Tokyo Electron (8035.JP)$、 $Advantest (6857.JP)$ 、 $Screen Holdings (7735.JP)$Three companies have upward revisions...
Generating good performance for AI and others, already at the 1st quarter stage $Tokyo Electron (8035.JP)$、 $Advantest (6857.JP)$ 、 $Screen Holdings (7735.JP)$Three companies have upward revisions...
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![Semiconductors and AI are performing well, showing a V-shaped recovery! There is plenty of room for stock price revisions! Keep an eye on these three stocks that have already raised their earnings forecasts in the first quarter [earnings summary].](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240815/d84aa0fab1e2eaba53b10b99e143a0d0.png/thumb?area=105&is_public=true)
![Semiconductors and AI are performing well, showing a V-shaped recovery! There is plenty of room for stock price revisions! Keep an eye on these three stocks that have already raised their earnings forecasts in the first quarter [earnings summary].](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240815/4e521f17cd3899877142f41bdf644cd6.jpg/thumb?area=105&is_public=true)
![Semiconductors and AI are performing well, showing a V-shaped recovery! There is plenty of room for stock price revisions! Keep an eye on these three stocks that have already raised their earnings forecasts in the first quarter [earnings summary].](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240815/c233fa8e6c261702a19422acd779d692.jpg/thumb?area=105&is_public=true)
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$OSE Nikkei 225 Futures(DEC4) (NK225main.JP)$
Why are the stocks falling? 😭
Why are the stocks falling? 😭
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$Taiwan Semiconductor (TSM.US)$
take a look at it now... I'll say it to my teacher! That's because they say they've been bullied!
take a look at it now... I'll say it to my teacher! That's because they say they've been bullied!
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Good morning to all Moomoo users!![]()
Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 0.04 million 1000 yen - 0.04 million 1500 yen (12th closing price 0.04 million1190 yen 68 sen)
● Chairman Powell is confident in controlling inflation as the possibility that Mr. Trump will return is increasing
● Sales in India, where Apple and iPhone shipments began to increase in the April-June fiscal year, also reached a record high
●Goldman succeeded in focusing on increasing sales and profits in the April-6 fiscal year
● Super Micro rose to become a stock calculated by the NASDAQ 100 Index
● In anticipation of the return of Mr. Trump, who is buying stronger in virtual currency-related stocks
-MOOMOO NEWS Amelia
Market Overview
The US NY Dow on the 15th of the week rose by 210.82 dollars to 40211.72, the Nasdaq Composite Index rose 74.12 points to 18472.57, and the Chicago Nikkei 225 futures were 41090 yen, 80 yen lower than the Osaka Japan-China ratio. Today's Nikkei Average is expected to clash.
Top news
The possibility that Mr. Trump will return is increasing, Chairman Powell is confident in controlling inflation
Former US President Trump's dark weekend...
● [Tokyo Stock Exchange Rate Forecast Range] 0.04 million 1000 yen - 0.04 million 1500 yen (12th closing price 0.04 million1190 yen 68 sen)
● Chairman Powell is confident in controlling inflation as the possibility that Mr. Trump will return is increasing
● Sales in India, where Apple and iPhone shipments began to increase in the April-June fiscal year, also reached a record high
●Goldman succeeded in focusing on increasing sales and profits in the April-6 fiscal year
● Super Micro rose to become a stock calculated by the NASDAQ 100 Index
● In anticipation of the return of Mr. Trump, who is buying stronger in virtual currency-related stocks
-MOOMOO NEWS Amelia
Market Overview
The US NY Dow on the 15th of the week rose by 210.82 dollars to 40211.72, the Nasdaq Composite Index rose 74.12 points to 18472.57, and the Chicago Nikkei 225 futures were 41090 yen, 80 yen lower than the Osaka Japan-China ratio. Today's Nikkei Average is expected to clash.
Top news
The possibility that Mr. Trump will return is increasing, Chairman Powell is confident in controlling inflation
Former US President Trump's dark weekend...
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![[Morning Report] Bitcoin continues to grow drastically as the possibility that Mr. Trump will return is increasing, and Apple is at a high price since listing](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240716/1721080660663-d63ca0f7c3.png/thumb?area=105&is_public=true)
![[Morning Report] Bitcoin continues to grow drastically as the possibility that Mr. Trump will return is increasing, and Apple is at a high price since listing](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240716/1721082978901-ca5cc92ee7.png/thumb?area=105&is_public=true)
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$Taiwan Semiconductor (TSM.US)$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...
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...
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While Japan is facing a situation where the Bank of Japan is considering additional rate hikes due to yen depreciation, the rest of the world is shifting towards a global interest rate cut.Considering investments in overseas bondsWouldn't it be good to shift focus to overseas bond investments?Among overseas bond ETFs, there are not a few stocks that are updating their all-time highs at the moment.。
The characteristic of bond investment compared to stocks is that it provides stable yields (dividends) while having small price fluctuations, so the expectation of price increase is low. However, with the decrease in interest rates,In a low-interest rate environment, bond prices are expected to rise, so not only can you expect regular income gains, but also capital gains.Furthermore, if the depreciation of the yen continues, foreign bond ETFs will be in an "unparalleled" state.Therefore, starting from July 2023,There is a possibility of a 24% to 26% increase in revenue compared to the previous year in 2024.
Therefore, let's pick up stocks that have a return on investment in the past year (annual dividend yield + year-to-date return - trust fee) that exceeds 10% from July 2023.Select stocks with an investment return in the past year (annual distribution yield + year-to-date change rate - trust fee) of over 10%Among these,Introducing 3 bond ETFs that are eligible for investment in the growth investment frame of the new NISAThe deviation from the closing price of 2,371 yen on the 9th is about Introducing 5 dollar-denominated bond ETFs listed on the US market (comprising 2 types: risk-controlled and high-yield) with monthly distributions...
The characteristic of bond investment compared to stocks is that it provides stable yields (dividends) while having small price fluctuations, so the expectation of price increase is low. However, with the decrease in interest rates,In a low-interest rate environment, bond prices are expected to rise, so not only can you expect regular income gains, but also capital gains.Furthermore, if the depreciation of the yen continues, foreign bond ETFs will be in an "unparalleled" state.Therefore, starting from July 2023,There is a possibility of a 24% to 26% increase in revenue compared to the previous year in 2024.
Therefore, let's pick up stocks that have a return on investment in the past year (annual dividend yield + year-to-date return - trust fee) that exceeds 10% from July 2023.Select stocks with an investment return in the past year (annual distribution yield + year-to-date change rate - trust fee) of over 10%Among these,Introducing 3 bond ETFs that are eligible for investment in the growth investment frame of the new NISAThe deviation from the closing price of 2,371 yen on the 9th is about Introducing 5 dollar-denominated bond ETFs listed on the US market (comprising 2 types: risk-controlled and high-yield) with monthly distributions...
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$NVIDIA (NVDA.US)$ The market is up a little bit before opening! A little relief. I hope it continues to go up 😊
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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 39173.15 yen, 368.50 yen higher than the previous business day
● Financial stocks led the way, TOPIX had the biggest rate of increase in June, and bonds fell
● Approaching large stocks and value stocks, and buying Toyota is drastically high every day
● Cryptocurrency is also emerging as a new “trump trade” - Bernstein
● Weakness of yen, possibility that it will progress more than expected = BofA
● Hitachi stock has been high since listing, the total market value is 16 trillion yen, and stock buybacks are expected
● Attention to the handle: $Toyota Motor (7203.JP)$、 $Hitachi (6501.JP)$、 $Keisei Electric Railway (9009.JP)$
ー MooMoo News Japanese stock Sherry
Market Overview
Today's Nikkei Stock Average ended at 39173.15 yen, 368.50 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2787.37, 47.18 points higher than the previous business day.
Top news
Financial stocks led the way, TOPIX had the biggest rate of increase in June, and bonds fell
...
●The Nikkei Average ended at 39173.15 yen, 368.50 yen higher than the previous business day
● Financial stocks led the way, TOPIX had the biggest rate of increase in June, and bonds fell
● Approaching large stocks and value stocks, and buying Toyota is drastically high every day
● Cryptocurrency is also emerging as a new “trump trade” - Bernstein
● Weakness of yen, possibility that it will progress more than expected = BofA
● Hitachi stock has been high since listing, the total market value is 16 trillion yen, and stock buybacks are expected
● Attention to the handle: $Toyota Motor (7203.JP)$、 $Hitachi (6501.JP)$、 $Keisei Electric Railway (9009.JP)$
ー MooMoo News Japanese stock Sherry
Market Overview
Today's Nikkei Stock Average ended at 39173.15 yen, 368.50 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2787.37, 47.18 points higher than the previous business day.
Top news
Financial stocks led the way, TOPIX had the biggest rate of increase in June, and bonds fell
...
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$NVIDIA (NVDA.US)$After reaching an all-time high on June 18th on a closing basis, it fell and by the 24th, it had declined by 13%.This sudden drop, does it signal the end of the AI boom, or is it simply a speed adjustment?.To explore the answer, let's consider the real selling factors. I also want to confirm the downside medium..Let's examine the true selling factors to find out. I also want to check the downside medium.I think.
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Selling factor.
The reasons for selling NVIDIA this time mainly include the following three.
1) The upward momentum was too fast.
2) Sector rotation.
3) Supply and demand factors
1) The upward pace was too fast
When I checked the stock price of NVIDIA and the 200-day moving average, both continued to trend upwards. However,the stock price's upward pace was too fast, so the deviation ratio from the 200-day moving average widened.When it reached its high on June 18th, the deviation ratio reached 98%. Based on past cases, When the deviation ratio approaches 100%, the stock price either stalls or adjusts..
2) Sector rotation
When we look at the US market after NVIDIA's stock correction on June 18th, The aspect of sector rotationshowed a rise. In the industry-specific rise and fall rates of the S&P500 index...
The reasons for selling NVIDIA this time mainly include the following three.
1) The upward momentum was too fast.
2) Sector rotation.
3) Supply and demand factors
1) The upward pace was too fast
When I checked the stock price of NVIDIA and the 200-day moving average, both continued to trend upwards. However,the stock price's upward pace was too fast, so the deviation ratio from the 200-day moving average widened.When it reached its high on June 18th, the deviation ratio reached 98%. Based on past cases, When the deviation ratio approaches 100%, the stock price either stalls or adjusts..
2) Sector rotation
When we look at the US market after NVIDIA's stock correction on June 18th, The aspect of sector rotationshowed a rise. In the industry-specific rise and fall rates of the S&P500 index...
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