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Stock Analyst MONJU's recommended stocks for 2/6 in the Japanese stock market.
$Mitsubishi UFJ Financial Group (8306.JP)$
• Latest information: Major banks in Japan have seen stock prices rise against the backdrop of expectations for a Bank of Japan rate hike, with MUFG achieving a PBR ratio of over 1 for the first time in about 10 years.
Technical Analysis: Breaking through major resistance lines, further upward movement is expected.
Interest Rate Trends: As speculation on a Bank of Japan rate hike increases, improved interest rate spreads are expected for MUFG.
Geopolitical Risks: The impact of international geopolitical risks is limited for domestic financial institutions.
Market Sentiment: Due to expectations of profit improvement, investors are becoming more optimistic.
$Toyota Motor (7203.JP)$
• Latest Information: Toyota announced excellent performance significantly exceeding market expectations in the third quarter of the fiscal year 2024. Revenue is approximately 80 trillion yen, with an earnings per share of approximately ¥160 ($1.07). The increase in hybrid car sales and the weakening of the yen are favorable factors.
• Technical Analysis: The moving average is upward, forming a strong uptrend.
• Interest Rate Trends: While rising interest rates lead to increased costs for automobile loans, Toyota's finances...
$Mitsubishi UFJ Financial Group (8306.JP)$
• Latest information: Major banks in Japan have seen stock prices rise against the backdrop of expectations for a Bank of Japan rate hike, with MUFG achieving a PBR ratio of over 1 for the first time in about 10 years.
Technical Analysis: Breaking through major resistance lines, further upward movement is expected.
Interest Rate Trends: As speculation on a Bank of Japan rate hike increases, improved interest rate spreads are expected for MUFG.
Geopolitical Risks: The impact of international geopolitical risks is limited for domestic financial institutions.
Market Sentiment: Due to expectations of profit improvement, investors are becoming more optimistic.
$Toyota Motor (7203.JP)$
• Latest Information: Toyota announced excellent performance significantly exceeding market expectations in the third quarter of the fiscal year 2024. Revenue is approximately 80 trillion yen, with an earnings per share of approximately ¥160 ($1.07). The increase in hybrid car sales and the weakening of the yen are favorable factors.
• Technical Analysis: The moving average is upward, forming a strong uptrend.
• Interest Rate Trends: While rising interest rates lead to increased costs for automobile loans, Toyota's finances...
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● $Tokyo Electron (8035.JP)$At 4:00 p.m. after the market close on February 6th.Consolidated financial statements for the third quarter of the fiscal year ending March 2025 (3Q for the period from April to December 2024).will be announced.
●The performance is excellent.However, in the USASigning up to place additional tariffs.AI models originating from countries such as ChinaCustomers' investment reassessment initiated by the launch of DeepSeekis beginning to be discussed.Concerns about the slowdown in demand for semiconductor manufacturing equipment.are spreading.
● Major US operators bought aggressively at the end of January.
● The consensus evaluation by 19 analysts is「slightly bullish.」となっている。平均目標株価は0.03 million1457円で、2月3日終値からは22.17%の上昇余地を示唆している。目標株価レンジは0.02 million4300円~0.04 million円。
関税影響による大幅反動減に警戒
In the second quarter, HBM (High Bandwidth Memory) used in AI servers, etc.State-of-the-art memory equipment for the memory market is performing well.and revised the full-year performance forecast.Upward revision.It will be the highest net profit in 2 years.Sales and operating profit will also reach record highs. Performance is excellent, butthe performance is excellent.Sales in the first half of the year are biased towards China.Due to the strengthening of export regulations by the USA against China, Chinese manufacturers hurried their orders before that, resulting in a 1...
●The performance is excellent.However, in the USASigning up to place additional tariffs.AI models originating from countries such as ChinaCustomers' investment reassessment initiated by the launch of DeepSeekis beginning to be discussed.Concerns about the slowdown in demand for semiconductor manufacturing equipment.are spreading.
● Major US operators bought aggressively at the end of January.
● The consensus evaluation by 19 analysts is「slightly bullish.」となっている。平均目標株価は0.03 million1457円で、2月3日終値からは22.17%の上昇余地を示唆している。目標株価レンジは0.02 million4300円~0.04 million円。
In the second quarter, HBM (High Bandwidth Memory) used in AI servers, etc.State-of-the-art memory equipment for the memory market is performing well.and revised the full-year performance forecast.Upward revision.It will be the highest net profit in 2 years.Sales and operating profit will also reach record highs. Performance is excellent, butthe performance is excellent.Sales in the first half of the year are biased towards China.Due to the strengthening of export regulations by the USA against China, Chinese manufacturers hurried their orders before that, resulting in a 1...
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![Tokyo Electron Ltd. Unsponsored ADR, is the bullish trend for AI continuing? Watch out for the impact of tariffs and DeepSeek, with the major US operators buying. [Earnings Preview]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250203/acc804940caa5b8c2931dfebf8d4205d.png/thumb?area=105&is_public=true)
![Tokyo Electron Ltd. Unsponsored ADR, is the bullish trend for AI continuing? Watch out for the impact of tariffs and DeepSeek, with the major US operators buying. [Earnings Preview]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250203/3f79d3b6ba19154ed28d1df21d266258.png/thumb?area=105&is_public=true)
![Tokyo Electron Ltd. Unsponsored ADR, is the bullish trend for AI continuing? Watch out for the impact of tariffs and DeepSeek, with the major US operators buying. [Earnings Preview]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250203/d4024ac93ca99221999361bec0c5f0d8.png/thumb?area=105&is_public=true)
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
NVIDIA and Broadcom are rising.![]()
I have AMDL.![]()
NVIDIA and Broadcom are rising.
I have AMDL.
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Good morning, everyone! 🇺🇸 The three major US indices all rose together!
My portfolio is also on the rise! Enubi, who everyone loves, was digging like crazy, but we managed to close in the positive! I wonder if the deepseek situation has settled down for now. Parachan, the immortal one, is still going strong with a +1.83% increase ⤴️. As for the intriguing Tesla, does earnings not matter at all? It climbed by 2.87%! Today, HIMS was strong with a 6.59% surge! On-chan has reached a new all-time high again today!
NU from the margin trading group also saw a sharp increase of over 7%!
Today is with margin trading. $Robinhood (HOOD.US)$ Bought 100 shares of
I hope Envy-chan will make a comeback~ It's down in the after-hours, but... Good luck today too!
My portfolio is also on the rise! Enubi, who everyone loves, was digging like crazy, but we managed to close in the positive! I wonder if the deepseek situation has settled down for now. Parachan, the immortal one, is still going strong with a +1.83% increase ⤴️. As for the intriguing Tesla, does earnings not matter at all? It climbed by 2.87%! Today, HIMS was strong with a 6.59% surge! On-chan has reached a new all-time high again today!
NU from the margin trading group also saw a sharp increase of over 7%!
Today is with margin trading. $Robinhood (HOOD.US)$ Bought 100 shares of
I hope Envy-chan will make a comeback~ It's down in the after-hours, but... Good luck today too!
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![Picture](https://sgsnsimg.moomoo.com/sns_client_feed/182721139/20250131/7da794691e420c2dfaa75ae1cbd7a875.jpg/thumb?area=105&is_public=true)
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$NVIDIA (NVDA.US)$
It seems like the television News of individual stocks reported a 17% drop on Monday, causing concern among those around me the next day. However, it's not about China 🇨🇳, real power is not something to be taken lightly! ❗️
NVDA has overcome adversity many times in the past! ‼️
Having stretched sufficiently... all that's left now is to bounce back! ‼️
It seems like the television News of individual stocks reported a 17% drop on Monday, causing concern among those around me the next day. However, it's not about China 🇨🇳, real power is not something to be taken lightly! ❗️
NVDA has overcome adversity many times in the past! ‼️
Having stretched sufficiently... all that's left now is to bounce back! ‼️
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