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$NVIDIA (NVDA.US)$ is On August 28th in the after-hours of the U.S. stock market (morning of August 29th in Japan), they are scheduled to announce the earnings for the second quarter of fiscal year 2025. While dominating the market for semiconductors for artificial intelligence (AI), the focus is on whether they can exceed market expectations with strong growth and performance. Please determine if Nvidia can outperform market expectations. Predict the closing price of Nvidia on the day following the earnings call and cast your vote!
【Compensation】
●Distribute 10,000 points equally
Until 10:00 PM on August 29th (Japan time)ToThe closing price of nvidia on August 29th (5:00 AM on August 30th Japan time)Please predict the financial estimates and select from the price range below. If the actual closing price matches the selected price range, points will be evenly distributed to all users who selected the corresponding price range (e.g. if 50 users correctly predict, each will receive 200 points)!
【Special Challenge! Win 500 yen worth of Amazon gift card】
Predict nvidia's closing price accurately and get a chance to win additional rewards!
By 10:00 PM on August 29th (Japan time)on August 29thWith...
【Compensation】
●Distribute 10,000 points equally
Until 10:00 PM on August 29th (Japan time)ToThe closing price of nvidia on August 29th (5:00 AM on August 30th Japan time)Please predict the financial estimates and select from the price range below. If the actual closing price matches the selected price range, points will be evenly distributed to all users who selected the corresponding price range (e.g. if 50 users correctly predict, each will receive 200 points)!
【Special Challenge! Win 500 yen worth of Amazon gift card】
Predict nvidia's closing price accurately and get a chance to win additional rewards!
By 10:00 PM on August 29th (Japan time)on August 29thWith...
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In just 2 weeks, the strong rebound in the US stock market has offset the sharp drop at the beginning of August, and the market has begun to become 'extremely optimistic' about the future of US stocks. However, despite the subsiding confusion, many selling factors such as the US presidential election, economic data deterioration, substantial financial tightening, overvaluation of the stock market, and geopolitical risks have not disappeared. The market should still be wary of potential volatility in the future.
In this situation,Stocks that combine the benefit of a US interest rate cut with defensive characteristicsOf the stocks that have been showing a solid performance, one hit a temporary high during the market crash on August 5th and has also seen good yields since JulyIt is a bond ETF of the US stock market. Compared to bonds, bond-linked ETFs are not affected by maturity, have high flexibility, and have the advantage of diversified investment. It is supported by strong demand,Further growth is expected..
According to Matt Montemuro of BMO Global Asset Management (GAM), many investors who had previously moved away from fixed income securities are expected to come back due to the combination of easing cycles and uncertain market volatility.
On the other hand, according to BlackRock, global bond...
In this situation,Stocks that combine the benefit of a US interest rate cut with defensive characteristicsOf the stocks that have been showing a solid performance, one hit a temporary high during the market crash on August 5th and has also seen good yields since JulyIt is a bond ETF of the US stock market. Compared to bonds, bond-linked ETFs are not affected by maturity, have high flexibility, and have the advantage of diversified investment. It is supported by strong demand,Further growth is expected..
According to Matt Montemuro of BMO Global Asset Management (GAM), many investors who had previously moved away from fixed income securities are expected to come back due to the combination of easing cycles and uncertain market volatility.
On the other hand, according to BlackRock, global bond...
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$Apple (AAPL.US)$isAugust 1stAfter the close of tradingThe financial results for the April-June quarter of 2024are scheduled to be announced. It is expected that the significant decline in sales of the main product, the iPhone, compared to the same period last year will be greatly improved, and as a result,there is a forecast for a return to increased revenue.It is.
一方で、アップルの株価は7月15日に史上最高値の234.4ドル（終値）を記録した後、ハイテク大手株全体に見られる弱さを受けて反落していました。今期の決算結果を受けて株価がどのように反応するか、注目されています。
決算発表後の翌取引日にアップル株の終値がどのようになるのかを予想して、投票してください。
【Compensation】
・10,000ポイントを均等に分配
Until 10 p.m. on August 2nd (Japan time)To, Apple's closing price on August 2nd (5 a.m. Japan time on August 3rd)Please choose the price range you expect. If the actual closing price falls within the chosen price range, points will be distributed equally to the users who voted for that price range (for example, if 50 people correctly predict the price range, each person can earn 100 points!).
【...
一方で、アップルの株価は7月15日に史上最高値の234.4ドル（終値）を記録した後、ハイテク大手株全体に見られる弱さを受けて反落していました。今期の決算結果を受けて株価がどのように反応するか、注目されています。
決算発表後の翌取引日にアップル株の終値がどのようになるのかを予想して、投票してください。
【Compensation】
・10,000ポイントを均等に分配
Until 10 p.m. on August 2nd (Japan time)To, Apple's closing price on August 2nd (5 a.m. Japan time on August 3rd)Please choose the price range you expect. If the actual closing price falls within the chosen price range, points will be distributed equally to the users who voted for that price range (for example, if 50 people correctly predict the price range, each person can earn 100 points!).
【...
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Due to expectations of a recovery in semiconductor market conditions, major “ultrapure water” equipment companies used in semiconductor manufacturing processes $Nomura Micro Science (6254.JP)$with $Organo (6368.JP)$Stocks are expensive. Thoroughly removed bacteria, gases, etc.Ultrapure water has extremely strong detergency, and since it can purify nano-level semiconductor circuits, it is essential in semiconductor manufacturing.The cleaning process is said to account for about 30% of the semiconductor manufacturing process, and ultrapure water equipment is an important infrastructure.
◆ $Nomura Micro Science (6254.JP)$
Major ultrapure water equipment company. Branch from Hokko Chemical Co., Ltd. It is leading the way in developing semiconductor companies in Korea and Taiwan, and about 30% of sales go to Samsung Korea. High ROE (return on equity). Stock prices have continued to rise since the consolidated earnings forecast for the fiscal year ending March 31, 24 was drastically revised in late October. Since semiconductor-related companies are vigorous investment and maintenance businesses are strong,Consolidated sales for the fiscal year ending March 24 are expected to increase 45.2% from the previous fiscal year to 72 billion yen, and net profit is expected to increase 15.4% to 6.7 billion yen...
◆ $Nomura Micro Science (6254.JP)$
Major ultrapure water equipment company. Branch from Hokko Chemical Co., Ltd. It is leading the way in developing semiconductor companies in Korea and Taiwan, and about 30% of sales go to Samsung Korea. High ROE (return on equity). Stock prices have continued to rise since the consolidated earnings forecast for the fiscal year ending March 31, 24 was drastically revised in late October. Since semiconductor-related companies are vigorous investment and maintenance businesses are strong,Consolidated sales for the fiscal year ending March 24 are expected to increase 45.2% from the previous fiscal year to 72 billion yen, and net profit is expected to increase 15.4% to 6.7 billion yen...
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The fact that the Tokyo Stock Exchange requested management that is conscious of capital costs and stock prices from listed companies is attracting attention, but those that focus on specific companies and make similar “shareholder proposals” are funds called “activist (talking shareholders).” There are also an increasing number of cases where stock prices rise due to activist activities, and individual investors cannot ignore it.
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Drastic increase in activist and shareholder proposals
$IR Japan Holdings (6035.JP)$According to financial results briefing materials, there are 70 activist funds that have entered Japan as of 2023/9, which has increased 7 times in 8 years from 10 to '15. The number of shareholder proposals made by activists also increased dramatically from 2 in '15 to 58 in '22 and 69 in '23.
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Do activists have the same interests as individual investors?
The purpose of an activist is generally to make a profit by raising the stock prices of the stocks they hold. Therefore, many proposals by activists aim to improve corporate value, and basically...
$IR Japan Holdings (6035.JP)$According to financial results briefing materials, there are 70 activist funds that have entered Japan as of 2023/9, which has increased 7 times in 8 years from 10 to '15. The number of shareholder proposals made by activists also increased dramatically from 2 in '15 to 58 in '22 and 69 in '23.
The purpose of an activist is generally to make a profit by raising the stock prices of the stocks they hold. Therefore, many proposals by activists aim to improve corporate value, and basically...
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As part of the government's economic measures,A supplementary budget proposal for the fiscal year 2023 that includes support of about 2 trillion yen for strengthening semiconductor production capacity was approved by the Cabinet on the 10th. This represents a 50% increase from the 1.3 trillion yen in the previous fiscal year. It seems that there will be an expansion in the search for related stocks that may benefit.Reported specifics of the support include aiming for the manufacturing of advanced semiconductors
as well as the prototype line of Rapyuta.Rapyuta's prototype lineand $Intel (INTC.US)$Approximately 650 billion yen allocated for the development of research bases and advanced semiconductor design. $Taiwan Semiconductor (TSM.US)$Around 770 billion yen will be allocated for the construction costs of the second factory in Kumamoto. Additionally, about 460 billion yen will be added for the construction costs of Powerchip Technology's Miyagi factory in Taiwan, semiconductor manufacturing equipment, and electric vehicles (EV).Power semiconductorsAround 460 billion yen will be added for the construction costs of Powerchip Technology's Miyagi factory in Taiwan, semiconductor manufacturing equipment, and electric vehicles (EV).
Companies investing in Rapidas include Kioxia. $Toyota Motor (7203.JP)$、 ...
as well as the prototype line of Rapyuta.Rapyuta's prototype lineand $Intel (INTC.US)$Approximately 650 billion yen allocated for the development of research bases and advanced semiconductor design. $Taiwan Semiconductor (TSM.US)$Around 770 billion yen will be allocated for the construction costs of the second factory in Kumamoto. Additionally, about 460 billion yen will be added for the construction costs of Powerchip Technology's Miyagi factory in Taiwan, semiconductor manufacturing equipment, and electric vehicles (EV).Power semiconductorsAround 460 billion yen will be added for the construction costs of Powerchip Technology's Miyagi factory in Taiwan, semiconductor manufacturing equipment, and electric vehicles (EV).
Companies investing in Rapidas include Kioxia. $Toyota Motor (7203.JP)$、 ...
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Hello, Moomoo users!![]()
、![]()
Nikkei average closed at 30,994.67 yen, down 80.69 yen from the previous trading day.
Refusing to answer whether there was intervention on the 3rd, the finance minister determines the announcement comprehensively.
●From April to September, "automobiles performing well, overall increase in profits" - Mr. Abe from Daiwa Securities
●Reexamination of US-China semiconductor regulations in the final stages, signs of strengthening restrictions
Hot Stocks: $Tokyo Electron (8035.JP)$, $Toyota Motor (7203.JP)$, $Inpex (1605.JP)$, $Kawasaki Kisen Kaisha (9107.JP)$
- Moomoo News Japan Stock Sherry
Market Summary
In today's Tokyo stock market, the Nikkei average stock price closed at 30,994.67 yen, down 80.69 yen from the previous trading day, and the Tokyo Stock Price Index (TOPIX) ended at 2,264.08, up 0.32 points.
Top News
The 40-year government bond yields rose to 2%, the highest level since May 2013.
On the 6th, the new 40-year government bond was issued in the bond market...
Nikkei average closed at 30,994.67 yen, down 80.69 yen from the previous trading day.
Refusing to answer whether there was intervention on the 3rd, the finance minister determines the announcement comprehensively.
●From April to September, "automobiles performing well, overall increase in profits" - Mr. Abe from Daiwa Securities
●Reexamination of US-China semiconductor regulations in the final stages, signs of strengthening restrictions
Hot Stocks: $Tokyo Electron (8035.JP)$, $Toyota Motor (7203.JP)$, $Inpex (1605.JP)$, $Kawasaki Kisen Kaisha (9107.JP)$
- Moomoo News Japan Stock Sherry
Market Summary
In today's Tokyo stock market, the Nikkei average stock price closed at 30,994.67 yen, down 80.69 yen from the previous trading day, and the Tokyo Stock Price Index (TOPIX) ended at 2,264.08, up 0.32 points.
Top News
The 40-year government bond yields rose to 2%, the highest level since May 2013.
On the 6th, the new 40-year government bond was issued in the bond market...
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The stock that made the biggest leap forward in US stocks in 2023 and came into the spotlight is definitely NVIDIA. Since the beginning of the year, NVIDIA's stock price has risen 2.3 times,PER is 200 timesIt has exceeded. Currently, policy interest rates and long-term interest rates in the United States are at a high level, so sales have been on the rise for high-tech giants in particular. While NVIDIA is taking a break from the July high,Since analysts raised target stock prices before financial results, the window was opened on 8/21 and there was a strong rise.
As stock prices fluctuate like this, NVIDIA will have a major event called financial results. According to Moomoo's financial calendar, NVIDIAAfter the market on 8/23Financial results will be announced on Results that greatly exceeded market expectations were announced in the previous financial results, and stock prices, which were pleasantly surprised, soared 24%.There is a good possibility that the financial results will have a big impact on stock prices this time as well.
I will explain 4 points that may have a big impact on NVIDIA's stock price in the short term!
1. Achievements and guidance anna...
As stock prices fluctuate like this, NVIDIA will have a major event called financial results. According to Moomoo's financial calendar, NVIDIAAfter the market on 8/23Financial results will be announced on Results that greatly exceeded market expectations were announced in the previous financial results, and stock prices, which were pleasantly surprised, soared 24%.There is a good possibility that the financial results will have a big impact on stock prices this time as well.
I will explain 4 points that may have a big impact on NVIDIA's stock price in the short term!
1. Achievements and guidance anna...
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