Recording of a special loss of 32 billion.
Cost of specification changes for the planned factory sale and others.
Cost of specification changes for the planned factory sale and others.
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$Japan Display (6740.JP)$
With the current CEO and management team, it's impossible to turn a profit even after 50 years.
Hey, is anyone watching? It's you!
With the current CEO and management team, it's impossible to turn a profit even after 50 years.
Hey, is anyone watching? It's you!
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7011 Mitsujyu
Amid the market fluctuations, overseas investors remain cautious while today's Earnings Reports exhaust the news. Volatility remains high with fluctuations during the day. In the future, it is expected to see intense ups and downs in line with the Trump's policies.
Volatility brings profit!!
Day trading friends! Let's join the battle!
Amid the market fluctuations, overseas investors remain cautious while today's Earnings Reports exhaust the news. Volatility remains high with fluctuations during the day. In the future, it is expected to see intense ups and downs in line with the Trump's policies.
Volatility brings profit!!
Day trading friends! Let's join the battle!
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Why does just hearing the name Son Masayoshi make you feel in danger?
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rpc1
commented on
● $Mitsubishi UFJ Financial Group (8306.JP)$(MUFG) is scheduled to announce its third quarter (April-December) earnings for the fiscal year ending March 2025 on February 4th.
● Although the full-year outlook was revised upwards at the time of the interim earnings announcement,The net profit has reached 73% of the revised amount at the time of the interim period.It is also expected that there will be an upward revision this time, indicating the first net profit of over 2 trillion yen.される。
● Up to fiscal year 26It is expected that the achievement of the financial targets in the medium-term management plan will be brought forward by 2 years.andconsidering raising the financial targets.In conjunction with the earnings announcement.There is a possibility of a new target being presented.However, there is a possibility that the upward trend will continue until the end of the year due to expectations for the Trump administration.
- Following the additional interest rate hike by the Bank of Japan in January,On the 27th, the stock price updated the all-time high of 1,950 yen recorded in April 2006.however,PB ratio is about 1.1 times.にとどまっている。
●In evaluations by 12 Analysts, 33.33% are bullish, 33.33% are slightly bullish, and 33.33% are neutral, resulting in an overall rating of "slightly bullish". The average target price is 2070 yen, with a 7.8% upside potential compared to the closing price on the 27th (1921 yen).
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Upward revision of the full-year outlook in the interim results, yet the progress rate is at 72%.
During the interim period (April-September),...
● Although the full-year outlook was revised upwards at the time of the interim earnings announcement,The net profit has reached 73% of the revised amount at the time of the interim period.It is also expected that there will be an upward revision this time, indicating the first net profit of over 2 trillion yen.される。
● Up to fiscal year 26It is expected that the achievement of the financial targets in the medium-term management plan will be brought forward by 2 years.andconsidering raising the financial targets.In conjunction with the earnings announcement.There is a possibility of a new target being presented.However, there is a possibility that the upward trend will continue until the end of the year due to expectations for the Trump administration.
- Following the additional interest rate hike by the Bank of Japan in January,On the 27th, the stock price updated the all-time high of 1,950 yen recorded in April 2006.however,PB ratio is about 1.1 times.にとどまっている。
●In evaluations by 12 Analysts, 33.33% are bullish, 33.33% are slightly bullish, and 33.33% are neutral, resulting in an overall rating of "slightly bullish". The average target price is 2070 yen, with a 7.8% upside potential compared to the closing price on the 27th (1921 yen).
During the interim period (April-September),...
Translated
![Mitsubishi UFJ is within reach of its first annual net profit of 2 trillion yen! Will there be an upward revision for the second consecutive quarter, with further upside potential from the January rate hike? [Earnings Preview]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250127/d6c4a5467893bb0dbc0fe6731ef7dd98.jpg/thumb?area=105&is_public=true)
![Mitsubishi UFJ is within reach of its first annual net profit of 2 trillion yen! Will there be an upward revision for the second consecutive quarter, with further upside potential from the January rate hike? [Earnings Preview]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250127/00def7e8bc79576b093dc2ae50721682.jpg/thumb?area=105&is_public=true)
![Mitsubishi UFJ is within reach of its first annual net profit of 2 trillion yen! Will there be an upward revision for the second consecutive quarter, with further upside potential from the January rate hike? [Earnings Preview]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250127/bdcf0edbdf54f3a654a91a1561713283.jpg/thumb?area=105&is_public=true)
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● $Apple (AAPL.US)$Earnings Reports are scheduled to be announced after the close of business on January 30th in the eastern United States time (morning of January 31st in Japan, Friday).
● According to the market consensus, the forecast for the performance of 2025Q1 is a revenue of $124.087 billion, an increase of 3.77% compared to the same period last year. EPS is expected to increase by 7.55% to $2.34 compared to the same period last year (US-GAAP).
● Sales of iPhone 16 are sluggish, with a significant decline observed in the Chinese market in particular, and it is analyzed that it is not offering sufficient appeal to consumers.
Apple's AI strategy is facing challenges in the USA due to malfunctions and in China due to regulations, leading to a lack of competitiveness.
Concerns are growing over downward revisions in revenue forecasts and stock price evaluations, causing analysts to adopt a cautious outlook on Apple's future.
![]()
Headwinds in iPhone sales
$Apple (AAPL.US)$Apple's latest flagship model, the "iPhone 16," has not been able to attract consumers sufficiently. In the fourth quarter of 2024, global shipments decreased by 5% compared to the previous year, with a significant 18% decrease in the Chinese market, which accounts for approximately 20% of Apple's revenue.
● According to the market consensus, the forecast for the performance of 2025Q1 is a revenue of $124.087 billion, an increase of 3.77% compared to the same period last year. EPS is expected to increase by 7.55% to $2.34 compared to the same period last year (US-GAAP).
● Sales of iPhone 16 are sluggish, with a significant decline observed in the Chinese market in particular, and it is analyzed that it is not offering sufficient appeal to consumers.
Apple's AI strategy is facing challenges in the USA due to malfunctions and in China due to regulations, leading to a lack of competitiveness.
Concerns are growing over downward revisions in revenue forecasts and stock price evaluations, causing analysts to adopt a cautious outlook on Apple's future.
$Apple (AAPL.US)$Apple's latest flagship model, the "iPhone 16," has not been able to attract consumers sufficiently. In the fourth quarter of 2024, global shipments decreased by 5% compared to the previous year, with a significant 18% decrease in the Chinese market, which accounts for approximately 20% of Apple's revenue.
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● $Mitsubishi Heavy Industries (7011.JP)$isOn the afternoon of February 4th,they are scheduled to announce the consolidated financial results for the 3rd quarter of the fiscal year ending March 2025（3QWe plan to announce ).
Expecting benefits from increased defense spending, such as buying.Updated its all-time high since listing in December last yearReached an all-time high last week.
In late January this year, due to the 'Deep Sea Search Shock' by China's AI emerging, stock prices plummeted, while large US institutional investors increased their buying.amidst the 'Deep Sea Search Shock' by China's AI emerging.Major US asset management institutions significantly increased their buying.。
In the second quarter, Energy, Defense, and Space-related sectors are growing.The net profit for this term is expected to reach a record high.
●Defense revenuefor the fiscal year ending March 2026Exceeding 1 trillion yenPossibility.
○ The comprehensive evaluation by 17 analysts is " slightly bullish.", according toThe average target price is 2,452.44 yen, from the closing price of 2,296 yen on January 31st.6.8％Suggests room for growth. The range is 1900-2800 yen.
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Major US asset managers are increasing their purchases due to sharp declines.
Price-earnings ratio (PE), which indicates how many times the stock price is bought compared to the net profit per share, is currently32.6 timesand the average of the past 2 yearsPE ratio of 20.4 times.It is highly evaluated for significantly exceeding expectations. Expectations of profit expansion due to increased defense spending, etc.Stock price tripled in 24 years.It's coming soon. The company carried out a 10-for-1 stock split in April of the same year...
Expecting benefits from increased defense spending, such as buying.Updated its all-time high since listing in December last yearReached an all-time high last week.
In late January this year, due to the 'Deep Sea Search Shock' by China's AI emerging, stock prices plummeted, while large US institutional investors increased their buying.amidst the 'Deep Sea Search Shock' by China's AI emerging.Major US asset management institutions significantly increased their buying.。
In the second quarter, Energy, Defense, and Space-related sectors are growing.The net profit for this term is expected to reach a record high.
●Defense revenuefor the fiscal year ending March 2026Exceeding 1 trillion yenPossibility.
○ The comprehensive evaluation by 17 analysts is " slightly bullish.", according toThe average target price is 2,452.44 yen, from the closing price of 2,296 yen on January 31st.6.8％Suggests room for growth. The range is 1900-2800 yen.
Price-earnings ratio (PE), which indicates how many times the stock price is bought compared to the net profit per share, is currently32.6 timesand the average of the past 2 yearsPE ratio of 20.4 times.It is highly evaluated for significantly exceeding expectations. Expectations of profit expansion due to increased defense spending, etc.Stock price tripled in 24 years.It's coming soon. The company carried out a 10-for-1 stock split in April of the same year...
Translated
![Mitsubishi Heavy Industries, a major US operator, is buying a large amount on the dips in DeepSeek! Defense and Electrical Utilities have a positive outlook [Earnings Preview].](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250131/b40f220d4896247bebc60be307ac318f.png/thumb?area=105&is_public=true)
![Mitsubishi Heavy Industries, a major US operator, is buying a large amount on the dips in DeepSeek! Defense and Electrical Utilities have a positive outlook [Earnings Preview].](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250131/8655319381e49993944145d349d01691.jpg/thumb?area=105&is_public=true)
![Mitsubishi Heavy Industries, a major US operator, is buying a large amount on the dips in DeepSeek! Defense and Electrical Utilities have a positive outlook [Earnings Preview].](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250131/924df8c7ced4dfe1d01c70659dde7e6c.png/thumb?area=105&is_public=true)
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A massive $500 billion investment is flowing into the AI infrastructure in the USA.Behind this, the strategies of technology giants, political dynamics, and the future industrial structure are complexly intertwined.
On January 22, former President Trump announced a large-scale Artificial Intelligence (AI) investment plan."Stargate"is part of this investment plan.With an estimated amount of $500 billion.President Trump considers this as a "historic" AI infrastructure investment project.Taking the name 'Stargate' from a movie, this project aims to evoke expectations for futuristic technologies.The grand entrance of this project significantly boosts global technology stocks, causing a surge in large-cap technology stocks and US-listed companies in related industries.The futuristic nature of the project creates excitement and anticipation for SF-like technologies.The S&P 500 Index reaches an all-time high.The S&P 500 Index reaches an all-time high.Reached an all-time high last week.
In this project, $SoftBank Group (9984.JP)$OpenAI, $Oracle (ORCL.US)$, MGX plans to invest as a major shareholder and establish a joint venture company, "Stargate". The plan is to invest 500 billion dollars over the next four years to build a new Shareholder Holdingsand establish a joint venture company, "Stargate". The plan is to invest 500 billion dollars over the next four years to build a new AI infrastructureis planning to construct (2...
On January 22, former President Trump announced a large-scale Artificial Intelligence (AI) investment plan."Stargate"is part of this investment plan.With an estimated amount of $500 billion.President Trump considers this as a "historic" AI infrastructure investment project.Taking the name 'Stargate' from a movie, this project aims to evoke expectations for futuristic technologies.The grand entrance of this project significantly boosts global technology stocks, causing a surge in large-cap technology stocks and US-listed companies in related industries.The futuristic nature of the project creates excitement and anticipation for SF-like technologies.The S&P 500 Index reaches an all-time high.The S&P 500 Index reaches an all-time high.Reached an all-time high last week.
In this project, $SoftBank Group (9984.JP)$OpenAI, $Oracle (ORCL.US)$, MGX plans to invest as a major shareholder and establish a joint venture company, "Stargate". The plan is to invest 500 billion dollars over the next four years to build a new Shareholder Holdingsand establish a joint venture company, "Stargate". The plan is to invest 500 billion dollars over the next four years to build a new AI infrastructureis planning to construct (2...
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Dear MOOMOO users, good morning!![]()
The key points of this morning's report are here.
Financial Estimates for Tokyo stock market: 9100 yen to 9450 yen (+0.03 million) (closing price on the 17th: 9364.68 yen).
Honda and Nissan to enter merger negotiations = Nikkei
●The results of the US FOMC and BOJ meetings will be announced on the 19th.
●The dollar-yen rate temporarily dropped to the mid-153 yen level.
●NVIDIA announces terminal for small businesses and enthusiasts at $249.
●Impact of statements by President Trump and Pfizer CEO on UnitedHealth and CVS.
Meta fined 40 billion yen by Ireland for FB data leak.
moomoo News Mark
Market Overview
The US stock market fell on the 17th. The Dow Jones Industrial Average fell for the 9th consecutive business day, marking the longest continuous decline since 1978. After opening high due to the lingering high long-term interest rates, it fell. Although the November retail sales figures released in the morning exceeded market expectations, the view that the Federal Reserve Board (FRB) will cut interest rates in the Federal Open Market Committee (FOMC) meeting tomorrow remains unchanged, speculation arose that the pace of rate cuts next year would be more gradual...
Financial Estimates for Tokyo stock market: 9100 yen to 9450 yen (+0.03 million) (closing price on the 17th: 9364.68 yen).
Honda and Nissan to enter merger negotiations = Nikkei
●The results of the US FOMC and BOJ meetings will be announced on the 19th.
●The dollar-yen rate temporarily dropped to the mid-153 yen level.
●NVIDIA announces terminal for small businesses and enthusiasts at $249.
●Impact of statements by President Trump and Pfizer CEO on UnitedHealth and CVS.
Meta fined 40 billion yen by Ireland for FB data leak.
moomoo News Mark
Market Overview
The US stock market fell on the 17th. The Dow Jones Industrial Average fell for the 9th consecutive business day, marking the longest continuous decline since 1978. After opening high due to the lingering high long-term interest rates, it fell. Although the November retail sales figures released in the morning exceeded market expectations, the view that the Federal Reserve Board (FRB) will cut interest rates in the Federal Open Market Committee (FOMC) meeting tomorrow remains unchanged, speculation arose that the pace of rate cuts next year would be more gradual...
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