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$NVIDIA(NVDA.US$
Nvidia $NVDA reported data center revenue of $2.256 billion, up 427% year over year.
Nvidia $NVDA reported data center revenue of $2.256 billion, up 427% year over year.
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It has shown growth above US stocks since the beginning of this yearDue to the influence of stock appreciation of Japanese stocks, there are companies where the market value of policy holdings exceeds the total market value of their own companies, or is approaching the total market value. The three companies introduced here all have PBR less than 0.7 times, and they have responded that they are “considering” the “response to realize management that is conscious of capital costs and stock prices” announced by the Tokyo Stock Exchange on the 15th.Stocks that have spare capacity to make effective use of policy holdings that have risen in price and come up with measures to improve capital efficiencyI can say that.
◆ $TBS Holdings(9401.JP$
A major TV key station. It holds 3.47% (as of the end of fiscal year 22) of the issued shares of Tokyo Electron, whose stock price almost doubled in 23, and 1.39% (same) of the issued shares of Recruit HD, whose stock price increased 1.4 times or more in the same year,The stock prices held by the two companies alone (approximately 576.2 billion yen) exceed the total market value of the company。
The companyTokyo Electron stocks are “positioned as growth strategy capital and utilized as needed”Recruit HD shares also “set opportunities such as' sales' from holding companies...
◆ $TBS Holdings(9401.JP$
A major TV key station. It holds 3.47% (as of the end of fiscal year 22) of the issued shares of Tokyo Electron, whose stock price almost doubled in 23, and 1.39% (same) of the issued shares of Recruit HD, whose stock price increased 1.4 times or more in the same year,The stock prices held by the two companies alone (approximately 576.2 billion yen) exceed the total market value of the company。
The companyTokyo Electron stocks are “positioned as growth strategy capital and utilized as needed”Recruit HD shares also “set opportunities such as' sales' from holding companies...
Translated
![3 stocks that can benefit from unrealized gains from policy holdings even if PBR is less than 0.7 times, an opportunity has arrived to improve capital efficiency at the request of the Tokyo Stock Exchange](https://sgsnsimg.moomoo.com/feed_image/181569713/5b21fe2362033552b0a1980df29de3a5.jpg/thumb)
![3 stocks that can benefit from unrealized gains from policy holdings even if PBR is less than 0.7 times, an opportunity has arrived to improve capital efficiency at the request of the Tokyo Stock Exchange](https://sgsnsimg.moomoo.com/feed_image/181569713/368e060794aa3ed39326816185cccfd5.jpg/thumb)
![3 stocks that can benefit from unrealized gains from policy holdings even if PBR is less than 0.7 times, an opportunity has arrived to improve capital efficiency at the request of the Tokyo Stock Exchange](https://sgsnsimg.moomoo.com/feed_image/181569713/82a80b90728435ac9102e3ae51b4c302.jpg/thumb)
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moomooユーザーの皆様、おはようございます!
今朝の寄り付き概況です。よろしくお願いします。![]()
市場概況
今日の東京株式市場で日経平均株価は前営業日比327.41円高の33704.83円、東証株価指数(TOPIX)が18.58ポイント高の2412.12で始まった。その後、日経平均が上げ幅を拡大、23年11月20日に付けた取引時間中の昨年来高値(3万3853円46銭)を上回り、バブル崩壊後の最高値を更新した。1990年3月以来、約33年10カ月ぶりの高値水準。
トップニュース
東京の消費者物価2.1 %上昇、市場予想通り伸びが縮小-12月
全国の物価の先行指標となる12月の東京都区部の消費者物価指数(生鮮食品を除くコアCPI)は前年同月比2.1%上昇となり、前月の2.3%上昇から伸び率が縮小した。プラス幅の縮小は2カ月連続。市場予想の2.1%上昇と一致した。総務省が9日に発表した。生鮮食品とエネルギーを除くコアコアCPIは3.5%上昇と前月の3.6%上昇から伸びが縮小した。市場予...
市場概況
今日の東京株式市場で日経平均株価は前営業日比327.41円高の33704.83円、東証株価指数(TOPIX)が18.58ポイント高の2412.12で始まった。その後、日経平均が上げ幅を拡大、23年11月20日に付けた取引時間中の昨年来高値(3万3853円46銭)を上回り、バブル崩壊後の最高値を更新した。1990年3月以来、約33年10カ月ぶりの高値水準。
トップニュース
東京の消費者物価2.1 %上昇、市場予想通り伸びが縮小-12月
全国の物価の先行指標となる12月の東京都区部の消費者物価指数(生鮮食品を除くコアCPI)は前年同月比2.1%上昇となり、前月の2.3%上昇から伸び率が縮小した。プラス幅の縮小は2カ月連続。市場予想の2.1%上昇と一致した。総務省が9日に発表した。生鮮食品とエネルギーを除くコアコアCPIは3.5%上昇と前月の3.6%上昇から伸びが縮小した。市場予...
![日経平均327円高でスタート テック競争、AIで新機軸 米見本市CES開幕へ 異業種や新興、4000社参加](https://sgsnsimg.moomoo.com/feed_image/181569713/56df77292bfa3cc19ccd001ff0088d52.png/thumb)
![日経平均327円高でスタート テック競争、AIで新機軸 米見本市CES開幕へ 異業種や新興、4000社参加](https://sgsnsimg.moomoo.com/feed_image/181569713/b32abec74f4f315ca14c448ca44a1f3b.png/thumb)
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Good morning to all Moomoo users!
Here's an overview of this morning's turnaround. Thank you in advance.
Market Overview
In today's Tokyo stock market, the Nikkei Stock Average started at 32491.24 yen, which fell 155.22 yen from the previous business day, and the TSE stock price index (TOPIX) fell 13.54 points to 2321.58.
Top news
Where prices are 2% and 1.5%, heaven and hell, and zero interest rates hold the fate of households
There is a view that there will be a big difference between heaven and hell for Japanese households depending on whether the inflation rate settles at 2%, which the Bank of Japan is aiming for or stays at around 1.5%.
The yen is in the first half of the 151 yen range against the dollar, and the dollar is rising due to rising US interest rates - the sense of caution about intervention intensifies
On the morning of the 10th, the Tokyo Foreign Exchange rate in yen fluctuated in the first half of the $1 = 151 yen range. Overseas time, US interest rates rose in response to hawkish remarks by US Federal Reserve (FRB) Chairman Powell and weak government bond bids, and dollars were bought.
Bank of Japan Governor Ueda says it is difficult to repair an inflation rate lower than the desired level
Bank of Japan Governor Ueda Kazuo suggested on the 9th that there is no intention of rushing the normalization of monetary policy. Based on the current situation in Japan, more than a desirable level...
Market Overview
In today's Tokyo stock market, the Nikkei Stock Average started at 32491.24 yen, which fell 155.22 yen from the previous business day, and the TSE stock price index (TOPIX) fell 13.54 points to 2321.58.
Top news
Where prices are 2% and 1.5%, heaven and hell, and zero interest rates hold the fate of households
There is a view that there will be a big difference between heaven and hell for Japanese households depending on whether the inflation rate settles at 2%, which the Bank of Japan is aiming for or stays at around 1.5%.
The yen is in the first half of the 151 yen range against the dollar, and the dollar is rising due to rising US interest rates - the sense of caution about intervention intensifies
On the morning of the 10th, the Tokyo Foreign Exchange rate in yen fluctuated in the first half of the $1 = 151 yen range. Overseas time, US interest rates rose in response to hawkish remarks by US Federal Reserve (FRB) Chairman Powell and weak government bond bids, and dollars were bought.
Bank of Japan Governor Ueda says it is difficult to repair an inflation rate lower than the desired level
Bank of Japan Governor Ueda Kazuo suggested on the 9th that there is no intention of rushing the normalization of monetary policy. Based on the current situation in Japan, more than a desirable level...
Translated
![The Nikkei average started with a depreciation of 155 yen and concerns about the economic outlook due to a sharp rise in US interest rates](https://sgsnsimg.moomoo.com/feed_image/181569713/42eb5458e9963307b261aab2c4436364.png/thumb)
![The Nikkei average started with a depreciation of 155 yen and concerns about the economic outlook due to a sharp rise in US interest rates](https://sgsnsimg.moomoo.com/feed_image/181569713/790d62e9e69d3e928c2da2b1b17a9682.png/thumb)
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Many investors are attracted to companies that generate higher profits. This is because companies that can generate profits are competitive and are perceived as bringing returns to investors. Here, let's take a look at the 5 indicators that evaluate a company's profitability!
1. Gross profit margin
This index is calculated by dividing gross profit by sales. The total income of an enterprise is gross margin minus profit costs, including expenses such as material costs, manufacturing costs, and wages paid to workers. Generally, companies with high gross profit margins (usually 40% or more) often have a competitive advantage over their competitors and are likely to attract investors' attention.
2. Net profit margin
It is calculated by dividing a company's net profit by total revenue. It is an important indicator of a company's profitability, and it also indicates the competitiveness of the enterprise as a whole. Companies with higher than average net profit margins tend to have an advantage over average firms during periods of economic slowdown. A net profit margin of typically over 20% may seem more attractive to investors.
3. ROA (Return on Total Assets)
ROA (Return On Asset) is an indicator of overall profitability...
1. Gross profit margin
This index is calculated by dividing gross profit by sales. The total income of an enterprise is gross margin minus profit costs, including expenses such as material costs, manufacturing costs, and wages paid to workers. Generally, companies with high gross profit margins (usually 40% or more) often have a competitive advantage over their competitors and are likely to attract investors' attention.
2. Net profit margin
It is calculated by dividing a company's net profit by total revenue. It is an important indicator of a company's profitability, and it also indicates the competitiveness of the enterprise as a whole. Companies with higher than average net profit margins tend to have an advantage over average firms during periods of economic slowdown. A net profit margin of typically over 20% may seem more attractive to investors.
3. ROA (Return on Total Assets)
ROA (Return On Asset) is an indicator of overall profitability...
Translated
![5 Key Metrics to Evaluate Profitability](https://sgsnsimg.moomoo.com/181000778/editor_image/289e8486c25538c78b6bf56f5767a5d1.png/thumb)
![5 Key Metrics to Evaluate Profitability](https://sgsnsimg.moomoo.com/181000778/editor_image/2a697ec9d1353ad89b3788a8dd3cebc4.png)
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Good morning to all Moomoo users!
Here's an overview of this morning's turnaround. Thank you in advance.
Market Overview
Today's Nikkei Stock Average began at 31983.04 yen, down 332.95 yen from the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 20.43 points at 2288.32.
Top news
Where is the defense tax increase difficult to balance with the “tax revenue increase and return source”
Discussions on economic measures, which will be summarized around the end of October, have reached a peak. Since Prime Minister Fumio Kishida said “tax revenue increases will be returned to the people,” there have been a series of calls for tax cuts such as income tax from within the ruling party.
Eliminating negative interest rates isn't the goal. How far are interest rate hikes?
The Bank of Japan is about to step into the phase of interest rate hikes since 2007. The period when negative interest rates are lifted is prepared to be carefully judged while determining trends in wage increases, but the market often sees it as a “matter of time.” Rather, the focus will be on how fast and how far interest rate increases will proceed thereafter. What does the Bank of Japan think?
The dollar and crude oil are in jeopardy, and consumption fragility is lacking at the same time
The intensification of Israel and Islamic organizations...
Market Overview
Today's Nikkei Stock Average began at 31983.04 yen, down 332.95 yen from the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 20.43 points at 2288.32.
Top news
Where is the defense tax increase difficult to balance with the “tax revenue increase and return source”
Discussions on economic measures, which will be summarized around the end of October, have reached a peak. Since Prime Minister Fumio Kishida said “tax revenue increases will be returned to the people,” there have been a series of calls for tax cuts such as income tax from within the ruling party.
Eliminating negative interest rates isn't the goal. How far are interest rate hikes?
The Bank of Japan is about to step into the phase of interest rate hikes since 2007. The period when negative interest rates are lifted is prepared to be carefully judged while determining trends in wage increases, but the market often sees it as a “matter of time.” Rather, the focus will be on how fast and how far interest rate increases will proceed thereafter. What does the Bank of Japan think?
The dollar and crude oil are in jeopardy, and consumption fragility is lacking at the same time
The intensification of Israel and Islamic organizations...
Translated
![The Nikkei Average started falling sharply, crude oil futures rose against the backdrop of heightened tension in the Middle East](https://sgsnsimg.moomoo.com/feed_image/181569713/21d124d33c803dd9b276cf1f5757a3b7.png/thumb)
![The Nikkei Average started falling sharply, crude oil futures rose against the backdrop of heightened tension in the Middle East](https://sgsnsimg.moomoo.com/feed_image/181569713/302fe4a08f553a0e9ff7ee64eb7c5aee.png/thumb)
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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] 32,200 yen - 32,600 yen (22nd closing price 32,242 yen 41 sen)
● The increase in US interest rates is over at this point - Morgan Stanley's Mr. Zentner
● Apple to expand production in India more than fivefold to 40 billion dollars - PTI
● UAE and Big 3 can reach an “agreement that satisfies both parties” - US Secretary of Transportation
● US House of Representatives Republican Party reviews 14-60 day bridging budget - aims to avoid closing government offices
● China Evergrande Group's “inability to issue new bonds” also has an impact on debt restructuring
● Overseas investment in Japanese real estate, Singapore is the top report this year
— MooMoo News Kathy
Market Overview
In the US stock market on the 22nd, the NY Dow Jones Industrial Average continued to fall for 4 days to 33,963 dollars 84 cents, which is 106 dollars 58 cents lower than the previous business day. The Nasdaq Composite Stock Price Index fell 12.178 points to 13211.807. I wonder if the Tokyo stock market on the 25th had strong developments with the closing price of the previous weekend in the midst of an exchange of sales and purchases...
● [Tokyo Stock Exchange Rate Forecast Range] 32,200 yen - 32,600 yen (22nd closing price 32,242 yen 41 sen)
● The increase in US interest rates is over at this point - Morgan Stanley's Mr. Zentner
● Apple to expand production in India more than fivefold to 40 billion dollars - PTI
● UAE and Big 3 can reach an “agreement that satisfies both parties” - US Secretary of Transportation
● US House of Representatives Republican Party reviews 14-60 day bridging budget - aims to avoid closing government offices
● China Evergrande Group's “inability to issue new bonds” also has an impact on debt restructuring
● Overseas investment in Japanese real estate, Singapore is the top report this year
— MooMoo News Kathy
Market Overview
In the US stock market on the 22nd, the NY Dow Jones Industrial Average continued to fall for 4 days to 33,963 dollars 84 cents, which is 106 dollars 58 cents lower than the previous business day. The Nasdaq Composite Stock Price Index fell 12.178 points to 13211.807. I wonder if the Tokyo stock market on the 25th had strong developments with the closing price of the previous weekend in the midst of an exchange of sales and purchases...
Translated
![[Morning Report] The increase in US interest rates is over at this point - Morgan Stanley Apple has expanded production in India by more than 5 times](https://sgsnsimg.moomoo.com/feed_image/181250687/15fa51f6e6c03bbabb66de34d5e179bc.png/thumb)
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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] 32,100 yen - 30,500 yen (closing price on the 21st is 32,571 yen 03 sen)
● Bank of Japan to check market trends after YCC revisions decided on the 22nd
● Bank of England leaves interest rates unchanged for the first time in 2 years - Policy Committee decides by a close margin
● FRB getting stuck in soft landings, unexpected developments too - Mr. Summers
● Establishing a special zone to become an asset management nation, calling for overseas players to enter - Prime Minister Kishida in NY
● US Economic Indicators: Leading Economic Index, Second-hand Housing Sales, Mortgage Interest Rates, New Unemployment Insurance Claims, Philadelphia Fed Manufacturing Business Condition Index
● Microsoft in the US expands generative AI in earnest = on Windows starting 26th
● Toshiba considers re-integration of 4 main businesses, power generation, railways, etc.
ー MooMoo News Mark
Market Overview
In the US stock market on the 21st, the NY Dow Jones Industrial Average continued to fall for 3 days to 40,070 dollars 42 cents, which is 370 dollars 46 cents lower than the previous business day. The Nasdaq Composite Stock Price Index fell 245.143 points to 13223.985. 22...
● [Tokyo Stock Exchange Rate Forecast Range] 32,100 yen - 30,500 yen (closing price on the 21st is 32,571 yen 03 sen)
● Bank of Japan to check market trends after YCC revisions decided on the 22nd
● Bank of England leaves interest rates unchanged for the first time in 2 years - Policy Committee decides by a close margin
● FRB getting stuck in soft landings, unexpected developments too - Mr. Summers
● Establishing a special zone to become an asset management nation, calling for overseas players to enter - Prime Minister Kishida in NY
● US Economic Indicators: Leading Economic Index, Second-hand Housing Sales, Mortgage Interest Rates, New Unemployment Insurance Claims, Philadelphia Fed Manufacturing Business Condition Index
● Microsoft in the US expands generative AI in earnest = on Windows starting 26th
● Toshiba considers re-integration of 4 main businesses, power generation, railways, etc.
ー MooMoo News Mark
Market Overview
In the US stock market on the 21st, the NY Dow Jones Industrial Average continued to fall for 3 days to 40,070 dollars 42 cents, which is 370 dollars 46 cents lower than the previous business day. The Nasdaq Composite Stock Price Index fell 245.143 points to 13223.985. 22...
Translated
![[Morning Report] Bank of Japan Decision Meeting Today Establishes Special Zone to Inspect Market Trends After YCC Revision - Prime Minister Kishida in NY](https://sgsnsimg.moomoo.com/feed_image/181250687/b67c02a94ec03545a1b568ad699c7196.png/thumb)
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Speaking of IPOs (initial listing), they are highly popular as products that are easy to make money in a short period of time, and investor applications often flood in for stocks with a high previous reputation. The initial public offering market, which had been sluggish for 1 year $Arm Holdings(ARM.US$It is regaining vitality thanks to long-awaited deals that will soon be listed on a trial basis, such as Instacart, etc. However, before investors go ahead with this, I want them to consider Warren Buffett's assertion that “initial public offering stocks may not be worth investing in.”
We have built up assets with a keen eye for observation and the ability to see ahead $Berkshire Hathaway-A(BRK.A.US$The Chief Executive Officer (CEO) of believes that bargains are rare in the IPO market.
because this is almostseller's marketThat's why. At the same time that it is possible to choose a favorable period for listing, this transaction, which involves special fees, is oftenCan be boosted by expensive variationsIt is said that will happen.
Buffett's long-time business partner Charlie...
We have built up assets with a keen eye for observation and the ability to see ahead $Berkshire Hathaway-A(BRK.A.US$The Chief Executive Officer (CEO) of believes that bargains are rare in the IPO market.
because this is almostseller's marketThat's why. At the same time that it is possible to choose a favorable period for listing, this transaction, which involves special fees, is oftenCan be boosted by expensive variationsIt is said that will happen.
Buffett's long-time business partner Charlie...
Translated
![Buffett says “the IPO market regains vitality is a bad investment idea” due to Arm listing](https://sgsnsimg.moomoo.com/feed_image/181250687/648f0adfcabc3ec0806439218c835a6a.png/thumb)
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