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$Sekisui House (1928.JP)$
The first quarter is over, and the settlement was announced the other day 🌱
The results were pretty tough 😭
However, since it has rebounded several times around 2720 yen on the chart, I think it's a stock I'd like to prepare while watching the situation ❤️🔥
And, above all, Sekisui House is a company with January financial results and is an excellent brand that has announced progressive dividends 🔥
Personally, I'm happy that dividend months are other than March and December 🥰
It's a stock I want to invest in while watching future stock prices ❤️🔥
The first quarter is over, and the settlement was announced the other day 🌱
The results were pretty tough 😭
However, since it has rebounded several times around 2720 yen on the chart, I think it's a stock I'd like to prepare while watching the situation ❤️🔥
And, above all, Sekisui House is a company with January financial results and is an excellent brand that has announced progressive dividends 🔥
Personally, I'm happy that dividend months are other than March and December 🥰
It's a stock I want to invest in while watching future stock prices ❤️🔥
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![[Q4] Decrease and loss of profits](https://sgsnsimg.moomoo.com/feed_image/181783192/b5dc68ca70fb391ca19a1b397253b025.jpg/thumb)
![[Q4] Decrease and loss of profits](https://sgsnsimg.moomoo.com/feed_image/181783192/8ba1dfeb55a33b1ba207623c40535e64.jpg/thumb)
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Debt ceiling agreement bill, opposition erupts from the House of Representatives | Will stocks, dollars, and yen fall in the short term? (5/31 #PAN米国株)
The debt ceiling problem is called pro wrestling, and there are times when serious injuries or ◯ people appear in pro wrestling.
The debt ceiling problem is called pro wrestling, and there are times when serious injuries or ◯ people appear in pro wrestling.
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![Debt ceiling agreement bill, opposition erupts from the House of Representatives | Will stocks, dollars, and yen fall in the short term? (5/31 #PAN米国株)](https://ussnsimg.moomoo.com/71620498/editor_image/e70d889578cb3bf3a3da3429fed2be3e.png/thumb)
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There are many cases where this kind of rise is fragile.
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![NVDA alone is driving the NQ100 almost exclusively.](https://ussnsimg.moomoo.com/71620498/editor_image/8f54329292b43fe89981e628db39fe9a.png/thumb)
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When downgrading, don't touch stocks, it's dangerous, and bonds and money are superior.
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✅ Exchange
* The dollar remains stable against major currencies
* The year-on-year growth rate of CPI decelerated slightly, but the Fed's monetary policy outlook was not clearly shown
〇Voices from the Market
* There was no indication whether the Fed would need to cut interest rates at a rapid pace
* Observations on future volatility tend to decline
✅ Bonds
* Lower yields
* Concerns about upward pressure on prices in the US have been dispelled, and a sense of security has spread
〇Voices from the Market
* Even though the numbers were as expected, stronger numbers were expected, so the market price reacted
* It can be seen that there is still a long way to go before the price target set by the Fed at 2%
* In addition to concerns surrounding the regional banking sector, if the federal debt ceiling issue is not resolved, the possibility that the Fed will suspend interest rate hikes will increase further
✅ Shares
* Muddled movements
* A slowdown in inflation was confirmed, and interest rate hike suspension observations increased
* High-tech stocks were bought due to falling interest rates, but concerns about a recession smoldered
* FCNCA was significantly higher due to deposit balances exceeding expectations
* The alphabet is an interactive artificial intelligence “Bird,” a new language model, etc...
* The dollar remains stable against major currencies
* The year-on-year growth rate of CPI decelerated slightly, but the Fed's monetary policy outlook was not clearly shown
〇Voices from the Market
* There was no indication whether the Fed would need to cut interest rates at a rapid pace
* Observations on future volatility tend to decline
✅ Bonds
* Lower yields
* Concerns about upward pressure on prices in the US have been dispelled, and a sense of security has spread
〇Voices from the Market
* Even though the numbers were as expected, stronger numbers were expected, so the market price reacted
* It can be seen that there is still a long way to go before the price target set by the Fed at 2%
* In addition to concerns surrounding the regional banking sector, if the federal debt ceiling issue is not resolved, the possibility that the Fed will suspend interest rate hikes will increase further
✅ Shares
* Muddled movements
* A slowdown in inflation was confirmed, and interest rate hike suspension observations increased
* High-tech stocks were bought due to falling interest rates, but concerns about a recession smoldered
* FCNCA was significantly higher due to deposit balances exceeding expectations
* The alphabet is an interactive artificial intelligence “Bird,” a new language model, etc...
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There are people who are reluctant about US stocks for fear that the yen will appreciate in the future, but exchange rate risks do not affect performance over the long term, so you can ignore them.
For example, there are people who are afraid of exchange rate risks and invest only in Japanese stocks, and Japanese companies that invest in them have exchange rate risks. In fact, export companies, starting with the Japanese manufacturing industry, tend to be weak when the yen appreciates, so it is impossible to escape exchange risk by investing in Japanese stocks.
If you want to completely eliminate exchange risk, you have no choice but to refrain from investing. However, since the value of currency gradually declines over the long term, not investing is also a risk.
In other words, no one can completely eliminate all risks, so I think it would be wiser to ignore exchange rate risks that do not affect performance in the long run and invest in US stocks and emerging market stocks.
For example, there are people who are afraid of exchange rate risks and invest only in Japanese stocks, and Japanese companies that invest in them have exchange rate risks. In fact, export companies, starting with the Japanese manufacturing industry, tend to be weak when the yen appreciates, so it is impossible to escape exchange risk by investing in Japanese stocks.
If you want to completely eliminate exchange risk, you have no choice but to refrain from investing. However, since the value of currency gradually declines over the long term, not investing is also a risk.
In other words, no one can completely eliminate all risks, so I think it would be wiser to ignore exchange rate risks that do not affect performance in the long run and invest in US stocks and emerging market stocks.
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