$North Pacific Bank (8524.JP)$
ラピダス半導体工場を北海道で建設予定なのは周知の事実だと思うが、これが何故北洋銀行買いのシナリオに繋がってくるかの根拠を示します。
北海道ではラピダス半導体工場およびデータセンター稼働➡️莫大な雇用を産む→人(働き手)が増える➡️住宅などの不動産が盛り上がる(地域の融資の活性化)➡️都市部が活性化する(新規事業を行う為の融資が増える)➡️これからの日本は金利が上がるので、銀行セクターは金利収益を享受できる。
これが北洋銀行がこれから伸びるであろう根拠とシナリオ。
ラピダス半導体工場を北海道で建設予定なのは周知の事実だと思うが、これが何故北洋銀行買いのシナリオに繋がってくるかの根拠を示します。
北海道ではラピダス半導体工場およびデータセンター稼働➡️莫大な雇用を産む→人(働き手)が増える➡️住宅などの不動産が盛り上がる(地域の融資の活性化)➡️都市部が活性化する(新規事業を行う為の融資が増える)➡️これからの日本は金利が上がるので、銀行セクターは金利収益を享受できる。
これが北洋銀行がこれから伸びるであろう根拠とシナリオ。
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$GDEP Advance (5885.JP)$
As a rationale
・Improvement of future prospects due to the announcement of new NVIDIA products
・Is demand for NVIDIA semiconductors high due to the momentum of data center construction
The point of concern is that I think it will be imported from America, so I think there is an exchange loss.
The exchange rate would have been perfect if the yen appreciated, but sales may be good, but profits seem subtle. I wonder if gambling has a bad taste??
As a rationale
・Improvement of future prospects due to the announcement of new NVIDIA products
・Is demand for NVIDIA semiconductors high due to the momentum of data center construction
The point of concern is that I think it will be imported from America, so I think there is an exchange loss.
The exchange rate would have been perfect if the yen appreciated, but sales may be good, but profits seem subtle. I wonder if gambling has a bad taste??
Translated
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nia_株仲間募集
liked
背景
$Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$ CEOウォーレン・バフェットは、ウォール街を何度も周回してプロ投資家や個人投資家の注目を集めてきました。1960年代半ばにCEOに就任して以来、3月14日の終業ベルの時点で、同氏は自社のクラスA株(BRK.A)の総リターンが4,938,103%に達している。比較のために言うと、これは2019年の146倍である。同じ期間における、支払われた配当を含むS&P 500の総リターン。
「オマハの神託者」という親しみやすい名前が常に正しいとは限りませんが、彼の実績は、彼が目に見えないところに隠れている価値を見つける才能を持っていることを示唆しています。投資家がバークシャー・ハサウェイの証券取引委員会(SEC)へのフォーム13F提出を心配して待っているのはこのためだ。
バークシャー・ハサウェイの13F...
$Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$ CEOウォーレン・バフェットは、ウォール街を何度も周回してプロ投資家や個人投資家の注目を集めてきました。1960年代半ばにCEOに就任して以来、3月14日の終業ベルの時点で、同氏は自社のクラスA株(BRK.A)の総リターンが4,938,103%に達している。比較のために言うと、これは2019年の146倍である。同じ期間における、支払われた配当を含むS&P 500の総リターン。
「オマハの神託者」という親しみやすい名前が常に正しいとは限りませんが、彼の実績は、彼が目に見えないところに隠れている価値を見つける才能を持っていることを示唆しています。投資家がバークシャー・ハサウェイの証券取引委員会(SEC)へのフォーム13F提出を心配して待っているのはこのためだ。
バークシャー・ハサウェイの13F...
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$Hokkaido Electric Power (9509.JP)$
これが伸びる根拠でもある、物語があった。それは熊本TSMC工場建設。建設後も九州電力は急伸を続けている。
この物語が今回ラピダス工場建設途中で、データセンターも建設予定の北海道に当てはめるとこの銘柄はどうなるだろうか?
答えはそういうことです。
これが伸びる根拠でもある、物語があった。それは熊本TSMC工場建設。建設後も九州電力は急伸を続けている。
この物語が今回ラピダス工場建設途中で、データセンターも建設予定の北海道に当てはめるとこの銘柄はどうなるだろうか?
答えはそういうことです。
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$JET (6228.JP)$ $JET (6228.JP)$
It was posted on Twitter and here, but there was a backlash from the bottom.
After the split, the situation has risen by about 1000 yen, but since institutional sales have come in around Nomura Micro, I think it's about time we can determine profits.
It was posted on Twitter and here, but there was a backlash from the bottom.
After the split, the situation has risen by about 1000 yen, but since institutional sales have come in around Nomura Micro, I think it's about time we can determine profits.
Translated
![Rise as it was sent](https://sgsnsimg.moomoo.com/sns_client_feed/182592696/20240403/ccb1db5eac917f1a157cf073952adbf5.jpg/thumb?area=105&is_public=true)
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$Anycolor (5032.JP)$
“Buy a large bargain (considerable volume) at a low price.”
I agree, and I feel like it's still too early to buy it, but if I go down one step further, it might be okay to buy it. Fortunately, PER isn't that expensive.
“Buy a large bargain (considerable volume) at a low price.”
I agree, and I feel like it's still too early to buy it, but if I go down one step further, it might be okay to buy it. Fortunately, PER isn't that expensive.
Translated
nia_株仲間募集
commented on
$SharingTechnology (3989.JP)$
This company was secretly hiding its breath. Even though it's growth, PER is in the 8x range,? Oh my god.
Moreover, it supports the Japanese economic virtuous cycle, which anticipates a market size of 14 trillion yen related to remodeling, demand from an increase in the number of elderly people, an increase in financial results for the current fiscal year, and the cancellation of negative interest rates. Furthermore, this company is active in M&A.
It really is a big hole brand. If it's about 5 times, isn't it a brand you can't help but aim for?
This company was secretly hiding its breath. Even though it's growth, PER is in the 8x range,? Oh my god.
Moreover, it supports the Japanese economic virtuous cycle, which anticipates a market size of 14 trillion yen related to remodeling, demand from an increase in the number of elderly people, an increase in financial results for the current fiscal year, and the cancellation of negative interest rates. Furthermore, this company is active in M&A.
It really is a big hole brand. If it's about 5 times, isn't it a brand you can't help but aim for?
Translated
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2
nia_株仲間募集
commented on
$JET (6228.JP)$
JET, which was caught by rice and had fallen drastically
Here is the reason why I think the current price is the bottom price and there will be a rebound.
・Half price return from high price
・Touch the 26-week moving average
・Terrified by tonight's CPI, it has been sold until now. Will I be able to buy it with confidence after the announcement?
I feel like I'm in the perfect place in terms of timing 🧐
JET, which was caught by rice and had fallen drastically
Here is the reason why I think the current price is the bottom price and there will be a rebound.
・Half price return from high price
・Touch the 26-week moving average
・Terrified by tonight's CPI, it has been sold until now. Will I be able to buy it with confidence after the announcement?
I feel like I'm in the perfect place in terms of timing 🧐
Translated
![Is today the bottom of the decline](https://sgsnsimg.moomoo.com/sns_client_feed/182592696/20240312/bad2ca20eddab2ecde4411b082ce88bf.jpg/thumb?area=105&is_public=true)
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2
nia_株仲間募集
commented on
$SAKURA Internet (3778.JP)$
According to estimates, Fibonacci is included around 4800 yen, so there seems to be a rebound around there.
However, I think today's US semiconductors are strong, so depending on that, I wonder if they will rise due to a backlash from tomorrow's snuggle.
According to estimates, Fibonacci is included around 4800 yen, so there seems to be a rebound around there.
However, I think today's US semiconductors are strong, so depending on that, I wonder if they will rise due to a backlash from tomorrow's snuggle.
Translated
10
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$SAKURA Internet (3778.JP)$
There were abnormal purchases over supply and demand at Sakura! It's usually strange that PER was bought 400 times or more even considering future performance, seasonal server business, national support, etc.![]()
National support money has also gradually declined, so aren't they selling out good materials?
I wonder if it will drop once to around 6800 yen or 5500 yen![]()
There were abnormal purchases over supply and demand at Sakura! It's usually strange that PER was bought 400 times or more even considering future performance, seasonal server business, national support, etc.
National support money has also gradually declined, so aren't they selling out good materials?
I wonder if it will drop once to around 6800 yen or 5500 yen
Translated
![Are cherry blossoms sold out of good ingredients](https://sgsnsimg.moomoo.com/sns_client_feed/182592696/20240308/f0e6b6e441ff4d24bd9255222a9c0957.jpg/thumb?area=105&is_public=true)
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