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30% of companies in the S&P500 index have completed their earnings reports. Among them, the ratio of companies that exceeded expectations is high at 80%, butThere is also an increasing number of stocks that have become overvalued.On the other hand, There are some stocks with a strong performance yet still remaining undervalued.some even have expectations for performance recovery.Semiconductor stocksYaHidden AI Stocks and Stocks with PBR below 1 are also available, and it seems that a valuation upgrade can be expected in the medium to long term.There may also be expectations of adjustments and upward movements in valuations in the medium to long term.
This time, from the list of companies that have already announced earnings reports,We pick "5 Selected US Stocks with Good Performance and Value"Done.
$Lam Research (LRCX.US)$
Expectations for medium to long-term market share and performance expansion against the backdrop of the AI investment boom.
●Semiconductor manufacturing equipment manufacturer. Holds the world's top share in etching equipment, and has the industry's largest 3D NAND equipment installation base. Established technological leadership at an early stage in advanced packaging, which is essential for AI technology.
●Currently, (Note: JSR, excluding the chemical sector constituents of the Nikkei Semiconductor Stock Index (in weight order). Operating profit growth rate forecast, recent dividend yield, and analyst target stock price for Nippon Chemicals are based on Bloomberg data.)(Price Earnings Ratio) is 20.3 times, lower than the 5-year average of 21.8 times (many semiconductor stocks are above the historical average).(Note: As of October 25th, Bloo...
This time, from the list of companies that have already announced earnings reports,We pick "5 Selected US Stocks with Good Performance and Value"Done.
$Lam Research (LRCX.US)$
Expectations for medium to long-term market share and performance expansion against the backdrop of the AI investment boom.
●Semiconductor manufacturing equipment manufacturer. Holds the world's top share in etching equipment, and has the industry's largest 3D NAND equipment installation base. Established technological leadership at an early stage in advanced packaging, which is essential for AI technology.
●Currently, (Note: JSR, excluding the chemical sector constituents of the Nikkei Semiconductor Stock Index (in weight order). Operating profit growth rate forecast, recent dividend yield, and analyst target stock price for Nippon Chemicals are based on Bloomberg data.)(Price Earnings Ratio) is 20.3 times, lower than the 5-year average of 21.8 times (many semiconductor stocks are above the historical average).(Note: As of October 25th, Bloo...
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The Hang Seng China Enterprises Index in Hong Kong stocks has risen more than 30% in the past month, achieving the best performance among over 90 stock indices tracked by Bloomberg worldwide.
Roundhill Investments announced a new ETF that correlates with the performance of large Chinese companies as the Chinese stock market surges. $Roundhill China Dragons ETF (DRAG.US)$with constituents such as $Tencent (TCEHY.US)$、 $PDD Holdings (PDD.US)$、 $Alibaba (BABA.US)$、 $Meituan ADR (MPNGY.US)$、 $BYD Company ADR (BYDDY.US)$、 $Xiaomi Corp. Unsponsored ADR Class B (XIACY.US)$、 $JD.com (JD.US)$、 $Baidu (BIDU.US)$、 $NetEase (NTES.US)$Includes gan ltd.
Roundhill Investments announced a new ETF that correlates with the performance of large Chinese companies as the Chinese stock market surges. $Roundhill China Dragons ETF (DRAG.US)$with constituents such as $Tencent (TCEHY.US)$、 $PDD Holdings (PDD.US)$、 $Alibaba (BABA.US)$、 $Meituan ADR (MPNGY.US)$、 $BYD Company ADR (BYDDY.US)$、 $Xiaomi Corp. Unsponsored ADR Class B (XIACY.US)$、 $JD.com (JD.US)$、 $Baidu (BIDU.US)$、 $NetEase (NTES.US)$Includes gan ltd.
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The first quarter financial results of the five major trading companies for the fiscal year ending March 2025 (1Q, April to June)...are influenced by asset sales and exchange rate gains due to the depreciation of the yen.) showed thatandcontribute.三菱商事など3社が増益となった。通期純利益見通しに対する進捗率の高さも目立った。一方、直近では日銀の追加利上げ懸念や米利下げ観測から円高圧力が強まり、1Q期間中より円高となる1ドル147円台の水準で推移している。各社の25年3月期の想定為替レートは140〜145円。現行の水準が続く、または円高が進行すると、円安による利益上振れ期待が剥落していくことになる。ただ各社の最高財務責任者(CFO)は決算会見で足元のThe impact of the yen's appreciation and additional interest rate hikes by the Bank of Japan is not significant, but limited.And so on, they commented.also experienced an inverted yield curve.That.
The early August, when the earnings announcements of trading companies were concentrated, saw a large crash in the Japanese stock market. The Nikkei Stock Average fell by about 20% from the end of July to August 5th.As a result,the valuations of the five major trading companies also dropped significantly.5大商社のバリュエーションも大きく下がったAccording to a Bloomberg article on the 8th, the renowned investor Vroom suggested earlier about increasing the shareholding ratio of Japanese trading companies.Therefore, it is pointed out that it is a good opportunity for him to increase his holdings. Check the financial results and stock prices of each company, as well as the views of analysts.For Mr. Buffett, it can be seen that he...
The early August, when the earnings announcements of trading companies were concentrated, saw a large crash in the Japanese stock market. The Nikkei Stock Average fell by about 20% from the end of July to August 5th.As a result,the valuations of the five major trading companies also dropped significantly.5大商社のバリュエーションも大きく下がったAccording to a Bloomberg article on the 8th, the renowned investor Vroom suggested earlier about increasing the shareholding ratio of Japanese trading companies.Therefore, it is pointed out that it is a good opportunity for him to increase his holdings. Check the financial results and stock prices of each company, as well as the views of analysts.For Mr. Buffett, it can be seen that he...
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$NVIDIA (NVDA.US)$
Technically, the bearish tone is strong. Fundamentally, it's bullish. Technicals are for the short term, fundamentals are for the long term. I am a long-term fundamental gorilla strength hodler, so I will patiently wait for nvidia. Nvidia goes up and down repeatedly. Exiting the market is what's bad. I have invested 60% of my investment in nvidia, so while watching the decline of the remaining 40% investment, I enjoy buying little by little (switching to the strategy of buying at lower prices). I enjoy the nvidia life. Down is good!
Well, once I use up 40% of the funds. I will sleep and wait. Most of the time, I have been winning. Cutting losses only applies to stocks where future potential is unclear.
Come on! Go for it, nvidia!
Technically, the bearish tone is strong. Fundamentally, it's bullish. Technicals are for the short term, fundamentals are for the long term. I am a long-term fundamental gorilla strength hodler, so I will patiently wait for nvidia. Nvidia goes up and down repeatedly. Exiting the market is what's bad. I have invested 60% of my investment in nvidia, so while watching the decline of the remaining 40% investment, I enjoy buying little by little (switching to the strategy of buying at lower prices). I enjoy the nvidia life. Down is good!
Well, once I use up 40% of the funds. I will sleep and wait. Most of the time, I have been winning. Cutting losses only applies to stocks where future potential is unclear.
Come on! Go for it, nvidia!
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According to filing with the California Department of Employment Development, Apple has temporarily laid off more than 600 employees in California as part of its decision to end the automobile and smartwatch display projects.
The Cupertino, California-based company has submitted eight separate reports to the state to comply with the Worker Adjustment and Retraining Notice (WARN) program. Businesses are required to file reports with state authorities for each California address that includes employees affected by layoffs. Of these, at least 87 were working at an address equivalent to Apple's secret facility for next-generation screen development, and the rest were in buildings associated with the automotive project.
At the end of February, Apple began scaling back on both initiatives, and this was seen as a major moonshot effort to advance the company's technology and enter big new fields. The automobile project was halted while there was no decision among executives regarding direction and cost concerns. The exhibition program is an engineer...
The Cupertino, California-based company has submitted eight separate reports to the state to comply with the Worker Adjustment and Retraining Notice (WARN) program. Businesses are required to file reports with state authorities for each California address that includes employees affected by layoffs. Of these, at least 87 were working at an address equivalent to Apple's secret facility for next-generation screen development, and the rest were in buildings associated with the automotive project.
At the end of February, Apple began scaling back on both initiatives, and this was seen as a major moonshot effort to advance the company's technology and enter big new fields. The automobile project was halted while there was no decision among executives regarding direction and cost concerns. The exhibition program is an engineer...
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Major US semiconductor company $NVIDIA (NVDA.US)$isShares will split from 1 share to 10 shares on 6/10 (Monday)It was announced. The stock price per share has dropped, and since the minimum investment amount required has decreased, it will be a stock price that is easy for more investors to reach (after the previous stock split in 2021, currentlyNVIDIA shares rose more than 450%Doing it).
The company hit a new high again on 6/4, and the stock price closed 1.25% higher and reached $1164.37. The total market value of NVIDIA is about 2.86 trillion dollars, and it is approaching Apple, which is the second largest in terms of market capitalization, about 2.98 trillion dollars.
If the closing price of the stock price the day before was 1164.37 dollars, when 1 share is divided into 10 shares, the price per share would be approximately 116.44 dollars.
Let's get benefits by predicting how far NVIDIA's stock price will rise 10 days before the stock split, and what will happen to the stock price on the first day after the stock split.
[Voting Privileges]
● Rewards: 10,000 points distributed evenly
June 10th at 10:30 p.m. (Japan time)By,NVIDI...
The company hit a new high again on 6/4, and the stock price closed 1.25% higher and reached $1164.37. The total market value of NVIDIA is about 2.86 trillion dollars, and it is approaching Apple, which is the second largest in terms of market capitalization, about 2.98 trillion dollars.
If the closing price of the stock price the day before was 1164.37 dollars, when 1 share is divided into 10 shares, the price per share would be approximately 116.44 dollars.
Let's get benefits by predicting how far NVIDIA's stock price will rise 10 days before the stock split, and what will happen to the stock price on the first day after the stock split.
[Voting Privileges]
● Rewards: 10,000 points distributed evenly
June 10th at 10:30 p.m. (Japan time)By,NVIDI...
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$NVIDIA (NVDA.US)$
According to Mr. Imanaka, chief analyst at Rakuten Securities, the target stock price will be raised from 1,400 dollars to 1,500 dollars because further increases in performance are expected in response to NVIDIA's 1Q financial results announcement this time. It looks like the total market value is still going up. https://youtu.be/m1cR-DpOpLI?si=GOAXyn-n-cUHCcGF
According to Mr. Imanaka, chief analyst at Rakuten Securities, the target stock price will be raised from 1,400 dollars to 1,500 dollars because further increases in performance are expected in response to NVIDIA's 1Q financial results announcement this time. It looks like the total market value is still going up. https://youtu.be/m1cR-DpOpLI?si=GOAXyn-n-cUHCcGF
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$SKY BLUE 11 (01010.HK)$ We can do it from now on ♥️ Good luck!😃
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