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ニンニク二郎侍 Male ID: 182524939
ニンニク、アブラ、野菜マシマシで〜
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    Dollar Tree Inc (NASDAQ:DLTR) fell at the start of trading on Wednesday due to lower-than-expected second-quarter results.
    The revenue for this quarter, which ended on August 3, increased by 0.7% to $7.37 billion, with a 0.7% increase in same-store sales due to a 1.1% increase in traffic, partially offset by a 0.5% decrease in average ticket. Same-store sales for the dollar tree department increased by 1.3%, while same-store sales for the family dollar department decreased by 0.1%.
    Gross profit margin increased by 80 basis points to 30.0%. The improvement in profitability was mainly due to a decrease in freight costs and partially offset by an increase in labor costs for the Dollar Tree segment due to increased sales of high-cost consumables and single-digit same-store sales growth, as well as an increase in logistics costs for the Family Dollar segment. Selling, general, and administrative expenses increased to 27.3% of revenue from 25.3% in the same period last year. This was primarily due to unfavorable developments in liability claims, an increase in depreciation expense due to store investments, temporary labor costs for the Dollar Tree segment to support multiprice offerings, and utility expenses.
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    It's all down now. It feels like only day trading and long-term trading are not good in the market.
    And we are converting dollars back to yen.
    We will enter the market again around October 20th.
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    Survey Insights: 📊
    The latest Edelman Trust Barometer, marking its 20th anniversary, has revealed a sobering trend – a growing sentiment of inequality is eroding trust not just in societal institutions but also in capitalism itself. A notable finding is that many, especially in developed markets, no longer hold the belief that working hard guarantees a better life.
    Despite economic progress, a significant portion of respondents don't foresee an imp...
    🤔 Are Australians Losing Faith in Hard Work? 💼💸
    🤔 Are Australians Losing Faith in Hard Work? 💼💸
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    Four months ago, the healthcare giant UnitedHealthcare plummeted and hit rock bottom, but now the stock price has revived like a phoenix. It feels like the sector rotation is happening here. At the same time, high-tech sectors including AI also experienced a crash. It seems that this trend will further intensify in September.
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    That's the time to buy.
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    $Vertiv Holdings (VRT.US)$ Sell everything at the highest price, then re-enter. It has repeatedly bought on dips and resurfaced.
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    Starting towards the highest price‼️
    The legend of soaring AI-related stocks, the curtain of the second chapter has risen. The fatigue after two weeks of stretching exercises was worth it. Each time it fell, I bought more, waiting eagerly for when it would come. A great leap forward. $Astera Labs (ALAB.US)$ . Peace of mind. $Vertiv Holdings (VRT.US)$ . Long-standing firm. $nVent Electric (NVT.US)$ . The AI festival has just begun. Let's get excited!
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    AI-related stocks. The second chapter of the skyrocketing begins.
    Financial estimates and results for the three major indexes in the USA last week.
    $S&P 500 Index (.SPX.US)$ Financial estimates +0 to 0.4% → Results +0.9%
    $Nasdaq Composite Index (.IXIC.US)$ Financial estimates at 0% → Results +1.59%
    $Dow Jones Industrial Average (.DJI.US)$ Financial estimates +0.2 to 0.5% → Results 0.2%
    As a whole, it was as expected, but the unexpected thing was that AI-related stocks, which had been rising rapidly regardless of the industry, almost collapsed. They had also collapsed the previous week, so I expected them to rise this week. Therefore, I predict that AI-related stocks, which have fallen so sharply, will skyrocket regardless of CPI or FOMC.
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    $nVent Electric (NVT.US)$
    nVent Electric has acquired all the shares of Trachte on June 6, 2024. Trachte is a datacenter infrastructure solution provider based in Germany. The company manufactures and sells products such as cooling systems, power solutions, racks & enclosures, cable wiring solutions, etc. Trachte's customers include hyperscale cloud providers, communications operators, and enterprises. With this acquisition, nVent Electric plans to expand its datacenter infrastructure solution portfolio, and strengthen access to the hyperscale cloud, communications, and enterprise markets. Additionally, the acquisition will enable nVent Electric to expand its business in the Europe, Middle East, and Africa (EMEA) region. Below is a detailed description of Trachte: * Founded: 1980 * Headquarters: Frankfurt, Germany * Number of employees: approximately 1,300 * Revenue: approximately 0.35 billion euros (approximately 45 billion yen) * Customers: hyperscale cloud providers, communications operators, enterprises. Key products: * Cooling systems * Power solutions * Racks & enclosures * Cable wiring solutions nVent Electric plans to further strengthen its leadership in the datacenter infrastructure solution market and accelerate growth through this acquisition. If you would like to learn more about nVent Electric, please visit the following link:
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    Announced on June 5th, the May ADP employment numbers slowed down more than expected, further cooling the labor market. After the data release, investors are reconsidering the possibility of an interest rate cut by the Federal Reserve Board (FRB).
    According to CME's Fed Watch tool, there is a 56.2% probability of an interest rate cut in September, with the possibility of two cuts within the year. On June 7th at 20:30, the US Department of Labor will release the employment situation report for May, including key data such as official non-farm payroll growth and the unemployment rate. What kind of signal will be announced?
    On June 5th, Canada became the first G7 country to cut interest rates. On June 6th, the European Central Bank made the expected 25bp rate cut, reducing the key three rates to 4.25%, 3.75%, and 4.50%, marking the first rate cut since 2019. This made it the second G7 member to cut interest rates. Will the Federal Reserve Board (FRB) act in tandem?
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