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● Nintendo Co LtdAt 3:30 PM after the market close on November 5thEarnings reports for the second quarter of the fiscal year ending March 2025 (2Q)will be announced.）is announced.
According to market expectations (Bloomberg Consensus), 2Q consolidated revenue is expected to decrease by 29% year-on-year to 515.7 billion yen, with an expected earnings per share (EPS) decline of 50% to 116.54 yen per share.The impact of the decline in the success of the previous period's Mario movie and Zelda series software hits. If the slowdown in Switch sales is strong, there is also a possibility of performance downward revision.●Regarding the successor to the main gaming console, Nintendo Switch, It cannot be denied.
Information disclosureis eagerly anticipated.There is information dissemination during the earnings announcement on the 5th or the earnings call on the 6th.Attracting attention.
According to evaluations by 23 analysts,52.17% are bullish,8.7% are somewhat bullish, 30.44% are neutral, and 8.7% are bearish, with an overall rating of "Slightly bullish"."Slightly bullish".The average target stock price is 8,995 yen, about 13% above the closing price of 7,963 yen on the first day. The range is 6,000 to 1.7 million yen.
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Switch has become the longest-lived console surpassing the Family Computer!
The sales period of the Switch, now in its 8th year of release, will end in July this year, with the 'Family Computer' (sales period 268...
According to market expectations (Bloomberg Consensus), 2Q consolidated revenue is expected to decrease by 29% year-on-year to 515.7 billion yen, with an expected earnings per share (EPS) decline of 50% to 116.54 yen per share.The impact of the decline in the success of the previous period's Mario movie and Zelda series software hits. If the slowdown in Switch sales is strong, there is also a possibility of performance downward revision.●Regarding the successor to the main gaming console, Nintendo Switch, It cannot be denied.
Information disclosureis eagerly anticipated.There is information dissemination during the earnings announcement on the 5th or the earnings call on the 6th.Attracting attention.
According to evaluations by 23 analysts,52.17% are bullish,8.7% are somewhat bullish, 30.44% are neutral, and 8.7% are bearish, with an overall rating of "Slightly bullish"."Slightly bullish".The average target stock price is 8,995 yen, about 13% above the closing price of 7,963 yen on the first day. The range is 6,000 to 1.7 million yen.
The sales period of the Switch, now in its 8th year of release, will end in July this year, with the 'Family Computer' (sales period 268...
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![Nintendo Co Ltd, are we finally getting information on the new game console? Expectations are high for the enduring power of the "Switch" model. [Earnings Preview]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20241101/5680dd1f0f67f1adb5b4a2fcd560102e.png/thumb?area=105&is_public=true)
![Nintendo Co Ltd, are we finally getting information on the new game console? Expectations are high for the enduring power of the "Switch" model. [Earnings Preview]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20241101/f96c2f2e5ea255252670b3c21913f6a9.png/thumb?area=105&is_public=true)
![Nintendo Co Ltd, are we finally getting information on the new game console? Expectations are high for the enduring power of the "Switch" model. [Earnings Preview]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20241101/aaf5e023c8488f4c32c3ccc4a3d28eb6.png/thumb?area=105&is_public=true)
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ごまだれそうめん
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Following the passage of the House of Representatives election, the there is a buyback trend,entered, but, U.S. presidential electionand日銀の追加利上げWith events such as these approaching, the market's uncertainty remains high. Index composed of domestic leading large-cap stocks「東証株価指数（TOPIX）コア30」のPER（株価収益率）は年初以降19.5～21.8倍前後で推移していたが、8月からは16倍程度と大幅に低下し、割安感が出ている。リスクオンとなった時に海外資金が入りやすいこうした大型株を、割安となった際に仕込んでおくのも安全性の高い戦略の一つとなりそうだ。日本株は世界の中でも相対的にボラティリティー（変動率）が高いとされる。流動性が高く、安定感のある時価総額が大きい主力株のうち、Stocks with high dividend concept and low volatility, expecting increased dividends.were picked up.
[Screening Requirements]
- Components of the Tokyo Stock Exchange Price Index (TOPIX) Core 30
- Expected dividend yield for the current period is 3% or higher
- Exclude stocks with a negative dividend health score indicating the certainty of dividends (Negative 100 to -50: Difficult to maintain current dividend level, -50 to 50: Possibility of maintaining the current level, 50 to 100: Possibility of increasing dividends)
(minus 100 to minus 50: it is difficult to maintain the current level of dividends, minus 50 to 50: possibility of maintaining the current situation, 50...
[Screening Requirements]
- Components of the Tokyo Stock Exchange Price Index (TOPIX) Core 30
- Expected dividend yield for the current period is 3% or higher
- Exclude stocks with a negative dividend health score indicating the certainty of dividends (Negative 100 to -50: Difficult to maintain current dividend level, -50 to 50: Possibility of maintaining the current level, 50 to 100: Possibility of increasing dividends)
(minus 100 to minus 50: it is difficult to maintain the current level of dividends, minus 50 to 50: possibility of maintaining the current situation, 50...
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60
ごまだれそうめん
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「The demand for AI is real」― $Taiwan Semiconductor (TSM.US)$Management spoke forcefully at the earnings call on the 17th. USA $NVIDIA (NVDA.US)$The company, which outsources the production of image processing semiconductors (GPUs), announced its financial results for the July to September quarter of the 24th year.With strong demand for AI semiconductors both revenue and net profit reached record highs due to strong AI semiconductor demand. The strength of AI demand was reaffirmed in the market, and nvidia's stock price hit a new high for the first time in about 4 months on the same day. on the other hand, on the Tokyo stock market on the following 18th, some TSMC-related stocks showed positive movements, but a majority of them did not..
The Dutch manufacturing equipment giant $ASML Holding (ASML.US)$noEarnings below financial estimatesYa.Concerns about US export restrictions on china persist, with many related stocks showing a weak response.persist, many related stocks showed a weak response.
To be announced at the end of this month $Microsoft (MSFT.US)$In the earnings of major US high-tech companies such as etcAI需要の不透...
The Dutch manufacturing equipment giant $ASML Holding (ASML.US)$noEarnings below financial estimatesYa.Concerns about US export restrictions on china persist, with many related stocks showing a weak response.persist, many related stocks showed a weak response.
To be announced at the end of this month $Microsoft (MSFT.US)$In the earnings of major US high-tech companies such as etcAI需要の不透...
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$PAL Group Holdings (2726.JP)$
All-time high. Although the founder and chairman, Hideyuki Inoue, retired this year, the company is getting stronger. We should pay attention to EC operations.
All-time high. Although the founder and chairman, Hideyuki Inoue, retired this year, the company is getting stronger. We should pay attention to EC operations.
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3
$Disco (6146.JP)$
MACD has a dead cross. Parabolic also has a downward reversal. Tough for a while?? Keep an eye on today's TSMC and tomorrow's earnings.
MACD has a dead cross. Parabolic also has a downward reversal. Tough for a while?? Keep an eye on today's TSMC and tomorrow's earnings.
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4
$Fujikura (5803.JP)$
Parabolic has turned into a sell for the first time in a long time.
Parabolic has turned into a sell for the first time in a long time.
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7
$SBI Sumishin Net Bank (7163.JP)$
It seems you like around 2600. I hope it will drop to 2300.
It seems you like around 2600. I hope it will drop to 2300.
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3
$Ebara (6361.JP)$
When will the neckline of the double bottom be broken above?
When will the neckline of the double bottom be broken above?
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2
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