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What does everyone think about the acquisition of 7-Eleven? I don't think it's necessarily bad news...
7-Eleven originally came from America, didn't they? However, the Japanese convenience store culture is very ingrained, and the current situation is that there are many people who think it is a Japanese company.![]()
In fact, it seems like there are quite a few people who think 7-Eleven is a Japanese company.![]()
Here are some things I can think about on this topic:
1. What kind of impact do acquisitions have on ordinary people who don't own stocks?
2. How do stock prices move for people who own stocks?
First, the first point is that being acquired means that financial power will increase. If you look at ATD operations, there is a possibility that they will become even healthier. Then I went to 7-ElevenNew products will increaseMaybe (UFO Oninori is awesome, anyone who knows knows it), and I hope there will be more 7-Eleven stores not only in big cities, but also in smaller towns. There may also be major changes in the management team.
Second, for people who have stocks, Alimentation Couche-?$#@$ $Alimentation Couche-Tard Inc (ATD.CA)$ Check out the stock price of...
7-Eleven originally came from America, didn't they? However, the Japanese convenience store culture is very ingrained, and the current situation is that there are many people who think it is a Japanese company.
In fact, it seems like there are quite a few people who think 7-Eleven is a Japanese company.
Here are some things I can think about on this topic:
1. What kind of impact do acquisitions have on ordinary people who don't own stocks?
2. How do stock prices move for people who own stocks?
First, the first point is that being acquired means that financial power will increase. If you look at ATD operations, there is a possibility that they will become even healthier. Then I went to 7-ElevenNew products will increaseMaybe (UFO Oninori is awesome, anyone who knows knows it), and I hope there will be more 7-Eleven stores not only in big cities, but also in smaller towns. There may also be major changes in the management team.
Second, for people who have stocks, Alimentation Couche-?$#@$ $Alimentation Couche-Tard Inc (ATD.CA)$ Check out the stock price of...
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「Black Monday in Reiwa” From the big crash of the Tokyo stock market on 8/5 which is also called3 weekshas passed. From the 5th to the 23rdTOPIX rebounded 20.5%. In 33 industries on the Tokyo Stock ExchangeThe industry that rebelled the most was “non-ferrous metals”and,”insurance business」「Securities and commodity futures trading” continued. The rise in “non-ferrous metals” involves handling optical fibers and electric wires $Fujikura (5803.JP)$contributed. What about Fujikura $Sumitomo Electric Industries (5802.JP)$ 、 $Furukawa Electric (5801.JP)$Along with, it is regarded as a corner of the “Densen Gosanke.” The strong performance of optical fiber for data centers was well received,Stock prices rose 81.8% over the same period, rapidly rising 3.7 times year to dateI did it.
◆ $Fujikura (5803.JP)$
Fujikura is on the 8th for the fiscal year ending 25/3Full yearBoth earnings were revised upward,The operating profit forecast was raised 27% from the previous one. Demand for AI data centers is expected to continue to expand. The annual dividend forecast was also raised to 65 yen (the previous forecast was 55 yen). Announced on the same day1Q operating profit increased 94.5% year over year2 of...
◆ $Fujikura (5803.JP)$
Fujikura is on the 8th for the fiscal year ending 25/3Full yearBoth earnings were revised upward,The operating profit forecast was raised 27% from the previous one. Demand for AI data centers is expected to continue to expand. The annual dividend forecast was also raised to 65 yen (the previous forecast was 55 yen). Announced on the same day1Q operating profit increased 94.5% year over year2 of...
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Alimentation Coustad, which operates Circle K, proposed the acquisition of Seven & i Holdings (which owns Seven Eleven). This is the largest acquisition of a Japanese company by a foreign company. The total market value of Seven & i HD is approximately 31 billion dollars. $Seven & i Holdings (3382.JP)$
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Buffett's latest “favorite brands” that are attracting attention have been revealed.
Led by Warren Buffett, a famous investor $Berkshire Hathaway-B (BRK.B.US)$ Shares held were disclosed in the 13F report. According to that, 2 stocks were newly acquired in 2024/4/6, and positions were added to 5 stocks. Meanwhile, $Apple (AAPL.US)$ Positions have been reduced for the 8 stocks led by, $Paramount Global-B (PARA.US)$ with $Snowflake (SNOW.US)$ The 2 stocks sold all of their holdings.
This time,Focus on the 2 newly acquired stocks Mr. Buffett has acquiredThen, each performance trend and stock price level is checked. What you can see from thereThe secret of Buffett's investmentMaybe.
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Buffett's “Latest Portfolio”:Sector edition
Berkshire Hathaway's 20...
Led by Warren Buffett, a famous investor $Berkshire Hathaway-B (BRK.B.US)$ Shares held were disclosed in the 13F report. According to that, 2 stocks were newly acquired in 2024/4/6, and positions were added to 5 stocks. Meanwhile, $Apple (AAPL.US)$ Positions have been reduced for the 8 stocks led by, $Paramount Global-B (PARA.US)$ with $Snowflake (SNOW.US)$ The 2 stocks sold all of their holdings.
This time,Focus on the 2 newly acquired stocks Mr. Buffett has acquiredThen, each performance trend and stock price level is checked. What you can see from thereThe secret of Buffett's investmentMaybe.
Berkshire Hathaway's 20...
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$Toyota Motor (7203.JP)$、 $Honda Motor (7267.JP)$、 $Nissan Motor (7201.JP)$The financial results for the first quarter (April-6) of the fiscal year ending 2025/3 of the Domestic Automobile Big 3 are now divided.Did Toyota and Honda have record high operating profitsI knocked it out.
The stock prices of Toyota and Honda, which became “clear,” have been sluggish due to the effects of the major crash in early August and concerns about the yen's upward trend, etc., and there is also a view that they are “undervalued.”
What drove the performance of the two companies was a hybrid car. Conversely, rice does not manufacture hybrid cars $Tesla (TSLA.US)$The sense of stalling is getting stronger. In response to this, it is China that has made a breakthrough over Toyota and Honda in hybrid cars $BYD COMPANY (01211.HK)$that's it. The plight of Japanese manufacturers in the Chinese market has also become clear, and there are many factors where the future is uncertain, including intensifying competition in the US.
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The winners of the first quarter were Toyota and Honda
Although the sales volume of Toyota and Honda split in the same period last year,...
The stock prices of Toyota and Honda, which became “clear,” have been sluggish due to the effects of the major crash in early August and concerns about the yen's upward trend, etc., and there is also a view that they are “undervalued.”
What drove the performance of the two companies was a hybrid car. Conversely, rice does not manufacture hybrid cars $Tesla (TSLA.US)$The sense of stalling is getting stronger. In response to this, it is China that has made a breakthrough over Toyota and Honda in hybrid cars $BYD COMPANY (01211.HK)$that's it. The plight of Japanese manufacturers in the Chinese market has also become clear, and there are many factors where the future is uncertain, including intensifying competition in the US.
Although the sales volume of Toyota and Honda split in the same period last year,...
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![Tesla stalls, Toyota and Honda are winners with hybrid cars! Go to a decisive battle with your strong enemy BYD! Are stock prices undervalued due to high yen prices? [Summary of financial results]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240814/563276f25cb300822d0dde33c807eced.jpg/thumb?area=105&is_public=true)
![Tesla stalls, Toyota and Honda are winners with hybrid cars! Go to a decisive battle with your strong enemy BYD! Are stock prices undervalued due to high yen prices? [Summary of financial results]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240814/2c6d4ecc2aa8a5f8281a902a06c935f6.jpg/thumb?area=105&is_public=true)
![Tesla stalls, Toyota and Honda are winners with hybrid cars! Go to a decisive battle with your strong enemy BYD! Are stock prices undervalued due to high yen prices? [Summary of financial results]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240814/f6837a00d31210e359f9d73284dc21cf.jpg/thumb?area=105&is_public=true)
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Since the number of people employed in the non-farm sector announced last week fell far short of expectations, the global market was baptized on “Black Monday,” and the market is even beginning to see that interest rate cuts on a 50-basis will be implemented in September. Furthermore, the recent sales pressure in the technology sector as a whole, combined with the rekindling of expectations for lower US interest rates, in the US stock marketThe possibility that the rotation will continueThere is. As interest rate cuts are imminent, what investment strategies should investors adopt?
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Are market adjustments also an opportunity to buy more due to interest rate cuts?
The market may enter an adjustment phase in the short term, but eventually it will turn upward. The stock market usually rises towards the initial rate cut,The 1 to 3 months after interest rate cuts went back and forthShow me, and if there is no recession,After that, it began to rise again. Currently, there is a large probability that the first interest rate cut will take place in September, so considering the year-to-date increase in the major indices,There is a possibility that we are approaching an adjustment phaseThere is. Furthermore, there is a possibility that the initial rate cut this time will overlap with the prelude to the US presidential election, which is usually highly volatile. In the case of a soft landing,Stocks tend to perform well 6 to 12 months after interest rate cutsThere is. To investors...
The market may enter an adjustment phase in the short term, but eventually it will turn upward. The stock market usually rises towards the initial rate cut,The 1 to 3 months after interest rate cuts went back and forthShow me, and if there is no recession,After that, it began to rise again. Currently, there is a large probability that the first interest rate cut will take place in September, so considering the year-to-date increase in the major indices,There is a possibility that we are approaching an adjustment phaseThere is. Furthermore, there is a possibility that the initial rate cut this time will overlap with the prelude to the US presidential election, which is usually highly volatile. In the case of a soft landing,Stocks tend to perform well 6 to 12 months after interest rate cutsThere is. To investors...
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This week, I did a job I didn't have any abilities, and I managed to do it, but when I think about the future, I'm uneasy. I study so as not to get into trouble, and I study every day.
everyone, good work this week
I hope everyone has a nice weekend
everyone, good work this week
I hope everyone has a nice weekend
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