moo三平
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$Nippon Telegraph & Telephone (9432.JP)$
It looks like Toyota's decline has stopped
Where are investors' eyes going?
NTT has already acquired the next generation weapon called IWON
The sales target will be global communication networks and global data centers.
Verizon and AT&T in the United States crashed last year due to a problem with the disposal of communication lines containing lead.
There doesn't seem to be such a problem with IWON...
The industry most affected by this spread is rising in price for some reason...
A crowd of people who can only see their eyes
It's around 150 yen, and the mentality of not being able to buy it back is probably growing
When lightning shines, those not in the market can't benefit from it...
The highlight of IWON is optical technology, and the effect of reducing power consumption...
Lightning is electricity
Let me meet up with something
What do you have in your hands when lightning shines?
It looks like Toyota's decline has stopped
Where are investors' eyes going?
NTT has already acquired the next generation weapon called IWON
The sales target will be global communication networks and global data centers.
Verizon and AT&T in the United States crashed last year due to a problem with the disposal of communication lines containing lead.
There doesn't seem to be such a problem with IWON...
The industry most affected by this spread is rising in price for some reason...
A crowd of people who can only see their eyes
It's around 150 yen, and the mentality of not being able to buy it back is probably growing
When lightning shines, those not in the market can't benefit from it...
The highlight of IWON is optical technology, and the effect of reducing power consumption...
Lightning is electricity
Let me meet up with something
What do you have in your hands when lightning shines?
Translated
11
1
moo三平
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● $Nippon Telegraph & Telephone (9432.JP)$（NTT）は5月10日に2024年3月期決算を発表する。
●通期の連結業績予想は、売上高が前年度比0.6％減の13兆600億円、営業利益が6.6％増の1兆9500億円、純利益が3.5％増の1兆2550億円、EPSは14円80銭。24年1月に傘下のNTTドコモがマネックス証券を連結子会社化しており、売り上げと利益の上乗せが見込まれる。
●株式分割を考慮した年間配当は前年度を0.2円上回り、13期連続の増配を予定している。決算発表時に25年3月期（24年度）の配当予想も開示される見通し。
●4月に改正NTT法が施行され、社名の変更や外国人役員の就任などが可能になった。
●アナリスト16人による評価では、43.75％が強気、31.25％がやや強気、12.50％が中立、12.50％がやや弱気となっており、総合評価は「やや強気」となっている。平均目標株価は199.69円で、7日終値（169.8円）を17.6％上回っている。
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第4四...
●通期の連結業績予想は、売上高が前年度比0.6％減の13兆600億円、営業利益が6.6％増の1兆9500億円、純利益が3.5％増の1兆2550億円、EPSは14円80銭。24年1月に傘下のNTTドコモがマネックス証券を連結子会社化しており、売り上げと利益の上乗せが見込まれる。
●株式分割を考慮した年間配当は前年度を0.2円上回り、13期連続の増配を予定している。決算発表時に25年3月期（24年度）の配当予想も開示される見通し。
●4月に改正NTT法が施行され、社名の変更や外国人役員の就任などが可能になった。
●アナリスト16人による評価では、43.75％が強気、31.25％がやや強気、12.50％が中立、12.50％がやや弱気となっており、総合評価は「やや強気」となっている。平均目標株価は199.69円で、7日終値（169.8円）を17.6％上回っている。
+5
32
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moo三平
voted
Good morning, moomoo users!![]()
Here is the opening situation this morning. Thank you.![]()
Market Overview
In today's Tokyo stock market, the Nikkei average stock price started at 39,056.93 yen, a decrease of 466.62 yen from the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2,732.29, down by 27.35 points.
Top News
The possibility of a gradual return of yen-denominated bonds by life insurance companies, while being cautious about foreign bond investments, will be announced in the investment plan starting this week.
Following the end of the Bank of Japan's negative interest rate policy, life insurance companies are likely to increase their holdings of Japanese government bonds in the 2024 fiscal year. It is expected that financial policy normalization will proceed cautiously, with investment in ultra-long-term bonds continuing in a rising interest rate environment. On the other hand, there is a possibility of increasing open foreign bonds while managing exchange rate risks.
The yen is in the low 153 yen range against the dollar, exhibiting nervous movements due to uncertainty surrounding the Middle East situation.
In the Tokyo foreign exchange market on the 15th, the yen exchange rate remained in the low 153 yen range per dollar. Following Iran's attack on Israel over the weekend, early trading saw a scene where risk-averse yen buying took the lead. The market is now at a stage of discerning the direction of the Middle East situation...
Market Overview
In today's Tokyo stock market, the Nikkei average stock price started at 39,056.93 yen, a decrease of 466.62 yen from the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2,732.29, down by 27.35 points.
Top News
The possibility of a gradual return of yen-denominated bonds by life insurance companies, while being cautious about foreign bond investments, will be announced in the investment plan starting this week.
Following the end of the Bank of Japan's negative interest rate policy, life insurance companies are likely to increase their holdings of Japanese government bonds in the 2024 fiscal year. It is expected that financial policy normalization will proceed cautiously, with investment in ultra-long-term bonds continuing in a rising interest rate environment. On the other hand, there is a possibility of increasing open foreign bonds while managing exchange rate risks.
The yen is in the low 153 yen range against the dollar, exhibiting nervous movements due to uncertainty surrounding the Middle East situation.
In the Tokyo foreign exchange market on the 15th, the yen exchange rate remained in the low 153 yen range per dollar. Following Iran's attack on Israel over the weekend, early trading saw a scene where risk-averse yen buying took the lead. The market is now at a stage of discerning the direction of the Middle East situation...
Translated
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$Screen Holdings (7735.JP)$ 、 $Disco (6146.JP)$ 、 $Advantest (6857.JP)$ 、 $Zensho Holdings (7550.JP)$ 、 $Renesas Electronics (6723.JP)$ 、 $Kawasaki Kisen Kaisha (9107.JP)$Achieved a year-to-date performance of over 100% until December 19.
$Nippon Sanso Holdings (4091.JP)$ 、 $Tokyo Electron (8035.JP)$ 、 $Toppan Holdings (7911.JP)$has achieved a year-to-date performance of over 90%.
$NEC (6701.JP)$ has achieved year-to-date performance of over 77%.
Source: moomoo
Data time point: 2...
$Nippon Sanso Holdings (4091.JP)$ 、 $Tokyo Electron (8035.JP)$ 、 $Toppan Holdings (7911.JP)$has achieved a year-to-date performance of over 90%.
$NEC (6701.JP)$ has achieved year-to-date performance of over 77%.
Source: moomoo
Data time point: 2...
Translated
![[2023 review] Check out the list of the top 10 Japanese stock appreciation rates!](https://sgsnsimg.moomoo.com/feed_image/181569713/1a0e97b6d5c238318e2a7c3459601ea7.png/thumb)
48
moo三平
liked
While thinking about asset formation under the new NISA
I want to enter VYM, but the yield is low
HDV and SPYD are also recommended for those who are worried
Each one covers a different sector, so
For example, combine to secure yield while increasing dispersion
It is also possible to use it like that
I hope it will be helpful to everyone.
I want to enter VYM, but the yield is low
HDV and SPYD are also recommended for those who are worried
Each one covers a different sector, so
For example, combine to secure yield while increasing dispersion
It is also possible to use it like that
I hope it will be helpful to everyone.
Translated
+1
54
moo三平
liked
It is a common belief that due to Nvidia's strong growth and high performance in the most recent financial results, the company's stock price typically rises by 10% overnight on the next trading day after the announcement, attracting buying interest. In reality, following the quarterly earnings report, the stock price often experiences a more than 10% increase supported by strong financial results.
It was anticipated that this time there would be better-than-expected financial results, leading many investors to increase their shareholdings before the announcement.
Despite the positive quarterly earnings this time, the stock price did not rise on the next trading day as it has in the past.
While I believe there is no need to be overly concerned about the growth, performance, and profitability, it seems that this time, institutions, along with individual investors, increased their buy positions two weeks before the quarterly earnings, resulting in a surge in stock prices before the announcement, followed by profit-taking and subsequent repurchases amidst the sell-buy fluctuations.
On the contrary, could beginner individual investors who felt uneasy, especially institutions, hoping for a temporary crash despite good performance, aiming to buy more at bargain prices when selling stock prices drop in adjustment phase?
I think it's important to hold onto growth stocks without being swayed by fluctuating emotions, and view market downturns as buying opportunities, keeping cash and available funds.
It was anticipated that this time there would be better-than-expected financial results, leading many investors to increase their shareholdings before the announcement.
Despite the positive quarterly earnings this time, the stock price did not rise on the next trading day as it has in the past.
While I believe there is no need to be overly concerned about the growth, performance, and profitability, it seems that this time, institutions, along with individual investors, increased their buy positions two weeks before the quarterly earnings, resulting in a surge in stock prices before the announcement, followed by profit-taking and subsequent repurchases amidst the sell-buy fluctuations.
On the contrary, could beginner individual investors who felt uneasy, especially institutions, hoping for a temporary crash despite good performance, aiming to buy more at bargain prices when selling stock prices drop in adjustment phase?
I think it's important to hold onto growth stocks without being swayed by fluctuating emotions, and view market downturns as buying opportunities, keeping cash and available funds.
Translated
4
moo三平
liked
$NVIDIA (NVDA.US)$
年初来+234%の動きにもかかわらず、 $NVDAはどう見ても安いままです。 CY'24 の EPS は現在 1 株あたり 20 ドルです (前夜比 +7%)。 NVDA は 488 ドルで、2024 年の PER は 24.5 倍、2024 年から 2027 年の収益成長率は +22 倍となります。これはPEGの1.1倍に相当し、超大型成長株としては非常に安い（私の2024年のPERでのTSLAは54倍であるのに対し、2023年から27年のeps成長率は+38% = 1.4倍のPEG）。
年初来+234%の動きにもかかわらず、 $NVDAはどう見ても安いままです。 CY'24 の EPS は現在 1 株あたり 20 ドルです (前夜比 +7%)。 NVDA は 488 ドルで、2024 年の PER は 24.5 倍、2024 年から 2027 年の収益成長率は +22 倍となります。これはPEGの1.1倍に相当し、超大型成長株としては非常に安い（私の2024年のPERでのTSLAは54倍であるのに対し、2023年から27年のeps成長率は+38% = 1.4倍のPEG）。
4
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moo三平
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NVIDIA's third-quarter financial results exceeded Wall Street's predictions, but the stock price fell 1%. The company said there will be a negative impact in the next quarter as export restrictions are affecting sales to organizations in China and other countries.
Colette Kress, who is responsible for finance at NVIDIA, stated in a letter addressed to shareholders, “We expect sales to these regions to drop drastically in the fourth quarter of fiscal 2024, but we believe this decline will be offset by strong growth in other regions.”
In a conference call with analysts, Kress said NVIDIA is working with some customers in the Middle East and China to obtain US government licenses to sell high-performance products. NVIDIA is looking to develop new data center products that are in line with government policies and do not require a license, but Kress said they don't think they will make sense in the fourth quarter.
Below is a comparison with analysts' consensus:
interests: $4.02 per share after adjustment; forecast $3.37
turnover: 181.2 billion dollars Expected: 16.1 billion 8 million dollars...
Colette Kress, who is responsible for finance at NVIDIA, stated in a letter addressed to shareholders, “We expect sales to these regions to drop drastically in the fourth quarter of fiscal 2024, but we believe this decline will be offset by strong growth in other regions.”
In a conference call with analysts, Kress said NVIDIA is working with some customers in the Middle East and China to obtain US government licenses to sell high-performance products. NVIDIA is looking to develop new data center products that are in line with government policies and do not require a license, but Kress said they don't think they will make sense in the fourth quarter.
Below is a comparison with analysts' consensus:
interests: $4.02 per share after adjustment; forecast $3.37
turnover: 181.2 billion dollars Expected: 16.1 billion 8 million dollars...
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