182413305
liked
“ESG Investment,” which had been gaining popularity from investors, has reached a turning point. Bloomberg reported on the 26th that hedge funds have begun targeting short sales of ESG stocks, and it has also been reported that the number of funds claiming ESG is rapidly decreasing. A major reason why ESG investment is being shunned is that it is difficult to see the actual state and effects of ESG activities, and the fact that it is difficult to eliminate “pretentious ESG” has also led to distrust from investors. Meanwhile, Eisai, Kirin HD, etc. are utilizing it to appeal to investors and execute management strategies by converting the effects of ESG activities into specific amounts.
The Nihon Keizai Shimbun dated 26th $Yamaha Motor (7272.JP)$It was introduced that the social value of the small water purification system installation project handled in developing countries was disclosed as about 15 million dollars (about 2.2 billion yen). Also, $Eisai (4523.JP)$In addition to calculating the social value of tropical disease treatment drugs that are provided free of charge at an average annual rate of 160 billion yen, in the US, the dementia treatment drug “lecanemab,” which was approved by the Ministry of Health, Labor, and Welfare on the 25th...
The Nihon Keizai Shimbun dated 26th $Yamaha Motor (7272.JP)$It was introduced that the social value of the small water purification system installation project handled in developing countries was disclosed as about 15 million dollars (about 2.2 billion yen). Also, $Eisai (4523.JP)$In addition to calculating the social value of tropical disease treatment drugs that are provided free of charge at an average annual rate of 160 billion yen, in the US, the dementia treatment drug “lecanemab,” which was approved by the Ministry of Health, Labor, and Welfare on the 25th...
Translated
10
1
182413305
liked
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 started at 39391.98 yen, 399.90 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2722.61, 19.99 points higher.
Top news
Real wages fell 1.3% in February, negative for 23 consecutive months - high nominal growth for the first time in 8 months
Real wages in February, reflecting price fluctuations, fell below the previous year for 23 consecutive months. Although nominal wages grew at a high rate for the first time in 8 months, the negative range widened from the previous month. The main reason was that the effects of the government's measures against high prices went round and the inflation rate was boosted again.
Current account surplus boosted by 2.6 trillion yen car exports and visitors to Japan in February
According to the February balance of payments statistics (preliminary report) announced by the Ministry of Finance on the 8th, the current account balance showing the status of transactions of goods, services, etc. with overseas was a surplus of 2,644.2 billion yen. Automobile exports grew and the trade deficit narrowed, and an increase in visitors to Japan boosted the travel balance surplus.
Japan-US to contribute 110 million dollars to industry-government-academia framework through joint AI research
...
Market Overview
Today's Nikkei Stock Average started at 39391.98 yen, 399.90 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2722.61, 19.99 points higher.
Top news
Real wages fell 1.3% in February, negative for 23 consecutive months - high nominal growth for the first time in 8 months
Real wages in February, reflecting price fluctuations, fell below the previous year for 23 consecutive months. Although nominal wages grew at a high rate for the first time in 8 months, the negative range widened from the previous month. The main reason was that the effects of the government's measures against high prices went round and the inflation rate was boosted again.
Current account surplus boosted by 2.6 trillion yen car exports and visitors to Japan in February
According to the February balance of payments statistics (preliminary report) announced by the Ministry of Finance on the 8th, the current account balance showing the status of transactions of goods, services, etc. with overseas was a surplus of 2,644.2 billion yen. Automobile exports grew and the trade deficit narrowed, and an increase in visitors to Japan boosted the travel balance surplus.
Japan-US to contribute 110 million dollars to industry-government-academia framework through joint AI research
...
Translated
+1
23
5
182413305
commented on
Due to the liquor tax reform to be implemented in October,While the tax rate for beer and sake will drop, new genres (third beer) and fruit wine will rise. The share dispute for beer-based beverages seems to favor companies with a high beer sales ratio,There is also a view that some of the drinkers of the new genre will go to canned chuhai, where the tax rate remains unchanged this time。
What is the share of beer-based beverages in 2022 $Asahi Group Holdings (2502.JP)$is 36.5%, $Kirin Holdings (2503.JP)$It is 35.7%, and it is said that Asahi returned to the top for the first time in 3 years (Nihon Keizai Shimbun dated 2023/1/13). The liquor tax reform seems to have a big impact on the share dispute in the brewing industry, which includes both companies with similar abilities.
Beer benefits due to alcohol tax reform, and new genres have virtually disappeared
What is the liquor tax reform in OctoberThe main purpose is to unify the tax rates for beer-based beverages divided into 3 types: beer, sparkling wine, and new genres. As a prelude to 2026/10 unification, this time...
What is the share of beer-based beverages in 2022 $Asahi Group Holdings (2502.JP)$is 36.5%, $Kirin Holdings (2503.JP)$It is 35.7%, and it is said that Asahi returned to the top for the first time in 3 years (Nihon Keizai Shimbun dated 2023/1/13). The liquor tax reform seems to have a big impact on the share dispute in the brewing industry, which includes both companies with similar abilities.
Beer benefits due to alcohol tax reform, and new genres have virtually disappeared
What is the liquor tax reform in OctoberThe main purpose is to unify the tax rates for beer-based beverages divided into 3 types: beer, sparkling wine, and new genres. As a prelude to 2026/10 unification, this time...
Translated
6
2
182413305
liked
Japanese stocks rose on November 14th. Semiconductor-related stocks continued to be bought. Recently, I have written many times in this column, based on the sharp increase in TSMC's October revenue, there is a strong awareness of "bottoming out of the semiconductor market -> expansion of the semiconductor market after next year". Lasertec, Tokyo Electron, Advantest, Disco, and other top traded stocks are rising.
The degree of confidence in the expected revenue expansion after next year will determine the upper limit of the stock price. By mid-November, in just a month and a half, December's full-year earnings companies will enter the new fiscal year. Companies for December full-year earnings in the fiscal year 2024, with expanding revenue, are attracting attention as investment targets.
Horiba Ltd. (6856) soared significantly, updating its July high for the first time in 4 months. The company is a December earnings company. It has strengths in performance analysis and measurement equipment for semiconductor manufacturing equipment. They announced an upward revision of operating profit and increased dividends when they released their September financial statements on the 13th, leading to a significant increase.
---
Operating profit for Horiba, Ltd. for the fiscal year ending December 2023.
Q1-Q3 (Actual) 10.4 billion yen
Q4-Q6 (Actual) 7.3 billion yen
Q7-Q9 (Actual) 10.6 billion yen
10-12 (financial estimates) 14...
The degree of confidence in the expected revenue expansion after next year will determine the upper limit of the stock price. By mid-November, in just a month and a half, December's full-year earnings companies will enter the new fiscal year. Companies for December full-year earnings in the fiscal year 2024, with expanding revenue, are attracting attention as investment targets.
Horiba Ltd. (6856) soared significantly, updating its July high for the first time in 4 months. The company is a December earnings company. It has strengths in performance analysis and measurement equipment for semiconductor manufacturing equipment. They announced an upward revision of operating profit and increased dividends when they released their September financial statements on the 13th, leading to a significant increase.
---
Operating profit for Horiba, Ltd. for the fiscal year ending December 2023.
Q1-Q3 (Actual) 10.4 billion yen
Q4-Q6 (Actual) 7.3 billion yen
Q7-Q9 (Actual) 10.6 billion yen
10-12 (financial estimates) 14...
Translated
5
182413305
liked
With the start of the new NISA in January, demand for Japanese stocks is expected to increase due to the entry of individual investors. Among the new demand, not only individual stocks, but also stock purchases through mutual funds are expected to account for an appropriate ratio.
Therefore, from among mutual funds that are investment targets under the new NISA framework,Top 3 most popular investment trusts that mainly incorporate Japanese stocksfocus on,The 4 domestic stocks that have incorporated the most 3 investment trustsI'll introduce it to you.
◆ $Shin-Etsu Chemical (4063.JP)$
The world's top wafer for semiconductors. It also ranks 3rd in the world for photoresists. The living environment basic materials business, such as vinyl chloride resin and soda, accounts for half of sales, but the center of investment is the electronic materials business. Sales and profit are expected to decrease in the fiscal year ending 24/3 compared to the previous fiscal year.
◆ $Tokyo Electron (8035.JP)$
3rd largest semiconductor manufacturing equipment in the world and the largest in Japan. It has strengths in etching and film formation. The main sales destinations are Intel, TSMC, and Samsung Electronics. Sales and profit for the fiscal year ending March 24 are expected to decrease compared to the previous fiscal year, but sales for the fiscal year ended 27/3 trillion yen or more (the fiscal year ended 24/3 was 1...
Therefore, from among mutual funds that are investment targets under the new NISA framework,Top 3 most popular investment trusts that mainly incorporate Japanese stocksfocus on,The 4 domestic stocks that have incorporated the most 3 investment trustsI'll introduce it to you.
◆ $Shin-Etsu Chemical (4063.JP)$
The world's top wafer for semiconductors. It also ranks 3rd in the world for photoresists. The living environment basic materials business, such as vinyl chloride resin and soda, accounts for half of sales, but the center of investment is the electronic materials business. Sales and profit are expected to decrease in the fiscal year ending 24/3 compared to the previous fiscal year.
◆ $Tokyo Electron (8035.JP)$
3rd largest semiconductor manufacturing equipment in the world and the largest in Japan. It has strengths in etching and film formation. The main sales destinations are Intel, TSMC, and Samsung Electronics. Sales and profit for the fiscal year ending March 24 are expected to decrease compared to the previous fiscal year, but sales for the fiscal year ended 27/3 trillion yen or more (the fiscal year ended 24/3 was 1...
Translated
+3
58
1
32
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)