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モンぴょん Private ID: 182732667
初心者でとりあえず見学
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    There is only one basic basis for success in stock trading: “buy low and sell high.”
    Despite the simple rules, many people think about it in a complicated way, making transactions difficult for themselves.
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    As AI further penetrates the world, citizens will experience AI even more in the future.
    Currently, AI technology is affecting every aspect of daily life, and its penetration will further deepen in the future.
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    $Tokyo Electric Power (9501.JP)$ Expectations are growing that stock prices will skyrocket since announcing the restart of the No. 7 nuclear generator.
    Many investors expect the stock price to rise significantly after the start of trading in the afternoon.
    However, there are also opinions from opponents, and they point out that “even though it is an unindebted stock, even if there is a profit from restarting, it is necessary to return the money borrowed from the country, so it will eventually be a waste of time and money.”
    While expecting a short-term rise in stock prices, it seems good to think about long-term risks.
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    The stock price didn't drop as much as I expected. Even if it stays in the 1800 yen range for a while, I think it will rise in the long run.
    Holders aiming for special offers are supported, so it probably won't drop as much as expected. Ko
    Rowide continues to take an aggressive stance, so stock prices are stable and strong, aren't they?
    Conversely, if they become conservative, stock prices may also lose momentum.
    In the past, I couldn't understand the company Corowide well, and it was difficult to keep holding on because I was worried about when the stock price would plummet, but now expectations are very high.
    I'm really excited to see what measures they come up with next.
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    The total stock market value of the company was approximately 5.60 trillion yen as of intraday on the 19th.
    If the acquisition is realized, the delicatessen division, which is unrivaled by other companies in the same industry, will quickly be destroyed.
    that's amazing. I thought Seven was the strongest in the world.
    Recently, I thought that Japan's approach to social conditions is changing day by day is weak, but I think it will definitely have the power to revive.
    Apart from what will happen, I expect prosperity and decline, and management evolution as the times change.
    Vested interests will one day perish.
    Scrap-building is happening everywhere, including corporate management, technology, and individual lifestyles.
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    The market rebounded strongly over the past week. The main factors are that the July CPI report was calm and interest rate cuts in September were almost confirmed, and concerns about a recession were diminished due to strong economic data.This has generated positive feedback on the stock market.
    The sharp decline in the market around 8/5 was due to position adjustments, and there were no basic changes in the economy, but the macroeconomic impact on the rebound is significant.
    Also, it is interesting that long-term government bond yields are stable.
    $Nasdaq (NDAQ.US)$ Despite the rebound, the yield on 10-year US bonds is almost3.8-3.9%It has stayed at The market seems worried about missing an opportunity to cut interest rates.
    Debates about the American economic recession have come to an end, and some investment banks have lowered the probability of a recession.
    Next week's focus isChairman Powell's speech at Jackson HoleIt is.
    The market is expecting interest rate cuts in September, and Powell mentioned economic growth rates and inflation rates,Show signs of interest rate cutsYou can think of it.
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    Currently, the period of stagnation in profits is over, and the US Federal Reserve System will be in SeptemberThere is also a high possibility of interest rate cutsIt is.
    $Alphabet-A (GOOGL.US)$ There is a possibility that more shares will be bought back before interest rate cuts, and previously it was planned to announce a $70 billion repurchase plan in 2024/4.
    According to reports, thatabout 40%It is said that it has already been implemented, but there are no reliable sources, so if you know how to check this information directly, please let me know.
    Also, since Google doesn't provide profit guidelines, and this is a factor that keeps speculators away, Google is stagnating as overall technology stocks rise like this week.
    However, by the end of this year, it will still be against this stockA positive point of viewI have one, and I would like to know how other GOOGL bullies evaluate this stock over the long term and other factors.
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    Everyone, it was an amazing trip! 😵‍💫
    The average purchase price is $132. I was thinking of setting a stop loss once it was above $132 🤞.
    What do you think about this? Obviously, they sold it because of this, $NVIDIA (NVDA.US)$You will lose your position, but at least you can ensure safety. In the worst case, the stock price may rise further after the stop loss is triggered, and it may be necessary to repurchase at a higher price, right?
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    $Starbucks (SBUX.US)$ The stock price has risen, and the reason for this is that the company welcomed Brian Niccol from Chipotle as CEO.
    He may be better than the current CEO, but over time it will be important whether his financial performance is worth this assessment. Starbucks' revenue growth rate is forecast to jump to 7% next year, and this year's growth forecast is only 1.5%.
    Also,What is the profit margin15.5%It has risen to this year's15.2%It increases fromIt's an estimate. Taking into account Starbucks' mature and low growth characteristics, we eventually adopted a permanent growth rate of 3.5%.
    This is at the high end of the GDP growth rate, and it is impossible for companies to surpass economic growth forever.
    Overall, the market currently has high expectations for Brian. He won't be able to prove that current prices are reasonable unless they greatly exceed our generous expectations over the next few years.
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    Although the Prime Minister often receives a high approval rating when he takes office, support usually drops rapidly thereafter. I feel that democracy in this country has a fundamental problem.
    The main cause may be the feeling that “it's different from what I thought,” but I'm wondering if the main cause of the problem is politicians, citizens, or the democratic system itself.
    If there is a problem with politicians, the democratic system should provide an opportunity to select “politicians who are not.” If citizens are always being deceived, I think it's about time the people themselves need to learn.
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