武太郎
reacted to and commented on
武太郎
voted
Please tell me the first financial product you bought. What happened to those financial products and stocks? Please tell me about episodes etc. in the comments section 🙇
Translated
1
1
武太郎
liked
Yesterday, Berkshire Hathaway led by famous investor Warren Buffett took place from midnight to early morning on 5/6 (Sat) Japan time ( $Berkshire Hathaway-A(BRK.A.US$ I've compiled the main points about what Berkshire executives, starting with Mr. Buffett, said at the annual general meeting of shareholders of), so I'll tell you.
■About the market and economy
・It's not that we don't think there will be confusion about the future
· Commercial real estate could struggle with higher borrowing rates and banks could face more pressure, but deposits are safe
· Berkshire's earnings will decline year over year as economic activity slows
■Occidental Petroleum ( $Occidental Petroleum(OXY.US$ About)
・There is speculation that we will buy Occidental Petroleum, but we have no intention of buying controls. Even if I do, I don't know what to do
■Prospects for value investments
・Me...
■About the market and economy
・It's not that we don't think there will be confusion about the future
· Commercial real estate could struggle with higher borrowing rates and banks could face more pressure, but deposits are safe
· Berkshire's earnings will decline year over year as economic activity slows
■Occidental Petroleum ( $Occidental Petroleum(OXY.US$ About)
・There is speculation that we will buy Occidental Petroleum, but we have no intention of buying controls. Even if I do, I don't know what to do
■Prospects for value investments
・Me...
Translated
43
武太郎
liked
I will continue to do my best to post steadily, so please continue to support me 😊
Translated
![Over 200 followers!!](https://sgsnsimg.moomoo.com/feed_image/181574858/57c4e91e8f0e31248c06e4609e242139.png/thumb)
9
武太郎
commented on
🔸FY23Q2業績
⭕️EPS: 1.52ドル(予想比+0.09ドル)
⭕️売上高: 948.4億ドル(予想比+19億ドル)
📉売上高成長率: -3% Y/Y
🔸株主還元
📈配当: 0.24ドル/株(+4.3%)
⭕️11年連続増配
📈株式買い戻し: 900億ドル
🔸カテゴリ別売上
📈iPhone: 513.3億ドル(+1.5% Y/Y)
📉Mac: 71.7億ドル(-31.3% Y/Y)
📉iPad: 66.7億ドル(-12.7% Y/Y)
📉Wearables, Home and Accessories: 87.5億ドル(-0.7% Y/Y)
📈Services: 209億ドル(+5.4% Y/Y)
🔸要約
✔︎ iPhone: 世界スマホ市場低迷でも売上は成長
✔︎サービス: Apple careとApple TV好調
✔︎有料サブスク: 9億7,500万(+1億5,000万 Y/Y , 3年前の2倍)
✔︎インド市場: 好調な伸び、次期中間層の拡大に期待
🔸ブログ記事...
⭕️EPS: 1.52ドル(予想比+0.09ドル)
⭕️売上高: 948.4億ドル(予想比+19億ドル)
📉売上高成長率: -3% Y/Y
🔸株主還元
📈配当: 0.24ドル/株(+4.3%)
⭕️11年連続増配
📈株式買い戻し: 900億ドル
🔸カテゴリ別売上
📈iPhone: 513.3億ドル(+1.5% Y/Y)
📉Mac: 71.7億ドル(-31.3% Y/Y)
📉iPad: 66.7億ドル(-12.7% Y/Y)
📉Wearables, Home and Accessories: 87.5億ドル(-0.7% Y/Y)
📈Services: 209億ドル(+5.4% Y/Y)
🔸要約
✔︎ iPhone: 世界スマホ市場低迷でも売上は成長
✔︎サービス: Apple careとApple TV好調
✔︎有料サブスク: 9億7,500万(+1億5,000万 Y/Y , 3年前の2倍)
✔︎インド市場: 好調な伸び、次期中間層の拡大に期待
🔸ブログ記事...
![Apple(AAPL)🍎Q2決算が発表されました❗️市場予想を上回る売上とEPSを記録✨株価は時間外で2%上昇🚀](https://sgsnsimg.moomoo.com/182065780/editor_image/ea6970de81e13570b76caee11024aed0.jpg/thumb)
![Apple(AAPL)🍎Q2決算が発表されました❗️市場予想を上回る売上とEPSを記録✨株価は時間外で2%上昇🚀](https://sgsnsimg.moomoo.com/182065780/editor_image/6d1a203c21bd320788de5b26abefe87c.jpg/thumb)
![Apple(AAPL)🍎Q2決算が発表されました❗️市場予想を上回る売上とEPSを記録✨株価は時間外で2%上昇🚀](https://sgsnsimg.moomoo.com/182065780/editor_image/a47c1daccd6634dd9d82040d9b602236.jpg/thumb)
+1
1
1
武太郎
commented on
Interest rates were raised by 0.25% in the FOMC that had been carried out until a while ago.
The interest rate hike itself was as expected by the market, but Fed Chairman Powell's remarks made after that were key.
As for the content, there was a statement like “the feeling that interest rate hikes are about to stop,” and I felt like I was aware of the next step.
It is likely that the interest rate hike cycle will end with the current FOMC, but attention will be drawn to how much the slowdown in inflation will progress in the current state of high interest rates.
I would like to keep a close eye on what kind of steering the Fed takes while weighing the balance with banks' credit insecurity.
$U.S. 10-Year Treasury Notes Yield(US10Y.BD$
The interest rate hike itself was as expected by the market, but Fed Chairman Powell's remarks made after that were key.
As for the content, there was a statement like “the feeling that interest rate hikes are about to stop,” and I felt like I was aware of the next step.
It is likely that the interest rate hike cycle will end with the current FOMC, but attention will be drawn to how much the slowdown in inflation will progress in the current state of high interest rates.
I would like to keep a close eye on what kind of steering the Fed takes while weighing the balance with banks' credit insecurity.
$U.S. 10-Year Treasury Notes Yield(US10Y.BD$
Translated
![Is the interest rate hike cycle over?](https://sgsnsimg.moomoo.com/feed_image/182353473/b0901dbf953d3d70a3fbd93061e742ff.jpg/thumb)
4
1
武太郎
reacted to
interest rates
It will be the end of May, but it's not the last, Mr. Bowell
It will be the end of May, but it's not the last, Mr. Bowell
Translated
3
武太郎
reacted to
Oh my god, the FOMC is before dawn tomorrow ^_^
A 0.25% increase is expected this time as well, but I think the focus is on how it will create an atmosphere for the next trend. I think it's a pity that Japanese stocks have a mosquito net due to the consecutive holidays ♪
A 0.25% increase is expected this time as well, but I think the focus is on how it will create an atmosphere for the next trend. I think it's a pity that Japanese stocks have a mosquito net due to the consecutive holidays ♪
Translated
2
武太郎
liked
The dollar-yen environmental perception perspective is higher than 4H on a daily basis. 1H subtle.
Fifteen minutes later, the short-term Dow finally changed.
It's still an environment where people are aiming for push buying at the top, but isn't it difficult for the downward trend to stop right away once long position settlements etc. come in so far?
If you're aiming for a short, let's manage risk well with an awareness of going backwards and progressively!
If you're aiming for the long run, it's impossible if you don't stop lowering your lower leg, so wait leisurely. There's also FOMC, so don't be impatient and think after seeing the directionthat's right!
Fifteen minutes later, the short-term Dow finally changed.
It's still an environment where people are aiming for push buying at the top, but isn't it difficult for the downward trend to stop right away once long position settlements etc. come in so far?
If you're aiming for a short, let's manage risk well with an awareness of going backwards and progressively!
If you're aiming for the long run, it's impossible if you don't stop lowering your lower leg, so wait leisurely. There's also FOMC, so don't be impatient and think after seeing the directionthat's right!
Translated
![Dollar yen environment recognition](https://sgsnsimg.moomoo.com/feed_image/181381609/666b80e7d2093329b3d1e476b420abc1.jpg/thumb)
![Dollar yen environment recognition](https://sgsnsimg.moomoo.com/feed_image/181381609/54e415e88ee53afa8c1d5f67c3f727a6.jpg/thumb)
![Dollar yen environment recognition](https://sgsnsimg.moomoo.com/feed_image/181381609/fe910768f30431cead804d102211541a.jpg/thumb)
+1
3
武太郎 : Let's buy Lululemon